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Best financial advisors in Tacoma, WA

Registered advisers within 25 miles of Tacoma, WA.

Offices
578
Firms
154
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,137 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THREADLINE WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
MARINER
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MADRONA FINANCIAL & CPAS
ALERA INVESTMENT ADVISORS, LLC
RBC CAPITAL MARKETS, LLC

Investors

RYAN LEVI BOONE
JAMES MICHAEL AQUINO
TRAVIS LEE ROSCOE
ERIN SHIMADA STEWART
ELIZABETH ANN PETERSON
Mathew James Lystra
MARGARET E HACKLEMAN
POONUM VASISHTH
LESLIE ANN WALTERS
RYAN PATRICK HARRIGAN
CINDY ANN MOORE
MARY DENISE MCGONIGAL
JARED PENDEIL O'NEAL
CARLES ANN APPLING
PER ARILD BAKKEN
CHELSEY MARIE TABION
KALIA C MILLS-SETTER
ALYSSA BETH MORLEY
TAYLOR M BOSS
Samuel E Snow
Jennifer Geisler
VICKI ANDREWS
ERIK DOUGLAS JOHNSON
JENNIFER KAY IRANON
CHRISTOPHER MICHAEL MULLEN
MEGHAN R RAYE
RAYMOND CALVIN SCHMIDTKE
Rhonda Rae Arnett
Deanna Lynn Hoyt
Brenda Michelle Brown
Kevin Michael Donovan
Alec Joseph Charles
JENNIFER ANN BRANDT
Kristin Alice Jordan
Lauren Muller
Merry Heather Dooley
JUSTIN ALEXANDER FISHER
Sean Luc Yun Martin
Sara Michelle Sanders
BOWEN STEVEN SCOTT
Joseph R Smith
Steven E Carpmail
KEVIN TEFFT
SHELLY RENEE GOOLSBY
JAMES BRUCE GUTHRIE
STEPHEN M ROUNER
Erica Bearer
Nicholas Hunter Vanderlinda
PETER ROSS SMITH
Darlene S Poch
PAMELA MAE YOUNG
Nicole Ann Burroughs
Benjamin Paul Goshgarian
DAVID WILLIAM RAYBURN
ANDRE JOHN LANKA
DEBBIE RENEE VICHOT
NICHOLAS NITTA YEE
ALVIN Jin Dong LIANG
ANGELA MARIE SECOLO
Kevin Zickler
JULIETTE CHERE MARTH
Lauren Elizabeth Koschmeder
Brent Yonemoto
MICHAEL WADE
VERNON WADE BREWER
John Frank Verducci
Vincent Louis Di Domenico
Connor Dean Jamerson
Austin Michael Brown
KARLA JEAN CHRISTIANSON GREER
BRIAN ANTON JAKUBIAK
Greysen Stefani
Justin Tyler Morris
CLAUDE DANIEL CONLIN
CONNOR BERKERY
Landin Russell Peterson
Matthew Darin Weber
CALE ROBINSON
Alexandra ANNE Grenier
Aleksandr Petrik
Victor L Beling
SAM LANTOW
Christopher S Fuson
ERIC J ZAWILSKI
Matthew Roger White
KEVIN MICHAEL REED
DOUGLAS M OLMSTEAD
Stephanie C Bauer
JOHN P POWER
CODY JAMES SCRIVER
Benjamin E Witten
DANIEL S LEE
Kurt Patrick Chambers
Elijah Cooper Schulz
STEVEN MICHAEL HARLOW
Tammy Cole
Alissa Stearns
ELIZABETH MCDANIEL
Tai Huu Nguyen
David ROBERT Grenier
SUSAN CAROL SWOPE
Duane Wangler
Amanda Rose Wiener
Nishant Kumar
Nikolay Konstantinovich Terekhin
GRACE POKYONG PARK
SCOTT EUGENE SLUSSER
Brandyn Tuttle
MINH-CHAU PHAM NGUYEN
ZACHARY MATTHEW WONG
Rosa Ines Caba
ZOVEK FERRALES
Jose L Chiriboga
Renzo Luciano Corazzo
Carlos Alexander Alviarez Delgado
Juan Sebastian Osorio
Steven Ferdinand Fattorini
KAYLA BURTON SULLIVAN
JENNIFER ANN MILLER
Trevor LaRowe
ERIN MARIE JONES
GABRIEL ROSS ANDREWS
Joseph Louis Valdivia
SHAWN E CONTENTO
JOSHUA MOULLET
Jonathan C Jepsen
RICHARD KYLE JOHNSON
ANDREW GLASS CONNER
DAVID MICHAEL HAAS
JOHN ALLEN LEE
Akeem Cheo Davis
RONALD WILLIAM DEVON
Corey Daniel Sacken
BELINDA BURGIN BRILL
BRENDAN JOSEPH SMITH
Robert Andrews
DOUGLAS ANTHONY ANDREWS
THOMAS MICHAEL WENZEL
PAULA CALBOM O'CONNOR
CARLA A NOVAK
Lane Patrick Mallula
DIANA GABRIELA MEYERS

Within 25 miles of Tacoma, WA, Best Investors lists 154 registered investment advisory firms with 578 offices nearby, managing about $13.9T in combined regulatory AUM across 3,050,137 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 Tacoma

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