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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

PRINCIPAL SECURITIES, INC.
STRATEGIC ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
COLUMBIA RIVER ADVISORS
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.

Investors

Angad Mahal
RODNEY A. WILLIAMS
DAVIS KNOWLES MCCALL
ABBY WENTZ
WILLEM ETHAN ALFREY
JOSEPH MONTGOMERY ALLEN
JORGE BUSTAMANTE
JAMES T. NGUYEN
DANIEL ORTIZ RIVAS
WILLIAM DOSS
STEVEN SCHOB
SHARONA CHANDRA
DREW HADALLER
DAVID Anatolyevich BLYNOV
STEPHEN SCHEER
KAYLA DUMLER
AI KIM MENDOZA
EVELINE TIEN
NATHAN W DAY
ANNETTE B HOWZE
CORBIN SYLVESTER
JOHN T. SMITH
JADON SAND
LAUREN BROWNING
KEETON KERMIT HEGGERNESS
TREVOR HONSBERGER
KHALEB BAKER
TOBIAS SHINER
PUI K SZETO
CURTIS J. NAGAI
Joseph G Ravotti
Stephen Robert Vircks
Sandi Martin
Von Eugene Brady
ALLEN FRANCIS LEHNHOFF
Tyler Vincent Clavin
DENNIS VINCENT CLAVIN
RAKESH BIRA CHOPRA
Casey Owen Schuetz
AMANEE GALAL ABDALLA ALI
DONALD ALLEN FOY
Adithya Ravichandran
JEFFREY BLAISE VERT
James A Freund
Matthew J. Parrish
Dustin J Vance
Amanda Renee Gross
Lauren Brown
Brody A Kunz
Brianne Roberts
Carolyn Colvin Morrissey
Julie Lynne White
KRISTOPHER BORJAL
ANTHONY COSME
ALAN TSUTOMA OSAKI
GEORGE STEPHEN SHAW

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