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Best financial advisors in Fragaria, WA

Registered advisers within 25 miles of Fragaria, WA.

Offices
1,294
Firms
476
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,276 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
BORTEL INVESTMENT MANAGEMENT, LLC
THE DAYTON COMPANY INC
DECISIONPOINT FINANCIAL, LLC
EDWARD JONES
PIONEER SQUARE ADVISORS, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PACIFIC ASSET MANAGEMENT, LLC
INTEGRATED WEALTH CONCEPTS LLC
CONESTOGA WEALTH PARTNERS
COMMONWEALTH FINANCIAL NETWORK

Investors

Kurt A. Roddy
PETER BENJAMIN BORTEL
MICHAEL L DAYTON
MATTHEW CLAWSON
Jacob Elijah Laws
CHADD SIMEON PEACHEY
Jessica Rueber
NATHAN LOREN ENZIAN
EMMANUEL GARCIA
Robert S. Eiford
James A Freund
Matthew J. Parrish
Thomas O'Dell Hanrahan
Denette Keakealani Chu
Cameron Martin Smith
Kimberlie Clydene Olsen
RALPH GREGORY LATZA
GARY LEE LUCY
JOSHUA A MORIN
PETER ANTHONY SAYAH
BRIAN WHITFIELD COX
MATTHEW JERRY FERGUSON
CHARLES EDGAR CLARK
Erwin Reguindin
MELISSA LAURA COURNYER
CONNER MATHEW HARTMANN
ANDREW ROBERT THIBEAULT
KLAUDIA ANNA A CONRADT
James Oliver Smith

Within 25 miles of Fragaria, WA, Best Investors lists 476 registered investment advisory firms with 1,294 offices nearby, managing about $20.0T in combined regulatory AUM across 3,380,276 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 Fragaria

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM