Best Investors Account Sign in

Best financial advisors in Elbe, WA

Registered advisers within 25 miles of Elbe, WA.

Offices
13
Firms
6
Combined AUM
$3.89T
Firm-wide filings, not assets booked only here
Clients
279K
279,214 clients when Item 5C has a number
Avg / client
$13.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS

Investors

Kenneth Ulery
Dustin Hocking
Matthew R McLellan
Nolan Bailey
James Burton Morgan
Steven C Koleszar
Taylor Rodarte
Janelle Loraine Embrey
WALTER LEON HARRISON
Glenn Ray Richardson
David Jonathan Sienkiewich
Pamela Joann Ferris
CHRISTIAN DAVID MCCLUNG
Brandon Michael Bules
Jacob Crause

Within 25 miles of Elbe, WA, Best Investors lists 6 registered investment advisory firms with 13 offices nearby, managing about $3.89T in combined regulatory AUM across 279,214 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 Elbe

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 INTEGRITY ADVISORY SOLUTIONS 113 advisers $1.10B AUM