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Best financial advisors in Newberg, OR

Registered advisers within 25 miles of Newberg, OR.

Offices
742
Firms
278
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,089,560 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CALTON & ASSOCIATES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MAXWELL FINANCIAL GROUP, INC

Investors

ERIC SCOTT EVANS
SCOTT STEVEN WINTER
JENNIFER LYNN BLAKE
Austin Michael Lyda
Patrick Hazard Eghlidi
Neil C Kopplin
Heath Richard Cornick
Malissa D Reints
Joel Michael Brydon
Trevor Allen Hoskinson
Michael John Boock
KEVIN FRANK MARSHALL
TERENCE EDWARD WHITE
Matthew G Horne
Caryn Lynell Corbin
Matthew p O'Brien
William Burton
DANIEL WAYNE KUTZKEY
DAVID RAYMOND MALMSTEDT
Anthony Robert Desantis
Gregory Randall Schmidt
Jon S Whitehouse
Daniel Willey
NEIL WEAVER
KASEY SOMERS CLOSS
IAN Eugene RICE
SHANE BARTON ALLEN
GINGER BURDETTE FARGAS
Connor Takoda Ressa Smith
BRIAN S KOENIG

Within 25 miles of Newberg, OR, Best Investors lists 278 registered investment advisory firms with 742 offices nearby, managing about $14.3T in combined regulatory AUM across 3,089,560 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 Newberg

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