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Best financial advisors in Damascus, OR

Registered advisers within 25 miles of Damascus, OR.

Offices
836
Firms
308
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,184 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

ARCADIA INVESTMENT ADVISORS, LLC
PREISZ FINANCIAL
XENA FINANCIAL PLANNING, LLC
CUTHBERT FINANCIAL GUIDANCE
COLDSTREAM WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SECURE ASSET MANAGEMENT, L.L.C.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CEDAR MOUNTAIN ADVISORS, LLC
MENGIS CAPITAL MANAGEMENT, INC.
PEREGRINE ASSET ADVISERS, INC.

Investors

RICHARD ALLEN TEUTSCH
THOMAS LELAND DAVENPORT
WILLIAM ALLEN PREISZ
MICHAEL ALLEN PREISZ
CAROL QUILLIAN BETHUNE
GEOFFREY DENISON LAROCHE
Christa Whitman
William Robert Sample
Jason David Tanz
ROBERT COLLINS BESWICK
James Barrett Hindes
HELGA STAHLECKER CUTHBERT
GLEN JONATHAN GOLAND
BRYAN PAUL SHIPLEY
REEGAN ELIZABETH RAE
DAVID JOZEF JANEC
RYLAND BENNETT MOORE
MATTHEW STEWART SAMPSON
MELODY MARIE BEHNKE
AMY GROSHONG WALLS
Taylor Wilson Armstrong
Nicholas Robert Buckley
Lindsay Diana Hessel
Nicholas Russell Rodwick
AUSTIN A BOWLIN
ADAM THOMAS CHARUHAS
GREGREY LEIGH BAKER
DOUGLAS MICHAEL IRISH
DANIEL JAMES CHARUHAS
COLE LAWRENCE MILLS
JACOB WILLIAM MILLS
FELIPE JOSEPH JASSO
SARA A BLANCHARD
LOGAN JAMES CHOISNET
PETER JUDSON PERKINS
MICHAEL ALEXANDER RAMEY
Brendan Conley Dexter
Martin C Sacks
BRANDON SCOTT JOCHIM
KERI KRISTINE TWYMAN
Jack Johnson
GERALD ALLEN TAYLOR
AARON GREG CHRISTIAN
Nik Harmon Powell
RICHARD RAYMOND ROGERS
Martin Jean Bats
JOSEPH JEFFREY MENGIS
CYNTHIA MARIE ASCHBACHER
MICHAEL DAVID PATTERSON
LINDSAY DIANE FROMHART
MICHAEL JEFFERY SOREM
GRANT EMERSON KERGER
DANIEL STEWART BOTTI
LANCE DAVID STEINBERG
BRENT MARTIN STEINBERG
MICHAEL L KUEBLER
LAURA MACEWEN DIX

Within 25 miles of Damascus, OR, Best Investors lists 308 registered investment advisory firms with 836 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,184 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 Damascus

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