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Best financial advisors in Yacolt, WA

Registered advisers within 25 miles of Yacolt, WA.

Offices
238
Firms
78
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.81M
1,811,614 clients when Item 5C has a number
Avg / client
$6.47M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Caleb Whalen
Laura Ruiz
TIMOTHY G MASSIE
TROY JASON MCCOY
Gregory Aaron Robertson
Keri Lynn Boyd
Christopher Van Dinter
Asher William Nys
Ashley Rae Freitag
Stephan Christopher Edwards
Levi Thomas Godinho
MARI ELIZABETH HOWELL
BRADLEY GENE BELL
ANGELO JULIAN LUNAVARA
Haley Elaine Harmon
Stephen McKenzie Dail
XIAOJING MAO
Sarah Shelley Gracey
Josh Cobun
Matthew John Henderson
LEANN MARIE DODGE
PETER RUSSELL SCRUGGS
Nicholas Robbins
MARK FRANKLIN MOORE
David John Miles
RYAN S JOHNSON
Joseph Noel Holtcamp
ANDY Patrick MURPHY
Allen Akizuki
KATHY DARAVICHET LANDERS

Within 25 miles of Yacolt, WA, Best Investors lists 78 registered investment advisory firms with 238 offices nearby, managing about $11.7T in combined regulatory AUM across 1,811,614 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 Yacolt

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