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Best financial advisors in Lopez Island, WA

Registered advisers within 25 miles of Lopez Island, WA.

Offices
46
Firms
19
Combined AUM
$4.22T
Firm-wide filings, not assets booked only here
Clients
395K
394,816 clients when Item 5C has a number
Avg / client
$10.7M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FISCALIS ADVISORY, INC.
NAVY FEDERAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

KATLYNN MORGAN FORD
EMILY JENSINA SCATES
Karl Shilhanek
Jonathan Martin Piff
Noah M Gaty
ERIK DIRK SAUNDERS
Steven William Rutz
Benjamin Nephi Jensen
HEATHER ANN LADD
Janie Strait Crane
Troy William Kunz
Amy Lee Hong
Carmine Rae LaFleur
Gerrit R Maatkamp
KEITH ANDREW HAMILTON
ERIC JAMES FOX
Gary Lee Thramer
Elliott Holmes Johnson
CAROL HITOMI LAWSON
Kellie L Johnson
Gene Kelly Barner
William Austin Mitchell
PATRICIA COZINE-COLE
JOEL ANTHONY SERVATIUS

Within 25 miles of Lopez Island, WA, Best Investors lists 19 registered investment advisory firms with 46 offices nearby, managing about $4.22T in combined regulatory AUM across 394,816 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 Lopez Island

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM