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Best financial advisors in Kingsgate, WA

Registered advisers within 25 miles of Kingsgate, WA.

Offices
1,329
Firms
477
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,258 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INVERT INVESTMENT PARTNERSHIP, LLC
EDELMAN FINANCIAL ENGINES
ABACUS FINANCIAL PLANNING
SPG ADVISORS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ASPIRE CAPITAL ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
ELITE WEALTH MANAGEMENT, INC.
LATTICE CAPITAL MANAGEMENT LLC
ALTITUDE VENTURES MANAGEMENT, LLC
MARKET STREET ADVISORS, LLC

Investors

Heidi Kay Hargarten
Kessanee Johnson
Keanan Jacobson
William Michael Barlowe
Stephanie Lillibridge
Loren Patrick Winter
Xin Dean
WILLIAM JOSEPH SCHULTHEIS
ELIZABETH ANNE STANTON
THERESE ELIZABETH MILLE
Mary Ellender Bold
Katherine Ann Cook
GRETCHEN ELIZABETH CURTIS
Loren David Downs
NATHAN STANLEY MAYER
CHAD BRANDON BUSHON
Brandon Paul Accardo
JOSEPH DANIEL DUNCAN
TYLER HULET LIVELY
DAVID MARK STRYZEWSKI
Trayon McNairy
Aaron Lee Postema
SHERRYL RAE ADAIR
CAMILLE RAE ADAIR-HATCH
OHENEBAH AMOAH NKRUMAH
Corey Jackson Barker
Russell B Paris
Ningyi Chen
Yuli Lee
Eric Mason Owens
TIMOTHY LEE BOVEY
MICHELLE DARLENE GEORGE
SHAUN JEFFERY DEAN
FRED ARTLEY GREEN
STEPHEN CLARK BROWN
Matthew Kroner
Kevin Thomas Kramer
TERRY L THOMASON
ALI REZA MEMARAN-DADGAR
ROBERT NEAL STAUDACHER

Within 25 miles of Kingsgate, WA, Best Investors lists 477 registered investment advisory firms with 1,329 offices nearby, managing about $19.9T in combined regulatory AUM across 3,389,258 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 Kingsgate

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