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Best financial advisors in Vashon Island, WA

Registered advisers within 25 miles of Vashon Island, WA.

Offices
1,384
Firms
492
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,566 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC
TSP ADVISORS, LLC
EAST SEATTLE PARTNERS, LLC
THE PLANNER'S EDGE LLC
U.S. BANCORP ADVISORS, LLC
MEGG INVESTMENT, LLC
S. R. SCHILL & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL RETIREMENT PARTNERS LLC
MML INVESTORS SERVICES, LLC
PLANMEMBER SECURITIES CORPORATION
FORTITUDE ADVISORY GROUP L.L.C.
MARTIN NELSON & CO., INC.

Investors

ANDREW MYRON WIEGAND
GRAHAM SCOTT MILLER
Susan M Barnett
Stephen Jimenez
YELENA ALHADEFF
Muhammad Merchant
BRYAN EDWARD MAZZA
RYAN JOSEPH ROURKE
DEANNA JEAN NOWADNICK
Mark Casey Sears
JEFFREY DAVID ROSS
SCOTT JASON SCHILL
LEONARD ALAN SKIENA
STANLEY ROI SCHILL
PATRICK GERARD RILEY
Rebecca Chin Chang
ERIN JAMES SCANNELL
KATHLEEN MARIE HOBART
ROBERT GERALD MAAS
Kim W Hoversten
STEVEN PATRICK BEALEY
GINA MARIE EATON
Joel Kees Bakker
JEREMY RYAN HOFFMAN
Crystina Mercedes Nguyen
Callahan Wales
CLAYTON BRUNTON HARRISON
BRIAN MATTHEW VAN HOUTEN
Nolan Ginsberg
Kani Cassens
Tanveer Singh Khabra
Ryan Alan Churchfield
Gabriela Liang
Henry John Randall Kooy
Sean Grantham McCabe
STEVEN ANDREW FOX
Chelsea Pagoaga
KYLE JAY RUSSELL
DALLAS LAWRENCE OTTER
ELSIE LOUISE Criswell
Leann Kathlene Price
TRAVIS ALDEN MANN
Colin Mathew Huber
JAMES CHANDLER RICHARDS
HAYLEY ANNE HILL
Josiah Paul Martin
Lu Song
Marlee R. Lawson
STEVE UTAMA SARWONO
CHRISTOPHER VERNON KIMBALL
JACK PETER JARVIS
MIRANDA ELEANOR EDWARDS
SABINE ERIKA REGINA KOENIG
Scott Thomas Macartney
MARTIN OLIVER NELSON

Within 25 miles of Vashon Island, WA, Best Investors lists 492 registered investment advisory firms with 1,384 offices nearby, managing about $20.0T in combined regulatory AUM across 3,380,566 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 Vashon Island

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM