Best Investors Account Sign in

Best financial advisors in Glenwood, WA

Registered advisers within 25 miles of Glenwood, WA.

Offices
14
Firms
10
Combined AUM
$2.45T
Firm-wide filings, not assets booked only here
Clients
245K
245,317 clients when Item 5C has a number
Avg / client
$9.97M
Combined AUM ÷ clients

Nearby offices

Firms

GENEOS WEALTH MANAGEMENT, INC.
ONEDIGITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
ADB CAPITAL MANAGEMENT, LLC
NORTHSIDE CAPITAL MANAGEMENT LLC
D.A. DAVIDSON & CO.
CROWN POINT WEALTH ADVISORS
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC

Investors

MATTHEW KIRBY HANSON
SEAN MITCHELL CIEMIEWICZ
Peter Kristian Kotkas
Jan M Schneider
Kelly Axel Comstock
Douglas M Comstock
James Robert Frakes
ARTHUR D BRUNSON
PATRICIA CARMEL GOOCH
ALEXANDER BECKMAN MCCULLOCH
Brendan Kerr
KRAIG DAVID KERR
Branden Sky-Blue Buel
Joseph Charles Knox Guenther
James D Williams
Sharon Mary Pack
Molly Searcy
Lee McPherson
RONALD EDWIN BARNETTE
Dallas G Bates
Tara Jane Donivan
Heather Marie Runyon
J R Runyon

Within 25 miles of Glenwood, WA, Best Investors lists 10 registered investment advisory firms with 14 offices nearby, managing about $2.45T in combined regulatory AUM across 245,317 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 Glenwood

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 ONEDIGITAL 175 clients · 404 advisers $155B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM 7 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 8 NORTHSIDE CAPITAL MANAGEMENT LLC 60 clients · 7 advisers $6.94B AUM