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Best financial advisors in Novelty, WA

Registered advisers within 25 miles of Novelty, WA.

Offices
822
Firms
296
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,269,717 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DISCIPULUS MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HELMSMAN FINANCIAL GROUP, LLC
EAGLE STRATEGIES LLC
GLOBAL RETIREMENT PARTNERS LLC
CETERA INVESTMENT ADVISERS LLC

Investors

PAUL E CARLSON
THOMAS C MCLAURIN
Richard Ball
Rachel Elaine Sjavik
Jordan R Karlous
Bryna Jean Panger
Cameron Justin Wolf
Shiva Rahmati
Vijayalakshmi Soundararajan
Trevor M Pence
CAREY DUNN TREMAINE
ANTHONY ROBERT NAKATA
NICOLAS MITCHELL QUINTERO
Joseph Phillips
Jordan Whipple
BRANDON DOUGLAS SPRINGER
DOUGLAS DON SPRINGER
SHELBY M MILLER
Brett W Bly
JAN LARSEN
DOUGLAS BRYAN WARREN
Kenneth Maurice Lane
Jake Scott Cameron
David Piscitelli
Hedyeh Arjomand
DAINTRY NOELLE PRICE
Jon Tribbel
Aaron Shepherd
Katherine M Hohimer
Brian John Herc
Douglas Sullivan
Michael Ferrera
Franklin Scott Newton
JERE ROBERT MEYER
MAKINZIE DEGROOT
KENNETH MICHAEL ENGLISH
KAYLEEN MORRINE CLARK

Within 25 miles of Novelty, WA, Best Investors lists 296 registered investment advisory firms with 822 offices nearby, managing about $17.0T in combined regulatory AUM across 3,269,717 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 Novelty

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM