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Best financial advisors in University Place, WA

Registered advisers within 25 miles of University Place, WA.

Offices
518
Firms
126
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,846 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
GLOBAL RETIREMENT PARTNERS LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
NORTH FINANCIAL INC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
ALITUS FINANCIAL SERVICES
INTELLICENTS INVESTMENT SOLUTIONS INC

Investors

IAN HARTLEY
RYLEE ANN SIVERTSEN
Christine Marie Jackson
Ryan Carwin Linford
Betty Ann Lake
Cade Carter Barrett
ELIZABETH HARTLEY
Jason Robert Light
CHRISTOPHER ANTHONY PANAGIOTU
JASON KIRBY FRANKLIN
JOSE VELIZ
JOHN CHITALEY
RANDALL CONRAD MAAG
NATHAN CIOLEK
JOHN DAVID DUBINSKY
TRISTAN M COUDRIET
Mary Stang
Jason R Ledesma
HEATHER FAVERMAN AQUINO
ROBERTA J DONLEY
WILLIAM THORNTON MOODY
LON RICHARD LEDVINA
SARAH ELIZABETH MANLEY
DANIELE MARIE LEDVINA
SUE CAROL BOWMAN
ERIK DAVID MICKELSON
Christopher Miller McNabb
Ian B Corneille
Kevin J Kemak
NICHOLAS STEPHEN WOLD
Petros Panayotis Koumantaros
Joshua Douglas Collier
Jordan A Walter

Within 25 miles of University Place, WA, Best Investors lists 126 registered investment advisory firms with 518 offices nearby, managing about $13.1T in combined regulatory AUM across 3,021,846 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 Place

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM