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Best financial advisors in Wenatchee, WA

Registered advisers within 25 miles of Wenatchee, WA.

Offices
44
Firms
30
Combined AUM
$5.53T
Firm-wide filings, not assets booked only here
Clients
1.82M
1,822,587 clients when Item 5C has a number
Avg / client
$3.03M
Combined AUM ÷ clients

Nearby offices

Firms

VALIC FINANCIAL ADVISORS, INC.
TELOS WEALTH
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CAPTRUST
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
DOMINION PORTFOLIO MANAGEMENT, INC.
CASCADE WEALTH ADVISORS, INC
D.A. DAVIDSON & CO.

Investors

DEANNA LYNN BROWN
LEE TREVINO
ALLISON PASTA
CHRISTOPHER JOHN LUPO
BRAD STEPHEN DAVIES
TEDDY GENE LEWIS
JACOB STANDAERT
SEAN PAUL GROSS
Daniel Joseph Rodgers
SHERRY LYNN GUSTIN
JAMES RICHARD DEICH
THOMAS ALAN PAUL
Patricia Gutierrez Rodriguez
Nestor Lemus
DAVID WAYNE PARSONS
JAMES EVAN CUMALANDER
ZACHARY SCOT DAVIES
Beau Nelson Bryant
SHERI ALINE BALDWIN
LESLIE MARIE NELSON
SAMUEL JOHN FAHSHOLTZ
Alisa Ann Franklin
Michelle Marie Paris
LORI ELAINE GALBRAITH
KRISTEN BRAMMER TAYLOR
ROXANNE YOUNG BRYANT
Mitchell Clancy Meyers
Guillermina Gomez Zepeda
Steven Gary Hoglund
KIMBERLY MAE JOHNSON
JOSEPH B JOHNSON
Richard Viall
Charles Gordon Naismith
DOUG SCOTT GRAUMANN
CALLAHAN WADE WOOLETT
Lucas Paul Stauffer Evans
SCOTT THOMAS BLAESING
BRADLEY TROY VANDER VELDE
WADE DEAN GEBERS
DARREN ALLEN GOEHNER
Karlee Dakota Stanford
SUZANNE LESLIE EVANS
Kellen Jacob Lamey
Brett David Peterson
STEPHANIE JUNE LAMEY
JEAN ANN BILES
KYLE JOHN PETERSON
ROBERT ALFRED JOHNSON

Within 25 miles of Wenatchee, WA, Best Investors lists 30 registered investment advisory firms with 44 offices nearby, managing about $5.53T in combined regulatory AUM across 1,822,587 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 Wenatchee

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

1 CAPTRUST 963 advisers $1.24T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM