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Best financial advisors in Enterprise, OR

Registered advisers within 50 miles of Enterprise, OR.

Offices
27
Firms
14
Combined AUM
$5.47T
Firm-wide filings, not assets booked only here
Clients
685K
684,542 clients when Item 5C has a number
Avg / client
$8.00M
Combined AUM ÷ clients

Nearby offices

Firms

MERIT FINANCIAL ADVISORS
OSAIC ADVISORY SERVICES, LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
ELITE FINANCIAL, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
U.S. BANCORP ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

SEAN PAUL STORCK
Brian Clark Johnson
Kaitlyn Andrea Pimienta
Stephanie Ann Johnson
RYAN LEE SKINNER
Drew Bradley-Dean Melton
BRETT MICHAEL SKORSTAD
Patrick Connley Cruser
Larry Joseph Kopczynski
Dean Eric Roy
Brian Earl Bailey
DONALD THOMAS MONTGOMERY
GREGORY JAMES WARD
REBECCA GABRIELLE KNUDSON
Kendrick Jared
ROBERT JOHN CLIFFORD
DANIEL C MATOSKE
RICHARD GERALD CLIFFORD
JERRY JOE VAN AUSDLE
Christian Erick Leer
Corah R Cassell
ERIC RYAN JUSTIS
RANDY OLIVER NORRIS
Davene Jannell Cognard
JOHN MATHEW WEIBLER
MATTHEW T WEIBLER

Within 50 miles of Enterprise, OR, Best Investors lists 14 registered investment advisory firms with 27 offices nearby, managing about $5.47T in combined regulatory AUM across 684,542 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 Enterprise

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM