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Best financial advisors in Goldendale, WA

Registered advisers within 50 miles of Goldendale, WA.

Offices
32
Firms
17
Combined AUM
$2.49T
Firm-wide filings, not assets booked only here
Clients
252K
251,987 clients when Item 5C has a number
Avg / client
$9.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VON BORSTEL & ASSOCIATES
GENEOS WEALTH MANAGEMENT, INC.
ONEDIGITAL
ADB CAPITAL MANAGEMENT, LLC
NORTHSIDE CAPITAL MANAGEMENT LLC
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
CROWN POINT WEALTH ADVISORS
KEY INVESTMENT SERVICES LLC
HERNANDEZ FINANCIAL

Investors

Tara Jane Donivan
Heather Marie Runyon
J R Runyon
DEAN ALAN DOLLARHIDE
JOHN BENSON COATS
JOHN CHARLES BRUNK
WAYNE VON BORSTEL
SANDRA AGUIRRE PIZA
ANSON DAVID LILIENTHAL
Anna Rebecca McClure
LEON FRANCIS DORICH
Alec Jordan Yangos
Jan M Schneider
Kelly Axel Comstock
Douglas M Comstock
James Robert Frakes
MATTHEW KIRBY HANSON
SEAN MITCHELL CIEMIEWICZ
Peter Kristian Kotkas
ARTHUR D BRUNSON
PATRICIA CARMEL GOOCH
ALEXANDER BECKMAN MCCULLOCH
Branden Sky-Blue Buel
Brendan Kerr
KRAIG DAVID KERR
Molly Searcy
Lee McPherson
RONALD EDWIN BARNETTE
Joseph Charles Knox Guenther
James D Williams
Sharon Mary Pack
Dallas G Bates
JESSE HERNANDEZ

Within 50 miles of Goldendale, WA, Best Investors lists 17 registered investment advisory firms with 32 offices nearby, managing about $2.49T in combined regulatory AUM across 251,987 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 Goldendale

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 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM