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Best financial advisors in Falls City, OR

Registered advisers within 25 miles of Falls City, OR.

Offices
129
Firms
45
Combined AUM
$9.25T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,417,266 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC
PFG ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Robert Douglas Overbeck Timmerman
Jeremey Wayne Santee-Malloy
Kelly Kathleen Denney
MITCHELL GRANT RATZLAFF
WHITNEY ELIZABETH MURRAY
STEVEN MASATADA GOTO
Benjamin Jacob Meyer
Zachary Benjamin Meyer
DEBORAH RAMBECK
John Richard Wolcott
LISA BLISS DEMILLE
GREGORY DEAN COVERT
SHAWN PATRICK RYAN
Victor Ross Hux
ERIC LOUIS BRAAFLADT
Cara Lee Olwin Rasmussen
RYAN JOHN GELBRICH
KATHLEEN FRANCES HINZ
JENIFER JENSEN
Justin T Doneth
JASON PETER DONETH
SCOTT DAVID WIEGAL
Andrea C Doneth
Phillip Scott Ridling
SHERMAN PHILLIP OBER
KIMBERLY J HARRIS
CAITLYN MARIE TOLBOE
SCOTT A MCGILLIVRAY
Caitlin Marie Davis
MICHAEL SCOTT CAPRAI
STEWART LEE HAYES
MICHAEL JOSEPH TOMSCHA
Alice Ann Hunt
Timothy Ryan Sparks
Robert G Fogarty

Within 25 miles of Falls City, OR, Best Investors lists 45 registered investment advisory firms with 129 offices nearby, managing about $9.25T in combined regulatory AUM across 2,417,266 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 Falls City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM