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Best financial advisors in Index, WA

Registered advisers within 50 miles of Index, WA.

Offices
1,263
Firms
467
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,387,153 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC
THE PLANNER'S EDGE LLC
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KEEN CAPITAL MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
HEMISPHERE VENTURES ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE FAUSER GROUP, LLC
S. R. SCHILL & ASSOCIATES, INC.
MEGG INVESTMENT, LLC

Investors

ANDREW MYRON WIEGAND
GRAHAM SCOTT MILLER
Susan M Barnett
Stephen Jimenez
YELENA ALHADEFF
Muhammad Merchant
BRYAN EDWARD MAZZA
RYAN JOSEPH ROURKE
DEANNA JEAN NOWADNICK
Mark Casey Sears
JEFFREY DAVID ROSS
DAVID JON LUND
Alexander Lund
ERIN JAMES SCANNELL
KATHLEEN MARIE HOBART
ROBERT GERALD MAAS
Kim W Hoversten
STEVEN PATRICK BEALEY
GINA MARIE EATON
Joel Kees Bakker
JEREMY RYAN HOFFMAN
Crystina Mercedes Nguyen
Callahan Wales
CLAYTON BRUNTON HARRISON
BRIAN MATTHEW VAN HOUTEN
Nolan Ginsberg
Kani Cassens
Tanveer Singh Khabra
Ryan Alan Churchfield
Gabriela Liang
Henry John Randall Kooy
Sean Grantham McCabe
STEVEN ANDREW FOX
Chelsea Pagoaga
ANTHONY CHRISTIAN RICCO-BOJORQUEZ
Lisa J Johnson
Caleb A Angel
BRIAN PAUL BERTSCH
Gavin Herbert Schumaker
TOMMY RAY SCHUMAKER
MOHAMMAD HEDAYATI DEZFOULI
HONG-YING CHAN
RICHARD C KANG
Albert Samuel Angel
Rebecca Dina Angel-Feuer
Jose Antonio Reyes Sierra
Kirk Charles Felton
SCOTT JASON SCHILL
LEONARD ALAN SKIENA
STANLEY ROI SCHILL

Within 50 miles of Index, WA, Best Investors lists 467 registered investment advisory firms with 1,263 offices nearby, managing about $19.9T in combined regulatory AUM across 3,387,153 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 Index

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