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Best financial advisors in Sequim, WA

Registered advisers within 25 miles of Sequim, WA.

Offices
52
Firms
25
Combined AUM
$4.17T
Firm-wide filings, not assets booked only here
Clients
881K
881,489 clients when Item 5C has a number
Avg / client
$4.73M
Combined AUM ÷ clients

Nearby offices

Firms

KEY INVESTMENT SERVICES LLC
HALLETT ADVISORS
EDWARD JONES
FORS FINANCIAL
D.A. DAVIDSON & CO.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UPLEFT ASSET MANAGEMENT
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL INDEPENDENT ADVISORS, LLC

Investors

Mark Allen Lorentzen
JAMES DENNIS HALLETT
JASON ROBERT JAMES WILSON
Charles Russell Hoover
Kathleen Patricia Schott
CASI JEAN FORS
JOSEPH CARL FORS
Sean William Simmons
JODI MICHELLE KORTMAN
ERIC MICHAEL SCHAEFERMEYER
KURT JOSEPH ANDERSON
Nicholas George Anderson
Jazmin Salgado Obeso
Susan Lynn Sanders
Anthony Robert Sanders
Max Benjamin Riddick
Jennifer Kaye Ciarlo
Katie Jean Maeder
STEPHEN MICHAEL METHNER
Bobby Ellis DuBois
Christina Sarah-Beau Goff
Danielle Lauramarie Rivers
Matthew Zdroik
Julie Wakefield
MATTHEW SCOTT MILLER
Joshua Thomas Chicoine
Robert Zajkowski
ROBERT DECKER
Alfred Bowman
Alexander Michael Lynch
JENNIFER CLAIRE STATLER
STEPHANIE ANN GALE
Richard J Smith
AARON DANIEL LUCERO
Dane Alexander Lucero
Fred Lewis Farris

Within 25 miles of Sequim, WA, Best Investors lists 25 registered investment advisory firms with 52 offices nearby, managing about $4.17T in combined regulatory AUM across 881,489 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 Sequim

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM