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Best financial advisors in Jefferson, OR

Registered advisers within 25 miles of Jefferson, OR.

Offices
150
Firms
46
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,417,266 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.

Investors

DEBORAH RAMBECK
John Richard Wolcott
LISA BLISS DEMILLE
GREGORY DEAN COVERT
Austin Thompson
Austin Gene Henderson
MICHAEL ALLEN CROSS
ERIC ALAN ERWIN
Savanna Louise Duran
Jeoffrey Roscoe Huebner
Gabrielle Elise Fief Hyde
Rosco Bryan Huebner
Kandace Lorain Darling
Alexander Mario Serra
OWEN BAKER
SUZANNE CHRISTINE BODLOVIC
JESSIE SCOTT CARLSON
Gregory Jan Krpalek
Ryan Christopher Hanson
Jeffrey Charles White
Trevor Justin Hurley
Brianna Nicole Norlander
Christopher Todd Scariano
Sheri Lynn Hall
Adam H Nielsen
Bari Lynn Rogers
Sylvia Marie Ebbert
Quinn Smith
Phillip Allen Long
William Dale O'Hearn
SHAWN PATRICK RYAN
Victor Ross Hux
ERIC LOUIS BRAAFLADT
MARTHA ANN CRACOLICE
JOHN ALLAN SIPPLE
Desiree J Davenhill
ANTHONY JOSEPH PIMENTEL
RONALD EARL BOYLES
SARA KATHRYN WALLACE
Cade W Goff
SCOTT HALL BIGHAM
LAURI ANN SAUER
RACHELLE MARIE CHIA
Cara Lee Olwin Rasmussen
GARY ANTHONY RICHTER
JOHN CHARLES SMITH
RILEY JOEL DAVIS
JOEL BERNARD DAVIS

Within 25 miles of Jefferson, OR, Best Investors lists 46 registered investment advisory firms with 150 offices nearby, managing about $9.26T in combined regulatory AUM across 2,417,266 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 Jefferson

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM