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Best financial advisors in Banks, OR

Registered advisers within 25 miles of Banks, OR.

Offices
501
Firms
215
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,066,745 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CEDAR MOUNTAIN ADVISORS, LLC
SMB FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ROOTED FINANCIAL GROUP, LLC
RANGE FINANCIAL GROUP, LLC
INSIGHT FINANCIAL
TPG FINANCIAL ADVISORS, LLC
XENA FINANCIAL PLANNING, LLC

Investors

LANCE DAVID STEINBERG
BRENT MARTIN STEINBERG
Holly Kristine McNeil
Brett Kirk McNeil
BRIAN THOMAS HORN
JOHN W STRAUCH
CHRISTINE ANN OVER
Brian Matthew Cantrell
Shiloh Cameron Kamrath
JAMES ALAN STRAUCH
KURTIS SPENCE INOUYE
CURTIS CAINE SHIREY
KIM LEE DEXTER
KIERAN Makai DEXTER
KARRI MARIE MACCLUER
CHAD EVAN FENSLER
Joshua Wilson
JEFFREY MEADE CAPELLEN
SOPHIA BLIABLIAS-GRANDY
MAGNOLIA ANN WOLKOFF
ANDREW JOHN ECKLEY
Calen John Kolb
HEATHER ANNE PARSON
Keoni Keliimokunui Hudson-Rasmussen
JONATHAN W COULTER
JEFFREY WAYNE GRANDY
RICHARD JAMES DOEL
MARIE FROMONT
Douglas Scott Souvenir
KEVIN FRANK MARSHALL
RICHARD RAYMOND ROGERS
TIMOTHY LUKE PORTER
JAMES WALTER FLAD
RIAN JAMES FLAD
Jeremiah Forrister
THOMAS EDWARD PEEKEMA
Mitchell James Eugene Hurley
WILLIAM DAVID TERRILL
WILLIAM JAMES FUSSELL
MICHAEL ALAN MORGAN
MARK ANDREW HILDEBRANDT
ALLISON MARIE Kizzee
KAYLA MARIE VAN HORN
Jack Galloway Wilding
Thomas A Walker
Miles Andrew Corrigan
SCOTT Christopher ADLER
Robert Todd Fankhauser
JEFFREY SCOTT KUEST
STEPHANIE DANIELLE THOMPSON-BUTTICE
Troy Robert Duppenthaler
STEVEN D HARPHAM
ERIC ROBERT DAHM
LITONYA MIA ALLEN
ERIK C BLOOMFELDT
ERICA C SMILEY
Nicole M Bryson
Kyle David Hagmeier
GENEVA GARCIA STEGEMOLLER
MICHAEL DEAN WALTERS
KARL WILLIAM HARROP
EMILY WALLACE ROSELLE
Carrie Thelise Maerz
VIVIANA BIGOLIN
Samuel Joseph Detke
Garrett Michael Johnson
Yu Wu
SHERYL LYNN OLSON
JOHN SPRING WOOLLEY
KRISTOPHER CHARLES MINK
DEBRA JOANN PELLATI
STUART DONALD ROBERTSON
Robert William Noack
Nik Harmon Powell
ADAM THOMAS CHARUHAS
GREGREY LEIGH BAKER
DOUGLAS MICHAEL IRISH
DANIEL JAMES CHARUHAS
COLE LAWRENCE MILLS
JACOB WILLIAM MILLS
FELIPE JOSEPH JASSO
SARA A BLANCHARD
LOGAN JAMES CHOISNET
PETER JUDSON PERKINS
MICHAEL ALEXANDER RAMEY
Brendan Conley Dexter
Martin C Sacks
James Barrett Hindes

Within 25 miles of Banks, OR, Best Investors lists 215 registered investment advisory firms with 501 offices nearby, managing about $14.2T in combined regulatory AUM across 3,066,745 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 Banks

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