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Best financial advisors in Lakewood, WA

Registered advisers within 25 miles of Lakewood, WA.

Offices
537
Firms
126
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,190,604 clients when Item 5C has a number
Avg / client
$4.09M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISORS ASSET MANAGEMENT, INC.
ASPIRE CAPITAL ADVISORS LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALERA INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
API FINANCIAL ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
PENNY LANE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JANET LYNN PACK
Eric Russell Lansford
Sheila Snowdon
GREGORY JOSEPH PAINE
STEVEN JOSEPH PAINE
TY VICTOR LEE
ARNIE DAVID BERGMAN
THOMAS ANTHONY JANICKI
THOMAS WAYNE BAKER
Jacob Cronk
Jeremy Thomas Baker
DEAN ROBERT MATZ
RUSSELL KURT DARNEILLE
BRENTFORD MOIR PRICE
Troy L Allison
Jessica Ann Lyon
GREGORY MICHAEL NELSON
Jackson L Obergfell
Jordan A Walter
AUDREE BOBINGER
STEPHEN MICHAEL BOWDEN
Melody Mae Bliss
Remington Alexandre Scovel
Michael Patrick Batt
Keith Edward Beasinger
Christine L Pickering
Henry Webb
SHERRY ELIZABETH GOW
RALPH CHARLES KOWAL
ANONA MARTINA KLABO
Drew Jordan
Sangly Andy Men
Kao Va Xiong
WELDON ERIC COLLINS

Within 25 miles of Lakewood, WA, Best Investors lists 126 registered investment advisory firms with 537 offices nearby, managing about $13.1T in combined regulatory AUM across 3,190,604 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 Lakewood

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