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Best financial advisors in Lake Forest Park, WA

Registered advisers within 25 miles of Lake Forest Park, WA.

Offices
1,315
Firms
476
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,252 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BLUE WATER WEALTH
MYICON
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BUILD ASSET MANAGEMENT
RERO LLC
KEIRETSU CAPITAL LLC
ACCELERATOR SERVICES CORPORATION
NW ANGEL, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Alexandra Elizabeth Armour
STEVEN E MANGER
CHERISH ANNHEE SUTULL
DAVID MICHAEL REAM
JOHN PHILLIP CARNEY
MATTHEW DOUGALD MCKELLAR
Brian Rene Torgerson
GREGORY JOHN LEDNICKY
Adrian Julius John
Eymer Enrique Escobar Ramirez
Nicklaus William Judkins
Lisa Jean Rookaird
Eric W Wilson
ANDRES Felipe PENA ROSS
Adam Kirk Pickrell
Aaron K Kummerfeldt
BRIAN PAUL SILKWORTH
Timothy Htoo-Tha Khin
David Piscitelli
MATTHEW GORDON DINES
David Edward Martin
RYAN THOMAS FLEMING
ESPEN STOUD PLATOU
KURT DANIEL JONSON
FERNANDO A POHINA
HARIS ZIA ANSARI
FRANK JOSEPH RYAN BUSICHIO
SEAN ANDREW SINGH
Richard Thomas Shaw

Within 25 miles of Lake Forest Park, WA, Best Investors lists 476 registered investment advisory firms with 1,315 offices nearby, managing about $19.9T in combined regulatory AUM across 3,389,252 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 Forest Park

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