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Best financial advisors in Friday Harbor, WA

Registered advisers within 25 miles of Friday Harbor, WA.

Offices
15
Firms
8
Combined AUM
$2.99T
Firm-wide filings, not assets booked only here
Clients
256K
255,588 clients when Item 5C has a number
Avg / client
$11.7M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FISCALIS ADVISORY, INC.

Investors

Karl Shilhanek
Jonathan Martin Piff
Noah M Gaty
KATLYNN MORGAN FORD
EMILY JENSINA SCATES
Steven William Rutz
ERIK DIRK SAUNDERS
Carmine Rae LaFleur
Janie Strait Crane
Troy William Kunz
ERIC JAMES FOX
Elliott Holmes Johnson
Gary Lee Thramer
KEITH ANDREW HAMILTON
Gerrit R Maatkamp
Amy Lee Hong
HEATHER ANN LADD
Benjamin Nephi Jensen

Within 25 miles of Friday Harbor, WA, Best Investors lists 8 registered investment advisory firms with 15 offices nearby, managing about $2.99T in combined regulatory AUM across 255,588 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 Friday Harbor

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 8 FISCALIS ADVISORY, INC. 1 clients · 1 advisers $46.8M AUM