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Best financial advisors in Sedro Woolley, WA

Registered advisers within 25 miles of Sedro Woolley, WA.

Offices
123
Firms
47
Combined AUM
$8.98T
Firm-wide filings, not assets booked only here
Clients
1.42M
1,422,778 clients when Item 5C has a number
Avg / client
$6.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
D.A. DAVIDSON & CO.
OSAIC WEALTH, INC.
ROBERT W. BAIRD & CO. INCORPORATED
THE RETIREMENT SOLUTION LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Isaac Colm Williams
Kerianne Rayment
Ana Lorena Saval Mendez
Yulia Garrison
Aubrey Wilson
Casandra Bee Roberts
Nicholas William VanJaarsveld
MICHAEL STEPHEN JONES
Juan Davila
Rachel M Wangen-Hoch
Kari L Kennedy
Gursharan Singh Tiwana
Edward E Sanchez
LISA MARIE ATKINSON
Luke Scot Mize
KENDRA WELLES DOBBS
SCOTT DELBERT ELLIOTT
KYLE RAYMOND REEP
Jeremy Ryan McCullough
Brittany Parkhurst
STEVE MARINO PICCINI
Micah Nathanael Kelley
Timothy Uriah Price
Mikki Valentine Drake
JACOB ELLIOTT DEY
JOSEPH T LINDQUIST
JENIFER LYNN BRIGHT
NIKI DIMITRIOS WALTERS
BRANDON CHARLES CARTER
Lisa Benjamin
JEFFREY LEWIS STEWART
RODNEY WAYNE CARTER
BRADLY ALAN METHNER
HELEN YOUKE TJAKRA
David Jay Granger
TAMARA LARAINE DRAKE
ROBERT WILLIAM WALKER
WENDY LOUISE LUCAS
SHAWN ERIC STEFFENS
JASON DOUGLAS REICHERT

Within 25 miles of Sedro Woolley, WA, Best Investors lists 47 registered investment advisory firms with 123 offices nearby, managing about $8.98T in combined regulatory AUM across 1,422,778 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 Sedro Woolley

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM