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Best financial advisors in Leaburg, OR

Registered advisers within 25 miles of Leaburg, OR.

Offices
89
Firms
40
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.30M
2,301,796 clients when Item 5C has a number
Avg / client
$4.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
BELPOINTE ASSET MANAGEMENT LLC
OSAIC ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ALLIANCE, LLC.
AE WEALTH MANAGEMENT, LLC

Investors

Andrea Jo Yoder
Jeffrey Dale Canfield
Kevin Mitchell
Diane McClusky
MATTHEW WADE HANKEY
MITCHELL RALPH HANAN
Travis Nichols
Caleb Ryker Hall
David Joseph Hersch
Christopher Roy Elliott
THOMAS FREDERICK MCGINNIS
ADRIEL JOHN GAINES
MALAKAI M GAINES
Mervyn Isaac Garcia
Cody Fleming
ARTHUR EARL MCGHEHEY
JAY MAHAJAN
JULIE SKINNER
DAVID PATRICK AICHELE
ALLISON MARIE NELSON
JOSEPH LEO MANSFIELD
GERALD ROULEAU
HALEY DENISE THOMAS
STEPHANIE E SPRIGGS
RICHARD DRIESSNACK
GERALD LAWRENCE STEAGALL
LUCAS BENJAMIN WIDOFF
FREDERICK ARTHUR SERNATINGER
TERRY F KEELE
WENDY CHENEY
TYLER BEVANS
ANDREW WEBER
JACQUELINE JEANETTE KEELE
JAMES GARLAND OSBORNE
TRACY MALTBY
KEVIN JOSEPH FREIHOEFER
JUSTIN BUELL
CODY CALABRESE
JESSICA TURNER
THOMAS HENRY BIRK
KARI ELISE HOWLAND
Cody David Willis
Jonathan Paul Derby
Thomas Wayne Davis
Nichole Renee Zahner
Kyrene Elizabeth Sorby
Eric Alan Sorby
ERIC BRENT ALLEN OTTESEN
Selene Witcher

Within 25 miles of Leaburg, OR, Best Investors lists 40 registered investment advisory firms with 89 offices nearby, managing about $10.3T in combined regulatory AUM across 2,301,796 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 Leaburg

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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