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Best financial advisors in Orchards, WA

Registered advisers within 25 miles of Orchards, WA.

Offices
881
Firms
314
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,288 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
JOHNSON BIXBY
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ADVISERS LLC
ALLEN CAPITAL MANAGEMENT, LLC
TIMEPIECE FINANCIAL PLANNING, INC.
J.P. MORGAN SECURITIES LLC

Investors

Nicholas Robbins
LEANN MARIE DODGE
Kale M Young
Eric Corneliu Lucescu
DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Patricia Lynn Spies
Dorothy Ellen Tennant
HEIDI JANELL SMART
MELISSA ANN LAMARCHE
Zachary Paul Reuter
CYNDI THOMPSON
Kailee Nicole Aparicio
Amanda J Reynolds
Amanda Peterson
HEIDI MARIE JOHNSON BIXBY
CYNTHIA SUE STALEY
Lana Jean Alvarez
José Alfredo Vélez Homs
Alexander Yusef Ali
Lynn Douglas Snyder
Stephen McKenzie Dail
XIAOJING MAO
Laura Ruiz
Sarah Shelley Gracey
Josh Cobun
Matthew John Henderson
MARI ELIZABETH HOWELL
BRADLEY GENE BELL
ANGELO JULIAN LUNAVARA
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon
David Richard Brown
OTTO MICHAEL GUARDADO
SHANE BUTLER WEISMAN
RYAN PIWOWARSKI
JEFFREY PAUL BLOOMQUIST
Martin C Sacks
David Welch
DANIEL J ADAMS
DEBORAH YEN MCKINNEY
Kirk H Tambara
DEBBIE ANN RAINEY
ERIC ALLEN GREIF
TODD DAVID SWAN
MEGAN LOUISE WESTBROOK
SKYE THOMAS DAHL
ANDREW NEIL LANDER
JUSTIN THOMAS DAVIS
DUSTIN GUY MARTIN
AMANDA ROSE BECKER
BRIANA JANE BLOCKER
Jacob P McGreevey
Isaiah Daniel Sound
ROBERT MIKIHIKO KATSUNO
DAVID ROBERT TOPPER
BECKY A KIENZLE
KATIE JO SWASEY
ANDREW J LEE
JASON TOWNSEND LAMBERT
Ashley Ann Hubacher
Allen Paul Rodriguez Agol
Eleanor Evangelina Lucero
CYNTHIA LEE MONTGOMERY-ADAMS
JOHN EBENAL
STEVEN NEWMAN
ROXANA L. AHMADIFARD
AIMEE BETH BERTANI
LAURYN SUMIKO KAILA HULL
PAYTON HARRISON
CRAIG B. NORTH
NATHAN CALLOWAY
BRIAN S ALLEN
BRADLEY CONNOR NESS
PETER ENGLUND
ERIN RICO
JOSHUA MICHAEL GORE
JACOB ABBOTT JENSEN
JAMILA WILCOX
COLT ALSTON RICHARDS
THOMAS GROVER
SAMUEL ROBERT MADRID
EMILY HICKS
MAEFEHL JUDAR
MICHAEL WILLIAM BROWN
DANIEL RYAN HAYES
MOLLY ANDOE
SHEIK AYUBE
MAXWELL R. CUNNINGHAM
PATRICK ERNEST IHNKEN
REBECCA THURSTON STANTON MORRIS
MARISSA ROEHRICH
Akili Luvu Kelekele
STUART BRADLEY ALLEN
Gregory Aaron Robertson
Keri Lynn Boyd
TIMOTHY G MASSIE
David Tyler Merritt
Matthew J Cordes
TROY JASON MCCOY
Christopher Van Dinter
Asher William Nys
Ashley Rae Freitag
Stephan Christopher Edwards
Levi Thomas Godinho

Within 25 miles of Orchards, WA, Best Investors lists 314 registered investment advisory firms with 881 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,288 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 Orchards

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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