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Best financial advisors in Totem Lake, WA

Registered advisers within 25 miles of Totem Lake, WA.

Offices
1,331
Firms
476
Combined AUM
$19.9T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,388,150 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SOUNDPATH RETIREMENT STRATEGIES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ALTRAVUE CAPITAL, LLC
CAPTRUST
PAUL R. RIED FINANCIAL GROUP, LLC
OCCIDENTAL ASSET MANAGEMENT, LLC
COLDSTREAM WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE RETIREMENT SOLUTION LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
THOME FINANCIAL

Investors

Lisa Marie Siemering
Benjamin John Koval
Benjamin Lee Farrow
Noah Lee Hernandez
Matthew Robert Lybarger
Daniel J Gonzales
Mary Danielle Burton
Juneil Lee
Kevin Harada
Jordan KOHTA Shimabuku
THOMAS EATON PARKHURST
ANDREW WADE HERGERT
Joshua Damon Michael Madore
MICHAEL JAMES KERNAN
THOMAS TAEMIN KIM
John Daniel Leick
Miwa Leick
TRAVIS WILLIAM RUS
Sunil Navin Sanghvi
Bryant Pae
Alessandro Biagio Gulino
KYLE EDWARD HAUGE
MELISSA ANN KARPEN
Ashley Kathleen Frost Corley
Michael Thomas Coyne
Ryan Eric Colkitt
VINH HOANG NGUYEN
Clayton Hunter
MATTHEW MICHAEL MYERS
GEOFFREY PETER SCHOCK
SABRINA KATHLEEN MCGURR
JASON PAUL MILLER
Kenneth Wayne Powell
PAUL RICHARD RIED
ADAM JORDAN
KELLY ANDREW KOLSTAD
STANLEY THEODORE WOODROME
Georgia Ann Maloy
Daniel Yinfu Shen
TIMOTHY ROSS KIMMEL
David Piscitelli
JOHN CHRISTIAN WILBOURNE
DINA LAUREN LIENING
HEATHER LEE KESSLER
DARIN ANDREW SEVIER
Davis Alexander Karaica
Reem Yousef Rizk-Hunter
Lindsay Diana Hessel
Danielle Midori Uemura
Ethan Cole Luxton
Janice Tina Dsilva
Eric Anderson Newman
RICHARD ALLEN MERRIFIELD
DAVID GORDON ROBERTS
KEVIN DALE PETERSON
DAVID EDWIN POWERS
JOE LOUIS CERVANTES
ROGER CLIFFORD REYNOLDS
ANNE MARIE STONICH
JAMES MATTHEW WALSH
VICTORIA KAY SERLES
HOWARD ALAN COLEMAN
JAMES B. CLAYPOOL
SIMRAN BAJAJ
ALICIA FOLLMER
THOMAS CHARLES OVENDALE
VINCENT TAT ON LEE
DETLEF SCHREMPF
HILARY MAY CLARK
PATRICK WILLIAM CORCORRAN
WILLIAM F. VIPOND JR.
KRISTI ANN PANZA
DARREN DAVID RITCHIE
ALISSA JESS WRIGHT
BRITTANY SERLES GABELEIN
MATTHEW STEWART SAMPSON
CHRISTOPHER PATRICK BLAKESLEE
KRISTA MARIE CHARLTON
Arthur Jacob Winston
KURT MICHAEL BIEDERMAN
JENNIFER LYNN Harrison
KYLE BERKLEY LARSON
Michelle Lynn Decaire
BETHANY RACHELLE PURKAPILE
Rex Jordan Lau
JORDAN TRAVIS
Gunnar Martin Ildhuso
COREY JAMES DALLAS
Colby Chance Stirrat
KEELY RENAE SURATT
William Maclean Cunningham
Jocelyn Ann Stephens
Bryce Kendrick James Fitzwilson
Jack Thomas Gardner
Ian Asher Lung
Ken Yuta Lin
Elizabeth Grace Anderson
Adrian Cabrera-Ramirez
Nicholas Russell Rodwick
Jose Guadalupe Ramos
VONEEN CAMILLE BRIGHT
ERIC MARTIN SCHUEHLE
MELODY MARIE BEHNKE
BRIAN MICHAEL HEFELE
REBECCA SUE WILCOX
JAMES DAYTON GUARD
RACHEL R MCCRACKEN
IAN BROOKS CURTISS
MATTHEW THOMAS GRAY
DAVID KENNETH MCINTOSH
HEATHER O HAMAMOTO
RACHEL KAYLYN BORSINI
DANIELS PETERA DELS VOYTESHONOCK
FRANCES YOUNG LEE
GARRETT GORDON DEAN
Alexander Jordan Schrempf
Pierson Bennett Zahn
Wentao Liu
John Gross
Amanda Jane Louise Stribrny
Julia N Marzella
Anthony Higgins
NICHOLAS RHODES RUNNING
Yongtai Qi
Kyle S McMahill
Katherine Anne Brown
Henry LeMaster
GLEN JONATHAN GOLAND
Erika Swick Allen
Larissa Thompson Vidal
KEVIN MICHAEL FITZWILSON
MARK PHILLIP ROSENBAUM
RYAN J CHRISTENSEN
JOSHUA E HARRIS
SHELBY ANN DESIERVO
ANNA KATHERINE SHAW
NOEL SANCHEZ
Jesse Benjamin Sigrist
Thanh Evoniuk
Nicholas Robert Buckley
Krisztian Gabor Jeszenszki
MEGAN CABLE HANNAH
SCOTT JEFFERY SCHULER
Nelson Ngako Kameni
Jason David Falk
Jared Kowalske
HEATHER M CARLSON
CYNTHIA ASPITARTE MUELLER
Matthew Ryan Perrone
Shane Christopher Perry
Wesley Robert McBratney
Sean Michael Closson
Tenzin Tashi Zingkha
Mark Christian Chin
JAMES LEROY BLACK
THOMAS ALAN BLACK
Jared Thomas Black
Jacob Vitaliy Richards
Persis Elaine Mejia
MATTHEW SLATER MARTINELLI
BRADLEY JAMES DIJULIO

Within 25 miles of Totem Lake, WA, Best Investors lists 476 registered investment advisory firms with 1,331 offices nearby, managing about $19.9T in combined regulatory AUM across 3,388,150 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 Totem Lake

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM