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Best financial advisors in Lake Alice, WA

Registered advisers within 25 miles of Lake Alice, WA.

Offices
1,145
Firms
446
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,382,598 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
FINANCIAL FREEDOM FOR DENTISTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
CAPITAL PARTNERS WEALTH MANAGEMENT
KIRWIN FINANCIAL LLC
MERIT FINANCIAL ADVISORS
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Bryan Pitman
JASON MICHAEL KESER
Christian James Sessions
Loyd Burleson
NATHAN JOHN RICKS
Charles Colin Barber
Vaughn Sherman
Jill D Poppe Loveall
CAREY DUNN TREMAINE
CLIFFORD ROLAND THOMAS
Matthew Jay Zager
Hyon Yong Kim
Brady Jowell
Scott Wayne Milam
GREG J LEONARD
Lance Eric Wieland
John Fry
Christopher Scott Reid
Stuart Ardissono
Jessica Weathers Kirwin
KATHLEEN O'DELL
ROBERT WILLIAM SEIBEL
Sarah S Del Degan
Dajana Djuranovic
Dino Anthony Guzzetti
Taylor Marie Sporcic
Ryan Steven Guiberson
Darin Michael Ring
Yuchi Arnold
JOHN FREDERICK RITEZEL
STEVEN ROGER TEICHLER
ROBERT DWAINE SELK
BRANDON RAY REDMAN

Within 25 miles of Lake Alice, WA, Best Investors lists 446 registered investment advisory firms with 1,145 offices nearby, managing about $19.8T in combined regulatory AUM across 3,382,598 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 Lake Alice

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