Best financial advisors in Hugo, OR

Registered advisers within 25 miles of Hugo, OR.

Offices

36

Firms

16

Combined AUM

$3.24T

Firm-wide filings, not assets booked only here

Clients

676K

676,123 clients when Item 5C has a number

Avg / client

$4.79M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1830 Ne 7th St Suite 101
Grants Pass, OR 97526

J.P. MORGAN SECURITIES LLC

151 NE MIDLAND AVENUE
GRANTS PASS, OR 97526

INDEPENDENT FINANCIAL GROUP, LLC

1454 NW 6th Street
GRANTS PASS, OR 97526

EDWARD JONES

116 NE STEIGER ST
GRANTS PASS, OR 97526-1312

EDWARD JONES

1309 N E 7TH ST SUITE A
GRANTS PASS, OR 97526-1362

ROGUE ADVISORS, LLC

1246 NE 7TH ST. SUITE B
GRANTS PASS, OR 97526

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

116 NE MANZANITA AVENUE
GRANTS PASS, OR 97526

CETERA INVESTMENT ADVISERS LLC

831 NE 7TH St
Grants Pass, OR 97526

PURPOSE FIRST FINANCIAL, LLC

820 NE 7TH ST SUITE 2
GRANTS PASS, OR 97526

WELCH INVESTMENT GROUP, LLC

313 NW A STREET
GRANTS PASS, OR 97526

EDWARD JONES

725 NE 7TH STREET SUITE A
GRANTS PASS, OR 97526-1635

EDWARD JONES

117 NORTHWEST E STREET
GRANTS PASS, OR 97526

STATE FARM INVESTMENT MANAGEMENT CORP.

323 NE 7th St
Grants Pass, OR 97526

WELLS FARGO CLEARING SERVICES, LLC

205 NE 6TH ST
GRANTS PASS, OR 97526

STATE FARM INVESTMENT MANAGEMENT CORP.

115 SE 6th St.
Grants Pass, OR 97526

LPL FINANCIAL LLC

315 SE 7TH ST., STE D
GRANTS PASS, OR 97526

KINGSVIEW WEALTH MANAGEMENT, LLC

509 SE 7TH STREET 2ND FLOOR
GRANTS PASS, OR 97526

LPL FINANCIAL LLC

237 SE K STREET
GRANTS PASS, OR 97526

EDWARD JONES

162 NE BEACON DR STE 119
GRANTS PASS, OR 97526

EDWARD JONES

300 UNION AVE STE D
GRANTS PASS, OR 97527

Firms

J.P. MORGAN SECURITIES LLC

INDEPENDENT FINANCIAL GROUP, LLC

ROGUE ADVISORS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CETERA INVESTMENT ADVISERS LLC

PURPOSE FIRST FINANCIAL, LLC

WELCH INVESTMENT GROUP, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

KINGSVIEW WEALTH MANAGEMENT, LLC

Investors

Andrew Vincent Murphy-Rouse

MADELINE CYNTHIA CHAREST

PAUL R SUTHERLAND

Susanne Elisabeth Atondo

Jacqueline Lea Halcomb

Alicia Nicole Murray

Adrianne Wytcherley

TODD WILLIAM THOMPSON

Cameron Louis Marzi

MAGEN LANE FONG

JAMES BRADFORD HURLEY

JASON DEAN BURLEY

JOSH OWEN WELCH

Kelley A Witters

Joshua James Richardson

Logan J Richardson

WILLIAM CLYDE THORP

RYAN AQUINO UCOL

LAUREEN KEHRLI NICHOLS

CAMERON MARK ADAMS

NICOLE ELIZABETH WHITCOMB

ROBERT HUGH HOLLAND

GREYSON Russell Pierce BACK

BENJAMIN SCOTT STOUT

Matthew John Stolen

DOUGLAS CELLINI

ZACHARY P FARMER

Brent Thomas Bordenkircher

Joshua David Farley

JONATHAN IAN MILLMAN

Ian Andrew Millman

Shawn M. Johnson

Ryan Shaw Birch

ANDREW C FARMER

Gregory Louis LaFreniere

JOSHUA ADAM KAMMERER

TRENTON PORTER LAY

ERIC SHAWN SMITH

PETER SCHOTT HILTZ

Christopher Vernon Kramer

Robert Leon Shelton

George Keith Demetriades

Justin Alan Cole

Ashli Brooke Newcomb

Thomas Thaxton Bryant Jr

JACOB MATTHEW BAUER

Jeffrey Finan Birch

CHRISTOPHER LAWRENCE WRIGHT

SALLY KATHLEEN ORADEI

RANDAL BAKER NESMITH

JOSEPH VALENTINO SOTO

Zachary Ray Boyd

RICKY AARON PERLMAN

Amy Lyn Greiner

LOGAN MICHAEL SIMONI

Lisa P Rosenberg

Garrett Kennedy

ERICK BYNUM FICKEN

MICHAEL GENE KISSINGER

JEFFERY K BARNES

Michael Vincent Gourley

Colton Thomas Lowry

ARTHUR CHRISTOPHER WALSH

DAVID HOWARD HOOPER

Kristen Elisabeth Nordeen

Elizabeth Ann Gill

BRANDT Hugh BECK

Andrew James Butler

RODGER DALE JORDAN

Paul Wilson Hart

MARIE ADELE RANDOLPH

Shad William Shriver

William G Swanson

Within 25 miles of Hugo, OR, Best Investors lists 16 registered investment advisory firms with 36 offices nearby, managing about $3.24T in combined regulatory AUM across 676,123 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 Hugo

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 INDEPENDENT FINANCIAL GROUP, LLC 301 clients · 504 advisers $12.9B AUM 8 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM