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Best financial advisors in Sultan, WA

Registered advisers within 25 miles of Sultan, WA.

Offices
262
Firms
78
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,379,144 clients when Item 5C has a number
Avg / client
$4.23M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
NWT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC

Investors

Forrest Vicars
AIREEN BETORO KLINE
Jill J Ruth
Tyson Ronald Clawson
Taylor Erickson
Desiree E Anderson
IAN MATTHEW HOBSON
ROBERT MORGAN MYRICK
Danny Loren Edwards
Matthew Kroner
Sterling Marshall Alan Gurney
Gregory Lee Knott
Robert Vincent Schultz
Charles Darius Wiese
Krystal Ashley Schultz
Douglas Shaw
Kenneth M Snypp
Kevin Sherwood Brady Jr
Kelly Reid Tannhauser
CAREY DUNN TREMAINE
Garrett John Acosta
Loretta Lynn Carton
Richard Albert Carton
ALAN LLOYD WRITER
Daniel Cicu
RICHARD FRANK BARDUE
Brett W Bly
JAN LARSEN
DOUGLAS BRYAN WARREN
Kenneth Maurice Lane
Jake Scott Cameron
KELLEN ROBERT DALRYMPLE
BRIAN CREWS LUBECK
CLAYTON MICHAEL LARSEN
DANIEL PATRICK MINGO
Jennifer Talbot
Tracy Crowley

Within 25 miles of Sultan, WA, Best Investors lists 78 registered investment advisory firms with 262 offices nearby, managing about $10.1T in combined regulatory AUM across 2,379,144 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 Sultan

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM