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Best financial advisors in Milton Freewater, OR

Registered advisers within 25 miles of Milton Freewater, OR.

Offices
19
Firms
13
Combined AUM
$2.64T
Firm-wide filings, not assets booked only here
Clients
247K
246,958 clients when Item 5C has a number
Avg / client
$10.7M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
5 STAR INVESTING
ADVISORY ALPHA, LLC
LPL FINANCIAL LLC
CREATIVE PLANNING
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
D.A. DAVIDSON & CO.
ARKADIOS WEALTH ADVISORS
CWM, LLC
FONDAHN FINANCIAL
WALLA WALLA WEALTH ADVISORS
LIFEFOCUS FINANCIAL ADVISORS, LLC

Investors

MICHAEL JOHN SWINNERTON
JOHN C ZERBA
DEIRDRE HAFEN
Karee Ann Eliason
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
Lawson F Knight
Melissa Wilcox
HAROLD THOMAS BOUCHER
Samuel Nicholas Wells
Henry Owen Worden
Holly Cristine Ramirez
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR
GINGER MARIE KESSEL
Carolyn Dufur Stiver
JOHN TIMOTHY BUCKLEY
Shannon Michelle Block Ebding
JOSEPH ALEXANDER FONDAHN
BRIAN KENNETH BRUGGEMAN
Andrew Block
Chase Thomas Hessler
George Thomas Hessler
Seth R Deal
ROBERT VERLE DEAL

Within 25 miles of Milton Freewater, OR, Best Investors lists 13 registered investment advisory firms with 19 offices nearby, managing about $2.64T in combined regulatory AUM across 246,958 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 Milton Freewater

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 CWM, LLC 248 clients · 642 advisers $50.6B AUM 6 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 ARKADIOS WEALTH ADVISORS 222 advisers $8.79B AUM