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Best financial advisors in Moses Lake, WA

Registered advisers within 25 miles of Moses Lake, WA.

Offices
18
Firms
6
Combined AUM
$2.28T
Firm-wide filings, not assets booked only here
Clients
645K
645,462 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STRATEGIC FINANCIAL CONCEPTS, LLC
U.S. BANCORP ADVISORS, LLC

Investors

Jessica Worley
Timothy D. Johnson
Gina M Johnson
James Brent Shank
Justin Charles Ashley
Tiffany Vehrs
Everett C Ashley
Jeffery A. Sawyer
Aaron Norton
Roger Lewis Hochstetler
Hunter Garland-Cruz
ARIEL E. GARZA
MICHAEL WILLIAM HOMER
Samuel Rathbone
Cooper Correia
Ted Robinson Thomas
Tyler Crump
Shane R Hoff-Williams
Kameron Shane Hoff-Williams
Jeremy V Iverson
Robert Bernard Lybbert
TROY JENS PUGH
ROGER ALAN PUGH
GARR RANDYL WEBB
Mark Ryan Sieverkropp
DAVID WILLIAM MCCOLLUM
Jason Matthew Robinson
Emma Lee Isaak
Bonnie Jean Helvey
TONY MERRILL ASHTON
STEPHEN NEPHI ASHTON
Nestor Lemus

Within 25 miles of Moses Lake, WA, Best Investors lists 6 registered investment advisory firms with 18 offices nearby, managing about $2.28T in combined regulatory AUM across 645,462 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 Moses Lake

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 6 STRATEGIC FINANCIAL CONCEPTS, LLC 75 clients · 38 advisers $928M AUM