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Best financial advisors in Yakima, WA

Registered advisers within 25 miles of Yakima, WA.

Offices
76
Firms
37
Combined AUM
$8.40T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,656,868 clients when Item 5C has a number
Avg / client
$5.07M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ALEGRIA ASSET MANAGEMENT
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CWM, LLC
THREADLINE WEALTH
THRIVENT INVESTMENT MANAGEMENT INC.
VALIC FINANCIAL ADVISORS, INC.

Investors

Brian Curtis Rafferty
Evan Lee Fischer
George Maxwell Staples
JAMES MARK MORRISON
Morris Todd Brack
David Nicholas Ellis
TODD FREEMAN HOMER
KAREN N ESQUIVEL
Nyan J Hartman
KEVIN GOOD
CAMILLE SNELL
CRAIG BOYD MENDENHALL
STEVEN JAMES PILGER
BRAD HANSEN
NORMAN REID
DAVID JAMES LAZORIK
Lance Victor Cannon
KATHY MILLER PARRISH
IVAN E GARCIA
Jesus Miguel Zamora Lechuga
Matthew J. Lawrence
RICHARD L MILLER
BRYAN EDWARD BARNHART
Jason Matthew Tompkins
Cole Lowry Christianson
Kenneth Edward Reeves
SARA Nicole LIGHT
CONNIE ARLENE FALON
RYAN LYNN FRANKLIN
Jane Michelle Sobottka
William Andrew Hunter
JEREMY PAUL KELLEY
RYAN JEFFERY AMOS
CHAD MICHAEL AMOS

Within 25 miles of Yakima, WA, Best Investors lists 37 registered investment advisory firms with 76 offices nearby, managing about $8.40T in combined regulatory AUM across 1,656,868 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 Yakima

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 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