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Best financial advisors in Cedar Mill, OR

Registered advisers within 25 miles of Cedar Mill, OR.

Offices
922
Firms
318
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,338 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
PONDEROSA INVESTMENT GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPITOL FAMILY OFFICE, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
COGNITIANT REGISTERED INVESTMENT ADVISORS
CROSS FINANCIAL ADVISORS
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
KEY INVESTMENT SERVICES LLC
PEREGRINE ASSET ADVISERS, INC.

Investors

KEVIN MICHAEL MILLER
Joseph Gledhill
Jennifer Liu
Jarrad Smith
Christian Ramos-Kearney
JAMES DEAN CHEADLE
Guanlin Li
Chad Alan Elder
Noah Dickinson
Adam Hideo Watanabe
Goldie Thea West
Darren E Rankin
MARK DAVID NORTMAN
ERICA GAIL NORTMAN
Harrison Cole Langer
BRETT R LANGER
EVAN HIDEO HAYASHI
GREGORY FRANK SCHMIDLIN
Matthew Ikaika Chang
SHAWNA VERNENE VANAKEN
Justin Andrew Vanaken
Shuaisong Feng
MATHEW DEAN WHITEAKER
JERALD DAVIN LYDA
COREY SCOTT LEVINE
JAY S. TORGERSON
MATTHEW JOSEPH CONTI
BRIAN MATTHEW CLARK
ANKIT PALAN
KARI ANNE BILLETTE
THOMAS BYRNES OUIMETTE
MIHEI M EGOROFF
KIMBERLEE LOMAS
JONATHAN K LOGUE
Yen K Phuong
TYLER CHRISTIAN MULLER
BRIAN EDWARD SPEER
Luke Allan Gorman
Robert C Stuermer

Within 25 miles of Cedar Mill, OR, Best Investors lists 318 registered investment advisory firms with 922 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,338 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 Cedar Mill

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