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Best financial advisors in Issaquah, WA

Registered advisers within 25 miles of Issaquah, WA.

Offices
1,376
Firms
492
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,387,437 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
NORTHERN LIGHTS ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
&PARTNERS
FINANCIAL FREEDOM FOR DENTISTS LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
NORTH CREEK CAPITAL, LLC

Investors

James Thomas Gilbert
Jennifer L Rogers
Stacy Ann Gilbert
GLEN YONGGUN KIM
JOHN PATRICK OCHSNER
Harald Manfred Kohl
Daniel J Carroll
Eric W Kwan
Amanda Renee Gross
Lauren Brown
Brody A Kunz
Brianne Roberts
Carolyn Colvin Morrissey
Julie Lynne White
Grant Warner
Brien Ralph Houston
Matthew Edward Charbonneau
Christopher Johnson
STEVEN JOSEPH LANDAU
Bryan Pitman
MARTIN ERIK LUNDGREN
KRISTINA KATHLEEEN DRAPER
BRIAN LYLE WHITAKER
MONTY LONG
Joshua Wessels
Jack Qu
Matthew Fox
Christian James Sessions
Loyd Burleson
NATHAN JOHN RICKS
JANET LEE
ALEXANDER JACKSON MOORE
Andrew Juntilla
Peter Conway
Vrutiben A Naria
Jesse Durene Mains
Leinelle Mandy Warren
MICHAEL VINCENT MORGAN
Nariman Nadirli
Tiffany Lynn Gough

Within 25 miles of Issaquah, WA, Best Investors lists 492 registered investment advisory firms with 1,376 offices nearby, managing about $20.2T in combined regulatory AUM across 3,387,437 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 Issaquah

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