Best Investors Account Sign in

Best financial advisors in Idanha, OR

Registered advisers within 50 miles of Idanha, OR.

Offices
128
Firms
63
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.36M
2,358,087 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AE WEALTH MANAGEMENT, LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VERITAS BITCOIN STRATEGIES, LLC. DBA VERITAS BITCOIN STRATEGIES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

Karen Kassy
SHREVE MIFFLIN BRIGGS
DAVID VINCENT MENEGUS
Nicholas R Stahl
Mark Thomas Vihstadt
Darren Otto Layne
Renee Denise Sopko
ERIC JONATHAN RUNGE
Kayla Annamae Vincent
DEREK A Burbank
Shellie Lynn Gray
TRAVIS AARON VAN DYKE
Melisa Ann Dennis-Leigh
Annette Carol Vardanega
Joshua Matthew Werner
Michael Powell
Kimberly Kay Baltunis
John Laurenz Meyer
Jessica Ann Torres-Baltazar
Michael John Bishop
Tara Carissa Folsom
Marc Kristian Cabanilla
Christopher Richie
Andrea Jo Yoder
Jeffrey Dale Canfield
Kevin Mitchell
Nicholas Ray Miller
Kenneth C Hadden

Within 50 miles of Idanha, OR, Best Investors lists 63 registered investment advisory firms with 128 offices nearby, managing about $10.4T in combined regulatory AUM across 2,358,087 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 Idanha

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM