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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

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
KEY INVESTMENT SERVICES LLC
LINCOLN INVESTMENT
SAVVY
SATURNA CAPITAL CORPORATION
J.P. MORGAN SECURITIES LLC
WEALTHMARK, LLC
CETERA INVESTMENT ADVISERS LLC
CAPSTONE RIA
AMERIPRISE FINANCIAL SERVICES, LLC
WAYCROSS INVESTMENT MANAGEMENT CO

Investors

Rhea Evans Booth
Joshua Keith Fish
TYLER WELLS GOODRICH
THOMAS GERARD DONAGHY
BEN JOYCE
KAREN L RICHARDS
DANIEL JOHN DAVIS
WILLIAM JUNG ZOLLNER
CHELSEA DAWN WELLS
MARICEL C DALERE
LIANA LEE FREEMAN
JENNY ZHENG
TONI LORRAINE TAFT
JOSH BARRETT
RYAN THOMAS DONAGHY
CASSANDRA ANN SPITZER
David Patrick Mar
Kelsey Klevenberg
Jeremy Ferrera
Sara Kathleen Wynne
CRAIG ALLEN BROWN
Jonathan Neville
NEAL ANTHONY KLOKE
Daniel Joseph Perrino
Megan Cherry Lewis
Nickolas Tadashi Vitalis-Troupe
Haitham Al-Sayed
Gus Olaf Grefthen
Elizabeth Wroblewski Alm
William Bartow Jones
Justin Daniels
Benjamin Marler
Alex Ionescu
John Alfred Corrieri
Robert F Kaiser
BRYCE ROBERT FEGLEY
OWAIZ M DADABHOY
Brandon Balazi
Kelli Marie Mann
Patrick Lucas Topor-Madry
Scott Donald St Clair
Robert James Haupt
Pierce Strider McCrerey
Ryan Patrick Gannon
Jack Edward Hannah
Levi Stewart Zurbrugg
Megan Kathleen Vitalis-Troupe
Shamil Devji
MONEM ABDUL SALAM
SCOTT FREDERICK KLIMO
PATRICK TIERNEY DRUM
LUKE ADAMS MOORE
Ahmad Elmahi
Samar Tariq
Daniel Yung Kim
WILLIAM TRAVIS OLSEN
BENJAMIN ARTHUR ESGET
Megan Ann Cooley
RICHARD MAX STEELE
MIRANDA LYNN PETERSEN
ADAM BLAKE HANACEK
Lino Marioni
ADAM J FABER
LUTHER HARTWELL HODGES
MICHAEL FREDERICK RYAN
DAVID GEOFFREY SCHNEIDER
Michael Anthony DiNino

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