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Best financial advisors in Happy Valley, OR

Registered advisers within 25 miles of Happy Valley, OR.

Offices
911
Firms
315
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,165 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
STRATEGIC FINANCE INC.
LPL FINANCIAL LLC
SUMMA GLOBAL ADVISORS, LLC
EDWARD JONES
TRUE NORTH RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

Jack Danner Nadelhoffer
David S McKinley
Justin D Perry
GABRIELA MORAN
JIA HUI HUANG
VICTORIA OLEGOVNA SUKHOY
Raquel Hazen
BRIAN LAWRENCE SANDERS
Phillip Victor Swayze
Danny Lopez
TED NATHAN TAPLETT
HENRY KWOK JUNG
WAI NGAN HENRY YU
VALERIE RUTH TUCKER
RANDAL LYLE LISHKA
PAUL CHURILLA
ANTHONY BRUCE LISHKA
Kenneth Douglas McClintock
TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON
ALICE TANG
HAYLEY PORTER
JONATHAN MICHAEL OWENS
JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS
Katelin Marie Walker
MIYOKO SEGAWA
TINA LEE BRANNAN
GARY JAMES BUCZKOWSKI
Alex Baasten
Philip Resch
Stephen M Carbaugh
THOMAS ROGER BERRY
Larry Gene McClanahan
LESLIE KRISTINE WARREN
Hannah C Held
KIMBERLY JOY CIMMIYOTTI
LANCE ANTON IVERSON
RANDOLPH CRAIG BYRD
RICHARD CLAYTON POGUE
LIDIA MAZUN

Within 25 miles of Happy Valley, OR, Best Investors lists 315 registered investment advisory firms with 911 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,165 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 Happy Valley

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