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Best financial advisors in Lamont, WA

Registered advisers within 50 miles of Lamont, WA.

Offices
235
Firms
92
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,504,221 clients when Item 5C has a number
Avg / client
$4.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
PRIVATE CLIENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NEW MILLENNIUM GROUP
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
VICKERMAN INVESTMENT ADVISORS, INC.
917 ADVISORY SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
M GROUP

Investors

Christopher Calvin Grover
JON CHRISTIAN SCHWARTZ
Kyle A Hooper
Korbin J Reichardt
Leanne Ozaine Smith
Tyrone Dwain Barbery
PATRICIA A LASICH
Morgan Jones Hyslop
Jesse Lee Applehans
Nathan McCormick Brown
Jamie Millet
Matthew E Guzman
Angela Wilkins
Mark James Wilkins
Lindsay Diane Burdett
Eric David Moe
Cameron Harrison Arm
Matthew Robert DelRiccio
Lyn E Brandt
DENNIS CASIMIER ROGINSKI
JON ASHLEY STRINE
Marcus Alexander Holzschuh
JEREMY BRANDON HOUY
CHRISTOPHER WILLIAM GRASMICK
Dylan Bohnert
MICHAEL JAMES VICKERMAN
Jeremy Garrett King
Allie Renee King
BARBARA JOY MILLER
JOHN AARON SCHRAM
JOI RENE LIBSACK
MICHAEL DAVID KING
Catherine Dixon
MICHAEL MARTIN MASTOR
EDWARD GUY LEEPER

Within 50 miles of Lamont, WA, Best Investors lists 92 registered investment advisory firms with 235 offices nearby, managing about $11.7T in combined regulatory AUM across 2,504,221 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 Lamont

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM