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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

MARINER
ELLIOTT COVE CAPITAL MANAGEMENT
CSW PARTNERS, LLC
DIGITAL MORTGAGE MANAGEMENT LP
KUNATH KARREN RINNE & ATKIN LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DEEP FUTURE, LLC
RAINIER CAPITAL PARTNERS LP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FULCRUM CAPITAL, LLC
EDWARD JONES
WASHINGTON CAPITAL MANAGEMENT INC
RED TOP ADVISORS LLC
TRUENORTH WEALTH ADVISORS
LPL FINANCIAL LLC
CANTERBURY CONSULTING INCORPORATED
LESA SROUFE & COMPANY, INC.

Investors

TAYLOR THOMSON KLEVENS
RALPH DOMINICK CHIOCCO
MYRA LEANN REINHARDT
TAMMY LYNN KOSA
NICKOLA ANN WHITTLE
Christopher Nicholas Chambos
NIKOLAS KARL GROSCH
Angedd Kalsi
WILLIAM JAMES SCHATZ
KIRK A CLOTHIER
BRUCE EDWARD RINNE
STEPHEN MICHAEL KUNATH
JEFFREY ATKIN
TYLER DANIEL MCCLUNG
Andrew Karstad Henrickson
MARK THOMAS DEFEO
SUSAN CHANDLER
MICHELLE AIMEE MATHIEU
Jill D Poppe Loveall
STEPHEN DANIEL HAMILTON
BRIAN M CANION
Brian Bertin Welch
Julie Alise Greenough
PAUL GERARD RAVETTA
MICHAEL SI HO CHEUNG
TRAVIS R HARTMAN
STEFFEN BUSCHBACHER
Charlotte Appleford Leon
JOSEPH THOMAS HEBERT
Brooke Nicole Trinh
BRADLEY KENT ALLEN
STEVEN JOEL JONES
Michael Gregory Tuffli Stevenson
LOREN SUZANNE MCEWAN
DAVID PATRICK JOHNSON
NIKKO COURTNEY GRONHOVD
KAREN RUTH O'BRIEN
NOLAN C WOOD
LESA ANNE SROUFE

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