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Best financial advisors in Donald, OR

Registered advisers within 25 miles of Donald, OR.

Offices
794
Firms
288
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,090,301 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
AUXIER ASSET MANAGEMENT
4:8 FINANCIAL
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Cade Butterworth
RUSSELL DAVID MURFITT
LAURA MACEWEN DIX
Brenna Nicole Vitus
STANLEY DEAN MILNE
Shawn Mikel Moyer-DeMarre
Brent Thomas Glogau
JAN JAMES KLEIN
BRIAN S KOENIG
Ryan Elliott Johnson
Daniel John Dahle
KAREN MEDINA VALADEZ
Joshua Scott Stevens
Gina Janette Munguia-Martinez
Carissa Ann Peters
James Edward Auxier
Luke N Auxier
Mitchell Paul Iliyn
CHRISTINA LEE MILLS BADRICK
LILLIAN MARIE WIDOLFF
JAMES JEFFREY AUXIER
Peri L Tharp
Jeff Anton Nizich
FREDERICK MITCHELL MAGENHEIMER
Jessica Joann Cerne
MATTHEW PAUL STUTES
Kassin Mosbrucker
CLINTON HANCOCK COLEMAN
SCOTT R WARNER
CHARLES ROBERT DAVEE
ASHER STEVENS CARLSON
PAUL STEVENS CARLSON
Lucas Navallo Santiago
COLIN BRANT ALLEN MAULDING
Ryan A Krause
BENJAMIN SANTIAGO
JOHN SANG HYUN LEE
STEPHANIE MARIE ROOD-SMITH
NICOLE MIMICE BECK
Rita Nicholle Harmon

Within 25 miles of Donald, OR, Best Investors lists 288 registered investment advisory firms with 794 offices nearby, managing about $14.4T in combined regulatory AUM across 3,090,301 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 Donald

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