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Best financial advisors in Newport, WA

Registered advisers within 25 miles of Newport, WA.

Offices
8
Firms
6
Combined AUM
$2.14T
Firm-wide filings, not assets booked only here
Clients
262K
262,380 clients when Item 5C has a number
Avg / client
$8.15M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
PHYSICIAN ADVISING LLC
REINHARDT CONSULTING

Investors

Ava Greer
Mary Elizabeth Ann Mason
MICHAEL JAY ANDERSON
Chelsea M Kerslake
William Andrew Mason
Cindy Llamas
Seth Everett Callos
Caleb Stephen Stapp
Connor Randolph Jones
DOUGLAS L LILLY
Jael Tamar Stebbins
CALEB D LILLY
Garrett Dean Boyer
Keith Koscielski
ANDREW SCOTT DIBBLE
JOSEPH ANDREW MATELICH
Iliana Salazar-Dodge Reinhardt

Within 25 miles of Newport, WA, Best Investors lists 6 registered investment advisory firms with 8 offices nearby, managing about $2.14T in combined regulatory AUM across 262,380 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 Newport

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 5 PHYSICIAN ADVISING LLC 1 advisers $9.90M AUM