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Best financial advisors in Freeland, WA

Registered advisers within 25 miles of Freeland, WA.

Offices
348
Firms
97
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,392,621 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST ADVISORS NATIONAL, LLC
ASPIRE CAPITAL ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
SBI US GATEWAY FUND MANAGEMENT

Investors

Kevin Blaine Lungren
Michelle Padilla
Kristi Kammenga Price
JAMES MICHAEL FORSYTH
DANIELLE ANNEMARIE MOELLER
SHEILA SUZANNE DELONG
CHRISTOPHER WAYNE HUDEC
RICHARD DOUGLAS KEPPLER
STEPHANIE ANN GALE
Richard J Smith
Tyler Mitchell Johnson
Amanda J Short
Katherine Jean Policani
Alexander Michael Lynch
Alfred Bowman
JENNIFER CLAIRE STATLER
ROBERT DECKER
Charles Russell Hoover
Kathleen Patricia Schott
Stephen Michael Sklar
Paul Daniel Johnson
Ryan Smolko
Doug William Miller
Aaron Ryan Wolfe
Deborah Shawn Tanner
Michael W Davis

Within 25 miles of Freeland, WA, Best Investors lists 97 registered investment advisory firms with 348 offices nearby, managing about $10.9T in combined regulatory AUM across 2,392,621 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 Freeland

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM