Best Investors Account Sign in

Best financial advisors in Elger Bay, WA

Registered advisers within 25 miles of Elger Bay, WA.

Offices
172
Firms
43
Combined AUM
$8.48T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,108,344 clients when Item 5C has a number
Avg / client
$7.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
FORTSON VC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
INDEPENDENT FINANCIAL GROUP, LLC
MCILRATH & ECK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
U.S. BANCORP ADVISORS, LLC
WYATT WEALTH MANAGEMENT

Investors

Daya Lafaye Aglugub
Brandon Paul Burr
Nicki Leslie
Nate Greenland
Ronald Alexander Kennedy
Seth Timothy Nilson
Sean Michael Jones
VINCENT STEPHEN THOMAS
TIMOTHY ANDREW MENZIES
TERI ANNE PERRIGOUE
WILLIAM MENZIES
QUILLOW CAIDYNCE BLACKWELL
HARALD NORMAN SCHOT
Jacob Porter
Brenna Kathleen Casey
SHELLY L MATHIS
JOHN ELUWENE MCKEON
CHERI K WILLIAMS
TINA MARIE Morand
Johnny Ray Matkins
Anne Elisabeth Kralman
Joshua Caleb Kelley
Jared Douglas Johnson
Christopher Lee Frank
JACOB ARTHUR BLUKIS
Wendiguiata Ouedraogo
THOR HARVEY MCILRATH
TROY JAMES CRUTCHER
Mena Mekhael Masry
Jeffrey Scott Campbell
Jesse Sheridan Axtell
Daniel Robert Reisdorff
Warren Daniell Phillips
Sophia R Dalton

Within 25 miles of Elger Bay, WA, Best Investors lists 43 registered investment advisory firms with 172 offices nearby, managing about $8.48T in combined regulatory AUM across 1,108,344 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 Elger Bay

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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