Best Investors Account Sign in

Best financial advisors in Dale, OR

Registered advisers within 50 miles of Dale, OR.

Offices
16
Firms
9
Combined AUM
$2.60T
Firm-wide filings, not assets booked only here
Clients
341K
340,530 clients when Item 5C has a number
Avg / client
$7.63M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
D.A. DAVIDSON & CO.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
COMMONWEALTH FINANCIAL NETWORK
CONNECTED WEALTH SOLUTIONS, LLC
OSAIC WEALTH, INC.

Investors

RITA TERESA VAN SCHOIACK
Lauren Elizabeth Ludwig
STANLEY ELLIS HENDERER
Benjamin Michael Buchert
Mac H. Levy
Johnathan Lee Stuvland
Casey Alann Hunt
DAMON MERRILL MAPES
LISA JAN NEWMAN
MARK ROBERT HALES
JERROD IVEN SPRIET
JOHN RICHARD LEITHNER
NATHAN EUGENE CONKLIN
Reva Rose Hartenstein
Nicole Simmons
Briana Tanaka Greiner
Shawn Kerrick Mangum
BRENT MARTIN GUNDERSON
MICHAEL RAE POE
KIMBERLY DAWN HILTON
WILLIAM EDWARD HERMANN
Mary Nicole Horn
Gary Fred Anger
Tessa Ann Jackson
Tanner Scott Willson

Within 50 miles of Dale, OR, Best Investors lists 9 registered investment advisory firms with 16 offices nearby, managing about $2.60T in combined regulatory AUM across 340,530 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 Dale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 LASALLE ST. INVESTMENT ADVISORS, L.L.C. 163 advisers $5.74B AUM