Best financial advisors in Marion, OR

Registered advisers within 25 miles of Marion, OR.

Offices

149

Firms

45

Combined AUM

$9.26T

Firm-wide filings, not assets booked only here

Clients

2.42M

2,416,093 clients when Item 5C has a number

Avg / client

$3.83M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1171 N. 1st Avenue
Stayton, OR 97383

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1171 NORTH FIRST AVENUE
STAYTON, OR 97383

EDWARD JONES

318 N 3rd Avenue
STAYTON, OR 97383-1702

EDWARD JONES

131 W MAIN ST SUITE B
SUBLIMITY, OR 97385

LPL FINANCIAL LLC

3950 FAIRVIEW INDUSTRIAL DR SE STE 220
SALEM, OR 97302

MORGAN STANLEY

4285 COMMERCIAL STREET SOUTH EAST SUITE 200
SALEM, OR 97302

PFS INVESTMENTS INC.

3281 CONCOMLY RD S BLDG B STE 1
SALEM, OR 97306

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

2005 MADRONA AVE SE
SALEM, OR 97302

CLEARVIEW WEALTH ADVISORS, LLC

2035 MADRONA AVE SE STE 100
SALEM, OR 97302

EP WEALTH ADVISORS

2035 Madrona Ave SE Ste 100 PO Box 4551
Salem, OR 97302

CHARLES SCHWAB & CO., INC.

4093 Commercial St SE Suite 170
Salem, OR 97302

STATE FARM INVESTMENT MANAGEMENT CORP.

885 Lancaster Dr. SE Suite A
Salem, OR 97317-5858

WELLS FARGO CLEARING SERVICES, LLC

3997 COMMERCIAL ST SE
SALEM, OR 97302

THRIVENT INVESTMENT MANAGEMENT INC.

4747 SKYLINE RD S
SALEM, OR 97306

STATE FARM INVESTMENT MANAGEMENT CORP.

4555 Liberty Rd S Suite 330
Salem, OR 97302

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

3450 Commercial St SE
Salem, OR 97302

EDWARD JONES

3390 COMMERCIAL STREET SE
SALEM, OR 97302

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3550 Liberty Road S Suite 230
Salem, OR 97302

AMERIPRISE FINANCIAL SERVICES, LLC

3550 Liberty Rd S Ste 210
Salem, OR 97302

EDWARD JONES

3470 LIBERTY RD S
SALEM, OR 97302

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CLEARVIEW WEALTH ADVISORS, LLC

EP WEALTH ADVISORS

CHARLES SCHWAB & CO., INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Travis Jacob Lulay

TYLER ANTHONY LULAY

DENNIS ANTHONY LULAY

David Clark Eder

Bridgette Marie Justis

RILEY JOEL DAVIS

JOEL BERNARD DAVIS

MARTHA ANN CRACOLICE

JOHN ALLAN SIPPLE

Desiree J Davenhill

ANTHONY JOSEPH PIMENTEL

RONALD EARL BOYLES

SARA KATHRYN WALLACE

SCOTT HALL BIGHAM

LAURI ANN SAUER

RACHELLE MARIE CHIA

DEBORAH RAMBECK

John Richard Wolcott

LISA BLISS DEMILLE

GREGORY DEAN COVERT

LISA JENINE KACHEL

Corbin M. Coursey

JOHN CHARLES SMITH

JOAN MARIE JOHNSON

DARRYL WARREN RAGSDALE

SHAWN PATRICK RYAN

Victor Ross Hux

ERIC LOUIS BRAAFLADT

Cara Lee Olwin Rasmussen

Robert G Fogarty

Timothy Ryan Sparks

KATHLEEN FRANCES HINZ

Justin T Doneth

JASON PETER DONETH

SCOTT DAVID WIEGAL

Andrea C Doneth

Phillip Scott Ridling

Within 25 miles of Marion, OR, Best Investors lists 45 registered investment advisory firms with 149 offices nearby, managing about $9.26T in combined regulatory AUM across 2,416,093 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 Marion

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