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Best financial advisors in Milton, WA

Registered advisers within 25 miles of Milton, WA.

Offices
797
Firms
286
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,317,241 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CONTEXT VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.

Investors

Noah Nathan Bershatsky
Shawn Boyer
CRYSTAL CANDY RAE RAWSON
CAMERON STEWART
Traci Marie Nelson
Jason Eric Carlson
KYLE WAYNE GREGORY
JEREMY WILLIAM BLACKBURN
KARI JEAN GERVAIS
George Aokuso
JULIA IVETTE JOHNSON
BRIAN GABRIEL HARRIS
Jackson Miller
Douglas Scott Legg
DANIEL PHILIP HOFFMAN
DANIEL TALBOT VON KOSCHEMBAHR
Tristan Fujita
BRENT KEVIN WILLIAMS
BRYAN LEMOINE GORMLEY
RANDAL LYNN NICHOLLS
Joseph Richard Blackner
Jennifer S Hamlyn
Justin Weinstein
Jace Scott Kasteler
TERRI LYNN CONGER
Trevor Steven Lubereski
Christopher Lee Stacey
HAL LETTICE
BRETT HOWARD HULSE
MICHAEL SCOTT ESBENSHADE
ALEX K ELDRIDGE
DENNIS SCOTT FIFE

Within 25 miles of Milton, WA, Best Investors lists 286 registered investment advisory firms with 797 offices nearby, managing about $17.5T in combined regulatory AUM across 3,317,241 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 Milton

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 PARAMETRIC PORTFOLIO ASSOCIATES 19 clients · 7 advisers $685B AUM