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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

KEY INVESTMENT SERVICES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
SUNRISE PLANNING & ADVISORY LLC
FIREBRAND WEALTH MANAGEMENT, LLC
TRUVISTA ADVISORS LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC

Investors

TANYA K RANGE
Jordan Andrew Pankratz
Kosuke Takahashi
THERESA HANG NGUYEN
GREGORY MILAN WASICK
Adam S. Hutchison
Grace Roh
Jessica Lee Scharf
John William Misner
Daryn J Debelak
RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS
Stephanie Huynh
Vartan Abramyan
Kristine Tomiko Nelson
Suzy Wadie Myers
Yuchi Arnold
Darin Michael Ring
JOEL RAYMOND HUSSEY
DAVID GINO GIANNINI
NIANFEI SHEN
WARD CHRISTOPHER SIMMONDS
Brian Carlos Meadows
Jingwei Zang
Chiaki Hirate
Jamie Lynn M Ambrose
Jason T. Collins
Jasmine Barker
Shane Kristian Fallot
Corey Jackson Barker
Susan Elizabeth Grosshans
Ira Elijah Armad
Edward Kaihorn Wang
Joseph Bernard Bilsborough
Jessica Steiner

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