Best Investors Account Sign in

Best financial advisors in Gervais, OR

Registered advisers within 25 miles of Gervais, OR.

Offices
359
Firms
136
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,513,824 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Brent Thomas Glogau
Shawn Mikel Moyer-DeMarre
Cade Butterworth
RUSSELL DAVID MURFITT
LAURA MACEWEN DIX
Brenna Nicole Vitus
STANLEY DEAN MILNE
Nathan Scott Dunn
Layton Thurlow
JOHN LAURIN THURLOW
Barbara Ellich
Sheryl Denise Resner
Shelly Rene Egli
Thomas G Resner
Chaleigh Nichol Martin
Mario Emiliano Montiel
Matthew Charles Atkins
Ryan Walter Darling
Savannah Bell Hawkins-Montiel
Kalon Bradley Schmidt
Darin Michael Duke
JOE N GUERRA
CORA JEAN SLOWIKOWSKI
MIHEI M EGOROFF
Rose Shelton
Timothy Lee Yount
Brynie James Robinson
Oscar Mauricio Ramos
Daniel R Hailey
Kylee Williams
STEPHANIE LEE RING
ANGELA CATHERINE FISCHER
MEGAN ELIZABETH BERGEVIN
Lawrence David Biggerstaff
Natalie Janel Carlisle
TRACI LYNN MURRAY
JESSICA RUBINO
JAMES DAVID KNIFFIN
ANDREW ERNEST JONES
Che Guerber-Santana
JUDY CAROL BASZNIAK
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright
Ethan Fischel
Allison Grace Forman

Within 25 miles of Gervais, OR, Best Investors lists 136 registered investment advisory firms with 359 offices nearby, managing about $11.6T in combined regulatory AUM across 2,513,824 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 Gervais

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM