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Best financial advisors in Harbor Heights, WA

Registered advisers within 25 miles of Harbor Heights, WA.

Offices
332
Firms
91
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,931,262 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
KEY INVESTMENT SERVICES LLC
U.S. BANCORP ADVISORS, LLC
INVESTORS PORTFOLIO SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Dustin Hocking
Nolan Bailey
James Burton Morgan
Glenn Ray Richardson
David Jonathan Sienkiewich
Steven C Koleszar
Taylor Rodarte
CHRISTIAN DAVID MCCLUNG
Brandon Michael Bules
Jacob Crause
Diane M. La Marr
Chantelle R La Marr
Aaron Taylor Fields
GERALD ALBERT MOODY
PRISCILLA MAE SUHRE
Joseph Todisco
Ken Le Pham
Andrew F Brown
Artell Whitaker
Adam Epperson
Blair Kelly Sexton
Melissa G Blattler
Mart K Mitchell
Charean Ellen Mead
Noah Daniel Fenz
FRANK VINCENT GALLO
THOMAS JAMES BOWMAN
Brooke Christen Baker
Ryan Robert McCloskey
ANDREW MICHAEL LAWRENCE
Robert Kenneth Bruce

Within 25 miles of Harbor Heights, WA, Best Investors lists 91 registered investment advisory firms with 332 offices nearby, managing about $11.5T in combined regulatory AUM across 2,931,262 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 Harbor Heights

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 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