Best Investors Account Sign in

Best financial advisors in Woodland, WA

Registered advisers within 25 miles of Woodland, WA.

Offices
182
Firms
66
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.80M
1,803,467 clients when Item 5C has a number
Avg / client
$6.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCRUGGS ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
TIMEPIECE FINANCIAL PLANNING, INC.
LPL FINANCIAL LLC

Investors

Marc Francis Krsul
Luke Copko
Brian D Strom
KELLIE DENISE HALL-STREHLOW
Zakary Owen Gales
Peter A Weber
Tyler Michael Robin
Caleb Whalen
Bethany Michele Lokken
Christopher Warren Mood
Lisa Katherine Galovich
Christopher Van Dinter
Asher William Nys
Ashley Rae Freitag
Stephan Christopher Edwards
Levi Thomas Godinho
Nicholas Robbins
PETER RUSSELL SCRUGGS
Sarah Shelley Gracey
Josh Cobun
Matthew John Henderson
LEANN MARIE DODGE
MARI ELIZABETH HOWELL
BRADLEY GENE BELL
ANGELO JULIAN LUNAVARA
Stephen McKenzie Dail
XIAOJING MAO
TROY JASON MCCOY
Gregory Aaron Robertson
Keri Lynn Boyd
TIMOTHY G MASSIE
Haley Elaine Harmon
Laura Ruiz

Within 25 miles of Woodland, WA, Best Investors lists 66 registered investment advisory firms with 182 offices nearby, managing about $11.7T in combined regulatory AUM across 1,803,467 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 Woodland

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM