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Best financial advisors in Molalla, OR

Registered advisers within 25 miles of Molalla, OR.

Offices
343
Firms
133
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.74M
1,739,565 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
4:8 FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Brynie James Robinson
Oscar Mauricio Ramos
Daniel R Hailey
Kylee Williams
Lawrence David Biggerstaff
STEPHANIE LEE RING
ANGELA CATHERINE FISCHER
MEGAN ELIZABETH BERGEVIN
Rose Shelton
Timothy Lee Yount
Jeff Anton Nizich
Gregory Allen Timmons
Nicholas C Cutter
ASHER STEVENS CARLSON
PAUL STEVENS CARLSON
Lucas Navallo Santiago
COLIN BRANT ALLEN MAULDING
CLINTON HANCOCK COLEMAN
SCOTT R WARNER
CHARLES ROBERT DAVEE
BENJAMIN SANTIAGO
JOHN SANG HYUN LEE
STEPHANIE MARIE ROOD-SMITH
NICOLE MIMICE BECK
Peri L Tharp
FREDERICK MITCHELL MAGENHEIMER
Jessica Joann Cerne
MATTHEW PAUL STUTES
Kassin Mosbrucker
Rita Nicholle Harmon
Ryan A Krause
Shawn Mikel Moyer-DeMarre
Cade Butterworth
RUSSELL DAVID MURFITT
LAURA MACEWEN DIX
Brenna Nicole Vitus
STANLEY DEAN MILNE
Madison Ellice Perry
LEONARD FRANKLIN HAKE
Brent Thomas Glogau
DANIEL CHRISTIAN COLWILL
Elizabeth r Cox
Michael Scott Fessler

Within 25 miles of Molalla, OR, Best Investors lists 133 registered investment advisory firms with 343 offices nearby, managing about $11.1T in combined regulatory AUM across 1,739,565 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 Molalla

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM