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Best financial advisors in Port Townsend, WA

Registered advisers within 25 miles of Port Townsend, WA.

Offices
68
Firms
23
Combined AUM
$4.51T
Firm-wide filings, not assets booked only here
Clients
864K
863,985 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
SOUND FINANCIAL CENTER LLC
COMPANION PORTFOLIO MANAGEMENT

Investors

Tyler Mitchell Johnson
Amanda J Short
Stephen Michael Sklar
Charles Russell Hoover
Kathleen Patricia Schott
ROBERT DECKER
Alfred Bowman
Alexander Michael Lynch
JENNIFER CLAIRE STATLER
STEPHANIE ANN GALE
Richard J Smith
Cyndi H Kim
Daniel Abbott
Theresa Vene' Alcayaga
Heather N Haasl
Cheryl A Easterling
Kristopher Bjorn Henrikson
Patrick Daniel Griffin
ANDREW EDWIN WATKINS
KELLY GLEN KIDWELL
Roman Nestor Catli
John Joseph Mangiameli
Steven S Mangiameli
JOSEPH FRANCIS MANGIAMELI
PETER EDWARD HAGLIN
Philip L Trowbridge

Within 25 miles of Port Townsend, WA, Best Investors lists 23 registered investment advisory firms with 68 offices nearby, managing about $4.51T in combined regulatory AUM across 863,985 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 Port Townsend

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM