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Best financial advisors in Matlock, WA

Registered advisers within 25 miles of Matlock, WA.

Offices
15
Firms
9
Combined AUM
$2.38T
Firm-wide filings, not assets booked only here
Clients
326K
325,756 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MOUNTAIN LAKES CAPITAL MANAGEMENT LLC
KEY INVESTMENT SERVICES LLC
EAGLE STRATEGIES LLC
VALLEY WEALTH STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

JACOB ALLEN MAGER
RK Scott Davis
Lori Leigh Morgan
Kamryn Leigh Morgan
Stefanie Marie Dantinne
MELANIE M BAKALA
DREW CHRISTIAN MACEWEN
Gina Lee Drew
Walker H Stinson
Eric Ryan Thompson
BRADLEY LOWELL MILLER
MICHAEL JOHN MUELLER
Jason Andrew Olsen
Kristen Dawn Rudy
JULIA ANN MCGINNIS
Layne Robert Bruner
EDWIN JOSEPH KLEIN
Steven Philip Poler
Julia Poler
Julie Randich
Brandon Klinger

Within 25 miles of Matlock, WA, Best Investors lists 9 registered investment advisory firms with 15 offices nearby, managing about $2.38T in combined regulatory AUM across 325,756 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 Matlock

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 8 VALLEY WEALTH STRATEGIES, LLC 63 clients · 23 advisers $1.45B AUM