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Best financial advisors in Estacada, OR

Registered advisers within 25 miles of Estacada, OR.

Offices
630
Firms
244
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,088,783 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STRADA FINANCIAL GROUP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
WEALTH WATCH ADVISORS, INC
SHERMAN, YOUNG & LEAVITT, LLC

Investors

Jared Allen Tjaden
Daniel Samuel Sarkissian
Michael Tracy Pickett
Lucas James Forristall
Kylee Marie Moore
BARBARA GAIL CLARE
Tyson Willes Papenfuss
BRIAN HARRIS
Tim Edward Palmer
BRANDEE CARMELLE PENSE
Lucas Thomas Kidwell
Madison Ellice Perry
LEONARD FRANKLIN HAKE
DANIEL CHRISTIAN COLWILL
Elizabeth r Cox
Michael Scott Fessler
Austin G Rosterolla
Jessica Robyn Byres
BLAKE LEWIS INABNIT
Bartolomeo Lancellotti
Leon Harmon
Joyce Wright
John Sumner Froman
Rachel Abigail Gunderson
Robin Patricia Jacobson
Russell Paul Loeb
BRIAN DUFORT LOWERY
Tracy Kathleen Sherman
Patrick Michael Sherman
Jack Danner Nadelhoffer

Within 25 miles of Estacada, OR, Best Investors lists 244 registered investment advisory firms with 630 offices nearby, managing about $14.5T in combined regulatory AUM across 3,088,783 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 Estacada

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