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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

BLUEPRINT FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
MERIDIAN FINANCIAL GROUP, INC.
PATHLIGHT FINANCIAL PLANNING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
ICON FINANCIAL SERVICES LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
EQUITY SERVICES, INC.
ARCADIA INVESTMENT ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

TAYLOR JOSEPH MCCLISH
JEFFREY DEAN VASS
STEPHEN LEE SCHMIDT
JONAS BENJAMIN MERRILL
ADINA RAE FLYNN
Kaitlyn Tonai
GEORGE DAMIEN MCINNIS
Alexander Kent Rowley
ZACHARY GEORGE FOWLER
John Cortlandt Sweeney
Justin Thomas Camarda
JONATHAN LEE OLIVA
ALEX BLANCO
DIMITRI NICHOLAS KONDOS
Jonathan Stults
KARI JO SKEDSVOLD
Mercedes Victoria Napoli
Kyle Harris
JUDY ANN RUBINO
DEVIN NATHANIEL MORAN
Nik Harmon Powell
DAVID RODMAN VANDERPLOEG
Wendy B Markt
BRENT DOUGLAS USHER
Brianna Nichols
COLE JOSEF BUFFEHR
Lesley Anne Tylczak
Brandon Michael Wooters
RICH W KELLY
HANS J. ALLEN MANSETH
SPENCER COLIN BATEMAN
SCOTT PATRICK MAITLAND
RICHARD ALLEN TEUTSCH
CHARLENE MARIE QUARESMA
ADAM THOMAS CHARUHAS
GREGREY LEIGH BAKER
DOUGLAS MICHAEL IRISH
DANIEL JAMES CHARUHAS
COLE LAWRENCE MILLS
JACOB WILLIAM MILLS
FELIPE JOSEPH JASSO
SARA A BLANCHARD
LOGAN JAMES CHOISNET
PETER JUDSON PERKINS
MICHAEL ALEXANDER RAMEY
Brendan Conley Dexter
Martin C Sacks

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