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Best financial advisors in Lincoln, WA

Registered advisers within 50 miles of Lincoln, WA.

Offices
7
Firms
4
Combined AUM
$2.27T
Firm-wide filings, not assets booked only here
Clients
646K
645,695 clients when Item 5C has a number
Avg / client
$3.51M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO

Investors

JON CHRISTIAN SCHWARTZ
Keith Koscielski
Connor Randolph Jones
DOUGLAS L LILLY
Jael Tamar Stebbins
CALEB D LILLY
Garrett Dean Boyer
Scott Webster
Jonathan Dean Shroyer
Caleb Stephen Stapp
SCOTT KINE

Within 50 miles of Lincoln, WA, Best Investors lists 4 registered investment advisory firms with 7 offices nearby, managing about $2.27T in combined regulatory AUM across 645,695 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 Lincoln

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 ON INVESTMENT MANAGEMENT CO 308 clients · 214 advisers $3.15B AUM