Best financial advisors in Gate, WA

Registered advisers within 25 miles of Gate, WA.

Offices

94

Firms

35

Combined AUM

$9.37T

Firm-wide filings, not assets booked only here

Clients

1.41M

1,408,701 clients when Item 5C has a number

Avg / client

$6.65M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

19810 OLD HWY 99 SUITE 4
ROCHESTER, WA 98579

STATE FARM INVESTMENT MANAGEMENT CORP.

1222 Harrison Avenue
Centralia, WA 98531

EDWARD JONES

1111 HARRISON AVE
CENTRALIA, WA 98531

EDWARD JONES

1209 BORTHWICK ST SUITE A
CENTRALIA, WA 98531

CETERA INVESTMENT ADVISERS LLC

620 WEST MAIN
CENTRALIA, WA 98531

OSAIC WEALTH, INC.

609A WEST MAIN ST
CENTRALIA, WA 98531

EDWARD JONES

500 W MAIN STREET STE C
CENTRALIA, WA 98531-4252

EDWARD JONES

101 NORTH TOWER AVE
CENTRALIA, WA 98531

STATE FARM INVESTMENT MANAGEMENT CORP.

1616 S Gold St Ste 3
Centralia, WA 98531-8930

10.2 miles away

STIFEL INDEPENDENT ADVISORS, LLC

2540 NE KRESKY AVENUE SUITE A
CHEHALIS, WA 98532

10.6 miles away

EDWARD JONES

1539 NW LOUISIANA
CHEHALIS, WA 98532

10.6 miles away

CETERA INVESTMENT ADVISERS LLC

1611 N NATIONAL AVENUE SUITE 9
CHEHALIS, WA 98532

10.8 miles away

EDWARD JONES

453 NORTH MARKET BOULEVARD
CHEHALIS, WA 98532

11.3 miles away

RAYMOND JAMES & ASSOCIATES, INC.

318 NW CHEHALIS AVENUE
CHEHALIS, WA 98532

11.3 miles away

CETERA INVESTMENT ADVISERS LLC

365 NW Chehalis Ave
Chehalis, WA 98532

11.3 miles away

J.P. MORGAN SECURITIES LLC

681 SOUTH MARKET BLVD
CHEHALIS, WA 98532

LPL FINANCIAL LLC

852 S MARKET BLVD
CHEHALIS, WA 98532

12.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

883 S Market Blvd
Chehalis, WA 98532

12.1 miles away

EDWARD JONES

83 SW 13TH STREET #1
CHEHALIS, WA 98532

12.4 miles away

EDWARD JONES

2201 93RD AVE SW STE C
TUMWATER, WA 98512-1066

14.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

STIFEL INDEPENDENT ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

Investors

Cindi Mechelle Whiting

WILLIAM KINGSLAND TUFTS

William Charles Radtke

Julia Jane Gaul

JOHN DAVID LAWRENCE

BARBARA RAKEVICH GREATWOOD

AMANDA JEAN LENZ

Catherine Mae Cleveland

KEVIN RANDALL STOTTLEMYRE

Michael Thomas Bartoldo

Derek Andrew Burger

Bryan H Erickson

CHRISTOPHER CHARLES FORESPRING

LAURA ANN NELSON

SILAS JOHN NEWKIRK

Noah Thomas May

Bruce Lynn Hansen

STUART ANDREW CAVNESS

Jenna Coulter Nacht

Kashif Amir Khan

Lynne Pehl Calvert

Robert Willis Pehl

JEFFREY DEAN ROBERTSON

Douglas A. Bradel

JARED STEWART KIRKPATRICK

ANGELA ELAINE VLACH

Michaela Voeller

Bruce Robert Hansen

Alan Dirk Farrar

Within 25 miles of Gate, WA, Best Investors lists 35 registered investment advisory firms with 94 offices nearby, managing about $9.37T in combined regulatory AUM across 1,408,701 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 Gate

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM