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Best financial advisors in Forest Grove, OR

Registered advisers within 25 miles of Forest Grove, OR.

Offices
590
Firms
250
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,089,250 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FORDHAM FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PACE FINANCIAL ADVISORS
OSAIC WEALTH, INC.
CAPITAL UNITED, LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
OSAIC ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLSPRING ADVISORS, INC.

Investors

Benjamin Thomas Recek
Bassam Tarazi
Sharon Marie Olmstead
Matthew Wayne Simon
Gabriel John Miller
Christopher David Recek
Werner Lexton James
Jason Peterson
KATERINA BERNADETTE EYRE
ANGELA DAVIS
Emma Grace Ware
Gregory James Nicholson
ERICA LYNN HEIDER
Grant Douglas Lawton
Kevin Bradley Mellinger
Erik Charles Dante
Dylan Thomas Bastress
Jason Ray Mitchell
Anthony Lee Walther
Adam Jon Wachob
Jeffrey Daniel Eischen
Nathan Edward Bauer
Christopher Jerome Mettee
Jeremiah Daniel Eischen
Zachary Daniel Moore
BENJAMIN LAWRENCE WAIBEL
WILLIAM JAMES BARTON
Tiffany Michelle Winkles
JESUS HERIBERTO CONTRERAS
Amy Elizabeth Lininger
Daniel Heath Terrall
MICHELLE RUTH DREWRY
Stephen Brian Poole
Brendan Conley Dexter
Stephanie Lorraine Senic
SCOTT DENIS ABRAHAMSON
CHRISTOPHER EDWARD PAUL PAWLOWSKI
Christopher Ray Hill
MELINDA AVERY
Kimberly Anne Lyon
BRYAN ANTHONY DECKER
JAMIE LYNN ZOLEZZI
JONATHAN THOMAS NEWPORT
ELLIOTT MATTHEW TRACY
Brian Scott Fuller

Within 25 miles of Forest Grove, OR, Best Investors lists 250 registered investment advisory firms with 590 offices nearby, managing about $14.4T in combined regulatory AUM across 3,089,250 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 Forest Grove

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