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Best financial advisors in Poulsbo, WA

Registered advisers within 25 miles of Poulsbo, WA.

Offices
1,158
Firms
454
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,830 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
U.S. BANCORP ADVISORS, LLC
ILLUMINE INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WEALTH SOLUTIONS BY DESIGN, PLLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
VANDERBILT ADVISORY SERVICES

Investors

Philip K McEwen
Anthony Nguyen
Nicholas Maderis
Daniel Reber
Richard T Eatinger
Christian D Drew
John Alan Grosshans
Robert W Morgan
Jessica Claire Nino
Lisa Kerwin
Kyrsten E Wooster
MARK EDWARD MCCOMSEY
Shiyi Zhang
IVAN JEVREMOVIC
MICHAEL JOSEPH BUS
Kristine Marie Booth
DANIEL KURTIS BROWN
BRANT OWEN GREENE
Connor Brian Smith
Evan Rae Tidball
Todd Endicott Tidball
Kevin Jordan Campbell
Kylee Beth Nemeth
Emma Josephine Brezler
Ryan James Risch
THOMAS EDMUND DEICHERT
Jeffrey Allen Olson
Enric Sifa
Deborah Shawn Tanner
Michael W Davis
Deanna Lynn O'Neal
CLINTON WADE BOXMAN
Carson Nyman
JORDAN JACOB PRINCE
Ryan Eugene Bradley
John Lynch Moroney
STEVEN PATRICK FINNEGAN

Within 25 miles of Poulsbo, WA, Best Investors lists 454 registered investment advisory firms with 1,158 offices nearby, managing about $19.9T in combined regulatory AUM across 3,388,830 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 Poulsbo

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM