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Best financial advisors in Dayton, OR

Registered advisers within 25 miles of Dayton, OR.

Offices
424
Firms
162
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.89M
2,893,549 clients when Item 5C has a number
Avg / client
$4.23M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
OPPORTUNUS WEALTH MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
KETURI INVESTMENT MANAGEMENT, LLC
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
FINANCIAL INVESTMENT TEAM ("FIT")
ENCOMPASS WEALTH ADVISORS, LLC
MATISSE CAPITAL
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
WILLAMETTE FINANCIAL ADVISORS, LLC
GOVERNMENT PORTFOLIO ADVISORS LLC
SELLWOOD INVESTMENT PARTNERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

MATTHEW LAWRENCE WITTEN
KEVIN KIRKPATRICK
Jeremey Wayne Santee-Malloy
Robert Douglas Overbeck Timmerman
CHRISTOPHER EUGENE CUBBAGE
Vincent Maimboti Dhliwayo
Robert Kevan Seibert
Gustav Raymond Light
ROBERT FRANK ZAGUNIS
Ryan Charles Ober
Stacy Sizemore
JENNIFER FLICKINGER
Leslie Walker Watson
Jason Rericha
LAURA MARIE OLNEY
MARIA ALICIA LUONI
Thomas Cleveland
DIANA LJ HARRISON
Christine Lam Garcia
Rachel Gustafson
TRAVIS J WESLEY
MARY ELIZABETH MINSHALL
MATTHEW GIBSON PRESJAK
COLIN HARRINGTON WILLIAMS
MATTHEW YARBROUGH
CORRIE BERGERON OLIVA
ERIC ANDREW BOUGHTON
DEIRDRE SKYE HOCHBERG HIGDON
NIKLAS HEYSER TORKELSON
Raymond Buddy Torkelson
AXEL HERBERT FLICHTBEIL
REBECCA YIN WEI
BRYN TORKELSON
DANIEL CRESTON SHOLIAN
Nicolas Castano
DANIEL MAUSER
JEFFREY RYAN GRISWOLD
ABIGAIL FLORES CHAO
RICHARD F STERONKO
JAMES MICHAEL JONES
WHITNEY LARAINE MAHER
MITCHELL BRADLEY HENKE
Ryan Riad Abou-Haidar
FRANCIS W MCDONNELL
Samantha Dean Woodring
MICHAEL CRAIG CLARK
DEANNE WOODRING
Nicholas Andrew Woodward
Amy Frances Acevedo
KEVIN ROTHWELL RAYMOND
CHARLES JOSEPH WAIBEL
ASHLEE DEVINA MOEHRING
RYAN WADE HARVEY
Ruth Louise Zimmerman
Ryan Edward Fitzgerald
Joshua Golston
Andrew Sparks
Derek Ryan Sandell
KRISTI W HILGAERTNER
Darrell Geymann
David Percival
SHAWN W. DOWNEY
Timothy Michael Mooney
MATTHIEU CHARLES ARMSTRONG

Within 25 miles of Dayton, OR, Best Investors lists 162 registered investment advisory firms with 424 offices nearby, managing about $12.2T in combined regulatory AUM across 2,893,549 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 Dayton

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM