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Best financial advisors in Westwood Village, WA

Registered advisers within 25 miles of Westwood Village, WA.

Offices
1,517
Firms
520
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,451 clients when Item 5C has a number
Avg / client
$5.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
HEXA MANAGEMENT GROUP LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KINGSVIEW WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
STRATEGIC RETIREMENT PARTNERS, LLC

Investors

Rita Acosta
Sarah Lynne Cecil
Shanoor Salim Kalyan
Thomas Robert Edwards
Sek Seng Lim
ANDREW JAMES HEIMDAHL
Riley John Duffy
BRIAN TIMOTHY DUFFY
Timothy James Duffy
DAVID HOWARD HOOPER
Jack Lee
Renee Charmaine Walden
Derrik Hanusz
Justin Paul Schuessler
TRAVIS R HARTMAN
Shane Doughman
Cori Anne Karas
Pamela G Malcolm
William Vaughn Anderson
Jon William Gerhardt
Beth Anne Percival
TROY R TURNER
Vivian B McKechnie
WILLIAM CLAY LARSON
SAMUEL BLAKE LAW
RENA WINDSOR MCNEAL
GENE EDWIN SHOOK
JAY SCHWARTZ
Noah Raymond Schwartz
JEREMIAH GUY RAYMOND JOB
Michael Fettig

Within 25 miles of Westwood Village, WA, Best Investors lists 520 registered investment advisory firms with 1,517 offices nearby, managing about $20.1T in combined regulatory AUM across 3,390,451 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 Westwood Village

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