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Best financial advisors in Othello, WA

Registered advisers within 25 miles of Othello, WA.

Offices
12
Firms
5
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

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

Investors

TONY MERRILL ASHTON
STEPHEN NEPHI ASHTON
Shane R Hoff-Williams
Kameron Shane Hoff-Williams
Ted Robinson Thomas
Tyler Crump
ARIEL E. GARZA
MICHAEL WILLIAM HOMER
Samuel Rathbone
Cooper Correia
Hunter Garland-Cruz
Jessica Worley
Timothy D. Johnson
Gina M Johnson
Justin Charles Ashley
Tiffany Vehrs
Everett C Ashley
Jeffery A. Sawyer
James Brent Shank
Aaron Norton
Roger Lewis Hochstetler

Within 25 miles of Othello, WA, Best Investors lists 5 registered investment advisory firms with 12 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 Othello

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 STRATEGIC FINANCIAL CONCEPTS, LLC 75 clients · 38 advisers $928M AUM