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Best financial advisors in Sammamish, WA

Registered advisers within 25 miles of Sammamish, WA.

Offices
1,312
Firms
484
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.40M
3,400,159 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CBC PARTNERS, LLC
EDWARD JONES
THE RETIREMENT SOLUTION LLC
THOME FINANCIAL
LPL FINANCIAL LLC
LIGHT AI, L.L.C.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Yan Jiang
Thomas Joseph Barrett
HUIYU WANG
John Fry
CLIFFORD ROLAND THOMAS
Corynne Noel Wiediger
Lance Eric Wieland
Jason David Falk
Jared Kowalske
HEATHER M CARLSON
CYNTHIA ASPITARTE MUELLER
Matthew Ryan Perrone
Shane Christopher Perry
Wesley Robert McBratney
Sean Michael Closson
Tenzin Tashi Zingkha
Mark Christian Chin
JAMES LEROY BLACK
THOMAS ALAN BLACK
Jared Thomas Black
Jacob Vitaliy Richards
Persis Elaine Mejia
Deana S Hale
Austin Stilwell Heady
ka leung alfred tong
Yanling Dai
Charles Francis Taylor
Jeffrey Todd Alewine
Jordan Whipple
Sam Reece Hibbert
bolun Ma
Alexander Barrett Fitch
PETER ISAAC WILSON
CHANH NHON TRAN
Xiuyuan Li
Adam Lewis Johnson
Michael Patrick Cooney
Nicholas Scott Smith
Nelly Regina Johnston
Hanxu Qin
XIN CHEN
ALEXANDER KANE ASSAF

Within 25 miles of Sammamish, WA, Best Investors lists 484 registered investment advisory firms with 1,312 offices nearby, managing about $21.8T in combined regulatory AUM across 3,400,159 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 Sammamish

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM