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Best financial advisors in Olympic View, WA

Registered advisers within 25 miles of Olympic View, WA.

Offices
981
Firms
427
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,386,879 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
HEXA MANAGEMENT GROUP LLC
NEWGROUND SOCIAL INVESTMENT

Investors

Riley John Duffy
BRIAN TIMOTHY DUFFY
Timothy James Duffy
Levi Adam Thomas
Tyler Michael Baron
Marko Tubic
Ryan F Maxwell
David Reno Rice
ANDREW JAMES HEIMDAHL
LOWELL THOMAS DIERS
CHRISTOPHER MICHAEL PERRAULT
RAHATUL ISLAM
Timothy Christopher Swanson
Megan Warshaw
Ryan B Gleeson
Stacie Marie Farrell
YUNLONG FU
JOHN FREDERICK KELLY
Christine Yeakley
Justin Lin Chang
HEATHER CATHERINE LEACH
JAMES MICHAEL NAVONE
GREG J LEONARD
Bac Phuong Hoang Walker
BRANDON RAY REDMAN
CHERYLEE ANN CHAPMAN
JOHN ARONSON
NOEMI CHAPARRO
Shanoor Salim Kalyan
Thomas Robert Edwards
Rita Acosta
Sarah Lynne Cecil
JAMES MATTHIAS ZWICKERT
WILLIAM ARCADE DRIVER
JAMES ROBERT HARVEY
SCOTT ALLEN BRANDT
Andrew Isaac Harvey
BRUCE THOMSON HERBERT

Within 25 miles of Olympic View, WA, Best Investors lists 427 registered investment advisory firms with 981 offices nearby, managing about $19.8T in combined regulatory AUM across 3,386,879 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 Olympic View

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