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Best financial advisors in Point Roberts, WA

Registered advisers within 25 miles of Point Roberts, WA.

Offices
7
Firms
6
Combined AUM
$2.36T
Firm-wide filings, not assets booked only here
Clients
736K
735,879 clients when Item 5C has a number
Avg / client
$3.21M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

Kevin Christian Lockard
Dale Aune
Terrell Vaughn Goertz
ALECIA LAURETTA MODAHL
Monisha M Brandt
Marley Joede Schiavone
Kirk J Crawford
DAWSON ROBERT PHILLIPS
JOHN DAVID PHILLIPS
STEVEN LANE WEBB
JACKSON CONNOR PHILLIPS

Within 25 miles of Point Roberts, WA, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $2.36T in combined regulatory AUM across 735,879 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 Point Roberts

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM