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Best financial advisors in Newcastle, WA

Registered advisers within 25 miles of Newcastle, WA.

Offices
1,497
Firms
518
Combined AUM
$20.3T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,362 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
VALIC FINANCIAL ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
MELIORATE MANAGEMENT, LLC

Investors

Lisa J Johnson
Caleb A Angel
Danxia Zhen
PUI K SZETO
JUDIET GIN DERE
ERIK EDWARD CARLSON
JAMES LEE NELSEN
DEBBIE HUANG
Muhammad Merchant
LIGAYA P CHOO
HAIYAN XU
Nina Louise Boss
Ericka Kay Marini
MELISSA LOUISE LARSON
CHARLES DEAN GRASS
Tucker Joseph Mjelde
RANDALL SCOTT LINDE
GRIFFIN GEORGE MEYERS
EDWARD JOSEPH HARRIS
HEIDI EVA SMITH
Gregory Lankston
Jeremy Vincent Meneray
KEVIN ANDREW NANTHRUP
AARON MARTIN SMITH
AMBER COLETTE HELMS
FRANCES E SCHRAM
KEVIN BRUCE WALL
BRETT JERALD FERGUSON
CASSIDY NOELLE RICHMOND
Conner Elliott
Jacob Scott Linde
Cody James Laing
Robert Jeffrey Hawkins
James Lennon
Hsin Yi Kao
Jorge Gordillo
Cole Jonathan Mattson
MARCO HUNTER WILLIS
RYAN JOSEPH QUENNEVILLE
AUBREY Lawrence WILKINSON
KIM LOUISE MOORE
LAWRENCE JOHN STEELE
Mary Isom
JOLIET K OSBORNE
JUDITH DARLENE WILDES
Charles David Harris
David R Hirota
EDWARD MASARU HIROTA
Everistus Etafo
TERRANCE PATRICK ZARAGOZA
David Dotson
Aaron M Easter
Shannon Van Dyken

Within 25 miles of Newcastle, WA, Best Investors lists 518 registered investment advisory firms with 1,497 offices nearby, managing about $20.3T in combined regulatory AUM across 3,388,362 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 Newcastle

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