Best financial advisors in Vail, WA

Registered advisers within 25 miles of Vail, WA.

Offices

128

Firms

38

Combined AUM

$9.30T

Firm-wide filings, not assets booked only here

Clients

1.41M

1,409,779 clients when Item 5C has a number

Avg / client

$6.59M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

665 Woodland Square Loop SE
Lacey, WA 98503

16.6 miles away

ADVISOR SHARE WEALTH MANAGEMENT, LLC

200 W St SE STE E
Tumwater, WA 98501

16.6 miles away

LPL FINANCIAL LLC

676 WOODLAND SQUARE LOOP SE STE 302W
LACEY, WA 98503

16.7 miles away

LPL FINANCIAL LLC

612 WOODLAND SQUARE LOOP SE STE 320
LACEY, WA 98503

16.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

1010 SLEATER KINNEY RD SE
LACEY, WA 98503

16.7 miles away

CETERA INVESTMENT ADVISERS LLC

4540 6TH AVENUE SE
LACEY, WA 98503

16.7 miles away

J.P. MORGAN SECURITIES LLC

808 SLEATER-KINNEY RD. SE
LACEY, WA 98503

16.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

700 Sleater Kinney Rd SE Ste A
Lacey, WA 98503-1113

16.8 miles away

OSAIC WEALTH, INC.

4200 6TH AVE SE STE 307
LACEY, WA 98503

16.9 miles away

EDWARD JONES

4200 6TH AVE S E STE 302
LACEY, WA 98503-1042

16.9 miles away

KEY INVESTMENT SERVICES LLC

5400 Capitol Blvd SE
Tumwater, WA 98501

16.9 miles away

EDWARD JONES

101 NORTH TOWER AVE
CENTRALIA, WA 98531

17.1 miles away

LPL FINANCIAL LLC

3900 CLEVELAND AVENUE SE
TUMWATER, WA 98501

17.2 miles away

EDWARD JONES

6939 LITTLEROCK ROAD SW SUITE A
TUMWATER, WA 98512

17.3 miles away

EDWARD JONES

500 W MAIN STREET STE C
CENTRALIA, WA 98531-4252

17.3 miles away

EDWARD JONES

8286 28TH CT NE SUITE A
LACEY, WA 98516-7160

17.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

3929 MARTIN WAY E SUITE F
OLYMPIA, WA 98506

17.3 miles away

OSAIC WEALTH, INC.

609A WEST MAIN ST
CENTRALIA, WA 98531

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

620 WEST MAIN
CENTRALIA, WA 98531

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

4212 Capitol Boulevard SE Suite 100
Tumwater, WA 98501

17.4 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

ADVISOR SHARE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

KEY INVESTMENT SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Kurt Enoch Chase

DAVID ROBERT MONTERMINI

Alexander Jon Williams

Derwin Bernard DuMont

SHARLA RAE CAMERON

Sydney Rae Cameron

KEITH ALLEN CAMERON

RAMONCITO QUILALAN METRA

DAVID NORMEN HOFFERT

JAMES MICHAEL MCINTOSH

KEVIN MARK HAYWARD

LISA DENISE WHITEMAN

Britney D Vanweerdhuizen

Garrett Balduff

Ryan Michael Sundberg

Derek Andrew Burger

Bryan H Erickson

DAVID KENT LITTLETON

Tighe Jared Dickinson

Michael Thomas Bartoldo

Justin Lee Becker

Ryan Bradley Zelenak

GEORGE THOMAS ZELENAK

TED EUGENE SCHWARZ

KEVIN RANDALL STOTTLEMYRE

JOHN DAVID LAWRENCE

BARBARA RAKEVICH GREATWOOD

AMANDA JEAN LENZ

Catherine Mae Cleveland

JUSTIN CHANDLER DEUTSCH

JEFFREY LORD PARKIN

Within 25 miles of Vail, WA, Best Investors lists 38 registered investment advisory firms with 128 offices nearby, managing about $9.30T in combined regulatory AUM across 1,409,779 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 Vail

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