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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
ORCA INVESTMENT MANAGEMENT, LLC
CGC FINANCIAL SERVICES
QUEST INVESTMENT MANAGEMENT, LLC
RETIREMENT CONSULTING GROUP, INC.
FOSTER & WOOD, INC.
LIFELONG WEALTH MANAGEMENT GROUP, LLC
ROSE CITY INVESTMENT CONSULTING LLC
TANDEM VIEWS INVESTMENT SERVICES, LLC
PARK AVENUE SECURITIES LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TRAJAN WEALTH, L.L.C.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHCOAST ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
SUMMIT TRAIL ADVISORS, LLC
D.A. DAVIDSON & CO.

Investors

JENNIFER LAWYER JAMES
Natalie Ruth Berning
ROGER KEITH THOMAS
SHAWN PATRICK WILLARD
WILLIAM GEORGE BARHAM
Harry Lynn Striplin
AIDAN Jude RANDALL
GLEN ALLEN CLEMANS
DAVENA MARIE YEE
NOAH STEINBRENNER
SHANE NEAL HUNT
MAXIMUS MOLYNEUX
KOBE Myles GUSTAFSON
BRADLEY JON CARTER
ERIK ROBERT WALD
JON PATRICK BETTENDORF
DEREK ALLEN EBEL
JEREMY DURKIN SIX
TIMOTHY EDWARD WOOD
DAVID TARR FOSTER
JASON ADAM GONG
Jane Ferguson
TERIANN KRUSE
Michael Tilton
James Cameron
Asa Clayton Rowlett
Matthew Brent Lesher
JEFFREY L PAWLOWSKI
BRYAN ROBERT BRIAND
DANIEL MARK GRUBBS
RACHEL FK NOVAK
RYAN MYERS
MATTHEW TABOR
Mark Brady
KRISTEN LEIGH KLOCKO
Nathan Bambino Lopes
Michelle Castano Garcia
Amy Marie MacKinnon
MICHAEL LACIVITA
Alan Robert Dorin
Kyle Chandler
Kari Ellen Hancock
VIENGSAVANH BOUNNAM
DEVLIN WILLIAM CAROTHERS
JUSTIN THOMAS SAMPLES
TIMOTHY JOSEPH DICKER
Jacob Vincent Stewart
RONALD MARTIN HYDE
SHIMA SALEHI
JOHN HAROLD UPTON
TYLER MATTHEW EUGENE GRANT
LARRY WENDEL MATHIS
CAMERON LLOYD MASON
JERRY WELDON TUCKER
DANIEL JOHN MURPHY
JILL ELIZABETH SMITH
JOHN LEWIS COOK
ADRIAN LEIGH MAYKUT
CYNTHIA MARIE BURG
MICHAEL ALEXANDER FRANZ
MICHAEL JOHN LARLEE
BRYNN ELLIE BUSWELL
DUSTIN CLIFFORD HUME
Richard Bobby Westbrook
Mia J Werner
Lauren C Aigner
McKay Richard Burg
ANTHONY MICHAEL BRAUNER
BRENT SHANE BRESHEARS
MARK EVANS OLSEN
KIMBERLY ANN PERRAULT
JORDAN WERNER

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