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Best financial advisors in Desert Aire, WA

Registered advisers within 50 miles of Desert Aire, WA.

Offices
157
Firms
53
Combined AUM
$9.79T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,466,177 clients when Item 5C has a number
Avg / client
$3.97M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC FINANCIAL CONCEPTS, LLC
LPL FINANCIAL LLC
EDWARD JONES
HERNANDEZ FINANCIAL
WHITE & COMPANY FINANCIAL PLANNING, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC

Investors

TONY MERRILL ASHTON
STEPHEN NEPHI ASHTON
Brian Kent Bliesner
JESSE HERNANDEZ
GREGORY D VANDER TOP
THOMAS ALBERT WHITE
JAMES ERIC PARKER
MISTI D WIEDERSPOHN
Ted Robinson Thomas
Tyler Crump
Shane R Hoff-Williams
Kameron Shane Hoff-Williams
Jessica Worley
Timothy D. Johnson
Gina M Johnson
ARIEL E. GARZA
MICHAEL WILLIAM HOMER
Samuel Rathbone
Cooper Correia
Justin Charles Ashley
Tiffany Vehrs
Everett C Ashley
Hunter Garland-Cruz
James Brent Shank
Jeffery A. Sawyer
Aaron Norton
Roger Lewis Hochstetler
Chad Thomas McDonald
Jodi L Davis
Travis J Clifton

Within 50 miles of Desert Aire, WA, Best Investors lists 53 registered investment advisory firms with 157 offices nearby, managing about $9.79T in combined regulatory AUM across 2,466,177 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 Desert Aire

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM