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Best financial advisors in Columbia City, OR

Registered advisers within 25 miles of Columbia City, OR.

Offices
186
Firms
66
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
1.80M
1,802,872 clients when Item 5C has a number
Avg / client
$6.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COLUMBIA WEALTH ADVISORS LLC
CREATIVEONE WEALTH, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Brian D Strom
Peter A Weber
Tyler Michael Robin
Bethany Michele Lokken
Christopher Warren Mood
Lisa Katherine Galovich
Marc Francis Krsul
Luke Copko
KELLIE DENISE HALL-STREHLOW
Zakary Owen Gales
Hailey Michelle Iverson
JEFFREY JOSEPH SCHULTZ
James C Ryan
Kyle Dean Kirsch
RYAN GREENWOOD
Kale M Young
Eric Corneliu Lucescu
Meggan Montoya
Shannon McNairy Freeland
Jennifer Linn Owens
Robert Paul Wilmington
ROLF ANDRE ELLINGSEN
Andres Ernesto Jimenez
Heather M Jimenez
Nicholas Robbins

Within 25 miles of Columbia City, OR, Best Investors lists 66 registered investment advisory firms with 186 offices nearby, managing about $11.7T in combined regulatory AUM across 1,802,872 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 Columbia City

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM