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Best financial advisors in Lynnwood, WA

Registered advisers within 25 miles of Lynnwood, WA.

Offices
1,314
Firms
482
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,456 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDELMAN FINANCIAL ENGINES
ABACUS FINANCIAL PLANNING
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
KEY INVESTMENT SERVICES LLC
SEATTLE WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
SBI US GATEWAY FUND MANAGEMENT
NAQVI, MUJTEBA
U.S. BANCORP ADVISORS, LLC

Investors

WILLIAM JOSEPH SCHULTHEIS
ELIZABETH ANNE STANTON
THERESE ELIZABETH MILLE
Mary Ellender Bold
Katherine Ann Cook
SHERRYL RAE ADAIR
CAMILLE RAE ADAIR-HATCH
OHENEBAH AMOAH NKRUMAH
Corey Jackson Barker
Russell B Paris
Ningyi Chen
MATTHEW SLATER MARTINELLI
STEVEN LEROY JUDD
Nelson Ngako Kameni
Yuli Lee
Eric Mason Owens
David Piscitelli
Kiavash Maadanian
ERIC ARTHUR JOHNSON
DAN DAE YOUNG UHM
FRED ARTLEY GREEN
STEPHEN CLARK BROWN
Juneil Lee
Kevin Harada
Daniel J Gonzales
Mary Danielle Burton
Perry Jay Grant
Bac Phuong Hoang Walker
Ryan B Gleeson

Within 25 miles of Lynnwood, WA, Best Investors lists 482 registered investment advisory firms with 1,314 offices nearby, managing about $19.9T in combined regulatory AUM across 3,389,456 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 Lynnwood

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