Best Investors Account Sign in

Best financial advisors in Gladstone, OR

Registered advisers within 25 miles of Gladstone, OR.

Offices
904
Firms
315
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,098,045 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NEWBORE WEALTH MANAGEMENT, INC.
COGNITIANT REGISTERED INVESTMENT ADVISORS
BURNSIDE AND CO.
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC FINANCE INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
FOUNDERS FINANCIAL SECURITIES LLC
CASCADE INVESTMENT ADVISORS, INC.
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC

Investors

Brian Frank Sutton
DAVID MICHAEL NEWBORE
Samuel Jeffrey Skreen
WILLIAM WARD EDWARD CAMPBELL
JOHN CHRISTIAN BURNSIDE
COURTNEY BRYANT ROGERS
RUSSEL L WILLIAMS
Kale Christian Stearns
TED NATHAN TAPLETT
HENRY KWOK JUNG
ERIC THOMAS KIMES
Nicholas Patrick Thorne
BENJAMIN BLUNCK JAMES
Logan Marie Blunt
ROBERT LEE WHEELER
DANIEL KIM NORDSTROM
JODI FAY BRUSH
Jeffrey Donald Wells
Stefanie Jean Agar
DAVID JOHN SCHUE
WARREN NMN HASTINGS
MICHELLE H RAND
GUY ALEXANDER CROOKS
AMY LUNDY CROOKS
Owen Arn
Jack Danner Nadelhoffer
Russell Paul Loeb
Ryan Christopher Chapman
Julianti Nagaria
LEXI RAE STANGEL
Kaitlyn M Worthley

Within 25 miles of Gladstone, OR, Best Investors lists 315 registered investment advisory firms with 904 offices nearby, managing about $14.9T in combined regulatory AUM across 3,098,045 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 Gladstone

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