Best financial advisors in Amity, OR

Registered advisers within 25 miles of Amity, OR.

Offices

109

Firms

43

Combined AUM

$9.39T

Firm-wide filings, not assets booked only here

Clients

2.42M

2,416,470 clients when Item 5C has a number

Avg / client

$3.89M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2290 SW 2nd Street Suite A
McMinnville, OR 97128

HEADWATER INVESTMENT CONSULTING,INC.

408 SE 1ST ST.
MCMINNVILLE, OR 97128

EDWARD JONES

1018 N E THIRD STREET SUITE B
McMinnville, OR 97128

EDWARD JONES

715 NORTHWEST ADAMS ST
MCMINNVILLE, OR 97128

EDWARD JONES

1227 NE BAKER ST
MCMINNVILLE, OR 97128-4935

MARINER

207 NE 19th Street Ste. 302
McMinnville, OR 97128

EDWARD JONES

2235 NE Evans St
MCMINNVILLE, OR 97128

EDWARD JONES

115 McNary Estates Dr Ste C
KEIZER, OR 97303

11.4 miles away

EDWARD JONES

5605 INLAND SHORES WAY NORTH SUITE 104
KEIZER, OR 97303

11.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

103 McNary Estates Dr N
Keizer, OR 97303

11.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

488 E Ellendale Ave Ste 1
Dallas, OR 97338

11.7 miles away

EDWARD JONES

244 E ELLENDALE SUITE 2
DALLAS, OR 97338

11.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3975 N River Rd Ste 2
Keizer, OR 97303

12.3 miles away

EDWARD JONES

3859 RIVER ROAD N
KEIZER, OR 97303

12.4 miles away

EDWARD JONES

760 S Main St Suite B
DALLAS, OR 97338

12.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3791 River Road North Suite A
Keizer, OR 97303-4824

12.4 miles away

EDWARD JONES

159 SOUTHWEST COURT STREET
DALLAS, OR 97338

12.5 miles away

J.P. MORGAN SECURITIES LLC

480 GLEN CREEK ROAD
SALEM, OR 97304

STIFEL, NICOLAUS & COMPANY, INCORPORATED

1174 CORNUCOPIA STREET NW SUITE 230
SALEM, OR 97304

EDWARD JONES

540 PATTERSON ST NW SUITE 100
SALEM, OR 97304-4099

Firms

HEADWATER INVESTMENT CONSULTING,INC.

THRIVENT INVESTMENT MANAGEMENT INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Michael Adam Standridge

Jessica Lynn Couser

THOMAS JAMES SHERWOOD

KEVIN WILSON CHAMBERS

Janet Miyoko Sasaki

Matthew Jacob Dressel

Kristine Kestek Brill

Kyle Thomas Abeln

Bethany Brill Abeln

Michelle L Bechtold

KIP ALLEN MECHALS

Wyatt William Smith

Alyssa Marie Molan

Rebecca Irene Farrish

Kevin Stuart Gebhart

Lauren G Gebhart

Sheryl Denise Resner

Shelly Rene Egli

Thomas G Resner

Chaleigh Nichol Martin

Mario Emiliano Montiel

Matthew Charles Atkins

Ryan Walter Darling

Savannah Bell Hawkins-Montiel

Nathan Scott Dunn

JOHN LAURIN THURLOW

MITCHELL GRANT RATZLAFF

Kelly Kathleen Denney

Kalon Bradley Schmidt

Darin Michael Duke

Jeremey Wayne Santee-Malloy

Robert Douglas Overbeck Timmerman

KEVIN LEE BENEFIEL

Natalie Janel Carlisle

TRACI LYNN MURRAY

JAMES DAVID KNIFFIN

ANDREW ERNEST JONES

Caitlin Marie Davis

Within 25 miles of Amity, OR, Best Investors lists 43 registered investment advisory firms with 109 offices nearby, managing about $9.39T in combined regulatory AUM across 2,416,470 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 Amity

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM