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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
PARCION PRIVATE WEALTH LLC
TAIYO PACIFIC PARTNERS L.P.
STATE FARM INVESTMENT MANAGEMENT CORP.
FOCUS PARTNERS WEALTH, LLC
MORGAN STANLEY
SCHMIDT FINANCIAL MANAGEMENT
ROBINSWOOD FINANCIAL
RBC CAPITAL MARKETS, LLC
PRIVATE ASSET MANAGEMENT INC
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
SKG INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

Harald Manfred Kohl
Daniel J Carroll
Eric W Kwan
Teresa Michelle Bryant
JENNIFER NAGAI
Diego Arias
Jack Dolan
Abigail Frances Miller
Zachary Shaw Cleveland
Kevin Lewis Penner
Daniel Reuben
Nathan James Mumford
Peter Barnes
Peter Gabriel Besel
Stacee Leigh Kratovil
Tyler Frank Rockwell
Kalena Larry Laurent
TERRANCE LEO COOK
KATHLEEN ELIZABETH CARBONE
Katie Nguyen Au Kelly
Jamshedi Umarzoda
Unifia Yeram Choi
THOMAS CARL MYERS
PHILIP THOMAS PLATT
Kyle James Gionet
Gregory Peter Camperos
Justin Carl Dime
Yaxin Zhai
Xiaoyuan Shang
SAMUEL CHAPMAN MAXWELL
JON CARTER SNARE
Natalie Beth New-Garces Fischer
Michelle L Sfanos
NALINI VEDACHALAM RAMESH
JUSTIN BYNON VON GORTLER
Michelle A Scoggins
Keith Pareti
Ray Au
Eri Takahashi
DAVID CHARLES KELLER
Sara L Houpis
Daniel Mark Matthews
John Robert Oman
KYLE THEODORESCU
Shea P Sullivan
JAY POLICAR BUXBAUM
William Andrew Allison
ALAN LANCE LARSON
SUZANNE LEIGH OMAN
IRENA Y ROMANYUK
Timothy Michael Vediz
VIYANA KWAK
ALEXANDER CALLAHAN
DEREK JOHN LEONARD
LARRY JOHN GARCIA
ROBERT DOUGLAS FRITTON
KARI L GROOT
ERIC JOSEPH WEIDER
KAREN J WITT
MICHAEL WILLIAMS CRAGG
XIUZHEN CHEN
JOHN B CHAMPION
WILLIAM ROGER BROOKING
Benjamen Charles Fagerlind
JAMES PAUL RUSSO
BLAIR F PEHANICH
MARK F LOGSDON
WILSON LUMYEB CALANSINGIN
SMALY KHONG
NINI WU
Josiah Stephen Brensdal
Eric Michael Madison
Evan Scott Harlan
OSMAN DEMIR
Jayna K Van Stone
Qinglian Gao
Joshua S Elder
Hugo J Varlamos
Mckayla D Yang
RAYMOND KEITH SICH
DALE THOMAS MILLER
LORILEE JEANNE ELROD
JULES RAYMOND GIMBERNAT
MICHAEL S WEICHBRODT
CATHERINE WENLIAN TONG-LEE
Scott Mitchell Gilbert
BRIAN PATRICK SULLIVAN
DAVID L BOLSON
KIMBERLY A BLINDHEIM
JIANMIN GU
EILEEN MARIE STENHOFF
TARA STAR KINSELLA
JASON ELIAS ROBERTS
Jennifer Engle
Ian Qiaochu Wang
Kosuke Amino
JOHN LOPEZ
CHRISTINE NOELLE COTE
STEFAN DAVID PAPASOFF
OLIVIER P MARTINEZ
Janae R Towery
Cole John Foreman
Ha Thi Ngoc Tran
Nirun G Turner
RACHEL R TEO
Craig Andrew Foreman
JOHN RIAL
Kelsey Ann Curtis
Christopher Edward Simon-Wallace
Colleen M Bracy
EDWARD LEE WARD
JANET HARRIS WEISMAN
ROBERT WARD GUILD
Robert David MacRae
Jennifer Foronda
STEPHANIE A MORENO
TY ROBERT SPENCER
MICHAEL GARRISON BLOCKHUS
JULIANA GUNAWAN LEE
RODNEY WILLIAM TUCKER
KEVIN MICHAEL CLOUSE
MEGAN HAWES LOCKHART
BRANDON BARRY HONCOOP
ANDREW LEWIS KLOESS
AIMEE CHRISTINE KELLY
DAVID MICHAEL WRIGHT
Mitchell Eric Brewe
Robert Leslie Fletcher
JAMES CALLAHAN ONEIL
CHRISTOPHER JOHN LEE
WILLIAM THOMAS BREDICE
SCOTT DAVID HILL
CHERIE LYNN WRIGHT
NORMAN KO NAKAMURA
HILARY JANE-LOUISE DOHERTY
TAMMY DEANNE STAUB
ERIC LLOYD BREWE
HARRY AUGUST SMITH
Nicole Roya Barker
BRIGITTE MARIANNA LEMBO
MICHAEL LAWRENCE THAYER
CHANTAL BALCOM
Ha Nguyen
Brian Turnbull
Megan Warshaw
Timothy Christopher Swanson
SCOTT NORMAN SETTLE
Julia Theresa Cosse
Samantha Lutz
Liam Settle
Alan Leung
THOMAS WALLING CONWAY
LEEANN HUGGINS
TRENTON KROEGER MORTON
Tyler Alexander McCullough
BARRETT JAMES HENRY
DANIEL JOSHUA GOLDMAN
JOHN EAGAN SALISBURY
Heidi Hughes Buck
JEFFERY LANE MALLULA
Kimberly Boyd Tucker
DENISE FRANCES LEONG TANAKA
Piper Veronica Laak
Christina Ellona Becker
Katherine Kwang Hwee Grimes
JON RANDALL GARBERG
JEANINE MARIE GASTON
REBECCA MARIE HELLMAN
Joshua J. Wodka
Donald Edwin Stout
COREY MICHAEL COX
Katherine Elizabeth Maher
STEPHEN KELLEY GATTIS
YUMI MENG SUMMERS
Edward Kaihorn Wang

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