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Best financial advisors in Medford, OR

Registered advisers within 25 miles of Medford, OR.

Offices
116
Firms
44
Combined AUM
$7.49T
Firm-wide filings, not assets booked only here
Clients
1.31M
1,311,790 clients when Item 5C has a number
Avg / client
$5.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VOYA FINANCIAL ADVISORS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
PRACTICE FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
KEY INVESTMENT SERVICES LLC
FIDELIS IM

Investors

Carol Ann Krueger
Americo Antonelli
Tyler Brian Forbes
Kelly Jordan White
BRAD DOUGLASS LINNELL
Jacob Nathaniel Brown
ROYAL RAY STANDLEY
RICHARD STANLEY TODD
JAMES CLEVELAND MONROE
AVERY MARTIN
JENNIFER JOYCE HAMILTON
RICHARD EUGENE WILSON
NICHOLAS P NACHBUR
NATHAN SEVERLEE SALHUS
Rachel Lee Torres
Shannon Marie York
Michal B Caro
LINDSEY CHRISTINE CAMERON
Joshua Paul Caro
ELENA SILVIA VOIN
Ekaterina Anatolyevna Kostenko
Ryan William Fiegi
Andreas NMN Steven
Nathan Eldon Williams
PAUL TOWNE CASWELL
Anthony John Roa
Nicholas Ehren Jones
STEVEN JOHN YUNGEN
TWINKLE SUMMER FITZGERALD
Jason Scott Loyd
Wesley Minton
Hayley Sabrina Andrews
Robert Earl Engelbach
Kevin Lloyd Hawkins
SCOTT GERALD BYBEE
DAVID CARL SMITH
RUSS WIMMER
KEEGAN JAY DENN
ALLEN VICTOR SCHUTZKY
JOHN JOSEPH CORDEIRO
EMMARINA LAUREL NELSON

Within 25 miles of Medford, OR, Best Investors lists 44 registered investment advisory firms with 116 offices nearby, managing about $7.49T in combined regulatory AUM across 1,311,790 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 Medford

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM