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Best financial advisors in Donald, WA

Registered advisers within 25 miles of Donald, WA.

Offices
48
Firms
25
Combined AUM
$7.40T
Firm-wide filings, not assets booked only here
Clients
1.46M
1,456,466 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
TIETON CAPITAL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
CWM, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THREADLINE WEALTH
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Kameron Shane Hoff-Williams
Andres Lucero
Shawnette Marie Haas
Kathleen Sheehan Wilmes
Ryan L Sullivan
SUSAN MARIE VAN TRESS
MATTHEW JAMES HARGREAVES
DIRK BYRON BERND
Gunnar Harrison
Chelsie Marie Smith
Quentin Robert Rickey
Ellie Rachel Buntin
JOY SUZANNE STENEHJEM
BENJAMIN JOHN RICKEY
Jeremy Ryan Kelley
Aubrey Kaye Holwegner
Steven G Meyer
Eric B Davis
MATTHEW WALTER DHANE
WILLIAM JOSEPH DEZELLEM
William Andrew Hunter
JEREMY PAUL KELLEY
Monty J Sunderland
Kenneth Edward Reeves
SARA Nicole LIGHT
Christine Maria Ward
LAVON P FERGUSON
Roger W Kinder
Jane Michelle Sobottka
RYAN LYNN FRANKLIN
CONNIE ARLENE FALON
Jason Matthew Tompkins
Cole Lowry Christianson
RICHARD L MILLER

Within 25 miles of Donald, WA, Best Investors lists 25 registered investment advisory firms with 48 offices nearby, managing about $7.40T in combined regulatory AUM across 1,456,466 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 Donald

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM