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Best financial advisors in Oak Grove, OR

Registered advisers within 25 miles of Oak Grove, OR.

Offices
917
Firms
316
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,176 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

PIPER SANDLER & CO.
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BECKER CAPITAL MANAGEMENT, INC.
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOCUS PARTNERS WEALTH, LLC
OREGON FINANCIAL PRODUCTS & SERVICES, LLC
INTERACTIVE WEALTH ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EQUITABLE ADVISORS, LLC
MERCER GLOBAL ADVISORS INC.
SORTIS FUND MANAGER, LLC

Investors

GREGORY EUGENE HAGEN
Stefanie M Roberts
ELISHAH MCDANIEL
JACQUELINE ROSE KOTAN
LISA M MEREDITH
BLAKE LEWIS INABNIT
EMILY GRACE GENOR
THOMAS JAMES MC CONVILLE
HEIDI MARIE GOERTZEN
MACK RICHARD GOLOS
Deidra Michelle Krys-Rusoff
Meaghan Elizabeth Bradley-Bussell
Melissa Anne Ray May
Kevin Matthew Cooper
ANDREW JOHN MURRAY
BREANNA RENAE PANGARES
BRANDON SCOTT FERREE
TYLER B JAGLOWSKI
Gretchen Mary Johnson
MILES PANAKO LEWIS
Amy JESSICA Spurr
MICHAEL HUGH SHERIDAN
George Raad Steele
MICHAEL A. HOGAN
SHERI LYNNE GUNNARI
GREGORY C SOERGEL
David R Spurr
DUSTIN J ARN
Riley B Alferd
Andrew John Newhouse
Sumedha Arekar
Vertin Alvarez Vargas
Scott Alexander Bradley
Catherine Casey Rath
William Gray Small
KEITH Charles HOLMGREN
KEVIN DONALD ROBERTSON
GRAEME ERIC NEWHOUSE
Rex Sean Ritter
Sun H Lee
SIRINAN GYPMANTASIRI
MICHAEL JOSEPH CARRANO
TAMI MARIE OLSEN
DANIEL D. HANSEN
Drew David Pinson
SPENCER BROCK ARN
MARGARET ROSE HOWELL
Joseph Drew Sillay
HANG NGUYEN
Ryan T Meier
Jonathan Burke
Matthew T Hershkowitz
Katherine Lee Johnson
Emily Alferd
Chelsea N Dwyer
William Burton
Yang Su
Jaxon B Kyle
Samuel Avenir Shulga
BART ROBERT STUART
JEFFERY A. TERRILL
THOMAS W ELROD
Elisa A Landers
Brian William Jones
CHERYL A LOYD
SARAH RAMSEY
Shelby Hallford
LIZA ANDO WATKINS
Ryan Thomas Berning
WAIYEE CARMEN WONG
PAUL GERARD WARGNIER
Timothy P Chapman
DAVID ABEL MOYNE
BLAKE RICHARD HOWELLS
PATRICK EARL BECKER
JANEEN SOLIE MCANINCH
TYLER OAKLEY KALUZA
STEPHEN DAVID LAVESON
Brent Robert McKee
LYLE HAROLD REMINGTON
ERIK FLETCHER MILLER
CHRISTOPHER KYLE WINN
ANTONEL URDES
KURT DOUGLASS GILGE
Jennifer Heed Doherty-Reilly
ROBERT CARL MILLER
MICHAEL ALLEN LAWYER
JOSEPH GEORGE BRAZIL
LONN SANDER ENSING
BIANCA F. URDES
Elizaveta Vilge
KATHERINE SUE KNOWLTON
MARK BRYAN LEWIS
Susan Joan Young
JEFFREY MICHAEL WIRTH
TERRY EUELL MORRISON
HUGO ALEJANDRO GRANJA FLORES
Atsuko Zapata-Ninomiya
Noah Benjamin Puggarana
BRANDON MICHAEL MACEACHERN
Austin Riley Hough
Roman Hurt
Colby A Anderson
Joshua Robert Turner
Nicole Batchelor
Jimmy Z. Wang
Cameron D. Sommer
YOKO Chris WHITTAKER
Dominic Chimienti
Arthur Mouratidis
Mansur Sadeghi
Brandon Angelo Gasperini
TRAVIS William POULOS
Alexander Jeffrey Krenek
KYLE DAVID DODRILL
COURTNEY LEIGH MERSEREAU
KARRIE ANN SPENCER
Korina Kapena Kaio-Maddox

Within 25 miles of Oak Grove, OR, Best Investors lists 316 registered investment advisory firms with 917 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,176 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 Oak Grove

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