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Best financial advisors in Helvetia, OR

Registered advisers within 25 miles of Helvetia, OR.

Offices
890
Firms
312
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,275 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLSPRING ADVISORS, INC.
CAPITAL UNITED, LLC
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PACE FINANCIAL ADVISORS
OSAIC WEALTH, INC.
FORDHAM FINANCIAL SERVICES, LLC

Investors

Stephen Brian Poole
Brendan Conley Dexter
Stephanie Lorraine Senic
Kimberly Anne Lyon
BRYAN ANTHONY DECKER
JAMIE LYNN ZOLEZZI
JONATHAN THOMAS NEWPORT
GRANT THOMAS MURPHY
Sean Ruddell
Christopher Ray Hill
MELINDA AVERY
SCOTT DENIS ABRAHAMSON
CHRISTOPHER EDWARD PAUL PAWLOWSKI
Brian Scott Fuller
BRETT MICHAEL PALMQUIST
CHAD JACOB SOUTHWORTH
Amy Elizabeth Lininger
Daniel Heath Terrall
ELLIOTT MATTHEW TRACY
DAVID WAYNE YATES
JUSTIN JAMES PIKE
Samuel Hap Prussack
Drew Bedore
Karen Elizabeth Bolin
Sean Christian Hillis
JESUS HERIBERTO CONTRERAS
Tiffany Michelle Winkles
ANGELA DAVIS
Emma Grace Ware
Grant Douglas Lawton
Kevin Bradley Mellinger
Erik Charles Dante
Dylan Thomas Bastress
Jason Ray Mitchell
Anthony Lee Walther
Adam Jon Wachob
Jeffrey Daniel Eischen
Nathan Edward Bauer
Christopher Jerome Mettee
Jeremiah Daniel Eischen
Zachary Daniel Moore
BENJAMIN LAWRENCE WAIBEL
WILLIAM JAMES BARTON
Werner Lexton James
Jason Peterson
KATERINA BERNADETTE EYRE

Within 25 miles of Helvetia, OR, Best Investors lists 312 registered investment advisory firms with 890 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,275 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 Helvetia

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