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Best financial advisors in Omak, WA

Registered advisers within 25 miles of Omak, WA.

Offices
6
Firms
4
Combined AUM
$2.13T
Firm-wide filings, not assets booked only here
Clients
441K
441,089 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Jessica Margaret Harriman
BRIAN SCOTT EVANS
DONNA A COX
Sasha McGinn
Douglas I. Sklar
Krysta Hulse
Michael John Hulse
KEVIN MATTHEW WIECZOREK

Within 25 miles of Omak, WA, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $2.13T in combined regulatory AUM across 441,089 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 Omak

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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