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Best financial advisors in Deer Harbor, WA

Registered advisers within 25 miles of Deer Harbor, WA.

Offices
31
Firms
14
Combined AUM
$3.70T
Firm-wide filings, not assets booked only here
Clients
393K
392,585 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FISCALIS ADVISORY, INC.
BARING FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

KATLYNN MORGAN FORD
EMILY JENSINA SCATES
Karl Shilhanek
Jonathan Martin Piff
Noah M Gaty
Steven William Rutz
ERIK DIRK SAUNDERS
Carmine Rae LaFleur
ERIC JAMES FOX
Elliott Holmes Johnson
Janie Strait Crane
Troy William Kunz
Gary Lee Thramer
KEITH ANDREW HAMILTON
Gerrit R Maatkamp
Amy Lee Hong
HEATHER ANN LADD
Benjamin Nephi Jensen
ALECIA LAURETTA MODAHL
Gregory Brian Herrling
Antonette Kay Swanson
BONNIE JEAN PACKO
Elise Makana Fontanilla Williams
Timothy T Anderson
Michael Joseph Doyle

Within 25 miles of Deer Harbor, WA, Best Investors lists 14 registered investment advisory firms with 31 offices nearby, managing about $3.70T in combined regulatory AUM across 392,585 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Deer Harbor

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM