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Best financial advisors in Morganville, WA

Registered advisers within 25 miles of Morganville, WA.

Offices
751
Firms
247
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,257,530 clients when Item 5C has a number
Avg / client
$5.06M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWEST ASSET MANAGEMENT
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
FIREWALL CAPITAL MANAGEMENT

Investors

BRAD JOSEPH LANDRY
Valerie Paganelli
Jonathan E Lefferts
Joseph G Ravotti
Sandi Martin
Von Eugene Brady
Jon Hoitenga Roelofs
MIRANDA BARBARA BERG
Amanda Renee Gross
Lauren Brown
Brody A Kunz
Brianne Roberts
Carolyn Colvin Morrissey
Julie Lynne White
Dustin J Vance
Casey Owen Schuetz
Haley K Dang
Ryan Frederick Minkin
Travis Earl Lee Sanders
Bryan D LaBelle
John William Robertson
Eric Wayne Callison
Khafayat Mabayoje
Scott F Beusch
Dalton Saggau
Dean Scott Saggau
Duncan Marshall Saggau
Abigail Damoiseaux
Melissa Kathleen Anderson
VALERIE ANN JASPER
Angelo Joseph Del Vecchio
HEATH JASON RAINWATER

Within 25 miles of Morganville, WA, Best Investors lists 247 registered investment advisory firms with 751 offices nearby, managing about $16.5T in combined regulatory AUM across 3,257,530 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 Morganville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM