Best Investors Account Sign in

Best financial advisors in Lake Tapps, WA

Registered advisers within 25 miles of Lake Tapps, WA.

Offices
431
Firms
106
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,722 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
EDWARD JONES
INTEGRITY ADVISORY SOLUTIONS
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Investors

CARL Augustine HESSEL
Kwang Yi
Shane Benjamin Klingenstein
Michele Victoria Montoya
Eva Rochelle Plaster
Gina Marie Humphries
Shawn Feist
Scott Terry
Dawn Boyle
Cameron Thrall
Laine M Ducote
Jennifer Anne Richards
Jacob C Hardy
Jeffrey R. Hardy
Alexander Jeffrey Hardy
SCOTT PATRICK HURST
Heather A Lewis
Sean Patrick Donahue
MICHAEL BARRY SMOLKO
Robert Shipley Ennis
GUY A ELLISON
Matthew S Weber
Jennifer Wynn Bahr
JONATHAN MICHAEL EDMONDS
Katherine Lacey Irwin
Deborah Gregory
Douglas Esterly
Sara Sas
Jacob Lee Ronish
Cormac Elijah Carroll
Shawn Patrick Fowler
Dominic M Hernandez
JERRY FRANCIS GINTZ

Within 25 miles of Lake Tapps, WA, Best Investors lists 106 registered investment advisory firms with 431 offices nearby, managing about $13.0T in combined regulatory AUM across 3,021,722 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 Tapps

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM