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Best financial advisors in Dixie, WA

Registered advisers within 25 miles of Dixie, WA.

Offices
19
Firms
13
Combined AUM
$2.64T
Firm-wide filings, not assets booked only here
Clients
247K
246,958 clients when Item 5C has a number
Avg / client
$10.7M
Combined AUM ÷ clients

Nearby offices

Firms

LIFEFOCUS FINANCIAL ADVISORS, LLC
EDWARD JONES
WALLA WALLA WEALTH ADVISORS
FONDAHN FINANCIAL
CWM, LLC
ARKADIOS WEALTH ADVISORS
D.A. DAVIDSON & CO.
CREATIVE PLANNING
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADVISORY ALPHA, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
5 STAR INVESTING

Investors

Seth R Deal
ROBERT VERLE DEAL
Chase Thomas Hessler
George Thomas Hessler
BRIAN KENNETH BRUGGEMAN
Andrew Block
JOSEPH ALEXANDER FONDAHN
JOHN TIMOTHY BUCKLEY
Shannon Michelle Block Ebding
Henry Owen Worden
Holly Cristine Ramirez
GINGER MARIE KESSEL
Carolyn Dufur Stiver
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR
Lawson F Knight
Melissa Wilcox
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
Samuel Nicholas Wells
Karee Ann Eliason
HAROLD THOMAS BOUCHER
DEIRDRE HAFEN
MICHAEL JOHN SWINNERTON
JOHN C ZERBA

Within 25 miles of Dixie, WA, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $2.64T in combined regulatory AUM across 246,958 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 Dixie

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 ARKADIOS WEALTH ADVISORS 222 advisers $8.79B AUM