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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

STATE FARM INVESTMENT MANAGEMENT CORP.
TREK FINANCIAL
INDEPENDENT FINANCIAL PARTNERS
ANCHOR FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
EQUAL PATH INVESTMENTS
LPL FINANCIAL LLC
ONEDIGITAL
&PARTNERS
D'ANNUNZIO CONSULTING GROUP, LLC
PORTFOLIO STRATEGIES INC
MML INVESTORS SERVICES, LLC
ARROWROOT FAMILY OFFICE, LLC
RAINIER FAMILY WEALTH, INC.
CHARLES SCHWAB & CO., INC.
UBS FINANCIAL SERVICES INC.

Investors

REGINALD LOUIS JOHNSON
JESSICA LANE
MIGUEL ANGEL VILLAHERMOSA
CHAD JAMES JOHNSON
TRAVIS MICHAEL OFF
Tatum Steele
JACQUELINE L DEGIDEO
Rafe Johnson
JAMES BRUCE WILSON
BRADLEY ALAN BERGER
Carlie Jane Ransom
AMBER R STREAM
LORRAINE DAWN WILSON
SCOTT DOUGLAS MALOY
GREGORY KENNETH SWANSON
MATTHEW STEPHEN FRANK
CYNTHIA ANN BRIGGS
SHARON LEE COOPER
HOLLY FOSS D'ANNUNZIO
DAVID JAMES JAJEWSKI
Michelle Rene Huffman
Alexandra Marie Nelson
JEFFREY ALLEN CASEY
DAVID WAYNE NOBLE
CRYSTAL ANNETTE MCMAHON
SHERRY ELIZABETH GOW
MICHAEL ROBERT RUFF
JUN STEPHEN CHEA
TIMOTHY HOON RHEE
JOHN JOSEPH BAILEY
CHRISTOPHER JOHN WOODALL KRAFT
NOAH RAPHAEL BAILEY
MICHELE MARIKO FULLER
TRAN NGOC DUONG
DEAN SLADE BENNION
Brock Gordon Bennion
NICOLAS Cameron STONER
STEPHEN MICHAEL SPENCER
LUCAS CRUTCHFIELD
Samantha Marianne Chen
NICOLAS PATRICK CALVI
Kyle Stallcop
Kailey Brooke Bass
JON JACOB OLING
Chastin Paul Egbert
Kelley S Park
Ethan Taylor Cabading
JANIS M SHIPMAN
JASON E TVEDT
Matthew Philichi
MICKEY B PORTNOY
STEPHEN F. FRED FAIRFAX
MATTHEW FRANK PHILICHI
QUANG N BUI
PERRY PATRICK MENARD
Jacqueline Catherine Atherden
Jesus Carlos
Emily Lin Grandon
GARY ALAN BARSS
DENNIS CHRISTOPHER ZOCCO
ROBERT NOEL CHENIER
WARREN GERALD CHILD
SONIA DENISE ALEXIS
ROBERT PATRICK GIORDANO

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