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Best financial advisors in Tulalip, WA

Registered advisers within 25 miles of Tulalip, WA.

Offices
313
Firms
81
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,412,437 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
GUIDE ADVISORS, INC.
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
MERIT FINANCIAL ADVISORS
BROOKSTONE WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EP WEALTH ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SMART PORTFOLIOS, LLC
KEY INVESTMENT SERVICES LLC

Investors

Danny A Chi
James Kim
TORYALAI KAKAR
Traci J. Underhill
Thomas J Thielen
John A Kakarigi
Chung Suen
RANDALL E DAVEY
RONALD LEE GEER
Todd Michael Seger
JONATHAN ANDREW HERAS
KRISTINE BETH GEER
RODGER PAUL SHUTE
GREGORY A. RADOVICH
ERIC RAYMOND CUMLEY
DWAYNE ANTHONY BURNELL
HEIDI LYNN SCHMITZ
Johnette Irene Fulton
CYNTHIA DUNLAP SCHMIEDEKNECHT
Suzan Shayler
Thomas Matthew M Shannon III
Christie Lynn Jones
EVELIN P PILLACAHUACLES
Christopher Weber
THOMAS C MCLAURIN
CHRISTOPHER DAVID JONES
TAMMERA LYNN PROUTY
STACEY RENAY POLEVOY
Sonia Golchha
PHILIP LAURENCE MURPHY
KEITH EDWARD CAMPBELL
MARK ALLEN BERGERON
BRYCE ARNEVICK JAMES
Christopher Pester
Luca Luigi Solimeno
Autumn Nelson
MATTHEW LEE OGURKOW
TAYLOR JOHN COX

Within 25 miles of Tulalip, WA, Best Investors lists 81 registered investment advisory firms with 313 offices nearby, managing about $11.1T in combined regulatory AUM across 2,412,437 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 Tulalip

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