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Best financial advisors in Kittitas, WA

Registered advisers within 25 miles of Kittitas, WA.

Offices
15
Firms
10
Combined AUM
$2.85T
Firm-wide filings, not assets booked only here
Clients
642K
642,366 clients when Item 5C has a number
Avg / client
$4.43M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
THE STALDER GROUP
OSAIC WEALTH, INC.
D.A. DAVIDSON & CO.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LEGION PRIVATE WEALTH MANAGEMENT

Investors

Renee Shephard
LISA R. ROHRBAUGH
JOHN STEVEN MOORE
Shannon Lee Gilbertson
James Richard Carkner
Jennifer Carkner
BRIAN EUGENE LEINBACH
Grace Jacqueline Terrill
David R Albrecht
Andrew James Carkner
David Barran Fiske
Brandon James Robertson
Dean Pownall
STEVE EVERETT MONTGOMERY
Brian Curtis Rafferty
Evan Lee Fischer

Within 25 miles of Kittitas, WA, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $2.85T in combined regulatory AUM across 642,366 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 Kittitas

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 HIGHTOWER ADVISORS, LLC 500 clients · 1,088 advisers $199B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM