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Best financial advisors in Joint Base Lewis Mcchord, WA

Registered advisers within 25 miles of Joint Base Lewis Mcchord, WA.

Offices
411
Firms
113
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,932,597 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
FORTITUDE ADVISORY GROUP L.L.C.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST COMMAND ADVISORY SERVICES
LPL FINANCIAL LLC

Investors

Felix A Peguero-Reyes
Patrick Rodger Olsen
Timothy W Bridges
MICHAEL ALAN DAVIS
Seongbae Kim
Daniel Anthony Gibbon
CHRISTOPHER MICHAEL WOODS
Greg John Hammontree
Christina M Bates
Krista Jean Galanin
Charles Justin Dietrich
HALEY IWALANI HOBBS
JASON HO KWON
Maria Lourdes C. Sevilla
David Bradley Ortega
Marlee R. Lawson
STEVE UTAMA SARWONO
CHRISTOPHER VERNON KIMBALL
Sheri Lynn Hodson
JIAHUI FENG
Brandon Arenas
Barton Dyke Dalton
ROBERT ERNEST HOFFMAN
Christopher Scott Muller
Bryan Blair Coleman
Cuicui Randolph
Jayden Patterson
Austin Michael Hill
Robert Calvin Chinneth
JAE YUNG LEE
George Thomas Calbert
Jordan Keene Patterson
WELDON ERIC COLLINS
Michael Patrick Batt
Keith Edward Beasinger

Within 25 miles of Joint Base Lewis Mcchord, WA, Best Investors lists 113 registered investment advisory firms with 411 offices nearby, managing about $11.5T in combined regulatory AUM across 2,932,597 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 Joint Base Lewis Mcchord

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM