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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

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
BRIDGE CITY CAPITAL, LLC
NORTHWEST CAPITAL MANAGEMENT INC.
WAVERLY ADVISORS, LLC
EDWARD JONES
D.A. DAVIDSON & CO.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

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
TYLER MATTHEW EUGENE GRANT
LARRY WENDEL MATHIS
CAMERON LLOYD MASON
JERRY WELDON TUCKER
DANIEL JOHN MURPHY
JILL ELIZABETH SMITH
JOHN LEWIS COOK
BRENT JAMESON PETTY
CHRISTOPHER J MARTIN
Jason Nicholas Alvarado
Mia Tinyi Heinrichs
WILLIAM ALLEN WEBER
JULIE DIANE JOHNSEN
Tristan Mancisidor
Timothy Hiu Yeung Metz
Michael Francis Connell
Matthew A Majewski
Kristin Elizabeth Wehler
ADRIAN LEIGH MAYKUT
CYNTHIA MARIE BURG
MICHAEL ALEXANDER FRANZ
MICHAEL JOHN LARLEE
BRYNN ELLIE BUSWELL
DUSTIN CLIFFORD HUME
Richard Bobby Westbrook
Mia J Werner
Lauren C Aigner
McKay Richard Burg
ANTHONY MICHAEL BRAUNER
BRENT SHANE BRESHEARS
MARK EVANS OLSEN
KIMBERLY ANN PERRAULT
JORDAN WERNER
David Yae Chan Shin
BENJAMIN ROSS HOWELL
JANE M MILLER
CHRISTOPHER LEE RASK
MITCHELL NACEEM RASK
ALLEN LEE WILFERD HERMAN
Maximo Joseph Minervini
KRISTIN BUCK
Ryan Christopher Chapman
Kelly Hovland
Christine Rae Leffler

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