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Best financial advisors in Echo, OR

Registered advisers within 25 miles of Echo, OR.

Offices
13
Firms
6
Combined AUM
$2.13T
Firm-wide filings, not assets booked only here
Clients
296K
296,061 clients when Item 5C has a number
Avg / client
$7.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
D.A. DAVIDSON & CO.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
LPL FINANCIAL LLC

Investors

Kameron Watson
Kassandra Marie Williams
Dean R Moore
Devin S Bailey
LUANN ELIZABETH DAVISON
Rachel M Allen
Kacie A Levy
JAMES ELDON HURST
JESSE TORRES
Lauren Elizabeth Ludwig
STANLEY ELLIS HENDERER
Benjamin Michael Buchert
Mac H. Levy
LISA JAN NEWMAN
MARK ROBERT HALES
JERROD IVEN SPRIET
Johnathan Lee Stuvland
Casey Alann Hunt
DAMON MERRILL MAPES

Within 25 miles of Echo, OR, Best Investors lists 6 registered investment advisory firms with 13 offices nearby, managing about $2.13T in combined regulatory AUM across 296,061 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 Echo

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 LASALLE ST. INVESTMENT ADVISORS, L.L.C. 163 advisers $5.74B AUM