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Best financial advisors in Aurora, OR

Registered advisers within 25 miles of Aurora, OR.

Offices
788
Firms
285
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,090,280 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
INTERACTIVE WEALTH ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EQUITABLE ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
CHARLES SCHWAB & CO., INC.
SILVER OAK ADVISORY GROUP
MULTNOMAH GROUP, INC.
PACIFIC CAPITAL WORKS, INC.
COLDSTREAM WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
CAPITOL FAMILY OFFICE, INC.
LPL FINANCIAL LLC

Investors

AMY JOANNE WRIGHT
SHELLEY D RICKMAN
VICTOR W LAM
CURTIS B SPITERI
BRICE HEILMAN
STEPHEN JOHN KUDUK
WENDY KAY PACE
CAMERON L CHEEK
CONNIE LOUIE HOPKINS
TIFFANY MARIE BUDKE
MONICA ELIZABETH SPADY
BRYAN COLM VANDERGRIFF
CY OCTAVIAN ALEMAN
PAUL ERIC BREWER
JOSHUA M. HOLLANDER
JOE D. BARTLETT
KRYSTLE JOYCE MARIANO
NICHOLAS TIMOTHY SALISBURY
CATHERINE R. HENRY
JOHN L LIU
Grace Ellen Moynihan
Ryan David Wilkinson
Natalie Rose Taylor
Kenneth Tang
Ethan Tyler Wilson
Matthew Charles Lang
WILLIAM BEATTY
EDWARD ANTHONY LANG
SEAN VINCENT GABRIO
JONATHAN WILLIAM LEVINE
HENRI CHARLES MOREAU
ANDREW LAWRENCE MORK
JOHN HARRISON
LAUREL HEATHER LUCIANI
ETHAN MICHAEL BAYS
Traci Ann Miller
JOSEPH WINSLOW CHEEK
GEORGE RICHARD MILNE
ROBERT LAWRENCE MORK
MARTIN WEBER
MARK ROUKAS
MARCI W COLLIS
GREGORY J WOOTEN
ERIK FLETCHER MILLER
CHRISTOPHER KYLE WINN
ANTONEL URDES
KURT DOUGLASS GILGE
Jennifer Heed Doherty-Reilly
ROBERT CARL MILLER
MICHAEL ALLEN LAWYER
JOSEPH GEORGE BRAZIL
LONN SANDER ENSING
BIANCA F. URDES
Elizaveta Vilge
KATHERINE SUE KNOWLTON
MARK BRYAN LEWIS
Susan Joan Young
JEFFREY MICHAEL WIRTH
TERRY EUELL MORRISON
HUGO ALEJANDRO GRANJA FLORES
Atsuko Zapata-Ninomiya
Noah Benjamin Puggarana
BRANDON MICHAEL MACEACHERN
Austin Riley Hough
Roman Hurt
Colby A Anderson
Joshua Robert Turner
Nicole Batchelor
Jimmy Z. Wang
Cameron D. Sommer
YOKO Chris WHITTAKER
Dominic Chimienti
Arthur Mouratidis
Mansur Sadeghi
Brandon Angelo Gasperini
TRAVIS William POULOS
Alexander Jeffrey Krenek
KYLE DAVID DODRILL
COURTNEY LEIGH MERSEREAU
KARRIE ANN SPENCER
Korina Kapena Kaio-Maddox
Walker James Albrecht
JASON LEE BURKE
Moira M De Vault
ERICK B IBARRA
KATIE MARIE TICKNER
GREG BRUCE CHILDS
HUNG SZETO BUTZER
Zachary Mullnix
WAYNE THOMAS JANICKI
Todd M Caldwell
TIMOTHY TROY DAVIS
MATTHEW JOHN STACK
Joel Deaton McCray
Samuel Lewis Koenig
MayJia Yik Hill
Darrell Wilcox
Kent Alan Rudisill
Wendy Wells
BENJAMIN GREGORY PIFF
Jeremy Arthur Post
MICHAEL DAVID EATON
Annie Bui
DENISE MICHELLE PATRIDGE
Parker Michael Gallagher
JESSICA MARIE HOWE
BRENT COLE HUNSBERGER
CARYN MARIA SANCHEZ
AMY J. BARBER
ERIK BENJAMIN DALEY
SCOTT ALEXANDER CAMERON
EMILY L ZINN
Hailey Lynne Fields
Rebecca Dobson
Timothy Slevin-Vegdahl
JOHN MARTIN CHAVEZ
Jake Larson
Azzurra Cappuccini
CHRISTOPHER JAMES MCRAE
ANNA KATHERINE SHAW
Meredith Appell Stewart
TREVOR DEAN SCAMBRAY
Jesse Benjamin Sigrist
JEFFREY ALLAN GATES
RYAN J CHRISTENSEN
KENDALL BATE ACHESON
Jennifer Susan Estner
ROBERT WARREN YOUNG
ANTHONY CHRISTOPHER RUE
BRIAN MICHAEL HEFELE
NICHOLAS RHODES RUNNING
SHELBY ANN DESIERVO
TODD ROBERT HOBSON
DAVID BRIAN CHRISTIAN
JARED DOUGLAS DEAN
Maria Christina Bridgeford
Ema Brari
Kevin Ryan Fisher
MARK DAVID NORTMAN
ERICA GAIL NORTMAN
Harrison Cole Langer
BRETT R LANGER
EVAN HIDEO HAYASHI
GREGORY FRANK SCHMIDLIN

Within 25 miles of Aurora, OR, Best Investors lists 285 registered investment advisory firms with 788 offices nearby, managing about $14.3T in combined regulatory AUM across 3,090,280 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 Aurora

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM