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Best financial advisors in Phoenix, OR

Registered advisers within 25 miles of Phoenix, OR.

Offices
77
Firms
33
Combined AUM
$6.39T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,222,495 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIDELIS IM
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
MORGAN STANLEY
OREGON PACIFIC WEALTH MANAGEMENT
SEACREST WEALTH MANAGEMENT, LLC
D.A. DAVIDSON & CO.
VOYA FINANCIAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

RICHARD EUGENE WILSON
NICHOLAS P NACHBUR
NATHAN SEVERLEE SALHUS
Daniel Schuler
EMMARINA LAUREL NELSON
MARK IRVING EISENSTEIN
LAURA G COGDELL
LAWRENCE ANTHONY COGDELL
RUSS WIMMER
KEEGAN JAY DENN
Wesley Minton
Hayley Sabrina Andrews
Americo Antonelli
Tyler Brian Forbes
Kelly Jordan White
BRAD DOUGLASS LINNELL
Carol Ann Krueger
JAMES WESLEY LIKES
RYAN DAVID SUVOY
NELSON ROLAND MALER
PAUL BRIAN SMITH
LISA KIMBERLY CAMPOY
LISA A PRESTON
Kristina K West
Katelyn J Hamilton
SUSAN LEE Birdsong
MICHELLE L CORRADETTI
JOSEPH RAYMOND SCHEFFLER
JEFFREY LEE PALPANT
MERRY M FISCHER
Kevin Patrick McDermott
NORMAN WESLEY FINCHER
RANDY D CAHN
GREGORY ALAN YECHOUT
ANGELA MICHELE ADEE
Christine L Musillo
Kayla Clark
RAY ALLEN COX
Geoffrey Michael Boldt
ANDREW BENEDICT CORRADETTI
AUDREY ROSEMARIE CREAK
KEVIN JAMES GROVES
Thomas Wayne Cook
Margarita Virginia Duran Espino
Keegan Wade Bell
BENJAMIN STUART BRAINARD
MARK DENNIS FADLING
Zachary M Jamieson
JEANNE LOUISE MCVEIGH
DAVID MICHAEL PRESZLER
SHAWN DESIREE MOLLOY
DIANE CAROL HOLT
Brenton Daniel Cisson
Lilia Iveth Caballero
Nathaniel Thomas Hardy
Brandon King
MARQUETTA ANNETTE STRATTON
WILLIAM EDWARD CLARY
RICHARD HALDEN HUTCHINS
ROBERT SHANE SEVCIK
KEVIN DEAN MCLOUGHLIN
AVA RILEY REED
Jonna Suzanne Robinson
Madelynn Renee Dalton
Jacob Nathaniel Brown
Edward O Felan
Donald Johnston Prescott

Within 25 miles of Phoenix, OR, Best Investors lists 33 registered investment advisory firms with 77 offices nearby, managing about $6.39T in combined regulatory AUM across 1,222,495 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 Phoenix

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM