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Best financial advisors in Lakebay, WA

Registered advisers within 25 miles of Lakebay, WA.

Offices
410
Firms
116
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,002,717 clients when Item 5C has a number
Avg / client
$3.90M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
MISSION WEALTH MANAGEMENT, LP
FORTITUDE ADVISORY GROUP L.L.C.
P3 ASSET MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
ADVISORY ALPHA, LLC

Investors

ZACHARY MATTHEW WONG
Lars Joseph Urvina
JOHN ANDREW DAVIDSON
RICHARD JAMES DEVLIN
Michelle Marie Schroeder
TODD LYNN SCHOCK-ROSENBACH
Christine Frances Reinland
Jacob Makanalani Savary
GARY A. BROOKS
Taylor Marie Monson
ANDREW LUCAS FINNIGAN
JACINTA Therese EARL
MATTHEW DAVID SANES
RYAN CHRISTOPHER FINNIGAN
CRAIG DOUGLAS JOHNSEN
MARTIN DAVID SALTZMAN
LOUIS GENE SCATIGNA
Stacy Ethyl Shields
Joe Benjamin Davis
CHAD ANDRE ALVARADO
TIMOTHY EDWARD BATANIAN
MONTE RAYMOND ROBINSON
BRIAN DAVID AIREY
Brent Robert Ross
ROBERT SEVERIN HARKSON
R DOUGLAS COLLIER
Joshua Douglas Collier
NANCY ANNE DAVIS HARRIS
PAUL LEONARD NELSON
BRIAN RICHARD BRONK
PETER PAUL STEFANIC

Within 25 miles of Lakebay, WA, Best Investors lists 116 registered investment advisory firms with 410 offices nearby, managing about $11.7T in combined regulatory AUM across 3,002,717 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 Lakebay

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 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