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Best financial advisors in Lafayette, OR

Registered advisers within 25 miles of Lafayette, OR.

Offices
502
Firms
188
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.89M
2,894,493 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MARINER
HEADWATER INVESTMENT CONSULTING,INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CALTON & ASSOCIATES, INC.
OSAIC ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Kevin Stuart Gebhart
Lauren G Gebhart
Michelle L Bechtold
Kristin Meyer
KIP ALLEN MECHALS
Wyatt William Smith
Alyssa Marie Molan
Paul Queenan
Rebecca Irene Farrish
Kyle Thomas Abeln
Bethany Brill Abeln
Kristine Kestek Brill
Jessica Lynn Couser
THOMAS JAMES SHERWOOD
KEVIN WILSON CHAMBERS
Janet Miyoko Sasaki
Matthew Jacob Dressel
Michael Adam Standridge
Jacob S Mabry
Malissa D Reints
ERIC SCOTT EVANS
SCOTT STEVEN WINTER
JENNIFER LYNN BLAKE
Austin Michael Lyda
Neil C Kopplin
Heath Richard Cornick
Patrick Hazard Eghlidi
Michael John Boock
Joel Michael Brydon
Trevor Allen Hoskinson
MICHELLE RUTH DREWRY
KEVIN FRANK MARSHALL
Brent Thomas Glogau
Cade Butterworth
RUSSELL DAVID MURFITT
LAURA MACEWEN DIX
Brenna Nicole Vitus
STANLEY DEAN MILNE

Within 25 miles of Lafayette, OR, Best Investors lists 188 registered investment advisory firms with 502 offices nearby, managing about $12.3T in combined regulatory AUM across 2,894,493 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 Lafayette

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM