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Best financial advisors in Ocean Shores, WA

Registered advisers within 25 miles of Ocean Shores, WA.

Offices
10
Firms
6
Combined AUM
$2.11T
Firm-wide filings, not assets booked only here
Clients
296K
296,061 clients when Item 5C has a number
Avg / client
$7.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SCHREINER FINANCIAL SOLUTIONS
TWIN HARBORS WEALTH MANAGEMENT LLC
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

Miles H Longenbaugh
James Edwin Boora
Taleana Yvonne Peterson
GWENDOLYN CLAUDETTE FALLS
Joshua Gene Steele
Michael John Bozich
AIMEE BRADLEY
SUSAN ANTOINETTE SCHREINER
PAUL MATTHEW GRABSKI
HUNTER JAMES LARSON
Stuart Daniel Ball
Osiel Rivera
CYNTHIA LYNN ROBINSON-SCHMIDT
LORELLE KAYE FARBER

Within 25 miles of Ocean Shores, WA, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $2.11T in combined regulatory AUM across 296,061 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 Ocean Shores

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 5 TWIN HARBORS WEALTH MANAGEMENT LLC 1 advisers $49.4M AUM