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Best financial advisors in Interbay, WA

Registered advisers within 25 miles of Interbay, WA.

Offices
1,428
Firms
500
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,096 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
COLMINA, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
A.T. LLOYD'S, INC
CORNERSTONE WEALTH MANAGEMENT, LLC
BUILD ASSET MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
RERO LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

CHARLES RICHARD MCFARLAND
George Koziol Andrade
JOHN GERALD ROELLER
EDWARD KING RILEY
MATTHEW JAMES PICKETT
Nathan Douglas Dively
Levi Adam Thomas
Tyler Michael Baron
LOWELL THOMAS DIERS
CHRISTOPHER MICHAEL PERRAULT
RAHATUL ISLAM
CHRISTOPHER ANDREWS GWYNN
TADEUSZ ROBERT MARKOW
ANAMARIA TERESA LLOYD
Marko Tubic
Ryan F Maxwell
David Reno Rice
DERRICK STANLEY CASEY
MATTHEW GORDON DINES
David Edward Martin
YUNLONG FU
BRIAN PAUL SILKWORTH
Timothy Htoo-Tha Khin
Richard Thomas Shaw
Donald Paul Lagerquist
Remi Jordan Calozza
Rory John O'Sullivan

Within 25 miles of Interbay, WA, Best Investors lists 500 registered investment advisory firms with 1,428 offices nearby, managing about $20.1T in combined regulatory AUM across 3,390,096 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 Interbay

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