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Best financial advisors in Pleasant Valley, WA

Registered advisers within 25 miles of Pleasant Valley, WA.

Offices
98
Firms
42
Combined AUM
$8.32T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,352,687 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BELLINGHAM CAPITAL
PRIVATE ADVISOR GROUP, LLC

Investors

Monisha M Brandt
Marley Joede Schiavone
Kirk J Crawford
DAWSON ROBERT PHILLIPS
JOHN DAVID PHILLIPS
STEVEN LANE WEBB
JACKSON CONNOR PHILLIPS
Jacob Scott Anderson
Stephanie Vasquez Tobkin
RICHARD CALVERT DONAHUE
ALECIA LAURETTA MODAHL
TERRY RAY STACH
Steven Christopher Lipinski
Mena Mekhael Masry
Brian Lydiard
Margaret Marie Connors
Aaron Alan Redd
Dale Aune
Terrell Vaughn Goertz
ISRAEL THOMAS JACOB
LUCAS DAVID REPP JACOB
Kellan Herndon
BRIAN ALASTAIR SMITH
Lucille C Dobson
ERIC GEOFFREY PETERSEN
KERRI HARGROVE RUSS
John Dustin Sloan III
Franklin James Ellars
Jenson S Ellars
Corey Shaffer
Kristen Dallaire Drummond
Hunter G Weinert
SAMUEL E WENSINK
Ethan Brouwer
David Patrick Mar
Kelsey Klevenberg
Jeremy Ferrera
Sara Kathleen Wynne
CRAIG ALLEN BROWN

Within 25 miles of Pleasant Valley, WA, Best Investors lists 42 registered investment advisory firms with 98 offices nearby, managing about $8.32T in combined regulatory AUM across 1,352,687 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 Pleasant Valley

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 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM