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Best financial advisors in Liberty Lake, WA

Registered advisers within 25 miles of Liberty Lake, WA.

Offices
320
Firms
118
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,587,539 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
CARLSON FINANCIAL ADVISORY, LLC
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.
SIMPLE WEALTH LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC

Investors

PAUL DOUGLAS KIENBAUM
JOHN GRANT WOODHEAD
STEPHANIE MARIE BATES
JEFFREY MYLES NEWTON
CANADA M ANDERSON
Charles Willard Kienbaum
Ashlie Nicole Hultman
Marc Aaron Rubin
Bradley Steven Stark
Adrian Isaac Jordan
Scott Webster
STACEY LYNN CASEY
TODD ALAN CARLSON
Walter Scott Draper
Leah Marie Stussy
ANDREW SCOTT WOOLLEY
Rhianna Marie Scates
MARTHA BEREITER
EMMA LOUISE WOOLLEY
DANIEL RAMON ROSS
JANI MARIE COTTON
DAVID PERRY ROSS
Gina Marie Morais
Madison Jayne Underwood
ASA WOLFE
PAVEL A PECHENOV
Eric John Conway
DONALD DUANE GARVES
CHRISTOPHER MICHAEL NURVIC
Rachel Albrecht
MARK COMET HOLDER
Kenneth Michael Faust
CHARLES JOHN POTTER
MARYANNE ELIZABETH JOHN
CHRISTOPHER EASTON BRADLEY
Patrick Lee Ferry
Brent M Wise

Within 25 miles of Liberty Lake, WA, Best Investors lists 118 registered investment advisory firms with 320 offices nearby, managing about $12.1T in combined regulatory AUM across 2,587,539 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 Liberty Lake

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