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Best financial advisors in Beaverton, OR

Registered advisers within 25 miles of Beaverton, OR.

Offices
976
Firms
335
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,093,467 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

TRAJAN WEALTH, L.L.C.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHCOAST ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
SUMMIT TRAIL ADVISORS, LLC
RETIREMENT CONSULTING GROUP, INC.
ORCA INVESTMENT MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
ZEN TRENDS CAPITAL LLC
ALERA INVESTMENT ADVISORS, LLC
SKYLINE FINANCIAL NORTHWEST

Investors

MICHAEL LACIVITA
Alan Robert Dorin
KOBE Myles GUSTAFSON
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
ROGER KEITH THOMAS
SHAWN PATRICK WILLARD
WILLIAM GEORGE BARHAM
Harry Lynn Striplin
Gretchen Anna Olsen
Melisa Doucette Lindsay-Lipkins
ABDIWAHAB DAUD
Kyle Andrew Teune
Aleksey Yakovlevich Poryadin
Sierra Melody Muecke
Michael Miser
Maria Christina Bridgeford
Ema Brari
JUSTIN JAMES PIKE
cody douglas freeman
DANIEL KEVIN O'DOHERTY
Samuel Hap Prussack
DAVID WAYNE YATES
JENNIFER LAWYER JAMES
Natalie Ruth Berning
AARON DAVID HILLMAN
Kaleen R Anderson
Amanda Sletmoe

Within 25 miles of Beaverton, OR, Best Investors lists 335 registered investment advisory firms with 976 offices nearby, managing about $14.9T in combined regulatory AUM across 3,093,467 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 Beaverton

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