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Best financial advisors in Grants Pass, OR

Registered advisers within 25 miles of Grants Pass, OR.

Offices
42
Firms
20
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
738K
738,325 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL GROUP, LLC
ROGUE ADVISORS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CETERA INVESTMENT ADVISERS LLC
PURPOSE FIRST FINANCIAL, LLC
WELCH INVESTMENT GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

Andrew Vincent Murphy-Rouse
MADELINE CYNTHIA CHAREST
PAUL R SUTHERLAND
Susanne Elisabeth Atondo
Jacqueline Lea Halcomb
Alicia Nicole Murray
Paul Atondo
Adrianne Wytcherley
TODD WILLIAM THOMPSON
Cameron Louis Marzi
MAGEN LANE FONG
AVERY MARTIN
Dylan Banionis
JAMES BRADFORD HURLEY
JASON DEAN BURLEY
SEAN C. EALY
JOSH OWEN WELCH
Kelley A Witters
Joshua James Richardson
Logan J Richardson
WILLIAM CLYDE THORP
RYAN AQUINO UCOL
LAUREEN KEHRLI NICHOLS
CAMERON MARK ADAMS
NICOLE ELIZABETH WHITCOMB
ROBERT HUGH HOLLAND
GREYSON Russell Pierce BACK
BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN
Ian Andrew Millman
Shawn M. Johnson
Ryan Shaw Birch
ANDREW C FARMER
Gregory Louis LaFreniere
JOSHUA ADAM KAMMERER
TRENTON PORTER LAY
JODY ROBINSON
ERIC SHAWN SMITH
PETER SCHOTT HILTZ
Christopher Vernon Kramer
Robert Leon Shelton
George Keith Demetriades
Justin Alan Cole
Ashli Brooke Newcomb
Thomas Thaxton Bryant Jr
JACOB MATTHEW BAUER
Alan Gieleghem
Jeffrey Finan Birch
CHRISTOPHER LAWRENCE WRIGHT
SALLY KATHLEEN ORADEI
RANDAL BAKER NESMITH
JOSEPH VALENTINO SOTO
Zachary Ray Boyd
RICKY AARON PERLMAN
Amy Lyn Greiner
LOGAN MICHAEL SIMONI
Lisa P Rosenberg
Garrett Kennedy
ERICK BYNUM FICKEN
MICHAEL GENE KISSINGER
JEFFERY K BARNES
Michael Vincent Gourley
Colton Thomas Lowry
ARTHUR CHRISTOPHER WALSH
DAVID HOWARD HOOPER
Kristen Elisabeth Nordeen
Elizabeth Ann Gill
BRANDT Hugh BECK
Andrew James Butler
RODGER DALE JORDAN
Paul Wilson Hart
MARIE ADELE RANDOLPH
Shad William Shriver
William G Swanson

Within 25 miles of Grants Pass, OR, Best Investors lists 20 registered investment advisory firms with 42 offices nearby, managing about $3.86T in combined regulatory AUM across 738,325 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 Grants Pass

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM