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Best financial advisors in Monitor, OR

Registered advisers within 25 miles of Monitor, OR.

Offices
518
Firms
189
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,065,808 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
TRUE NORTH RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WATERSHED WEALTH PLANNING LLC
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

LIDIA MAZUN
JASON MCLEAN HURLEY
THOMAS GOMEZ
PAVLO IVANOVYCH KORNIVSKYY
MARIA LUISA PANGILINAN CONDOL
Larry Gene McClanahan
TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON
ALICE TANG
HAYLEY PORTER
JONATHAN MICHAEL OWENS
JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS
Katelin Marie Walker
MIYOKO SEGAWA
TINA LEE BRANNAN
GARY JAMES BUCZKOWSKI
Alex Baasten
Philip Resch
Stephen M Carbaugh
THOMAS ROGER BERRY
JAMES DOMINIC TOUSSAINT
Kenneth Douglas McClintock
TYLER ROBINSON ELLIOTT
HAROLD JAMES WEIGHT
STACY DARE BRADY
SCOTT ALLEN BRENNAN
Conner Vinson Frische
Hailey Percival
Mark Douglas Reynolds
Teague Stefan Bechtel
CONNOR CHAPAIS
JOHN-PAUL DALY
CHAD ROBERT MARTINDALE
MELANIE LYNN FINKLE
THOMAS LEE HOOVER
AARON EICHENBAUM
ANNE MARIE GAGGINI
Brett Macklin Thomas

Within 25 miles of Monitor, OR, Best Investors lists 189 registered investment advisory firms with 518 offices nearby, managing about $12.3T in combined regulatory AUM across 3,065,808 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 Monitor

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