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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

OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
ICON FINANCIAL SERVICES LLC
MARTEL WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
FINANCIAL INVESTMENT TEAM ("FIT")
ENCOMPASS WEALTH ADVISORS, LLC
MATISSE CAPITAL
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WILLAMETTE FINANCIAL ADVISORS, LLC
GOVERNMENT PORTFOLIO ADVISORS LLC
SELLWOOD INVESTMENT PARTNERS LLC
EDWARD JONES

Investors

LEONARD LEE NELSON
Justin Thomas Camarda
Alexander Kent Rowley
ZACHARY GEORGE FOWLER
John Cortlandt Sweeney
JULIE DIANNE SCOTT
MICHELE MARIE MADASZ
LLOYD GRANT CAUDLE
Jason Stephen Martel
Ann Louise Moore
DEVIN JACKSON
MARK STEPHEN MARTEL
ANDREW LOUGHRIDGE STRONG
Tyler Jeffrey Andrews
TIM DANIEL CLAIRMONT
Joshua Connor Tsujimura
CHARLENE MARIE QUARESMA
ROBERT DOUGLAS POOL
MATTHEW EBELING
HOLLY CROWE BREEDEN
Andrea Marie Silbernagel
Stacy Sizemore
JENNIFER FLICKINGER
Leslie Walker Watson
Jason Rericha
LAURA MARIE OLNEY
MARIA ALICIA LUONI
Thomas Cleveland
DIANA LJ HARRISON
Christine Lam Garcia
Rachel Gustafson
TRAVIS J WESLEY
MARY ELIZABETH MINSHALL
MATTHEW GIBSON PRESJAK
COLIN HARRINGTON WILLIAMS
MATTHEW YARBROUGH
CORRIE BERGERON OLIVA
ERIC ANDREW BOUGHTON
DEIRDRE SKYE HOCHBERG HIGDON
NIKLAS HEYSER TORKELSON
Raymond Buddy Torkelson
AXEL HERBERT FLICHTBEIL
REBECCA YIN WEI
BRYN TORKELSON
DANIEL CRESTON SHOLIAN
Nicolas Castano
DANIEL MAUSER
JEFFREY RYAN GRISWOLD
ABIGAIL FLORES CHAO
ADINA RAE FLYNN
Kaitlyn Tonai
GEORGE DAMIEN MCINNIS
RICHARD F STERONKO
JAMES MICHAEL JONES
WHITNEY LARAINE MAHER
MITCHELL BRADLEY HENKE
Ryan Riad Abou-Haidar
FRANCIS W MCDONNELL
Samantha Dean Woodring
MICHAEL CRAIG CLARK
DEANNE WOODRING
Nicholas Andrew Woodward
Amy Frances Acevedo
KEVIN ROTHWELL RAYMOND
CHARLES JOSEPH WAIBEL
ASHLEE DEVINA MOEHRING
RYAN WADE HARVEY
Ruth Louise Zimmerman
Ryan Edward Fitzgerald
Joshua Golston

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