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Best financial advisors in Boring, OR

Registered advisers within 25 miles of Boring, OR.

Offices
834
Firms
307
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,165 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

ADVISOR SHARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
PATHLIGHT FINANCIAL PLANNING LLC
BLUEPRINT FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
VOYA FINANCIAL ADVISORS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
HELIUM ADVISORS LLC
FISHER\SMB
THRIVENT INVESTMENT MANAGEMENT INC.
FIRST HEARTLAND CONSULTANTS, INC.
TRADEWINDS WEALTH MANAGEMENT

Investors

WALTER MARVIN WITTROCK
JOHN BURKE MARSHALL
Matthew Thomas Brady
DONALD CRAIG HOFFMAN
DAVID MERSKY
TIMOTHY EDWARD MEYER
JADE AARON ROSSBACK
SHAUN ROBERT VAUGHT
Kara Lynn Mitchell
John Theodore Kozak
DONALD NATHAN CAMERON
BLAIR BRUCE SCHADLER
JAMES SILVAGNI
JOHN ANDREW WHITE
LARRY WAYNE DYKES
JOHN JAMES LOWRY
GARY JAMES SIPOS
ARTHUR JOHN BERNADUCCI
DAVID ROBERT MONTERMINI
ROBERT RICHARD WOLF
MICHAEL PATRICK NOLAN
Christopher Jason Hinchey
JEFFREY STEPHEN BLOCKER
Scott Royal Smith
Stewart Douglas Scothorn
Hernan Alirio Prince
JARED STEWART KIRKPATRICK
Aevry Napoleon
JONAS BENJAMIN MERRILL
Teague Stefan Bechtel
ADINA RAE FLYNN
Kaitlyn Tonai
GEORGE DAMIEN MCINNIS
KARLY THERESE BRADBURY
MELINDA ROSE LEWIS
SCOTT LEONARD WILSON
DAWN KATHLEEN DEPNER
NICKOLAS FERRELL DEPNER
WENDY ELIZABETH STEFANI
JAY SCOTT RECCHIA
ALVIN Jin Dong LIANG
ANGELA MARIE SECOLO
ROLF ANDRE ELLINGSEN
PAMELA MAE YOUNG
VERNON WADE BREWER
STEVEN WELDON PLATT
MALIK ROBINSON
Justin Tyler Morris
Greysen Stefani
Mario Foncea Roman
GREGORY NORIO KIMURA
CHRISTIAN KORANDA
MARK CHRISTOPHER ZELLERHOFF
Benjamin Elliott Tannarome
WREN HANSON-REEB
Jordan Leigh Delgado
RUSSELL GLENN GOCHNEAUR
Maxwell Senf
Jennifer Dee Dole
GARY NICHOLAS RUSSELL
RUSTIN JJ FELDMAN
Morgan Ann Wickline
Carol Ann Wasko
JASPER ELWOOD MALLARD
JASON WAYNE PACKHAM
TIMOTHY JOHN KROON
BRIAN PAUL GRIFFITH
ANDREW JOSEPH FADENRECHT
ALEXANDER BURNETT RICHHOLT-BUDIHAS
KYLE ASA CLARK
JASON CHARLES ERWIN
ARMANDO NERI
HEATHER SUZANNE WOLFSMITH
Jeffrey Alan Sego
COLLIN BISHOP FOSTER
DYLAN WALKER MARKS
ANDREW MICHAEL BELVIN
JULIA ANNE JOHNSON
JOSHUA JAMESON KETCH
Tin Ngoc Nguyen
Jordan Michael Goss
MICHAEL JOSEPH RICHARDS
LEONARD LEE NELSON
DANE SCHULTZ-ANDERSEN
Brittany Elaine Cross
Dylan Thomas Sharpe
Kayla L Gunderson
CHRISTIAN SAMUEL D'URSO
BRANDON ALEXANDER TRANK
James Paul Spangler

Within 25 miles of Boring, OR, Best Investors lists 307 registered investment advisory firms with 834 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,165 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 Boring

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