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Best financial advisors in Grotto, WA

Registered advisers within 50 miles of Grotto, WA.

Offices
1,152
Firms
436
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,384,855 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
MOUNTAINEER CAPITAL LLC
FINANCIAL FREEDOM FOR DENTISTS LLC
LPL FINANCIAL LLC
MCHENRY CAPITAL, L.L.C.
NWT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Jason N Glazier
Kristi Yankacy
STEVE WEAVER
Keahn Murray White
Taylor Scott Upton
Christopher J Bruntz
Vaughn Sherman
Charles Colin Barber
JASON MICHAEL KESER
Bryan Pitman
Christian James Sessions
Loyd Burleson
NATHAN JOHN RICKS
CAREY DUNN TREMAINE
IAN MATTHEW HOBSON
ROBERT MORGAN MYRICK
Danny Loren Edwards
Matthew Kroner
Jill D Poppe Loveall
Forrest Vicars
Jill J Ruth
Tyson Ronald Clawson
AIREEN BETORO KLINE
KELLEN ROBERT DALRYMPLE
BRIAN CREWS LUBECK
CLAYTON MICHAEL LARSEN
DANIEL PATRICK MINGO
CLIFFORD ROLAND THOMAS
Yan Jiang
Thomas Joseph Barrett

Within 50 miles of Grotto, WA, Best Investors lists 436 registered investment advisory firms with 1,152 offices nearby, managing about $19.8T in combined regulatory AUM across 3,384,855 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 Grotto

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