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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

PURE FINANCIAL ADVISORS, LLC
MUTUAL ADVISORS, LLC
MEGG INVESTMENT, LLC
S. R. SCHILL & ASSOCIATES, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
HEMISPHERE VENTURES ADVISORS, LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE PLANNER'S EDGE LLC
U.S. BANCORP ADVISORS, LLC
GOLDBLOOM WEALTH MANAGEMENT LLC
COLDSTREAM WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

BRADLEY LOREN ANDERSON
WARN DEE WILLIS
BRUCE DOUGLAS ECKFELDT
RUSSELL LON SNYDER
SCOTT JASON SCHILL
LEONARD ALAN SKIENA
STANLEY ROI SCHILL
MAKINZIE DEGROOT
ERIN JAMES SCANNELL
KATHLEEN MARIE HOBART
ROBERT GERALD MAAS
Kim W Hoversten
STEVEN PATRICK BEALEY
GINA MARIE EATON
Joel Kees Bakker
JEREMY RYAN HOFFMAN
Crystina Mercedes Nguyen
Callahan Wales
CLAYTON BRUNTON HARRISON
BRIAN MATTHEW VAN HOUTEN
Nolan Ginsberg
Kani Cassens
Tanveer Singh Khabra
Ryan Alan Churchfield
Gabriela Liang
Henry John Randall Kooy
Sean Grantham McCabe
STEVEN ANDREW FOX
Chelsea Pagoaga
Albert Samuel Angel
Rebecca Dina Angel-Feuer
Leann Kathlene Price
TRAVIS ALDEN MANN
Colin Mathew Huber
JAMES CHANDLER RICHARDS
HAYLEY ANNE HILL
Josiah Paul Martin
Lu Song
BRIAN PAUL BERTSCH
Gavin Herbert Schumaker
TOMMY RAY SCHUMAKER
RYAN JOSEPH ROURKE
DEANNA JEAN NOWADNICK
Mark Casey Sears
JEFFREY DAVID ROSS
DAVID ELLIOTT GEARRING
IAN LYMAN FINK
VISHNU AMRITH
JOSHUA SPIEGELMAN
STEVEN ARTHUR GOLDBLOOM
ERIC ROBERT WILLIAMS
PAUL YU
JAMES P BUTLER
NEIL BUTLER
CHERIE ROSE BARTON
NOEL SANCHEZ
David Bertram Bigelow
Benjamin Marcus Spector
JOSHUA E HARRIS
DANIEL LUIKWONG YEUNG
DANIEL ANTHONY HILL
Alannah Cherise Clark
Katherine M Berntson
Carolyn Lee Grabiel
Ryan Standlee Kingma
Simon Owen Sharples
Larissa Thompson Vidal
Cade David Hampson
KRISTI ANN PANZA
KRISTA MARIE CHARLTON
ANNE MARIE STONICH
Elizabeth Grace Anderson
ANDREW MYRON WIEGAND
GRAHAM SCOTT MILLER
Susan M Barnett
Stephen Jimenez
YELENA ALHADEFF
Muhammad Merchant
BRYAN EDWARD MAZZA

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