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Best financial advisors in North Bend, OR

Registered advisers within 25 miles of North Bend, OR.

Offices
13
Firms
8
Combined AUM
$4.97T
Firm-wide filings, not assets booked only here
Clients
741K
741,316 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
HIGHROAD WEALTH ADVISORS, LLC

Investors

JOHN DAVID GIBSON
JEFFREY WILLIAM STCLAIR
Lee M Van Pelt
EDWARD DAYAN RUBIN
Justin James Vance
Monika Mack Churchill
DONALD EVAN PEABODY
MEGAN MARIE ALLEN
Bradford Duncan McKeown
JONATHAN DAVID HANSON
Jordan Dawn Kongiser
JOHN THOMAS NICOLAUS
Joshua Samuel Nicolaus
Brad Phillip Burnette
JASON MAURICE FINNIGAN
JOSHUA JAMES SNODDY
Jayden Kyler Frank
Jared Nathan Barber
Joshua W Payne
Pamela Caprice de Jong
NORMAN LEON HILL
NICOLE C. MILES

Within 25 miles of North Bend, OR, Best Investors lists 8 registered investment advisory firms with 13 offices nearby, managing about $4.97T in combined regulatory AUM across 741,316 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 North Bend

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 HIGHROAD WEALTH ADVISORS, LLC 3 advisers $189M AUM