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Best financial advisors in Kirkland, WA

Registered advisers within 25 miles of Kirkland, WA.

Offices
1,383
Firms
504
Combined AUM
$24.1T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,404,893 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SCHMIDT FINANCIAL MANAGEMENT
PREVAIL WEALTH MANAGEMENT
COLDSTREAM WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
CALPA ADVISORS LLC
EDWARD JONES
MYICON
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
FIVE CEDARS
HOT CREEK CAPITAL, L.L.C.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Reagan Magdalena Elzey
Morgan Faye Elzey
EVAN TODD SCHMIDT
Dominic Christian Hubert
AMY MARIE MUTAL
SHANE JOHN PAYETTE
KEVIN DALE PETERSON
Jose Guadalupe Ramos
KEVIN VAUGHN KEPLER
Timothy Frank McFall
MICHAEL RICHARD KENNEDY
Alexandra Elizabeth Armour
JOHN PHILLIP CARNEY
MATTHEW DOUGALD MCKELLAR
CHASE TIMOTHY ENDRESON
TYSON BOYD SMITH
JACOB GREGORY MCBRIDE
DANIEL RYAN COONROD
PATRICK SUMMIT
SEAN MICHAEL MC WILLIAMS
MICHELLE ANNETTE SAGER
JUSTIN GARRETT LEWIS
HEIDI LYNN SCHMITZ
RYAN THOMAS FLEMING
ESPEN STOUD PLATOU
KURT DANIEL JONSON
FERNANDO A POHINA
HARIS ZIA ANSARI
FRANK JOSEPH RYAN BUSICHIO
SEAN ANDREW SINGH
LARS HENRIK SAMUEL ROHDIN
Joshua Jude Agbayani Ong
BRIAN DOUGLAS GAWTHROP
DARREN R TYMCHYSHYN
Olivia Autumn Pace Ragusa
Angela Nita Pritchett
Kagan Christopher Wolfe
Trent Jarrett Trailov

Within 25 miles of Kirkland, WA, Best Investors lists 504 registered investment advisory firms with 1,383 offices nearby, managing about $24.1T in combined regulatory AUM across 3,404,893 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 Kirkland

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM