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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

BECKER CAPITAL MANAGEMENT, INC.
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOCUS PARTNERS WEALTH, LLC
DAVIDSON & WATSON FINANCIAL
IRONSIDE CAPITAL LLC
AEGIS FINANCIAL ADVISORY
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
LIBERTY CAPITAL INVESTMENT CORPORATION
SOMERSET WEALTH MANAGEMENT, LLC
DESCHUTES INVESTMENT CONSULTING, LLC
PARK AVENUE SECURITIES LLC

Investors

EMILY GRACE GENOR
THOMAS JAMES MC CONVILLE
HEIDI MARIE GOERTZEN
MACK RICHARD GOLOS
Deidra Michelle Krys-Rusoff
Meaghan Elizabeth Bradley-Bussell
Melissa Anne Ray May
Kevin Matthew Cooper
ANDREW JOHN MURRAY
BREANNA RENAE PANGARES
BRANDON SCOTT FERREE
TYLER B JAGLOWSKI
Gretchen Mary Johnson
MILES PANAKO LEWIS
Amy JESSICA Spurr
MICHAEL HUGH SHERIDAN
George Raad Steele
MICHAEL A. HOGAN
SHERI LYNNE GUNNARI
GREGORY C SOERGEL
David R Spurr
DUSTIN J ARN
Riley B Alferd
Andrew John Newhouse
Sumedha Arekar
Vertin Alvarez Vargas
Scott Alexander Bradley
Catherine Casey Rath
William Gray Small
KEITH Charles HOLMGREN
KEVIN DONALD ROBERTSON
GRAEME ERIC NEWHOUSE
Rex Sean Ritter
Sun H Lee
SIRINAN GYPMANTASIRI
MICHAEL JOSEPH CARRANO
TAMI MARIE OLSEN
DANIEL D. HANSEN
Drew David Pinson
SPENCER BROCK ARN
MARGARET ROSE HOWELL
Joseph Drew Sillay
HANG NGUYEN
Ryan T Meier
Jonathan Burke
Matthew T Hershkowitz
Katherine Lee Johnson
Emily Alferd
Chelsea N Dwyer
William Burton
Yang Su
Jaxon B Kyle
Samuel Avenir Shulga
BART ROBERT STUART
JEFFERY A. TERRILL
THOMAS W ELROD
Elisa A Landers
Brian William Jones
CHERYL A LOYD
SARAH RAMSEY
Shelby Hallford
LIZA ANDO WATKINS
Ryan Thomas Berning
WAIYEE CARMEN WONG
PAUL GERARD WARGNIER
Timothy P Chapman
DAVID ABEL MOYNE
BLAKE RICHARD HOWELLS
PATRICK EARL BECKER
JANEEN SOLIE MCANINCH
TYLER OAKLEY KALUZA
STEPHEN DAVID LAVESON
Brent Robert McKee
Jeremy Daniel Watson
JOSEPH ALFONSO
Daniel James Prentice
JOHN LEWIS COOK
SCOTT BERRY
LADD CAMERON MCKITTRICK
Ryan Trout
LEVI MATTHEW DESHAW
CHASE NOBU HONDO MORINAKA
ISAAC LOUIS SAMSA
ROBERT LEE KENNEDY
CECILE MINH NGUYEN
BRIAN CAMERON LITTLE
FIONA KAREN COSMANN
EUGEN MLHAI TRIFAN
TERANCE RAYMOND HELLAND
CASSONDRA LYNN JOHNSON
LAURA MARIE GORTON
JOHN PATRICK DAKIN
RANDY TENNANT
SAMANTHA SWENSON DARNELL
JAY ANTHONY EDWARDS
KALEY DEE PERKINS
JOSHUA KELLER
ANDREW DAVID CROFT
SUSAN NAKASHIMA
KORY ALLAN JOHNSON
MICHAEL ALLAN HARTER
GEORGE MARION KIMBLE
XAVIER GRANJA
JENNIFER LEE JORGENSEN
TIMOTHY TEDDY BEAN
THOMAS BURGESS HAMLIN
Brian Philip Hamlin
AARON M BUECHEL
Timothy Paul Foley
JONATHAN KYLE METZ
CARL VON HOFFMANN BURNHAM
TIMOTHY JOHN COOPER
MACGREGOR BRUCE HALL
PHILIP GLENN SHERMAN
ROY L RASERA
CHRISTOPHER PAUL REAL
MATTHEW ALAN MANSFIELD
MATTHEW WADE SHIPMAN
PAT PHONDI CHUTURBHUTI
MATTHEW VINCENT BAIRD
Heather Lea Williams
WESLEY A BRINKMAN
ERIC MATTHEW MCDERMOTT

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