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Best financial advisors in Snohomish, WA

Registered advisers within 25 miles of Snohomish, WA.

Offices
465
Firms
148
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,814,934 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Garrett John Acosta
Loretta Lynn Carton
Richard Albert Carton
ALAN LLOYD WRITER
Daniel Cicu
RICHARD FRANK BARDUE
Robert Vincent Schultz
Charles Darius Wiese
Krystal Ashley Schultz
Brett W Bly
JAN LARSEN
DOUGLAS BRYAN WARREN
Kenneth Maurice Lane
Jake Scott Cameron
Kenneth M Snypp
Sterling Marshall Alan Gurney
Gregory Lee Knott
Taylor Erickson
Desiree E Anderson
Douglas Shaw
Kevin Sherwood Brady Jr
Kelly Reid Tannhauser
MAKINZIE DEGROOT
AIREEN BETORO KLINE
KENNETH MICHAEL ENGLISH
KAYLEEN MORRINE CLARK
Kristin Stuckey
Forrest Vicars
Jill J Ruth
Tyson Ronald Clawson
Denton Atkinson
Shelly Renae Ganje

Within 25 miles of Snohomish, WA, Best Investors lists 148 registered investment advisory firms with 465 offices nearby, managing about $13.7T in combined regulatory AUM across 2,814,934 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 Snohomish

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