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Best financial advisors in Birkenfeld, OR

Registered advisers within 25 miles of Birkenfeld, OR.

Offices
24
Firms
9
Combined AUM
$2.79T
Firm-wide filings, not assets booked only here
Clients
388K
387,545 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
GENEOS WEALTH MANAGEMENT, INC.
RETIREMENT STRATEGIES
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
CONTINENTAL INVESTORS SERVICES, INC.

Investors

DAVID EDWARD DUNN
SCOTT GLENN THOMPSON
SOPHIA JANSSEN SPENCER
MALCOLM CHARLES BEARD
Todd P Boze
Kody Randall Joslen
TRACY HELENE AALVIK
Ryan Littlefield
STEPHEN PHILIP FULLER
SARAH ANN WALLACE
GINA MARIE PAFUNDI
JAMES DENIS PAFUNDI
Kenneth Michael Wachtendorf
CONNER R WALLACE
MAX DAVID ANDERSON
JOHN CHRISTOPHER ANDERSON
Matthew Tye Wiltse-Hiatt
DAMON DAVID GEORGE
Levi Thomas Godinho
RACHELLE ELAINE KEITH
LYNELLE RAE CLARK
JOSHUA GEORGE SMITH
TERRY LOUISE GRAMBO
AILI M WILD
MICHELLE FRANCIS ELO
BETTY JANE TREMBLEY
MAX BRYAN KAMP
ROBERT LINCOLN NASH
Nicholas Daniel Lemiere
Melissa Diaz
Jeffrey Marshall Bartleson
Ronald Dean Horn

Within 25 miles of Birkenfeld, OR, Best Investors lists 9 registered investment advisory firms with 24 offices nearby, managing about $2.79T in combined regulatory AUM across 387,545 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 Birkenfeld

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 GENEOS WEALTH MANAGEMENT, INC. 139 clients · 192 advisers $9.22B AUM 8 CONTINENTAL INVESTORS SERVICES, INC. 687 clients · 9 advisers $197M AUM