Best financial advisors in Monmouth, OR

Registered advisers within 25 miles of Monmouth, OR.

Offices

135

Firms

45

Combined AUM

$9.25T

Firm-wide filings, not assets booked only here

Clients

2.42M

2,417,266 clients when Item 5C has a number

Avg / client

$3.83M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

523 MAIN ST E
MONMOUTH, OR 97361

EDWARD JONES

112 N ATWATER ST
MONMOUTH, OR 97361

EDWARD JONES

159 SOUTHWEST COURT STREET
DALLAS, OR 97338

10.7 miles away

EDWARD JONES

760 S Main St Suite B
DALLAS, OR 97338

10.8 miles away

EDWARD JONES

244 E ELLENDALE SUITE 2
DALLAS, OR 97338

11.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

488 E Ellendale Ave Ste 1
Dallas, OR 97338

11.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2657-B NW Rolling Green Drive
Corvallis, OR 97330

12.4 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2332 NW PROFESSIONAL DR
CORVALLIS, OR 97330

12.5 miles away

CETERA INVESTMENT ADVISERS LLC

2334 NW PROFESSIONAL DRIVE
CORVALLIS, OR 97330

12.5 miles away

CETERA INVESTMENT ADVISERS LLC

2334 NW PROFESSIONAL DR
CORVALLIS, OR 97339

12.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

2273 NW PROFESSIONAL DR STES 102-104
CORVALLIS, OR 97330

12.5 miles away

CETERA INVESTMENT ADVISERS LLC

2338 NW PROFESSIONAL DR
CORVALLIS, OR 97330

12.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2535 NW Kings Blvd
Corvallis, OR 97330-3988

12.6 miles away

EDWARD JONES

2529 N W KINGS BLVD
CORVALLIS, OR 97330

12.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

2101 NW Professional Drive Suite 201
Corvallis, OR 97330

12.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2396 NW KINGS BLVD STE 101
CORVALLIS, OR 97330

12.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2251 NW 9th St
CORVALLIS, OR 97330-1556

STATE FARM INVESTMENT MANAGEMENT CORP.

1807 NW Kings Blvd
Corvallis, OR 97330

EDWARD JONES

1803 NW KINGS BLVD
CORVALLIS, OR 97330

AMERIPRISE FINANCIAL SERVICES, LLC

975 NW Spruce Ave Ste 101
Corvallis, OR 97330

13.1 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

WHITNEY ELIZABETH MURRAY

STEVEN MASATADA GOTO

Benjamin Jacob Meyer

Zachary Benjamin Meyer

Robert Douglas Overbeck Timmerman

Jeremey Wayne Santee-Malloy

Kelly Kathleen Denney

MITCHELL GRANT RATZLAFF

Scott Gordon Gatherum

SCOTT HOWARD OLLERENSHAW

DAVID LESTER MENDENHALL

Ryan David Mendenhall

KELLY RAY GALLAGHER

LISA ROSE VELLA

BRADY LEE FINKENAUR

RYAN EDWARD GRAVES

CULLEN R RECKTENWALD

ELISHAH MCDANIEL

WILLIAM BRYAN HECK

MICHAEL BRENT BERREY

Amanda R Henevoy

DAVID IGNATIUS CUDO

JAMIE MICHELLE ANDRESEN

STEN EUGENE CARLSON

JEFFREY DAVID MILLS

JAMES WILLIAM KUHLMAN

William Rawlings

Trevor Dane Bulman

TIFFANY LYNN CHONA-GIESSINGER

Within 25 miles of Monmouth, OR, Best Investors lists 45 registered investment advisory firms with 135 offices nearby, managing about $9.25T in combined regulatory AUM across 2,417,266 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 Monmouth

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM