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Best financial advisors in Gray Gables, WA

Registered advisers within 25 miles of Gray Gables, WA.

Offices
11
Firms
5
Combined AUM
$1.29T
Firm-wide filings, not assets booked only here
Clients
86.5K
86,461 clients when Item 5C has a number
Avg / client
$14.9M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
TWIN HARBORS WEALTH MANAGEMENT LLC
D.A. DAVIDSON & CO.
SCHREINER FINANCIAL SOLUTIONS
OSAIC WEALTH, INC.

Investors

James Edwin Boora
Taleana Yvonne Peterson
GWENDOLYN CLAUDETTE FALLS
Joshua Gene Steele
Michael John Bozich
AIMEE BRADLEY
Osiel Rivera
PAUL MATTHEW GRABSKI
HUNTER JAMES LARSON
Stuart Daniel Ball
SUSAN ANTOINETTE SCHREINER
Miles H Longenbaugh
Layne Robert Bruner
EDWIN JOSEPH KLEIN
Brandon Klinger
Steven Philip Poler
Julia Poler
Julie Randich

Within 25 miles of Gray Gables, WA, Best Investors lists 5 registered investment advisory firms with 11 offices nearby, managing about $1.29T in combined regulatory AUM across 86,461 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 Gray Gables

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 4 TWIN HARBORS WEALTH MANAGEMENT LLC 1 advisers $49.4M AUM