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Best financial advisors in Montesano, WA

Registered advisers within 25 miles of Montesano, WA.

Offices
22
Firms
11
Combined AUM
$2.83T
Firm-wide filings, not assets booked only here
Clients
427K
427,135 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
VALLEY WEALTH STRATEGIES, LLC
TWIN HARBORS WEALTH MANAGEMENT LLC
D.A. DAVIDSON & CO.
SCHREINER FINANCIAL SOLUTIONS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
EAGLE STRATEGIES LLC

Investors

Layne Robert Bruner
EDWIN JOSEPH KLEIN
Brandon Klinger
Steven Philip Poler
Julia Poler
Julie Randich
MICHAEL JOHN MUELLER
Jason Andrew Olsen
Kristen Dawn Rudy
Osiel Rivera
PAUL MATTHEW GRABSKI
HUNTER JAMES LARSON
Stuart Daniel Ball
SUSAN ANTOINETTE SCHREINER
Michael John Bozich
AIMEE BRADLEY
James Edwin Boora
Taleana Yvonne Peterson
GWENDOLYN CLAUDETTE FALLS
Joshua Gene Steele
JACOB ALLEN MAGER
RK Scott Davis
Lori Leigh Morgan
Kamryn Leigh Morgan
Stefanie Marie Dantinne
MELANIE M BAKALA
Gina Lee Drew
Walker H Stinson
Eric Ryan Thompson
BRADLEY LOWELL MILLER

Within 25 miles of Montesano, WA, Best Investors lists 11 registered investment advisory firms with 22 offices nearby, managing about $2.83T in combined regulatory AUM across 427,135 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 Montesano

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM