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Best financial advisors in Malott, WA

Registered advisers within 25 miles of Malott, WA.

Offices
5
Firms
4
Combined AUM
$1.46T
Firm-wide filings, not assets booked only here
Clients
440K
440,172 clients when Item 5C has a number
Avg / client
$3.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Investors

Douglas I. Sklar
Krysta Hulse
Michael John Hulse
DONNA A COX
Sasha McGinn
Jessica Margaret Harriman
BRIAN SCOTT EVANS
Jonathan Arthur Moore

Within 25 miles of Malott, WA, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.46T in combined regulatory AUM across 440,172 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 Malott

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 AMERICAN INDEPENDENT SECURITIES GROUP, LLC 4,385 clients · 48 advisers $986M AUM