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Best financial advisors in Lummi Island, WA

Registered advisers within 25 miles of Lummi Island, WA.

Offices
137
Firms
48
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
1.45M
1,447,685 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BARING FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
MARINER INDEPENDENT
LPL ENTERPRISE, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
SKYLINE ADVISORS, INC.
FINANCIAL PLAN, INC.
GOODRICH & ASSOCIATES, LLC
D.A. DAVIDSON & CO.

Investors

Gregory Brian Herrling
Antonette Kay Swanson
BONNIE JEAN PACKO
Elise Makana Fontanilla Williams
Craig Michael Cooper
Timothy T Anderson
Michael Joseph Doyle
Ryan Forbes Maskewitz
Shannon Lea Day
JODIE LYNN BEATTY
Traci Anne Bjorklund
CHRISTOPHER NORMAN HERKERT
Benjamin Robert Kurtis
David Jon Mauro
David R Gould
CHERYL GIES HIRSS
Christina Brillowsky
Keith Oliver Browne
Robin Simon Remhof
Craig Theodore Roth
Monica Jones
Jordan R Mackey
MARK LEIGH WALLACE
DEKA BREE WIEBUSCH
Dacey Denise Durbin
SARAH ELISABETH LOUISE ARNOLD
THOMAS DAVID LIDDELL
MARK CLIFFORD LOGAN
Briana Nicole Bromet
Justin Lloyd Gross
Dillon Augustus Quintana
DAVID ALDEN DICK
NATHAN JAMES TWINING
Gabriel Aaron Twining
LYDIA CHUNG LOK
ANDREW MARTIN ZENDER
KELSEY LYNN BOUWMAN MARTIN
Quinn Thomas Vicars
Mailinh Rose Tenorio Vu
Levi Brian Westra
WILLIAM DEVIN WOLF
JAMES BARBER TWINING
MATTHEW MARCELLUS GOODRICH
ERIC RICHARD PEDERSEN
Bradley Robert Alvord
STEVEN LEE ALVORD
KELLY D JENSEN
MICHAEL THOMAS MEGGYESY
Ariel Elana Joseph

Within 25 miles of Lummi Island, WA, Best Investors lists 48 registered investment advisory firms with 137 offices nearby, managing about $9.93T in combined regulatory AUM across 1,447,685 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 Lummi Island

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM