Best Investors Account Sign in

Best financial advisors in Applegate, OR

Registered advisers within 25 miles of Applegate, OR.

Offices
98
Firms
38
Combined AUM
$6.41T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,222,796 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
CETERA INVESTMENT ADVISERS LLC
PRACTICE FINANCIAL GROUP
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
VOYA FINANCIAL ADVISORS, INC.
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.

Investors

TWINKLE SUMMER FITZGERALD
Jason Scott Loyd
Nicholas Ehren Jones
STEVEN JOHN YUNGEN
PAUL TOWNE CASWELL
Anthony John Roa
Ekaterina Anatolyevna Kostenko
Ryan William Fiegi
Andreas NMN Steven
Nathan Eldon Williams
Carol Ann Krueger
Americo Antonelli
Tyler Brian Forbes
Kelly Jordan White
ROYAL RAY STANDLEY
RICHARD STANLEY TODD
JAMES CLEVELAND MONROE
AVERY MARTIN
JENNIFER JOYCE HAMILTON
BRAD DOUGLASS LINNELL
Jacob Nathaniel Brown
Rachel Lee Torres
Shannon Marie York
Michal B Caro
LINDSEY CHRISTINE CAMERON
Joshua Paul Caro
ELENA SILVIA VOIN
RICHARD EUGENE WILSON
NICHOLAS P NACHBUR
NATHAN SEVERLEE SALHUS
Robert Earl Engelbach
Kevin Lloyd Hawkins
SCOTT GERALD BYBEE
DAVID CARL SMITH
Wesley Minton
Hayley Sabrina Andrews
ALLEN VICTOR SCHUTZKY
JOHN JOSEPH CORDEIRO
IAN EUGENE SULLIVAN
DAVID JAMES SAYLER
MARK PATRICK HINES
SEAN PATRICK HINES
Michael James Lippner
ANJANETTE STONE

Within 25 miles of Applegate, OR, Best Investors lists 38 registered investment advisory firms with 98 offices nearby, managing about $6.41T in combined regulatory AUM across 1,222,796 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 Applegate

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM