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Best financial advisors in Oregon State Univ, OR

Registered advisers within 25 miles of Oregon State Univ, OR.

Offices
65
Firms
18
Combined AUM
$6.08T
Firm-wide filings, not assets booked only here
Clients
907K
906,725 clients when Item 5C has a number
Avg / client
$6.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
HURLEY FINANCIAL GROUP, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
VANTAGE WEALTH MANAGEMENT LLC
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
CLARITY WEALTH DEVELOPMENT, LLC
THISTLE WEALTH
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Samuel Charles Mercer
Scott Douglas Cramer
LUKE BARTOW DICKSON
CHRISTOPHER TRAVIS GRAY
KATHRYN SUSANN MCLEOD
Ronald Paul Cornelison
Austin Gray
NATHAN PETER GRAFF
Elizabeth Ramos
KERRY LANE DYER
MICHAEL WILLIAM GRAY
Alice Bronwyn Evans
Michal Alisa Habarad
Adam Evans Niemet
DORANN ALDERIN HURLEY
MEGAN ELIZABETH SCHNEIDER
DANIEL J THOM
KEITH PATRICK MARSHALL
James Joseph Harrington
MONICA ISABEL BAEZ
Haley Suzanne Shepard Johnson
BRIAN CLAY DONNE
ERIC APPLETON CHENEY
Kayla Ann Maruffo
Timothy James Euhus
Robert St John Schreier
Jonathan Riddle
Gary L Cotterell
BENJAMIN SCOTT MEEKER
GREG BACHMAN
CAROLYN D PENTLAND
Aaron Richard Rivers
NICHOLS MILBANK CUTTING
TYLER G CHILDERS
RYAN EDWARD GRAVES
LISA ROSE VELLA
LAUREEN KEHRLI NICHOLS
SHAROME TYRIQUE PROSPERE
GARRETT LEE GIBSON
KAY DEE COLE
MICHELLE WILLIAMS ONAKA
Kim Meyer Hall
SHANE FRANCIS LITTLETON
Alena Kalleope Zaffery
Eric Matthew Sundstrom
ELLEN SUZANNE JOHNSON
KELLY JON STEPP
ANDREW WILLIAM BECK
MICHAEL ALLEN CROSS
Austin Thompson
SUZANNE JANE ROPPE
Trevor Dane Bulman
JAMES WILLIAM KUHLMAN
William Rawlings

Within 25 miles of Oregon State Univ, OR, Best Investors lists 18 registered investment advisory firms with 65 offices nearby, managing about $6.08T in combined regulatory AUM across 906,725 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 Oregon State Univ

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM