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Best financial advisors in Puyallup, WA

Registered advisers within 25 miles of Puyallup, WA.

Offices
492
Firms
125
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,046,485 clients when Item 5C has a number
Avg / client
$4.42M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVESTORS PORTFOLIO SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Teresa Marie Murray
Trey Anthony Wells
DANIEL ANDREW KNOLL
BENJAMIN BAFFA
Robert Kenneth Bruce
GEORGE JOHN MARTONIK
ANDREW MICHAEL LAWRENCE
JERRY FRANCIS GINTZ
CRYSTAL CANDY RAE RAWSON
CAMERON STEWART
Douglas Esterly
Ryan Robert McCloskey
Noah Daniel Fenz
FRANK VINCENT GALLO
THOMAS JAMES BOWMAN
Andrew F Brown
Artell Whitaker
Adam Epperson
Blair Kelly Sexton
Melissa G Blattler
Mart K Mitchell
Charean Ellen Mead
Brooke Christen Baker
Traci Marie Nelson
Joseph Todisco
GUY A ELLISON
Matthew S Weber
Jennifer Wynn Bahr
JONATHAN MICHAEL EDMONDS
MICHAEL BARRY SMOLKO
Robert Shipley Ennis
Katherine Lacey Irwin

Within 25 miles of Puyallup, WA, Best Investors lists 125 registered investment advisory firms with 492 offices nearby, managing about $13.5T in combined regulatory AUM across 3,046,485 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 Puyallup

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM