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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

THE DAYTON COMPANY INC
DECISIONPOINT FINANCIAL, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
COLUMBIA RIVER ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
AERIE ADVISORY GROUP LLC
INTEGRATED WEALTH CONCEPTS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONESTOGA WEALTH PARTNERS

Investors

MICHAEL L DAYTON
MATTHEW CLAWSON
Jacob Elijah Laws
CHADD SIMEON PEACHEY
Jessica Rueber
Kimberlie Clydene Olsen
EMMANUEL GARCIA
Robert S. Eiford
Adithya Ravichandran
JEFFREY BLAISE VERT
DONALD ALLEN FOY
AMANEE GALAL ABDALLA ALI
KRISTOPHER BORJAL
ANTHONY COSME
ALAN TSUTOMA OSAKI
GEORGE STEPHEN SHAW
CRAIG NORMAN YOSHINO
JONIE M MARTINKA
LYNETTE KAY ACKMAN
DARREN ROBERT LINDBERG FOX
John Bruce Crull
RENE L YOSHINO
Julia Dyess
Natasha Marie Bugarin
EDWARD WINSTON GROGAN
SAMANTHA L DEAN
BRIAN ANDREW PIERSON
SHARON LEE COOPER
HOLLY FOSS D'ANNUNZIO
ROMAN GUY BRENT
Jessica Elise Storey
Daniel Jackson
GUY PATE RIDOUT
HOMER SCOVILLE SMITH
Dwight Alan Anderson
Eric Daniel
MARQUIS RICHARDSON
MAXWELL GRABER
THERESE JIGANTI STEWART
Zachary Rosenbloom
Ryan Fabian Grimmer
MATTHEW JERRY FERGUSON
CHARLES EDGAR CLARK
Erwin Reguindin
MELISSA LAURA COURNYER

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