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Best financial advisors in Mulino, OR

Registered advisers within 25 miles of Mulino, OR.

Offices
705
Firms
271
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,089,469 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
4:8 FINANCIAL
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SHERMAN, YOUNG & LEAVITT, LLC
KEY INVESTMENT SERVICES LLC

Investors

Gregory Allen Timmons
Nicholas C Cutter
Madison Ellice Perry
LEONARD FRANKLIN HAKE
BENJAMIN SANTIAGO
JOHN SANG HYUN LEE
STEPHANIE MARIE ROOD-SMITH
NICOLE MIMICE BECK
ASHER STEVENS CARLSON
PAUL STEVENS CARLSON
Lucas Navallo Santiago
COLIN BRANT ALLEN MAULDING
Rita Nicholle Harmon
CLINTON HANCOCK COLEMAN
SCOTT R WARNER
CHARLES ROBERT DAVEE
Jeff Anton Nizich
DANIEL CHRISTIAN COLWILL
Elizabeth r Cox
Michael Scott Fessler
Lucas Thomas Kidwell
Ryan A Krause
FREDERICK MITCHELL MAGENHEIMER
Jessica Joann Cerne
MATTHEW PAUL STUTES
Kassin Mosbrucker
Peri L Tharp
Austin G Rosterolla
Jessica Robyn Byres
John Sumner Froman
Tracy Kathleen Sherman
Patrick Michael Sherman
Rachel Abigail Gunderson
Robin Patricia Jacobson
Russell Paul Loeb
GUY ALEXANDER CROOKS
AMY LUNDY CROOKS
Owen Arn

Within 25 miles of Mulino, OR, Best Investors lists 271 registered investment advisory firms with 705 offices nearby, managing about $14.3T in combined regulatory AUM across 3,089,469 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 Mulino

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM