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Best financial advisors in Adrian, OR

Registered advisers within 25 miles of Adrian, OR.

Offices
14
Firms
7
Combined AUM
$1.42T
Firm-wide filings, not assets booked only here
Clients
35.0K
34,983 clients when Item 5C has a number
Avg / client
$40.6M
Combined AUM ÷ clients

Nearby offices

Firms

KATZ CAPITAL ADVISORS
ADVISORY ALPHA, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONTINENTAL INVESTORS SERVICES, INC.
FIRM FOUNDATION WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Andrew Thomas Katzenberger
ELIZABETH KATHLEEN SKOGLUND
Sarah Joy Emery
Jill Dawn Hitchcock
CHRISTOPHER JAMES SELVAR
Ann Marie Smith
Amy Kristine Jamison
DANIEL MARTIN WELLS
MATTHEW DONALD BRASSFIELD
SLATER GABRIEL HEIM
DALTON JAMES
BRANDEE LYNN SCHUELKE
BRAYDEN JAYCE DUNNING
KYLE LYNN DUNNING
DANIEL ALAN LEWIS
Jon Thomas Clark
GARRETT ANDREW MIYAUCHI
Michael Don Hanson
Eduardo Diaz Ponciano
Hunter Nolte
Richard Wayne Babineaux

Within 25 miles of Adrian, OR, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $1.42T in combined regulatory AUM across 34,983 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 Adrian

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 ADVISORY ALPHA, LLC 66 advisers $4.37B AUM 5 CONTINENTAL INVESTORS SERVICES, INC. 687 clients · 9 advisers $197M AUM 6 FIRM FOUNDATION WEALTH MANAGEMENT, LLC 3 clients · 1 advisers $71.9M AUM