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Best financial advisors in Longview, WA

Registered advisers within 25 miles of Longview, WA.

Offices
30
Firms
12
Combined AUM
$4.27T
Firm-wide filings, not assets booked only here
Clients
405K
405,063 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
RETIREMENT STRATEGIES
CONTINENTAL INVESTORS SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
GENEOS WEALTH MANAGEMENT, INC.

Investors

SOPHIA JANSSEN SPENCER
MALCOLM CHARLES BEARD
Matthew Tye Wiltse-Hiatt
RACHELLE ELAINE KEITH
LYNELLE RAE CLARK
STEPHEN PHILIP FULLER
SARAH ANN WALLACE
GINA MARIE PAFUNDI
JAMES DENIS PAFUNDI
Nicholas Daniel Lemiere
Kenneth Michael Wachtendorf
JOSHUA GEORGE SMITH
Levi Thomas Godinho
DAMON DAVID GEORGE
AILI M WILD
MICHELLE FRANCIS ELO
BETTY JANE TREMBLEY
MAX BRYAN KAMP
ROBERT LINCOLN NASH
TERRY LOUISE GRAMBO
Ronald Dean Horn
BRETA L GRUMBOIS
HELEN RUTH ALEXANDER
Todd P Boze
Kody Randall Joslen
TRACY HELENE AALVIK
DAVID EDWARD DUNN
SCOTT GLENN THOMPSON
CONNER R WALLACE
MAX DAVID ANDERSON
JOHN CHRISTOPHER ANDERSON
Ryan Littlefield

Within 25 miles of Longview, WA, Best Investors lists 12 registered investment advisory firms with 30 offices nearby, managing about $4.27T in combined regulatory AUM across 405,063 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 Longview

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM