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Best financial advisors in Walla Walla, WA

Registered advisers within 25 miles of Walla Walla, WA.

Offices
24
Firms
17
Combined AUM
$4.69T
Firm-wide filings, not assets booked only here
Clients
288K
287,992 clients when Item 5C has a number
Avg / client
$16.3M
Combined AUM ÷ clients

Nearby offices

Firms

LIFEFOCUS FINANCIAL ADVISORS, LLC
EDWARD JONES
WALLA WALLA WEALTH ADVISORS
FONDAHN FINANCIAL
CWM, LLC
ARKADIOS WEALTH ADVISORS
D.A. DAVIDSON & CO.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE PLANNING
LPL FINANCIAL LLC
ADVISORY ALPHA, LLC
5 STAR INVESTING
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Seth R Deal
ROBERT VERLE DEAL
Chase Thomas Hessler
George Thomas Hessler
BRIAN KENNETH BRUGGEMAN
Andrew Block
JOSEPH ALEXANDER FONDAHN
JOHN TIMOTHY BUCKLEY
Shannon Michelle Block Ebding
GINGER MARIE KESSEL
Carolyn Dufur Stiver
Henry Owen Worden
Holly Cristine Ramirez
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR
Lawson F Knight
Melissa Wilcox
Samuel Nicholas Wells
HAROLD THOMAS BOUCHER
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
Karee Ann Eliason
DEIRDRE HAFEN
MICHAEL JOHN SWINNERTON
JOHN C ZERBA
ELIZABETH ADAMS ARMSTRONG

Within 25 miles of Walla Walla, WA, Best Investors lists 17 registered investment advisory firms with 24 offices nearby, managing about $4.69T in combined regulatory AUM across 287,992 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 Walla Walla

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM