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Best financial advisors in Lake Sawyer, WA

Registered advisers within 25 miles of Lake Sawyer, WA.

Offices
1,312
Firms
478
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,379,176 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

OMEGA FINANCIAL INVESTMENTS & INSURANCE
COLUMBIA PACIFIC ADVISORS, LLC
CORIENT
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CONCEPTS FINANCIAL SERVICES, LLC
MARTIN NELSON & CO., INC.
PRIVATE ADVISORY
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
NORTHWEST ADMINISTRATORS INC

Investors

ALLISON ELIZABETH STEWART
JOHN DWIGHT STORBECK
KEITH R CAPASSO
Carmen Alexandra Iamandii
Michael Christian Brooks
TROY COLLINS WINGFIELD
ANNE SPENCER DELANEY
NATHANIEL TAYLOR HASKELL
Jordan Taylor Peterson
Ghazaleh Nekui
MATTHEW LEE DAY
Bligh Bjarnason
TAYLOR LOUIS KOIVU
MATTHEW CHRISTOPHER KANE
Patrick Bevan
Quentin Tawna Hubbard
DEREK ASHTON CRUMP
ALLYSON SHEA EISENHOWER
Drew Michael Serres
JOSEPH PATRICK STRECKER
BRIAN DOUGLAS ORTON
TYLER SCOTT WARD GASPARD
Millisa Newberg
Nan M Nge
Mia J Werner
John Andrew Griffin
CRAIG JAMES ISAMU TASA
SHAWN M. KENNEDY
Megan Renee Norman
GREGG MICHAEL QUINN
LEWIS WALTER RACE
Chiaki Hirate
Jamie Lynn M Ambrose
YUNLONG FU
JANICE LYNN BRADY
Angela Nita Pritchett
Kagan Christopher Wolfe
JACK PETER JARVIS
MIRANDA ELEANOR EDWARDS
SABINE ERIKA REGINA KOENIG
Scott Thomas Macartney
MARTIN OLIVER NELSON
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
TANYA K RANGE
Jordan Andrew Pankratz
Kristine Tomiko Nelson
Suzy Wadie Myers
MYLA MARIE CAUSING
SAMUEL DONALD ALDRICH
DOUGLAS BRUCE ST JOHN
JUSTIN ROBERT ALLEN
Hannah Ruth Amdahl
Molly Renee Apparis
KATHRYN MARY HUMPHRIES
FRANCES HOUSE WILLIAMS
GAYLE RETALOMA BUSHNELL
MICHAEL MYRON SANDER

Within 25 miles of Lake Sawyer, WA, Best Investors lists 478 registered investment advisory firms with 1,312 offices nearby, managing about $20.0T in combined regulatory AUM across 3,379,176 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 Sawyer

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