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Best financial advisors in Naval Station Everett, WA

Registered advisers within 25 miles of Naval Station Everett, WA.

Offices
525
Firms
167
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,814,933 clients when Item 5C has a number
Avg / client
$4.90M
Combined AUM ÷ clients

Nearby offices

Firms

MADRONA FINANCIAL & CPAS
EDWARD JONES
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PACIFIC CREST FINANCIAL ADVISORS, LLC
D.A. DAVIDSON & CO.
VICEROY INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
SERENE WEALTH PLANNING, LLC
ELDERROCK FINANCIAL LLC

Investors

MICHAEL DAVID SEELY
BRIAN KELLY EVANS
ROBERT WATSON BAUER
MATTHEW JOHN BEYER
KRISTI RAE HENDERSON
Nicholas Conrad Smelser
NICHOLAS STEPHEN WOLD
Jessica Eve Ellen Pavish
Philip Ron Stark
David C Osburn
CHRISTINE DUREE MEZO
RYAN BOMBERRY
Christopher Michael Wittenbrink
Rodric Daniel Pence
Weihua Yang
REBECCA A BRAYTON
Ben L Richards
SARAH ELIZABETH FRAUENHOLTZ
HAILEY M SMYTH
Heba Ibrahim Kandil
H. Erik Sabiers
SEAN PATRICK KELLY
SHARON A MORGANTI
NIEN MINH HOANG
RILEY CRAY
KARA R BROWN
Cody Taylor
Ileana Cristina Monico Gonzalez
DARRON L. KUEHN
ALEXANDER FERGUS CASE WILLIAMSON
ERIN LEE EDDINS
Brandon M Trout
DANIEL JOSEPH LEACH
JEFFREY JOHN DECKER
JEFFREY PETER BIERMANSKI
Mary Louise Suratos Nisperos Wittkopf
Georgette Duleba
FRED STEPHEN SIRIANNI
Reese Major Lawrence
Brittany Marie Kim
JASON LANG NELSON
JERED BAUMAN FOWLER
STEVEN ROYCE FOSTER
David John Wartes
Heather L Hafner
James Hafner
JEAN MARIE OPPLIGER
STEVEN ROBERT JOSEPHSEN
MARC JOHN GEORGEADIS
NECIA M FULLER
SCOTT J KIRKPATRICK
FORD POSTON
Taylor Catherine Justice
Saranya Turner
Adelaide Grace Siers
DEREK JOSEPH GLYNN
THOMAS JAY LITTLE
MEGHAN E. ANTONUCCI
CAMERON S HARDY
Raiatea Michelle Convery
THOMAS ALFRED LITTLE
Lydia Clerine Barker
AARON CHRISTOPHER WARTES
JESSICA MARIE SIMMONS
Brady William Mistler
ALFORD SEAN BAILEY
Samuel L Stanton
James Donald Kellett
Daniel Evans
Christine Guo
James Howard Dockens
Adam Ryan Brastad
Jesse Fernandes Deason
SEAN RANDAL GEORGE
Eric Higgins
Shelly Renae Ganje
Austin McDermott
Judith Salas

Within 25 miles of Naval Station Everett, WA, Best Investors lists 167 registered investment advisory firms with 525 offices nearby, managing about $13.8T in combined regulatory AUM across 2,814,933 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 Naval Station Everett

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM