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Best financial advisors in Harmony, WA

Registered advisers within 25 miles of Harmony, WA.

Offices
12
Firms
8
Combined AUM
$3.15T
Firm-wide filings, not assets booked only here
Clients
672K
671,637 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STIFEL INDEPENDENT ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Kenneth Ulery
Ryan Stefan Jay Schopp
Reid Hamblet
Bruce Robert Hansen
Michaela Voeller
ANGELA ELAINE VLACH
Douglas A. Bradel
JARED STEWART KIRKPATRICK
LAURA ANN NELSON
SILAS JOHN NEWKIRK
Noah Thomas May
Jenna Coulter Nacht
Beryl G. Nacht
Kashif Amir Khan
Lynne Pehl Calvert
Robert Willis Pehl
JEFFREY DEAN ROBERTSON
STUART ANDREW CAVNESS
CHRISTOPHER CHARLES FORESPRING

Within 25 miles of Harmony, WA, Best Investors lists 8 registered investment advisory firms with 12 offices nearby, managing about $3.15T in combined regulatory AUM across 671,637 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 Harmony

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 STIFEL INDEPENDENT ADVISORS, LLC 97 advisers $5.01B AUM