Best financial advisors in Oso, WA

Registered advisers within 25 miles of Oso, WA.

Offices

118

Firms

32

Combined AUM

$8.02T

Firm-wide filings, not assets booked only here

Clients

1.01M

1,011,797 clients when Item 5C has a number

Avg / client

$7.92M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

515 N Olympic Avenue
ARLINGTON, WA 98223

EDWARD JONES

104 S Olympic Ave Suite 102
Arlington, WA 98223

STATE FARM INVESTMENT MANAGEMENT CORP.

7224 204th ST NE A104
Arlington, WA 98223

CETERA INVESTMENT ADVISERS LLC

4220 172ND STREET NE
ARLINGTON, WA 98223

11.1 miles away

EDWARD JONES

3707 172ND ST NE SUITE 14
ARLINGTON, WA 98223

11.4 miles away

KEY INVESTMENT SERVICES LLC

17311 Smokey Point Dr
Arlington, WA 98223

11.4 miles away

EDWARD JONES

3719 168TH STREET NORTHEAST
ARLINGTON, WA 98223

11.5 miles away

WYATT WEALTH MANAGEMENT

3710 168TH ST NE B202
ARLINGTON, WA 98223

11.5 miles away

EDWARD JONES

3710 168TH ST NE SUITE C101
ARLINGTON, WA 98223

11.5 miles away

WYATT WEALTH MANAGEMENT

3710 168th St NE B202
Arlington, WA 98223

11.5 miles away

U.S. BANCORP ADVISORS, LLC

17110 Smokey Point Blvd
Arlington, WA 98223

11.5 miles away

MCILRATH & ECK, LLC

3325 SMOKEY POINT DRIVE, SUITE 201
ARLINGTON, WA 98223

11.5 miles away

MCILRATH & ECK, LLC

3325 Smokey Point Drive Suite 201
Arlington, WA 98223-7083

11.5 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3230 172ND ST NE
ARLINGTON, WA 98223

11.6 miles away

INDEPENDENT FINANCIAL GROUP, LLC

1507 172ND ST NE STE 201
MARYSVILLE, WA 98271

12.6 miles away

EDWARD JONES

12421 State Ave Suite 101
MARYSVILLE, WA 98271

12.8 miles away

CETERA INVESTMENT ADVISERS LLC

4311 116TH STREET NE SUITE A MARYSVILLE, WA, USA,
MARYSVILLE, WA 98271

12.9 miles away

WELLS FARGO CLEARING SERVICES, LLC

10010 SHOULTES RD
MARYSVILLE, WA 98270

13.5 miles away

EDWARD JONES

4229 76TH ST NE SUITE 102
MARYSVILLE, WA 98270-3700

14.6 miles away

J.P. MORGAN SECURITIES LLC

1344 STATE AVE
MARYSVILLE, WA 98270-0006

14.6 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

KEY INVESTMENT SERVICES LLC

WYATT WEALTH MANAGEMENT

U.S. BANCORP ADVISORS, LLC

MCILRATH & ECK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INDEPENDENT FINANCIAL GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

Investors

John Vanderzicht Meno

Cordell Cummings

Connor George Cummings

Christopher Case

ALEC RENALD TURGEON

Daniel Robert Reisdorff

Jeffrey Scott Campbell

Warren Daniell Phillips

Sophia R Dalton

Joshua Mark Helpenstell

Jonathan Gonzalez

Angela Louise Lane

Jesse Sheridan Axtell

JACOB ARTHUR BLUKIS

Wendiguiata Ouedraogo

THOR HARVEY MCILRATH

TROY JAMES CRUTCHER

Mena Mekhael Masry

JOHN ELUWENE MCKEON

CHERI K WILLIAMS

TINA MARIE Morand

Gregory Ronald Jensen

Ariel JoAnn Jensen

DENNIS RICHARD KAZEN

Andrew Dean Smith

Samuel L Stanton

Within 25 miles of Oso, WA, Best Investors lists 32 registered investment advisory firms with 118 offices nearby, managing about $8.02T in combined regulatory AUM across 1,011,797 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 Oso

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM