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Best financial advisors in North Bend, WA

Registered advisers within 25 miles of North Bend, WA.

Offices
85
Firms
37
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.21M
1,213,160 clients when Item 5C has a number
Avg / client
$8.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FINANCIAL FREEDOM FOR DENTISTS LLC
J.P. MORGAN SECURITIES LLC
NORTHWEST ASSET MANAGEMENT
CAPITAL PARTNERS WEALTH MANAGEMENT

Investors

Jason N Glazier
Kristi Yankacy
Keahn Murray White
Taylor Scott Upton
Christopher J Bruntz
STEVE WEAVER
Vaughn Sherman
Charles Colin Barber
Christian James Sessions
Loyd Burleson
NATHAN JOHN RICKS
JASON MICHAEL KESER
Bryan Pitman
Valerie Paganelli
Jonathan E Lefferts
Sandi Martin
Von Eugene Brady
Joseph G Ravotti
John William Robertson
Amanda Renee Gross
Lauren Brown
Brody A Kunz
Brianne Roberts
Carolyn Colvin Morrissey
Julie Lynne White
Dustin J Vance
Casey Owen Schuetz
Jon Hoitenga Roelofs
MIRANDA BARBARA BERG
BRAD JOSEPH LANDRY
Matthew Jay Zager
Hyon Yong Kim
Brady Jowell
Scott Wayne Milam
GREG J LEONARD
Christopher Scott Reid

Within 25 miles of North Bend, WA, Best Investors lists 37 registered investment advisory firms with 85 offices nearby, managing about $10.1T in combined regulatory AUM across 1,213,160 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 North Bend

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 INVESCO ADVISERS, INC. 217 advisers $750B 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