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Best financial advisors in Gresham, OR

Registered advisers within 25 miles of Gresham, OR.

Offices
901
Firms
313
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,176 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
KESTRA ADVISORY SERVICES, LLC
SMB FINANCIAL SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
TPG FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ORCA INVESTMENT MANAGEMENT, LLC
D.A. DAVIDSON & CO.
CGC FINANCIAL SERVICES
QUEST INVESTMENT MANAGEMENT, LLC
RETIREMENT CONSULTING GROUP, INC.
FOSTER & WOOD, INC.
LIFELONG WEALTH MANAGEMENT GROUP, LLC
ROSE CITY INVESTMENT CONSULTING LLC

Investors

Lauren E. Smith
Greyvin D. Jovel
STACY A HOLLENDER
KONSTANTINA CASTRO
TIMOTHY LUKE PORTER
JAMES WALTER FLAD
RIAN JAMES FLAD
Jeremiah Forrister
THOMAS EDWARD PEEKEMA
MICHAEL WYNN ANDERSON
CHRISTOPHER JAMES GOETZ
ERICA C SMILEY
Nicole M Bryson
Kyle David Hagmeier
GENEVA GARCIA STEGEMOLLER
MICHAEL DEAN WALTERS
KARL WILLIAM HARROP
EMILY WALLACE ROSELLE
Carrie Thelise Maerz
VIVIANA BIGOLIN
Samuel Joseph Detke
Garrett Michael Johnson
Yu Wu
SHERYL LYNN OLSON
JOHN SPRING WOOLLEY
KRISTOPHER CHARLES MINK
DEBRA JOANN PELLATI
STUART DONALD ROBERTSON
Robert William Noack
BRIAN THOMAS HORN
JOHN W STRAUCH
CHRISTINE ANN OVER
Brian Matthew Cantrell
Shiloh Cameron Kamrath
JAMES ALAN STRAUCH
KURTIS SPENCE INOUYE
CURTIS CAINE SHIREY
KIM LEE DEXTER
KIERAN Makai DEXTER
Kristin J Staropoli
Alfonso Santos-Amaya IV
ROGER KEITH THOMAS
SHAWN PATRICK WILLARD
WILLIAM GEORGE BARHAM
Harry Lynn Striplin
ADRIAN LEIGH MAYKUT
CYNTHIA MARIE BURG
MICHAEL ALEXANDER FRANZ
MICHAEL JOHN LARLEE
BRYNN ELLIE BUSWELL
DUSTIN CLIFFORD HUME
Richard Bobby Westbrook
Mia J Werner
Lauren C Aigner
McKay Richard Burg
ANTHONY MICHAEL BRAUNER
BRENT SHANE BRESHEARS
MARK EVANS OLSEN
KIMBERLY ANN PERRAULT
JORDAN WERNER
David Yae Chan Shin
AIDAN Jude RANDALL
GLEN ALLEN CLEMANS
DAVENA MARIE YEE
NOAH STEINBRENNER
SHANE NEAL HUNT
MAXIMUS MOLYNEUX
KOBE Myles GUSTAFSON
BRADLEY JON CARTER
ERIK ROBERT WALD
JON PATRICK BETTENDORF
DEREK ALLEN EBEL
JEREMY DURKIN SIX
TIMOTHY EDWARD WOOD
DAVID TARR FOSTER
JASON ADAM GONG
Jane Ferguson

Within 25 miles of Gresham, OR, Best Investors lists 313 registered investment advisory firms with 901 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,176 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 Gresham

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