Best financial advisors in Whidbey Nas, WA

Registered advisers within 25 miles of Whidbey Nas, 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

NAVY FEDERAL INVESTMENT SERVICES, LLC

32885 State Route 20
Oak Harbor, WA 98277

EDWARD JONES

144 N E ERNST ST SUITE C
OAK HARBOR, WA 98277-5905

EDWARD JONES

630 SOUTHEAST MIDWAY BOULEVARD
OAK HARBOR, WA 98277

EDWARD JONES

715 SE FIDALGO AVE SUITE 103
OAK HARBOR, WA 98277

EDWARD JONES

380 S E PIONEER WAY SUITE 102
OAK HARBOR, WA 98277

TRANSAMERICA FINANCIAL ADVISORS, LLC

275 SE Pioneer Way Suite A101
OAK HARBOR, WA 98277

WELLS FARGO CLEARING SERVICES, LLC

361 SE PIONEER WAY
OAK HARBOR, WA 98277

KEY INVESTMENT SERVICES LLC

90 SE Pioneer Way
Oak Harbor, WA 98277

LPL FINANCIAL LLC

886 BAYSHORE DR., UNIT E
OAK HARBOR, WA 98277

STATE FARM INVESTMENT MANAGEMENT CORP.

3114 SW Fairway Point Dr
Oak Harbor, WA 98277

EDWARD JONES

502 N Main St
COUPEVILLE, WA 98239

STIFEL INDEPENDENT ADVISORS, LLC

203 South Main Street
Coupeville, WA 98239

EDWARD JONES

708 E MORRIS ST STE C
LA CONNER, WA 98257

LPL FINANCIAL LLC

2201 SKYLINE WAY STE 202
ANACORTES, WA 98221-2257

10.6 miles away

EDWARD JONES

1909 SKYLINE WAY STE 101 B
ANACORTES, WA 98221

10.8 miles away

EDWARD JONES

3110 COMMERCIAL SUITE #100
ANACORTES, WA 98221

11.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2705 Commercial Ave
Anacortes, WA 98221

11.4 miles away

FISCALIS ADVISORY, INC.

2415 T AVENUE SUITE 203
ANACORTES, WA 98221

11.7 miles away

KESTRA ADVISORY SERVICES, LLC

1809 Commercial Avenue Suite 100
Anacortes, WA 98221

11.9 miles away

EDWARD JONES

848 N SUNRISE BLVD SUITE 204 BUILDING A
CAMANO, WA 98282-8770

Firms

NAVY FEDERAL INVESTMENT SERVICES, LLC

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

CAROL HITOMI LAWSON

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

Johnny Ray Matkins

Anne Elisabeth Kralman

Joshua Caleb Kelley

Jared Douglas Johnson

Within 25 miles of Whidbey Nas, 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 Nas

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