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Best financial advisors in Greenwood, WA

Registered advisers within 25 miles of Greenwood, WA.

Offices
1,334
Firms
481
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,276 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRACKER RESEARCH LLC
PATHMONT INVESTMENT MANAGEMENT
LPL FINANCIAL LLC
KEIRETSU CAPITAL LLC
ACCELERATOR SERVICES CORPORATION
NW ANGEL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
XENA FINANCIAL PLANNING, LLC

Investors

Emil J Anderson
Anabelle Jimeno
Paula Diane Fedirchuk
Daniel J Gonzales
Mary Danielle Burton
Juneil Lee
Kevin Harada
Jesse Durene Mains
Leinelle Mandy Warren
Brian Rene Torgerson
GREGORY JOHN LEDNICKY
Adrian Julius John
Eymer Enrique Escobar Ramirez
Nicklaus William Judkins
PAUL GORDON HODGE
Brian R Estocapio
Garrett Esperum
Brittany Terlaje
Berhanu Mekonnen
ROBYN POMPROWITZ MEYER
KENNETH THOMAS LUBKOWSKI
Nelson Ngako Kameni
MATTHEW SLATER MARTINELLI
Erik Beau Severson
Maria Del C Colon
DANIKA BONDI WADDELL
Jessica S Vets
Jacob Kim Burningham
Tiffany Lynn Gough

Within 25 miles of Greenwood, WA, Best Investors lists 481 registered investment advisory firms with 1,334 offices nearby, managing about $19.9T in combined regulatory AUM across 3,389,276 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 Greenwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM