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Best financial advisors in Guemes Island, WA

Registered advisers within 25 miles of Guemes Island, WA.

Offices
145
Firms
50
Combined AUM
$8.99T
Firm-wide filings, not assets booked only here
Clients
1.42M
1,422,778 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FISCALIS ADVISORY, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC

Investors

Steven William Rutz
ERIK DIRK SAUNDERS
Janie Strait Crane
Troy William Kunz
Amy Lee Hong
HEATHER ANN LADD
Carmine Rae LaFleur
Gerrit R Maatkamp
KEITH ANDREW HAMILTON
Benjamin Nephi Jensen
ERIC JAMES FOX
Gary Lee Thramer
Elliott Holmes Johnson
Constance Moore
Scott Allen Price
Kellie L Johnson
Gene Kelly Barner
Helena Lorraine Pleet
Jeffery Charles Pleet
Cynthia Suzanne Casey
Alex Hochsprung
William P Goodman
Eric L Schelling
Susan Haveman Powers

Within 25 miles of Guemes Island, WA, Best Investors lists 50 registered investment advisory firms with 145 offices nearby, managing about $8.99T in combined regulatory AUM across 1,422,778 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 Guemes Island

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM