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Best financial advisors in Orenco, OR

Registered advisers within 25 miles of Orenco, OR.

Offices
832
Firms
303
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,090,822 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
FORDHAM FINANCIAL SERVICES, LLC
CAPITAL UNITED, LLC
PACE FINANCIAL ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
WELLSPRING ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Sarah Heesacker
CHARLES EDWARD HALE
RICHARD JOSEPH SCHAEFER
DANIEL STUCKART
Gregory James Nicholson
ERICA LYNN HEIDER
BENJAMIN LAWRENCE WAIBEL
WILLIAM JAMES BARTON
KATERINA BERNADETTE EYRE
Tiffany Michelle Winkles
Grant Douglas Lawton
Kevin Bradley Mellinger
Erik Charles Dante
Dylan Thomas Bastress
Jason Ray Mitchell
Anthony Lee Walther
Adam Jon Wachob
Jeffrey Daniel Eischen
Nathan Edward Bauer
Christopher Jerome Mettee
Jeremiah Daniel Eischen
Zachary Daniel Moore
JESUS HERIBERTO CONTRERAS
ANGELA DAVIS
Emma Grace Ware
Werner Lexton James
Jason Peterson
Amy Elizabeth Lininger
Daniel Heath Terrall
Lisa Marie Porpora
SCOTT DENIS ABRAHAMSON
CHRISTOPHER EDWARD PAUL PAWLOWSKI
Christopher Ray Hill
MELINDA AVERY
ELLIOTT MATTHEW TRACY
Brian Scott Fuller
BRETT MICHAEL PALMQUIST
CHAD JACOB SOUTHWORTH
KEVIN FRANK MARSHALL
Drew Bedore
Karen Elizabeth Bolin
Sean Christian Hillis
Connor Takoda Ressa Smith

Within 25 miles of Orenco, OR, Best Investors lists 303 registered investment advisory firms with 832 offices nearby, managing about $14.5T in combined regulatory AUM across 3,090,822 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 Orenco

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