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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

J.P. MORGAN SECURITIES LLC
BEAR MOUNTAIN CAPITAL INC.
VAN RAY WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
ZEVENBERGEN CAPITAL INVESTMENTS LLC
EDWARD JONES
OSAIC ADVISORY SERVICES, LLC
HARBOUR INVESTMENTS, INC.
TRUVISTA ADVISORS LLC
HARBOUR INVESTMENT MANAGEMENT L.L.C.
KEY INVESTMENT SERVICES LLC
U.S. BANCORP ADVISORS, LLC

Investors

DEBBIE HUANG
Muhammad Merchant
LIGAYA P CHOO
HAIYAN XU
Brian Alan Dawson
CHRISTOPHER RAY FILES
Douglas E Mansell
Teresa Kaye Mansell
Michelle Lynn Moyer
GREGG MICHAEL QUINN
LEWIS WALTER RACE
RICHARD PETER MERCIER
KEVIN PETER KNAPP
NANCY ANN ZEVENBERGEN
STEIN ANDRE HUGUS
SUSAN JANE SCHMATZHAGEN
ANTHONY RAY ZACKERY
JOSEPH EVANS DENNISON
ANN KUBALANZA VAVROUSEK
Thomas John Dickson
DANIELLE NICOLE BLANCHARD
Christina Nicole Boggs
HERBERT WALLACE ALBIN
BRIAN DEAN FICKEN
Adrienne Tibbs
Cheick Omar Ouedraogo
Stephanie Lynn Cumming
LLOYD JEFFREY GALBRAITH
TODD S MCCAFFRAY
JEFFREY CHARLES JANEWAY
WILLIAM BARTON BASINSKI
JOEL RAYMOND HUSSEY
DAVID GINO GIANNINI
AALOK KIRIT SHAH
MICHAEL LEE GILL-MORE
Carrie Anne Hepburn
Alvin Dohyun Kwak
ERIKA LYNNE BERKENHOFF
VIRGINIA LOU BRANNAN
SCOTT JAMES DAVIS
CHUN KUEN LEE
GREGORY MILAN WASICK
Adam S. Hutchison
Grace Roh
TANYA K RANGE
Jordan Andrew Pankratz
John William Misner
Daryn J Debelak
Alison Anne Coacher

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