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Best financial advisors in Canby, OR

Registered advisers within 25 miles of Canby, OR.

Offices
751
Firms
277
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,089,768 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
4:8 FINANCIAL
LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
AUXIER ASSET MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SHERMAN, YOUNG & LEAVITT, LLC

Investors

Jeff Anton Nizich
ASHER STEVENS CARLSON
PAUL STEVENS CARLSON
Lucas Navallo Santiago
COLIN BRANT ALLEN MAULDING
CLINTON HANCOCK COLEMAN
SCOTT R WARNER
CHARLES ROBERT DAVEE
Peri L Tharp
FREDERICK MITCHELL MAGENHEIMER
Jessica Joann Cerne
MATTHEW PAUL STUTES
Kassin Mosbrucker
BENJAMIN SANTIAGO
JOHN SANG HYUN LEE
STEPHANIE MARIE ROOD-SMITH
NICOLE MIMICE BECK
Rita Nicholle Harmon
Gregory Allen Timmons
Nicholas C Cutter
Ryan A Krause
James Edward Auxier
Luke N Auxier
Mitchell Paul Iliyn
CHRISTINA LEE MILLS BADRICK
LILLIAN MARIE WIDOLFF
JAMES JEFFREY AUXIER
JAN JAMES KLEIN
KAREN MEDINA VALADEZ
BRIAN S KOENIG
Joshua Scott Stevens
Gina Janette Munguia-Martinez
Ryan Elliott Johnson
Daniel John Dahle
Carissa Ann Peters
Madison Ellice Perry
LEONARD FRANKLIN HAKE
Tracy Kathleen Sherman
Patrick Michael Sherman

Within 25 miles of Canby, OR, Best Investors lists 277 registered investment advisory firms with 751 offices nearby, managing about $14.3T in combined regulatory AUM across 3,089,768 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 Canby

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