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Best financial advisors in Klickitat, WA

Registered advisers within 25 miles of Klickitat, WA.

Offices
18
Firms
12
Combined AUM
$2.48T
Firm-wide filings, not assets booked only here
Clients
252K
251,979 clients when Item 5C has a number
Avg / client
$9.85M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VON BORSTEL & ASSOCIATES
GENEOS WEALTH MANAGEMENT, INC.
ONEDIGITAL
ADB CAPITAL MANAGEMENT, LLC
NORTHSIDE CAPITAL MANAGEMENT LLC
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
CROWN POINT WEALTH ADVISORS

Investors

Tara Jane Donivan
Heather Marie Runyon
J R Runyon
Anna Rebecca McClure
LEON FRANCIS DORICH
Alec Jordan Yangos
JOHN BENSON COATS
DEAN ALAN DOLLARHIDE
WAYNE VON BORSTEL
SANDRA AGUIRRE PIZA
ANSON DAVID LILIENTHAL
JOHN CHARLES BRUNK
Jan M Schneider
Kelly Axel Comstock
Douglas M Comstock
James Robert Frakes
MATTHEW KIRBY HANSON
SEAN MITCHELL CIEMIEWICZ
Peter Kristian Kotkas
ARTHUR D BRUNSON
PATRICIA CARMEL GOOCH
ALEXANDER BECKMAN MCCULLOCH
Brendan Kerr
KRAIG DAVID KERR
Branden Sky-Blue Buel
Molly Searcy
Lee McPherson
RONALD EDWIN BARNETTE
Joseph Charles Knox Guenther
James D Williams
Sharon Mary Pack

Within 25 miles of Klickitat, WA, Best Investors lists 12 registered investment advisory firms with 18 offices nearby, managing about $2.48T in combined regulatory AUM across 251,979 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 Klickitat

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 ONEDIGITAL 175 clients · 404 advisers $155B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM