Best Investors Account Sign in

Best financial advisors in Vashon, WA

Registered advisers within 25 miles of Vashon, WA.

Offices
1,389
Firms
494
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.38M
3,380,622 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
BORTEL INVESTMENT MANAGEMENT, LLC
PLANMEMBER SECURITIES CORPORATION
BC FINANCIAL
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
KEY INVESTMENT SERVICES LLC
DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
J.P. MORGAN SECURITIES LLC
PIONEER SQUARE ADVISORS, LLC

Investors

NATHAN LOREN ENZIAN
James A Freund
Matthew J. Parrish
PETER BENJAMIN BORTEL
Tiffany Kocher
Kurt A. Roddy
TOBIN J BUTCHER
Seth Ryan Giandomenico
REBECCA JANE MEYERS
MATTHEW GENE MEYERS
Jordan Joseph Pomeroy
Jorge Gordillo
Jon Britt
TROY ANTHONY DAWSON
Jennifer Jeanne Schafer
Noelle Dickson Bellavance
Norman Harris
William Jay Venzke
Teresa Ann Torgison
Lindsy Dayle Ferrin
Douglas Myers
David Thead
DIXIE KENDRICK
Colby Alan Goodner
Eileen Marie Kurth
Matthew Telona
Michael Desmond Wilcox

Within 25 miles of Vashon, WA, Best Investors lists 494 registered investment advisory firms with 1,389 offices nearby, managing about $20.0T in combined regulatory AUM across 3,380,622 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

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