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Best financial advisors in Halsey, OR

Registered advisers within 25 miles of Halsey, OR.

Offices
167
Firms
53
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.39M
2,387,147 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
VANTAGE WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
HURLEY FINANCIAL GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CLARITY WEALTH DEVELOPMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THISTLE WEALTH

Investors

Emily A Cushing
Scott Cameron Stewart
Savannah Shayne Rossiter
BRIAN CLAY DONNE
ERIC APPLETON CHENEY
Kayla Ann Maruffo
Timothy James Euhus
Robert St John Schreier
Jonathan Riddle
James Joseph Harrington
Samuel Charles Mercer
Scott Douglas Cramer
TYLER G CHILDERS
RYAN EDWARD GRAVES
LISA ROSE VELLA
LAUREEN KEHRLI NICHOLS
SHAROME TYRIQUE PROSPERE
GARRETT LEE GIBSON
KENT MICHAEL TOOMB
Ellie A Phillips
Douglas Bert Phillips
DORANN ALDERIN HURLEY
MEGAN ELIZABETH SCHNEIDER
DANIEL J THOM
KEITH PATRICK MARSHALL
MONICA ISABEL BAEZ
Haley Suzanne Shepard Johnson
LUKE BARTOW DICKSON
KAY DEE COLE
MICHELLE WILLIAMS ONAKA
Kim Meyer Hall
SHANE FRANCIS LITTLETON
Alena Kalleope Zaffery
CHRISTOPHER TRAVIS GRAY
KATHRYN SUSANN MCLEOD
Ronald Paul Cornelison
Austin Gray
NATHAN PETER GRAFF
Elizabeth Ramos
KERRY LANE DYER
MICHAEL WILLIAM GRAY
KELLY JON STEPP
ANDREW WILLIAM BECK
MICHAEL ALLEN CROSS
Austin Thompson
Alice Bronwyn Evans
Michal Alisa Habarad
Adam Evans Niemet
Jeffery Ryan Smith
John Matthew Croy
ELLEN SUZANNE JOHNSON
Eric Matthew Sundstrom

Within 25 miles of Halsey, OR, Best Investors lists 53 registered investment advisory firms with 167 offices nearby, managing about $10.4T in combined regulatory AUM across 2,387,147 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 Halsey

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM