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Best financial advisors in Bandon, OR

Registered advisers within 25 miles of Bandon, OR.

Offices
16
Firms
10
Combined AUM
$6.76T
Firm-wide filings, not assets booked only here
Clients
759K
758,646 clients when Item 5C has a number
Avg / client
$8.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
HIGHROAD WEALTH ADVISORS, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE AMERIFLEX GROUP

Investors

Erin Elizabeth Robertson
Amanda Whitlatch
EDWARD JOHN FANDEL
NORMAN LEON HILL
Joshua W Payne
Pamela Caprice de Jong
Jared Nathan Barber
JASON MAURICE FINNIGAN
JOSHUA JAMES SNODDY
Jayden Kyler Frank
Brad Phillip Burnette
Bradford Duncan McKeown
JONATHAN DAVID HANSON
Jordan Dawn Kongiser
JOHN THOMAS NICOLAUS
Joshua Samuel Nicolaus
MEGAN MARIE ALLEN
DONALD EVAN PEABODY
EDWARD DAYAN RUBIN
Justin James Vance
Monika Mack Churchill
Lee M Van Pelt
JEFFREY WILLIAM STCLAIR
JOHN DAVID GIBSON
JOHN ROBERT TAYLOR
SHELLISSA RAE CASSODAY

Within 25 miles of Bandon, OR, Best Investors lists 10 registered investment advisory firms with 16 offices nearby, managing about $6.76T in combined regulatory AUM across 758,646 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 Bandon

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM