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Best financial advisors in Tumwater, WA

Registered advisers within 25 miles of Tumwater, WA.

Offices
162
Firms
49
Combined AUM
$9.52T
Firm-wide filings, not assets booked only here
Clients
1.42M
1,423,331 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISOR SHARE WEALTH MANAGEMENT, LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ARMOUR WEALTH ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAPSTONE INVESTMENT GROUP

Investors

DAVID ROBERT MONTERMINI
Brendan Padraic Wood
Alissa M Wood
Ryan Michael Sundberg
Omar Hansen Barr
ZALE ROBERT CRAWFORD
MICHELLE DENISE LASKO
BRETT ROBERT BOYER
Whitney Calin Kershner
Tighe Jared Dickinson
DAVID KENT LITTLETON
JUSTIN CHANDLER DEUTSCH
JEFFREY LORD PARKIN
DAVID LAWRENCE TUYO
Pamela Estelle Blaylock
Alan Dirk Farrar
Jonathan Christopher Emerson
Brett M Thompson
Richard Dale Thompson
JASON CHARLES ANDREW
KELLI JO DENNEY
Samuel Edward Armour
STEVEN WAYNE GIDEON
JORDAN JAMES DOWERS
Susan Kristen Keltner
NANCY J LAPOINTE
Ransen Lat
Jeremy Robert Williamson
Eric Christian Rowe
JONATHAN A LEYMASTER
JEFFREY ALAN WACHTMAN
TRAVIS LEIGH BATOR
DONNA L MONDA
SANDRA KAY DRENNON
BRYAN WILLIAM PETTIT
Jonathan Rando Thrall
Jack William McGovern
William D. Peden

Within 25 miles of Tumwater, WA, Best Investors lists 49 registered investment advisory firms with 162 offices nearby, managing about $9.52T in combined regulatory AUM across 1,423,331 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 Tumwater

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM