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Best financial advisors in Dundee, OR

Registered advisers within 25 miles of Dundee, OR.

Offices
682
Firms
263
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,087,055 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CALTON & ASSOCIATES, INC.
MARINER
OSAIC WEALTH, INC.
HEADWATER INVESTMENT CONSULTING,INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Malissa D Reints
ERIC SCOTT EVANS
SCOTT STEVEN WINTER
JENNIFER LYNN BLAKE
Austin Michael Lyda
Neil C Kopplin
Heath Richard Cornick
Patrick Hazard Eghlidi
Michael John Boock
Joel Michael Brydon
Trevor Allen Hoskinson
Kevin Stuart Gebhart
Lauren G Gebhart
Michelle L Bechtold
KIP ALLEN MECHALS
Wyatt William Smith
Alyssa Marie Molan
Paul Queenan
Rebecca Irene Farrish
Kristin Meyer
KEVIN FRANK MARSHALL
Kyle Thomas Abeln
Bethany Brill Abeln
Kristine Kestek Brill
Jessica Lynn Couser
THOMAS JAMES SHERWOOD
KEVIN WILSON CHAMBERS
Janet Miyoko Sasaki
Matthew Jacob Dressel
TERENCE EDWARD WHITE
Michael Adam Standridge
Jacob S Mabry
Matthew G Horne
Caryn Lynell Corbin
Matthew p O'Brien
William Burton

Within 25 miles of Dundee, OR, Best Investors lists 263 registered investment advisory firms with 682 offices nearby, managing about $13.8T in combined regulatory AUM across 3,087,055 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 Dundee

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