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Best financial advisors in White Salmon, WA

Registered advisers within 25 miles of White Salmon, WA.

Offices
27
Firms
18
Combined AUM
$5.28T
Firm-wide filings, not assets booked only here
Clients
799K
799,458 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

GENEOS WEALTH MANAGEMENT, INC.
ONEDIGITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ADB CAPITAL MANAGEMENT, LLC
EDWARD JONES
NORTHSIDE CAPITAL MANAGEMENT LLC
D.A. DAVIDSON & CO.
CROWN POINT WEALTH ADVISORS
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VON BORSTEL & ASSOCIATES
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MATTHEW KIRBY HANSON
SEAN MITCHELL CIEMIEWICZ
Peter Kristian Kotkas
Jan M Schneider
Kelly Axel Comstock
Douglas M Comstock
James Robert Frakes
ARTHUR D BRUNSON
PATRICIA CARMEL GOOCH
ALEXANDER BECKMAN MCCULLOCH
Brendan Kerr
KRAIG DAVID KERR
Branden Sky-Blue Buel
Joseph Charles Knox Guenther
James D Williams
Sharon Mary Pack
Molly Searcy
Lee McPherson
RONALD EDWIN BARNETTE
Dallas G Bates
Tara Jane Donivan
Heather Marie Runyon
J R Runyon
Rachel Elizabeth Year Fahrenkrug
Jeffery Adams
Anna Rebecca McClure
LEON FRANCIS DORICH
Alec Jordan Yangos
WAYNE VON BORSTEL
SANDRA AGUIRRE PIZA
ANSON DAVID LILIENTHAL
JOHN CHARLES BRUNK
JOHN BENSON COATS
DEAN ALAN DOLLARHIDE

Within 25 miles of White Salmon, WA, Best Investors lists 18 registered investment advisory firms with 27 offices nearby, managing about $5.28T in combined regulatory AUM across 799,458 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 White Salmon

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 7 ONEDIGITAL 175 clients · 404 advisers $155B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM