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Best financial advisors in Central Point, OR

Registered advisers within 25 miles of Central Point, OR.

Offices
106
Firms
41
Combined AUM
$6.44T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,222,856 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

MARTIN CAPITAL MANAGEMENT LLC
GRADIENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
PRACTICE FINANCIAL GROUP

Investors

Anthony Martin
ZACHARY KOLE PARK
Gozde Claire Cannarella
Ryan Bolin
Damon Thomas Eilek
JOSEPH HENRY SPURGEON
Edward Graham Lindbloom
Jimmie Lee Smith
RORY BRIAN TOSH
MARK CHANDLER SOSEY
PERRY DEANE STANNARD
JASON BRUCE YAEGER
AMANDA L DODSON
Peter David Bargas
Frederick Scott Witham
MARK DANIEL CHIRGWIN
JASON JON PETERS
ERIK KARL PETERSON
STEPHEN PAUL GRESSETT
JOHN LYMAN RACKLEFF
RORY CURTIS WOLD
CHESTER RYAN WESTFALL
SHELLIE ANN GREER
MARK BRIAN DEGNER
BENJAMIN W KLINE
DAVID JAMES SAYLER
MARK PATRICK HINES
SEAN PATRICK HINES
Ekaterina Anatolyevna Kostenko
Ryan William Fiegi
Andreas NMN Steven
Nathan Eldon Williams
Michael E Williams
PAUL TOWNE CASWELL
Anthony John Roa
IAN EUGENE SULLIVAN
ALLEN VICTOR SCHUTZKY
JOHN JOSEPH CORDEIRO

Within 25 miles of Central Point, OR, Best Investors lists 41 registered investment advisory firms with 106 offices nearby, managing about $6.44T in combined regulatory AUM across 1,222,856 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 Central Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM