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Best financial advisors in Deer Island, OR

Registered advisers within 25 miles of Deer Island, OR.

Offices
79
Firms
26
Combined AUM
$6.68T
Firm-wide filings, not assets booked only here
Clients
898K
897,799 clients when Item 5C has a number
Avg / client
$7.44M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
GENEOS WEALTH MANAGEMENT, INC.
COLUMBIA WEALTH ADVISORS LLC
CREATIVEONE WEALTH, LLC
RETIREMENT STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Peter A Weber
Brian D Strom
Bethany Michele Lokken
Christopher Warren Mood
Tyler Michael Robin
Lisa Katherine Galovich
DAVID EDWARD DUNN
SCOTT GLENN THOMPSON
Ryan Littlefield
CONNER R WALLACE
MAX DAVID ANDERSON
JOHN CHRISTOPHER ANDERSON
Todd P Boze
Kody Randall Joslen
TRACY HELENE AALVIK
Hailey Michelle Iverson
JEFFREY JOSEPH SCHULTZ
James C Ryan
Kenneth Michael Wachtendorf
STEPHEN PHILIP FULLER
SARAH ANN WALLACE
GINA MARIE PAFUNDI
JAMES DENIS PAFUNDI
DAMON DAVID GEORGE
Levi Thomas Godinho
TERRY LOUISE GRAMBO
SOPHIA JANSSEN SPENCER

Within 25 miles of Deer Island, OR, Best Investors lists 26 registered investment advisory firms with 79 offices nearby, managing about $6.68T in combined regulatory AUM across 897,799 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 Deer Island

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 FISHER INVESTMENTS 3,078 advisers $387B AUM