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Best financial advisors in Lowell, WA

Registered advisers within 25 miles of Lowell, WA.

Offices
1,092
Firms
433
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,383,931 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
SBI US GATEWAY FUND MANAGEMENT
MADRONA FINANCIAL & CPAS
VICEROY INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
PACIFIC CREST FINANCIAL ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
D.A. DAVIDSON & CO.
SERENE WEALTH PLANNING, LLC

Investors

JACQUES TAKOU TUH
MARGARET ELLEN WARNER
MONTE LEROY CAIN
Austin McDermott
Judith Salas
Perry Jay Grant
Eric Higgins
MICHAEL DAVID SEELY
BRIAN KELLY EVANS
ROBERT WATSON BAUER
MATTHEW JOHN BEYER
KRISTI RAE HENDERSON
Nicholas Conrad Smelser
NICHOLAS STEPHEN WOLD
Samuel L Stanton
James Donald Kellett
Daniel Evans
JASON LANG NELSON
JERED BAUMAN FOWLER
STEVEN ROYCE FOSTER
David John Wartes
Heather L Hafner
James Hafner
JEAN MARIE OPPLIGER
STEVEN ROBERT JOSEPHSEN
MARC JOHN GEORGEADIS
NECIA M FULLER
SCOTT J KIRKPATRICK
FORD POSTON
Taylor Catherine Justice
Saranya Turner
Adelaide Grace Siers
DEREK JOSEPH GLYNN
THOMAS JAY LITTLE
MEGHAN E. ANTONUCCI
CAMERON S HARDY
Raiatea Michelle Convery
THOMAS ALFRED LITTLE
Lydia Clerine Barker
AARON CHRISTOPHER WARTES
JESSICA MARIE SIMMONS
Brady William Mistler
ALFORD SEAN BAILEY
Choongrak Kim
Tanner Josiah Reiser
DARRON L. KUEHN
ALEXANDER FERGUS CASE WILLIAMSON
ERIN LEE EDDINS
Brandon M Trout
Christine Guo
James Howard Dockens
Adam Ryan Brastad
DANIEL JOSEPH LEACH
JEFFREY JOHN DECKER
JEFFREY PETER BIERMANSKI
Mary Louise Suratos Nisperos Wittkopf
Georgette Duleba
FRED STEPHEN SIRIANNI
Reese Major Lawrence
Brittany Marie Kim
Jesse Fernandes Deason

Within 25 miles of Lowell, WA, Best Investors lists 433 registered investment advisory firms with 1,092 offices nearby, managing about $19.8T in combined regulatory AUM across 3,383,931 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 Lowell

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM