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Best financial advisors in Granite Falls, WA

Registered advisers within 25 miles of Granite Falls, WA.

Offices
64
Firms
22
Combined AUM
$6.66T
Firm-wide filings, not assets booked only here
Clients
811K
810,582 clients when Item 5C has a number
Avg / client
$8.22M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Brett W Bly
JAN LARSEN
DOUGLAS BRYAN WARREN
Kenneth Maurice Lane
Jake Scott Cameron
Forrest Vicars
AIREEN BETORO KLINE
Garrett John Acosta
Loretta Lynn Carton
Richard Albert Carton
Jill J Ruth
Tyson Ronald Clawson
MAKINZIE DEGROOT
KENNETH MICHAEL ENGLISH
KAYLEEN MORRINE CLARK
Kristin Stuckey
Taylor Erickson
Desiree E Anderson
ALAN LLOYD WRITER
Daniel Cicu
RICHARD FRANK BARDUE
Denton Atkinson
Kevin Sherwood Brady Jr
Kelly Reid Tannhauser
Robert Vincent Schultz
Charles Darius Wiese
Krystal Ashley Schultz
Kenneth M Snypp
Sterling Marshall Alan Gurney
Gregory Lee Knott
Douglas Shaw
Cordell Cummings
Connor George Cummings

Within 25 miles of Granite Falls, WA, Best Investors lists 22 registered investment advisory firms with 64 offices nearby, managing about $6.66T in combined regulatory AUM across 810,582 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 Granite Falls

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM