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Best financial advisors in Kalama, WA

Registered advisers within 25 miles of Kalama, WA.

Offices
72
Firms
24
Combined AUM
$6.63T
Firm-wide filings, not assets booked only here
Clients
893K
892,516 clients when Item 5C has a number
Avg / client
$7.43M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GENEOS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
CONTINENTAL INVESTORS SERVICES, INC.
RETIREMENT STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Maria Liliana Hart
Eric C. Brudi
Nolan Ronald Brudi
JESSICA Wade
Melissa Diaz
Jeffrey Marshall Bartleson
Ryan Littlefield
CONNER R WALLACE
MAX DAVID ANDERSON
JOHN CHRISTOPHER ANDERSON
Todd P Boze
Kody Randall Joslen
TRACY HELENE AALVIK
DAVID EDWARD DUNN
SCOTT GLENN THOMPSON
BRETA L GRUMBOIS
HELEN RUTH ALEXANDER
Ronald Dean Horn
TERRY LOUISE GRAMBO
AILI M WILD
MICHELLE FRANCIS ELO
BETTY JANE TREMBLEY
MAX BRYAN KAMP
ROBERT LINCOLN NASH
DAMON DAVID GEORGE
Levi Thomas Godinho
JOSHUA GEORGE SMITH
Nicholas Daniel Lemiere
Kenneth Michael Wachtendorf
STEPHEN PHILIP FULLER
SARAH ANN WALLACE
GINA MARIE PAFUNDI
JAMES DENIS PAFUNDI
RACHELLE ELAINE KEITH
LYNELLE RAE CLARK

Within 25 miles of Kalama, WA, Best Investors lists 24 registered investment advisory firms with 72 offices nearby, managing about $6.63T in combined regulatory AUM across 892,516 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 Kalama

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 FISHER INVESTMENTS 3,078 advisers $387B AUM