Best Investors Account Sign in

Best financial advisors in Adams, OR

Registered advisers within 25 miles of Adams, OR.

Offices
19
Firms
9
Combined AUM
$2.58T
Firm-wide filings, not assets booked only here
Clients
247K
246,710 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

5 STAR INVESTING
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
D.A. DAVIDSON & CO.
ADVISORY ALPHA, LLC
CREATIVE PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JOHN C ZERBA
MICHAEL JOHN SWINNERTON
DAMON MERRILL MAPES
Johnathan Lee Stuvland
Casey Alann Hunt
JERROD IVEN SPRIET
LISA JAN NEWMAN
MARK ROBERT HALES
Mac H. Levy
Benjamin Michael Buchert
STANLEY ELLIS HENDERER
Lauren Elizabeth Ludwig
DEIRDRE HAFEN
Karee Ann Eliason
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
HAROLD THOMAS BOUCHER
Lawson F Knight
Melissa Wilcox
Samuel Nicholas Wells
Henry Owen Worden
Holly Cristine Ramirez
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR

Within 25 miles of Adams, OR, Best Investors lists 9 registered investment advisory firms with 19 offices nearby, managing about $2.58T in combined regulatory AUM across 246,710 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 Adams

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 LASALLE ST. INVESTMENT ADVISORS, L.L.C. 163 advisers $5.74B AUM 8 ADVISORY ALPHA, LLC 66 advisers $4.37B AUM