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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

WEDBUSH SECURITIES INC.
USI ADVISORS
ROBERT A. UNDERHILL P.C.
ALLIANCEBERNSTEIN L.P.
FIRST WASHINGTON CORPORATION
NORTHWEST CAPITAL MANAGEMENT INC.
HOHIMER WEALTH MANAGEMENT, LLC
RAINIER INVESTMENT MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
M HOLDINGS SECURITIES, INC.
AVISO WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
MAVERON LLC
TRUENORTH WEALTH ADVISORS

Investors

Robert Senseney
MEAGHAN MCKENZIE
GENE SAM WONG
CHRISTOPHER PAUL BOESCHE
Alec McKeefry
JORDAN RENE DASKAM
SHERYL ROSE PATTERSON
MATTHEW MACKAY KELLEHER
RANDY LYVONNE GREENE
SCOTT ALAN SMALLMAN
ANGELINA MARIE FUNTANILLA
MICHAEL THOMAS VAN DER VELDEN
MELODY THOMAS
TRUONG QUOC TANG
JAMES MATHEW FRITS
TRACY SUE VAN HORN
KENT LOUIS ACCOLA
ROBERT ARTHUR UNDERHILL
Jennifer L Monahan
JOHN PHILLIP MORBECK
SCOTT ALAN RHODES
Bryan Eric Abdelnoor
JACK HENRY HOHIMER
DAVID JOHN SIMPSON
JENNIFER R WEAVER
Theresa Ann Kenyon
ALEX WALTER PETERS
DAVID HENRY HOHIMER
PATRICK THOMAS CONKLIN
Curtis Nilsen
LARRY LARS KNUDSEN
BALJIT KAUR GILL
Refael Tucker
James Christopher Zervas
JUDAH JEFFREY PIANO
Christopher Masato McKinley
Kari Ann Maenhout
RODNEY ALLEN BENCH
WILLIAM BASIL VERRILL
JOYCE ANNE PROVOST
JOSEPH ALAN PERRY
DARREN ROLF TRAUTMANN
BENJAMIN TIMOTHY PAWLAK
CARSON LEWIS HILL
Blake Edwards
BRENDAN MICHAEL FOOR
Evan Lynn Anderson
Benjamin S Chen
MICHAEL HOWARD LYMAN
Dante Joseph Zicarelli
WILLIAM MICHAEL CONROY
Rachel Elizabeth Carmony
Hallie Houston Eads
JEFFREY BRIAN HUSTON
MELISSA BALLARD HALEY
CLINTON JOEL ROBINSON
CARY T DOERR
ANDARGACHEW Z TADESSE
JOHN BAYARD TRASK
Grant Austin Williams
Yug Milinic
Timothy Evan Headings
Jason Daniel Lee
PEGGY KIMRICK MARAVILLA
Brittany Fallon Winkelman
Cameron Spencer Browning
Scott Marshall Steele
Michael Thomas Zarlengo
Kaimanu Susumu Chin-Hidano
Brandon Michael Miller
JEFFERY ALLEN REESE
JAMES HERBERT GILLINGHAM
JOEL AARON GOURDIN
Chi Hye Quichocho Guerrero
Charlotte Appleford Leon
JOSEPH THOMAS HEBERT
Brooke Nicole Trinh
BRADLEY KENT ALLEN
STEVEN JOEL JONES
Michael Gregory Tuffli Stevenson
LOREN SUZANNE MCEWAN
DAVID PATRICK JOHNSON
NIKKO COURTNEY GRONHOVD

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