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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

MARTOS WEALTH MANAGEMENT
ADVISIA FINANCIAL PLANNING
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GATEWAY WEALTH PARTNERS, LLC
LPL FINANCIAL LLC
FORTIS CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
NWT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISORY

Investors

SHALINA Renee MARTOS
JEFFREY MARK WALTERS
DWAYNE ALAN DILLEY
RANDY CHUNWAI NG
DAVID HATSUICHI ARAMAKI
STEVEN THOMAS BEALS
THOMAS EDWARD FOWLER
SHAUN KERRY MC MAHAN
Danny Loren Edwards
Matthew Kroner
Jennifer R Bromberg
Johnatan Pulido Mendez
Nikhila Vakulabaranam
Riley Williams
MEI-LING WOO
Venise Win-Sze Lee
ROBIN LYNN KAGAN
DIETER UDO DREWS
W. CURTIS ERICKSON
Laurence Ray Donohue
Emme Helene Victoria Osborne
Justin A Arnold
CONNOR SCOTT BLACK
JACK WOODIN STIGER
JORDAN STOVER
Dyllan Gregory Krouse
MICHAEL ROBERT BOROUGHS
CORBAN ADDISON PARKER
PAUL EASA MISLEH
JOHN MICHAEL HEFFEL
Grace Teresa Rollins
Stanislav Ruslanovich Vorobets
Mai Thi Thanh Hoang
Nellie Roubaud
Junyuan Lin
Euijun Lee
Junhong Li
Megan Renee Norman
IAN MATTHEW HOBSON
ROBERT MORGAN MYRICK
JOHN L BABAUTA
Amanda Desiree Dixon
Ngoc Thuy Vy Nguyen
S CHRISTOPHER BEAN
STEVEN TODD HILLSTEAD
ERIC CHRISTOPHER PENZ
DOUGLAS REED BEAN
Adam Powell
DANIEL VAL POULSEN
Davis Reed Bean
TRICIA ELIASON
Angelina Petrovna Bulbotka
McKenna Elyse Rice
Joshua Michael Glenn

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