Best Investors Account Sign in

Best financial advisors in Helix, OR

Registered advisers within 25 miles of Helix, OR.

Offices
30
Firms
14
Combined AUM
$2.88T
Firm-wide filings, not assets booked only here
Clients
304K
303,618 clients when Item 5C has a number
Avg / client
$9.48M
Combined AUM ÷ clients

Nearby offices

Firms

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
5 STAR INVESTING
ADVISORY ALPHA, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE PLANNING
ARKADIOS WEALTH ADVISORS

Investors

JERROD IVEN SPRIET
LISA JAN NEWMAN
MARK ROBERT HALES
DAMON MERRILL MAPES
Johnathan Lee Stuvland
Casey Alann Hunt
Mac H. Levy
Benjamin Michael Buchert
STANLEY ELLIS HENDERER
Lauren Elizabeth Ludwig
JOHN C ZERBA
MICHAEL JOHN SWINNERTON
DEIRDRE HAFEN
HAROLD THOMAS BOUCHER
Samuel Nicholas Wells
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR
Karee Ann Eliason
Lawson F Knight
Melissa Wilcox
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
GINGER MARIE KESSEL
Carolyn Dufur Stiver

Within 25 miles of Helix, OR, Best Investors lists 14 registered investment advisory firms with 30 offices nearby, managing about $2.88T in combined regulatory AUM across 303,618 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 Helix

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CWM, LLC 248 clients · 642 advisers $50.6B AUM 7 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM