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Best financial advisors in Whidbey Island Naval Air, WA

Registered advisers within 25 miles of Whidbey Island Naval Air, WA.

Offices
85
Firms
27
Combined AUM
$7.11T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,010,504 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

NAVY FEDERAL INVESTMENT SERVICES, LLC
EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL INDEPENDENT ADVISORS, LLC
FISCALIS ADVISORY, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

Kellie L Johnson
Gene Kelly Barner
Helena Lorraine Pleet
Jeffery Charles Pleet
Cynthia Suzanne Casey
Eric L Schelling
Susan Haveman Powers
PATRICIA COZINE-COLE
JOEL ANTHONY SERVATIUS
TOMISLAV KUZMAN
William Austin Mitchell
DARIN DAVID COOK
London J Cook
CAROL HITOMI LAWSON
DAWN L MILLER
Christopher Scott Renfro
AARON DANIEL LUCERO
Dane Alexander Lucero
Fred Lewis Farris
Constance Moore
Scott Allen Price
ERIK DIRK SAUNDERS
Steven William Rutz
Benjamin Nephi Jensen
HEATHER ANN LADD
Amy Lee Hong
Johnny Ray Matkins
Anne Elisabeth Kralman
Joshua Caleb Kelley
Jared Douglas Johnson

Within 25 miles of Whidbey Island Naval Air, WA, Best Investors lists 27 registered investment advisory firms with 85 offices nearby, managing about $7.11T in combined regulatory AUM across 1,010,504 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 Whidbey Island Naval Air

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM