Best financial advisors in Mcminnville, OR

Registered advisers within 25 miles of Mcminnville, OR.

Offices

112

Firms

44

Combined AUM

$8.79T

Firm-wide filings, not assets booked only here

Clients

2.02M

2,017,054 clients when Item 5C has a number

Avg / client

$4.36M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2290 SW 2nd Street Suite A
McMinnville, OR 97128

EDWARD JONES

715 NORTHWEST ADAMS ST
MCMINNVILLE, OR 97128

EDWARD JONES

1227 NE BAKER ST
MCMINNVILLE, OR 97128-4935

MARINER

207 NE 19th Street Ste. 302
McMinnville, OR 97128

HEADWATER INVESTMENT CONSULTING,INC.

408 SE 1ST ST.
MCMINNVILLE, OR 97128

EDWARD JONES

2235 NE Evans St
MCMINNVILLE, OR 97128

EDWARD JONES

1018 N E THIRD STREET SUITE B
McMinnville, OR 97128

OSAIC ADVISORY SERVICES, LLC

27800 NW OLSON ROAD
GASTON, OR 97119

EDWARD JONES

112 N Garfield St Ste 101
Newberg, OR 97132

15.8 miles away

CETERA INVESTMENT ADVISERS LLC

105 N MAIN ST
NEWBERG, OR 97132

15.9 miles away

LPL FINANCIAL LLC

215 E. FIRST STREET, STE B
NEWBERG, OR 97132-2752

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

307 E Second Street, Suite 150
Newberg, OR 97132

LPL FINANCIAL LLC

307 E 2ND STREET, SUITE 100
NEWBERG, OR 97132

EDWARD JONES

2510 PORTLAND RD SUITE C
NEWBERG, OR 97132

17.2 miles away

CALTON & ASSOCIATES, INC.

2505 Portland Rd Suite 108
Newburg, OR 97132

17.2 miles away

EDWARD JONES

700 DEBORAH RD SUITE 250
NEWBERG, OR 97132-2198

17.4 miles away

EDWARD JONES

2909 E Portland Rd
NEWBERG, OR 97132

17.4 miles away

EDWARD JONES

115 McNary Estates Dr Ste C
KEIZER, OR 97303

18.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

103 McNary Estates Dr N
Keizer, OR 97303

18.8 miles away

EDWARD JONES

5605 INLAND SHORES WAY NORTH SUITE 104
KEIZER, OR 97303

Firms

HEADWATER INVESTMENT CONSULTING,INC.

OSAIC ADVISORY SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CALTON & ASSOCIATES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Michael Adam Standridge

Kristine Kestek Brill

Kyle Thomas Abeln

Bethany Brill Abeln

Michelle L Bechtold

KIP ALLEN MECHALS

Wyatt William Smith

Alyssa Marie Molan

Rebecca Irene Farrish

Jessica Lynn Couser

THOMAS JAMES SHERWOOD

KEVIN WILSON CHAMBERS

Janet Miyoko Sasaki

Matthew Jacob Dressel

Kevin Stuart Gebhart

Lauren G Gebhart

MICHELLE RUTH DREWRY

Malissa D Reints

ERIC SCOTT EVANS

SCOTT STEVEN WINTER

JENNIFER LYNN BLAKE

Austin Michael Lyda

Heath Richard Cornick

Patrick Hazard Eghlidi

Michael John Boock

Joel Michael Brydon

Trevor Allen Hoskinson

Sheryl Denise Resner

Shelly Rene Egli

Thomas G Resner

Chaleigh Nichol Martin

Nathan Scott Dunn

JOHN LAURIN THURLOW

Mario Emiliano Montiel

Matthew Charles Atkins

Ryan Walter Darling

Savannah Bell Hawkins-Montiel

Within 25 miles of Mcminnville, OR, Best Investors lists 44 registered investment advisory firms with 112 offices nearby, managing about $8.79T in combined regulatory AUM across 2,017,054 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 Mcminnville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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