Best Investors Account Sign in

Best financial advisors in Mountlake Terrace, WA

Registered advisers within 25 miles of Mountlake Terrace, WA.

Offices
1,302
Firms
477
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,389,254 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WEALTH SOLUTIONS BY DESIGN, PLLC
COMMONWEALTH FINANCIAL NETWORK
OPAL ADVISORS
EDWARD JONES
EVANS CAPITAL MANAGEMENT ASSOCIATES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
GATEWAY WEALTH PARTNERS, LLC

Investors

MICHAEL JOSEPH BUS
Kylee Beth Nemeth
Emma Josephine Brezler
Ryan James Risch
THOMAS EDMUND DEICHERT
WESLEY TYRONE BURNS
DEBRA LYNN SEELEY
JUSTIN KWAI MUNG YOUNG
CHRISTINA JOAN HUA
JAMES PHUC HUA
SPRAGUE NICKOLAUS KOLP
Bao Gia Ly
Shane Doughman
Cori Anne Karas
Cheryl Nicole Hansford
BRIAN WILLIAM LEACH
DALLAS JOHN EVANS
Justin Lloyd Evans
BINH T HUYNH
Tegan Yuasa
CYNTHIA ANNE GAMMON
Mohammad Ali Zuberi
Zheren Chen
CLIFF LOH
Jack Lee
Jeffrey Allen Olson
Kristine Marie Booth
DANIEL KURTIS BROWN
BRANT OWEN GREENE
Robert W Morgan
Junyuan Lin
WINNIE TO
Venise Win-Sze Lee
ROBIN LYNN KAGAN
Jill J Ruth
Tyson Ronald Clawson

Within 25 miles of Mountlake Terrace, WA, Best Investors lists 477 registered investment advisory firms with 1,302 offices nearby, managing about $19.9T in combined regulatory AUM across 3,389,254 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 Mountlake Terrace

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