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Best financial advisors in Athena, OR

Registered advisers within 25 miles of Athena, OR.

Offices
27
Firms
14
Combined AUM
$2.64T
Firm-wide filings, not assets booked only here
Clients
247K
246,958 clients when Item 5C has a number
Avg / client
$10.7M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

JOHN C ZERBA
MICHAEL JOHN SWINNERTON
DEIRDRE HAFEN
Karee Ann Eliason
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
HAROLD THOMAS BOUCHER
Samuel Nicholas Wells
Lawson F Knight
Melissa Wilcox
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR
Henry Owen Worden
Holly Cristine Ramirez
GINGER MARIE KESSEL
Carolyn Dufur Stiver
DAMON MERRILL MAPES
JERROD IVEN SPRIET
JOHN TIMOTHY BUCKLEY
Shannon Michelle Block Ebding
LISA JAN NEWMAN
MARK ROBERT HALES
Johnathan Lee Stuvland
Casey Alann Hunt
JOSEPH ALEXANDER FONDAHN
BRIAN KENNETH BRUGGEMAN
Andrew Block

Within 25 miles of Athena, OR, Best Investors lists 14 registered investment advisory firms with 27 offices nearby, managing about $2.64T in combined regulatory AUM across 246,958 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 Athena

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 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 ARKADIOS WEALTH ADVISORS 222 advisers $8.79B AUM