Best Investors Account Sign in

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

SAGE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TFS ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FORUM FINANCIAL MANAGEMENT, LP
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
QUANTCA FINANCIAL
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
RBC CAPITAL MARKETS, LLC
HARBOUR INVESTMENT MANAGEMENT L.L.C.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

RUSSELL DARIN COLE
JORDAN DONALD COLE
MICHAELA LYNNE GRIGGS
MICHAEL RICHARD BELL
NICOLE ELIZABETH VANKIRK
Aaron Matthew Terwedo
Dale Robert Terwedo
John Peter Schmick
JEFFREY JAY BOGDANOVICH
KEVIN C SMITH
Taylor May
Matthew Hamner
Braden Blaine Perrenoud
ROBIN SEATON GRUBER
CHRISTOPHER DAVID JONES
Alison Anne Coacher
Lindsey Margaret Renee Moll
Aaron James Farrell
MARK GARKAVI
SOLOMON MARK KARMEL
CHRISTOPHER ANTON DIME
KEN EUGENE KILMER
PAUL SWESEY
Ashley Baerwaldt
Natalie Marian Bova
PATRICK STEPHEN SWESEY
HEATHER SEYMOUR KRAUSE
KRISTIAN ANDERS OLSEN
Maeve Murdoch
AALOK KIRIT SHAH
MICHAEL LEE GILL-MORE
Carrie Anne Hepburn
Alvin Dohyun Kwak
ERIKA LYNNE BERKENHOFF
VIRGINIA LOU BRANNAN
SCOTT JAMES DAVIS
CHUN KUEN LEE
MARK BARDAHL MANCHESTER
ANDREW THOMAS BREWER
LANCE ALAN SEVIER
SUSAN MARY BEARDSLEY
JAMES ROBERT CLARKE
JACOB DAVID SANDBERG
CRYSTAL BEINEKE
DONALD HOWARD SCHINDLER
JEFFREY MICHAEL MUSHEN
APRIL LEE FORDE
PAIGE CRITTENDEN MCDONALD
Jacom Davis Schallenkamp
Hannah Louise Smith
Clinton Alex Campbell
KENNETH LAWRENCE SMITH

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