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Best financial advisors in Fort Klamath, OR

Registered advisers within 50 miles of Fort Klamath, OR.

Offices
85
Firms
34
Combined AUM
$7.06T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,346,448 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MSP WEALTH MANAGEMENT, LLC
OSAIC ADVISORY SERVICES, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SEACREST WEALTH MANAGEMENT, LLC

Investors

Cynthia Leigh Sanders
TERRENCE JOHN SCROGGIN
GERRIN PATRICK DEGROOT
QUINN JACKSON
AUTUMN BROOKE ARMBRUSTER
SCOTT MICHAEL MAHAN
Jennifer Lee Scanlan
Brett Wesley Blundon
MARTIN RICHARD LEDGERWOOD
Bethany Joy Simpson
Christopher Stone
JOSHUA DAVID BRAKEL
Todd Glen Flocchini
Laura J Flocchini
Janet Kaye Buckalew
Jason T Card
Jessie M Hecocta
DIRK GREGORY DEGROOT
Seth Adam Prescott
Esmeralda Angulo
Daniel Minchk
RACHAEL LYNN SPOON
Alisha Holt
Michael Shaughnessy McGehee
Edward O Felan
Donald Johnston Prescott
Tennelle Dawn Nickel
Carlina S Johnson
Marc Bernard Cooper
BENJAMIN STUART BRAINARD
MARK DENNIS FADLING
Zachary M Jamieson

Within 50 miles of Fort Klamath, OR, Best Investors lists 34 registered investment advisory firms with 85 offices nearby, managing about $7.06T in combined regulatory AUM across 1,346,448 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 Fort Klamath

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM