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Best financial advisors in Greenbank, WA

Registered advisers within 25 miles of Greenbank, WA.

Offices
268
Firms
73
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.60M
2,601,364 clients when Item 5C has a number
Avg / client
$4.00M
Combined AUM ÷ clients

Nearby offices

Firms

FIRST ADVISORS NATIONAL, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STIFEL INDEPENDENT ADVISORS, LLC

Investors

RICHARD DOUGLAS KEPPLER
Kevin Blaine Lungren
Michelle Padilla
Kristi Kammenga Price
JAMES MICHAEL FORSYTH
SHEILA SUZANNE DELONG
DANIELLE ANNEMARIE MOELLER
Alexander Michael Lynch
Alfred Bowman
JENNIFER CLAIRE STATLER
STEPHANIE ANN GALE
ROBERT DECKER
CHRISTOPHER WAYNE HUDEC
AARON DANIEL LUCERO
Dane Alexander Lucero
Fred Lewis Farris
DAWN L MILLER
Christopher Scott Renfro
Tyler Mitchell Johnson
Amanda J Short
Charles Russell Hoover
Kathleen Patricia Schott
Stephen Michael Sklar
Johnny Ray Matkins
Anne Elisabeth Kralman
Joshua Caleb Kelley
Jared Douglas Johnson
Christopher Lee Frank
Richard J Smith

Within 25 miles of Greenbank, WA, Best Investors lists 73 registered investment advisory firms with 268 offices nearby, managing about $10.4T in combined regulatory AUM across 2,601,364 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 Greenbank

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM