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Best financial advisors in Rochester, WA

Registered advisers within 25 miles of Rochester, WA.

Offices
94
Firms
35
Combined AUM
$9.37T
Firm-wide filings, not assets booked only here
Clients
1.41M
1,408,701 clients when Item 5C has a number
Avg / client
$6.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STIFEL INDEPENDENT ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Investors

Brady A Hoover
Cindi Mechelle Whiting
WILLIAM KINGSLAND TUFTS
William Charles Radtke
Julia Jane Gaul
JOHN DAVID LAWRENCE
BARBARA RAKEVICH GREATWOOD
AMANDA JEAN LENZ
Catherine Mae Cleveland
Nathan Joyner
KEVIN RANDALL STOTTLEMYRE
Michael Thomas Bartoldo
Derek Andrew Burger
Bryan H Erickson
CHRISTOPHER CHARLES FORESPRING
LAURA ANN NELSON
SILAS JOHN NEWKIRK
Noah Thomas May
Bruce Lynn Hansen
STUART ANDREW CAVNESS
Jenna Coulter Nacht
Beryl G. Nacht
Kashif Amir Khan
Lynne Pehl Calvert
Robert Willis Pehl
JEFFREY DEAN ROBERTSON
Douglas A. Bradel
JARED STEWART KIRKPATRICK
ANGELA ELAINE VLACH
Michaela Voeller
Bruce Robert Hansen
Alan Dirk Farrar

Within 25 miles of Rochester, WA, Best Investors lists 35 registered investment advisory firms with 94 offices nearby, managing about $9.37T in combined regulatory AUM across 1,408,701 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 Rochester

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM