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Best financial advisors in University Of Puget Sound, WA

Registered advisers within 25 miles of University Of Puget Sound, WA.

Offices
695
Firms
225
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,293,096 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
LPL FINANCIAL LLC
BETTER FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ADVISORY SOLUTIONS
BORTEL INVESTMENT MANAGEMENT, LLC

Investors

KEVIN LEROY KENNEDY
SCOTT SAMUEL CHAFFEE
JAMES RICHARD CHAFFEE
Aghil Masoun
Jessica Pichora
Larissa Joy Sklar
GREGORY SCOTT HARRISON
RYAN ROBERT DUSENBERRY
ETHAN JOHN COX
THOMAS DILLON OAKES
Christopher W Arnold
THOMAS L OAKES
JEREMY WILLIAM BLACKBURN
SAKET SENGAR
Ruchi Sengar
George Aokuso
Divya Devi
Stephen Roy Williamson
TONY RINGO BROOKS
BRIAN GABRIEL HARRIS
Allen Lee Gentry
Daniel Anthony Gibbon
PETER BENJAMIN BORTEL
Nicolas Boulton
Noah Nathan Bershatsky
JOEL SOLTERO
Steven Davies Rapp

Within 25 miles of University Of Puget Sound, WA, Best Investors lists 225 registered investment advisory firms with 695 offices nearby, managing about $15.1T in combined regulatory AUM across 3,293,096 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 University Of Puget Sound

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 PARAMETRIC PORTFOLIO ASSOCIATES 19 clients · 7 advisers $685B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM