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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
OPPORTUNUS WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
KETURI INVESTMENT MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
SHERMAN, YOUNG & LEAVITT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
FINANCIAL INVESTMENT TEAM ("FIT")
ENCOMPASS WEALTH ADVISORS, LLC
MATISSE CAPITAL
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
WILLAMETTE FINANCIAL ADVISORS, LLC

Investors

David Clark Eder
CHRISTOPHER EUGENE CUBBAGE
Davis Alika Siliga
Kalin Virginia Rooney
SARA ELISABETH TANNER
Aimee Keeney
CARRIE RAE MULLINS
Matthew Edmund Ferrua
SUSAN PERRY
STEVEN ROBERT OTIS MAHONEY
Alexandra Dean Allen
Cara Joanne Partch
ERIN LEA DWYER
John Leslie Miller
MATTHEW LAWRENCE WITTEN
KEVIN KIRKPATRICK
Robert Kevan Seibert
Gustav Raymond Light
ROBERT FRANK ZAGUNIS
Ryan Charles Ober
Connor Takoda Ressa Smith
TRAVIS GREGORY PRATT
ERIC ALLEN INGMIRE
AARON MITCHELL HESSEL
Lucas Jay Hessel
Tracy Kathleen Sherman
Patrick Michael Sherman
Steven Carlon Burch
Stacy Sizemore
JENNIFER FLICKINGER
Leslie Walker Watson
Jason Rericha
LAURA MARIE OLNEY
MARIA ALICIA LUONI
Thomas Cleveland
DIANA LJ HARRISON
Christine Lam Garcia
Rachel Gustafson
TRAVIS J WESLEY
MARY ELIZABETH MINSHALL
MATTHEW GIBSON PRESJAK
COLIN HARRINGTON WILLIAMS
MATTHEW YARBROUGH
CORRIE BERGERON OLIVA
ERIC ANDREW BOUGHTON
DEIRDRE SKYE HOCHBERG HIGDON
NIKLAS HEYSER TORKELSON
Raymond Buddy Torkelson
AXEL HERBERT FLICHTBEIL
REBECCA YIN WEI
BRYN TORKELSON
DANIEL CRESTON SHOLIAN
Nicolas Castano
DANIEL MAUSER
JEFFREY RYAN GRISWOLD
ABIGAIL FLORES CHAO
Gina Janette Munguia-Martinez
Joseph Scott Good
RICHARD F STERONKO
JAMES MICHAEL JONES

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