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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

KEY INVESTMENT SERVICES LLC
LETTIN WEALTH MANAGEMENT GROUP, INC.
OPPORTUNUS WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
KETURI INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
SHERMAN, YOUNG & LEAVITT, LLC
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
FINANCIAL INVESTMENT TEAM ("FIT")
ENCOMPASS WEALTH ADVISORS, LLC
MATISSE CAPITAL
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Investors

Samuel Frederick Niesslein
CHRISTOPHER EUGENE CUBBAGE
Robert Kevan Seibert
Gustav Raymond Light
ROBERT FRANK ZAGUNIS
Ryan Charles Ober
Davis Alika Siliga
Kalin Virginia Rooney
SARA ELISABETH TANNER
Aimee Keeney
CARRIE RAE MULLINS
Matthew Edmund Ferrua
SUSAN PERRY
STEVEN ROBERT OTIS MAHONEY
Alexandra Dean Allen
Cara Joanne Partch
ERIN LEA DWYER
John Leslie Miller
MATTHEW LAWRENCE WITTEN
KEVIN KIRKPATRICK
Steven Carlon Burch
Gina Janette Munguia-Martinez
Joseph Scott Good
TRAVIS GREGORY PRATT
ERIC ALLEN INGMIRE
AARON MITCHELL HESSEL
Lucas Jay Hessel
Tracy Kathleen Sherman
Patrick Michael Sherman
RAMIN ALI AKBAR ROUHBAKHSH
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

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