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Best financial advisors in Quincy, WA

Registered advisers within 25 miles of Quincy, WA.

Offices
7
Firms
3
Combined AUM
$1.85T
Firm-wide filings, not assets booked only here
Clients
239K
238,521 clients when Item 5C has a number
Avg / client
$7.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC ADVISORY SERVICES, LLC

Investors

Jodi L Davis
Jeremy V Iverson
Robert Bernard Lybbert
TROY JENS PUGH
ROGER ALAN PUGH
GARR RANDYL WEBB
Mark Ryan Sieverkropp
DAVID WILLIAM MCCOLLUM
Jason Matthew Robinson
Emma Lee Isaak
Bonnie Jean Helvey
Austin Blake Scott
MARISSA H HAMMERSTROM

Within 25 miles of Quincy, WA, Best Investors lists 3 registered investment advisory firms with 7 offices nearby, managing about $1.85T in combined regulatory AUM across 238,521 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 Quincy

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 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM