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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

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
EDWARD JONES
MORGAN STANLEY
LPL FINANCIAL LLC
D.A. DAVIDSON & CO.
OREGON PACIFIC WEALTH MANAGEMENT
SEACREST WEALTH MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MARK IRVING EISENSTEIN
LAURA G COGDELL
LAWRENCE ANTHONY COGDELL
IAN EUGENE SULLIVAN
Michael James Lippner
ANJANETTE STONE
Daniel Schuler
DAVID JAMES SAYLER
MARK PATRICK HINES
SEAN PATRICK HINES
JOHN WALLACE ICENHOWER
JAMES WESLEY LIKES
RYAN DAVID SUVOY
NELSON ROLAND MALER
PAUL BRIAN SMITH
LISA KIMBERLY CAMPOY
LISA A PRESTON
Kristina K West
Katelyn J Hamilton
SUSAN LEE Birdsong
MICHELLE L CORRADETTI
JOSEPH RAYMOND SCHEFFLER
JEFFREY LEE PALPANT
MERRY M FISCHER
Kevin Patrick McDermott
NORMAN WESLEY FINCHER
RANDY D CAHN
GREGORY ALAN YECHOUT
ANGELA MICHELE ADEE
Christine L Musillo
Kayla Clark
RAY ALLEN COX
Thomas Wayne Cook
Margarita Virginia Duran Espino
Keegan Wade Bell
DAVID MICHAEL PRESZLER
SHAWN DESIREE MOLLOY
DIANE CAROL HOLT
Brenton Daniel Cisson
Lilia Iveth Caballero
Nathaniel Thomas Hardy
Brandon King
MARQUETTA ANNETTE STRATTON
WILLIAM EDWARD CLARY
RICHARD HALDEN HUTCHINS
ROBERT SHANE SEVCIK
KEVIN DEAN MCLOUGHLIN
AVA RILEY REED
Jonna Suzanne Robinson
Madelynn Renee Dalton
Geoffrey Michael Boldt
ANDREW BENEDICT CORRADETTI
AUDREY ROSEMARIE CREAK
KEVIN JAMES GROVES
BENJAMIN STUART BRAINARD
MARK DENNIS FADLING
Zachary M Jamieson
JEANNE LOUISE MCVEIGH
Michael E Williams
MARK CHANDLER SOSEY
PERRY DEANE STANNARD
JASON BRUCE YAEGER
AMANDA L DODSON
Peter David Bargas
Frederick Scott Witham
MARK DANIEL CHIRGWIN
BENJAMIN W KLINE
Edward O Felan
Donald Johnston Prescott
Tennelle Dawn Nickel
Carlina S Johnson
Marc Bernard Cooper
RORY BRIAN TOSH

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