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Best financial advisors in Lake Stevens, WA

Registered advisers within 25 miles of Lake Stevens, WA.

Offices
314
Firms
84
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,392,679 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Brett W Bly
JAN LARSEN
DOUGLAS BRYAN WARREN
Kenneth Maurice Lane
Jake Scott Cameron
MAKINZIE DEGROOT
KENNETH MICHAEL ENGLISH
KAYLEEN MORRINE CLARK
Kristin Stuckey
Pedro Jesus Gonzales
Stephen Craig Muller
Garrett John Acosta
Loretta Lynn Carton
Richard Albert Carton
Taylor Michael Aitken
Vartika Abhishek
Lance Dana Curry
Scott Faries
Denton Atkinson
Andrew Dean Smith
Samuel L Stanton
SELINA MARI SAVAGE
SHELBY TAYLOR OWENS BARKER
Loren Richard Van Loo
Cassandra Noel Van Loo
Cary Atlas
MARVEL ROTNESS
ALAN LLOYD WRITER
Daniel Cicu
RICHARD FRANK BARDUE

Within 25 miles of Lake Stevens, WA, Best Investors lists 84 registered investment advisory firms with 314 offices nearby, managing about $10.7T in combined regulatory AUM across 2,392,679 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 Stevens

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM