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Best financial advisors in Klamath Falls, OR

Registered advisers within 25 miles of Klamath Falls, OR.

Offices
18
Firms
12
Combined AUM
$2.88T
Firm-wide filings, not assets booked only here
Clients
428K
427,726 clients when Item 5C has a number
Avg / client
$6.74M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MSP WEALTH MANAGEMENT, LLC
OSAIC ADVISORY SERVICES, LLC
D.A. DAVIDSON & CO.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
VOYA RETIREMENT ADVISORS, LLC

Investors

Cynthia Leigh Sanders
TERRENCE JOHN SCROGGIN
GERRIN PATRICK DEGROOT
QUINN JACKSON
AUTUMN BROOKE ARMBRUSTER
SCOTT MICHAEL MAHAN
Jennifer Lee Scanlan
Brett Wesley Blundon
MARTIN RICHARD LEDGERWOOD
Bethany Joy Simpson
Christopher Stone
JOSHUA DAVID BRAKEL
Todd Glen Flocchini
Laura J Flocchini
Janet Kaye Buckalew
Jason T Card
Jessie M Hecocta
DIRK GREGORY DEGROOT
Seth Adam Prescott
Esmeralda Angulo
Daniel Minchk
RACHAEL LYNN SPOON
Spencer R Thomas
Bryce Mallory
Daniel Alberto Hernandez
JAMES ELDON HURST
WESLEY LEE HANDLEY

Within 25 miles of Klamath Falls, OR, Best Investors lists 12 registered investment advisory firms with 18 offices nearby, managing about $2.88T in combined regulatory AUM across 427,726 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 Klamath Falls

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 6 VOYA RETIREMENT ADVISORS, LLC 121 advisers $37.5B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM