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Best financial advisors in Grand Ronde, OR

Registered advisers within 25 miles of Grand Ronde, OR.

Offices
16
Firms
7
Combined AUM
$2.63T
Firm-wide filings, not assets booked only here
Clients
363K
362,916 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HEADWATER INVESTMENT CONSULTING,INC.
MARINER

Investors

Wendy C. Wilson
Michelle Rose
ERIC ALAN ERWIN
Austin Gene Henderson
KELLY JON STEPP
Reed Joseph Munly
Rilee Lyle Johnson
DUANE JOHN SILBERNAGEL
Jeremey Wayne Santee-Malloy
Robert Douglas Overbeck Timmerman
Kelly Kathleen Denney
MITCHELL GRANT RATZLAFF
Austin Lee Kasner
Michael Adam Standridge
Jacob S Mabry
Kristine Kestek Brill
Jessica Lynn Couser
THOMAS JAMES SHERWOOD
KEVIN WILSON CHAMBERS
Janet Miyoko Sasaki
Matthew Jacob Dressel
Kyle Thomas Abeln
Bethany Brill Abeln
Michelle L Bechtold
KIP ALLEN MECHALS
Wyatt William Smith
Alyssa Marie Molan
Paul Queenan
Rebecca Irene Farrish
Kristin Meyer
Kevin Stuart Gebhart
Lauren G Gebhart

Within 25 miles of Grand Ronde, OR, Best Investors lists 7 registered investment advisory firms with 16 offices nearby, managing about $2.63T in combined regulatory AUM across 362,916 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 Grand Ronde

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 MARINER 216 clients · 1,005 advisers $125B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 7 HEADWATER INVESTMENT CONSULTING,INC. 5 advisers $543M AUM