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Best financial advisors in Westwood, WA

Registered advisers within 25 miles of Westwood, WA.

Offices
1,530
Firms
521
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,915 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BC FINANCIAL
THE FAUSER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HEMISPHERE VENTURES ADVISORS, LLC
BLUE WATER WEALTH
KEIRETSU CAPITAL LLC
ACCELERATOR SERVICES CORPORATION
NW ANGEL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE PLANNER'S EDGE LLC
U.S. BANCORP ADVISORS, LLC
GOLDBLOOM WEALTH MANAGEMENT LLC
COLDSTREAM WEALTH MANAGEMENT

Investors

Jose Antonio Reyes Sierra
Kirk Charles Felton
TOBIN J BUTCHER
MOHAMMAD HEDAYATI DEZFOULI
HONG-YING CHAN
RICHARD C KANG
Albert Samuel Angel
Rebecca Dina Angel-Feuer
BRIAN PAUL BERTSCH
Gavin Herbert Schumaker
TOMMY RAY SCHUMAKER
CHERISH ANNHEE SUTULL
DAVID MICHAEL REAM
Tiffany Kocher
ERIN JAMES SCANNELL
KATHLEEN MARIE HOBART
ROBERT GERALD MAAS
Kim W Hoversten
STEVEN PATRICK BEALEY
GINA MARIE EATON
Joel Kees Bakker
JEREMY RYAN HOFFMAN
Crystina Mercedes Nguyen
Callahan Wales
CLAYTON BRUNTON HARRISON
BRIAN MATTHEW VAN HOUTEN
Nolan Ginsberg
Kani Cassens
Tanveer Singh Khabra
Ryan Alan Churchfield
Gabriela Liang
Henry John Randall Kooy
Sean Grantham McCabe
STEVEN ANDREW FOX
Chelsea Pagoaga
STEVEN E MANGER
RYAN JOSEPH ROURKE
DEANNA JEAN NOWADNICK
Mark Casey Sears
JEFFREY DAVID ROSS
DAVID ELLIOTT GEARRING
IAN LYMAN FINK
VISHNU AMRITH
JOSHUA SPIEGELMAN
STEVEN ARTHUR GOLDBLOOM
ERIC ROBERT WILLIAMS
PAUL YU
JAMES P BUTLER
NEIL BUTLER
CHERIE ROSE BARTON
NOEL SANCHEZ
David Bertram Bigelow
Benjamin Marcus Spector
JOSHUA E HARRIS
DANIEL LUIKWONG YEUNG
DANIEL ANTHONY HILL
Alannah Cherise Clark
Katherine M Berntson
Carolyn Lee Grabiel
Ryan Standlee Kingma
Simon Owen Sharples
Larissa Thompson Vidal
Cade David Hampson
KRISTI ANN PANZA
KRISTA MARIE CHARLTON
ANNE MARIE STONICH
Elizabeth Grace Anderson

Within 25 miles of Westwood, WA, Best Investors lists 521 registered investment advisory firms with 1,530 offices nearby, managing about $20.1T in combined regulatory AUM across 3,390,915 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

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