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Best financial advisors in Roy, WA

Registered advisers within 25 miles of Roy, WA.

Offices
375
Firms
107
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
2.95M
2,949,479 clients when Item 5C has a number
Avg / client
$4.35M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
FORTITUDE ADVISORY GROUP L.L.C.
LPL FINANCIAL LLC

Investors

Matthew R McLellan
Janelle Loraine Embrey
Pamela Joann Ferris
WALTER LEON HARRISON
Ken Le Pham
Felix A Peguero-Reyes
Patrick Rodger Olsen
Timothy W Bridges
MICHAEL ALAN DAVIS
Seongbae Kim
Dustin Hocking
TONY RINGO BROOKS
CHRISTOPHER MICHAEL WOODS
Charles Justin Dietrich
Greg John Hammontree
Christina M Bates
Krista Jean Galanin
HALEY IWALANI HOBBS
Aghil Masoun
JASON HO KWON
Maria Lourdes C. Sevilla
Marlee R. Lawson
STEVE UTAMA SARWONO
CHRISTOPHER VERNON KIMBALL
Adam Andrew Gulley
ROBERT ERNEST HOFFMAN

Within 25 miles of Roy, WA, Best Investors lists 107 registered investment advisory firms with 375 offices nearby, managing about $12.8T in combined regulatory AUM across 2,949,479 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 Roy

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