Best Investors Account Sign in

Best financial advisors in Orting, WA

Registered advisers within 25 miles of Orting, WA.

Offices
295
Firms
80
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,909,886 clients when Item 5C has a number
Avg / client
$3.85M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
KEY INVESTMENT SERVICES LLC
INVESTORS PORTFOLIO SERVICES LLC

Investors

Steven C Koleszar
Taylor Rodarte
Nolan Bailey
James Burton Morgan
Dustin Hocking
Glenn Ray Richardson
David Jonathan Sienkiewich
CHRISTIAN DAVID MCCLUNG
Brandon Michael Bules
Jacob Crause
Eva Rochelle Plaster
Gina Marie Humphries
CARL Augustine HESSEL
Kwang Yi
Diane M. La Marr
Chantelle R La Marr
Shane Benjamin Klingenstein
Michele Victoria Montoya
Benjamin M Bisnett
Aaron Taylor Fields
Mark Kevin Kafentzis
PRISCILLA MAE SUHRE
GERALD ALBERT MOODY
Andrew F Brown
Artell Whitaker
Adam Epperson
Blair Kelly Sexton
Melissa G Blattler
Mart K Mitchell
Charean Ellen Mead
Noah Daniel Fenz
FRANK VINCENT GALLO
THOMAS JAMES BOWMAN

Within 25 miles of Orting, WA, Best Investors lists 80 registered investment advisory firms with 295 offices nearby, managing about $11.2T in combined regulatory AUM across 2,909,886 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 Orting

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 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM