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Best financial advisors in Beavercreek, OR

Registered advisers within 25 miles of Beavercreek, OR.

Offices
729
Firms
279
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,089,974 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
SHERMAN, YOUNG & LEAVITT, LLC
LPL FINANCIAL LLC
BURNSIDE AND CO.
FOUNDERS FINANCIAL SECURITIES LLC
CASCADE INVESTMENT ADVISORS, INC.
PFS INVESTMENTS INC.
NEWBORE WEALTH MANAGEMENT, INC.
COGNITIANT REGISTERED INVESTMENT ADVISORS

Investors

Madison Ellice Perry
LEONARD FRANKLIN HAKE
Lucas Thomas Kidwell
DANIEL CHRISTIAN COLWILL
Elizabeth r Cox
Michael Scott Fessler
Austin G Rosterolla
Jessica Robyn Byres
John Sumner Froman
Rachel Abigail Gunderson
Robin Patricia Jacobson
Tracy Kathleen Sherman
Patrick Michael Sherman
Russell Paul Loeb
GUY ALEXANDER CROOKS
AMY LUNDY CROOKS
Owen Arn
JOHN CHRISTIAN BURNSIDE
JODI FAY BRUSH
Jeffrey Donald Wells
Stefanie Jean Agar
DAVID JOHN SCHUE
WARREN NMN HASTINGS
MICHELLE H RAND
BENJAMIN BLUNCK JAMES
Logan Marie Blunt
ROBERT LEE WHEELER
DANIEL KIM NORDSTROM
ERIC THOMAS KIMES
Nicholas Patrick Thorne
DAVID MICHAEL NEWBORE
Samuel Jeffrey Skreen
WILLIAM WARD EDWARD CAMPBELL
Gregory Allen Timmons
Nicholas C Cutter
Tim Edward Palmer
BRANDEE CARMELLE PENSE

Within 25 miles of Beavercreek, OR, Best Investors lists 279 registered investment advisory firms with 729 offices nearby, managing about $14.7T in combined regulatory AUM across 3,089,974 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 Beavercreek

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