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Best financial advisors in Portland, OR

Registered advisers within 25 miles of Portland, OR.

Offices
1,092
Firms
411
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,133,792 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WESTERN WEALTH MANAGEMENT LLC
EDWARD JONES
TRUE NORTH RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
SUMMA GLOBAL ADVISORS, LLC

Investors

BRIAN LAWRENCE SANDERS
Phillip Victor Swayze
Danny Lopez
Raquel Hazen
JIA HUI HUANG
VICTORIA OLEGOVNA SUKHOY
David S McKinley
Justin D Perry
GABRIELA MORAN
MICHAEL DEVIN MCDONALD
Kenneth Douglas McClintock
TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON
ALICE TANG
HAYLEY PORTER
JONATHAN MICHAEL OWENS
JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS
Katelin Marie Walker
MIYOKO SEGAWA
TINA LEE BRANNAN
GARY JAMES BUCZKOWSKI
Alex Baasten
Philip Resch
Stephen M Carbaugh
THOMAS ROGER BERRY
Larry Gene McClanahan
LESLIE KRISTINE WARREN
Hannah C Held
KIMBERLY JOY CIMMIYOTTI
LANCE ANTON IVERSON
RANDOLPH CRAIG BYRD
RICHARD CLAYTON POGUE
LIDIA MAZUN
Joyce Wright
Bartolomeo Lancellotti
Leon Harmon
BLAKE LEWIS INABNIT
WAI NGAN HENRY YU
VALERIE RUTH TUCKER

Within 25 miles of Portland, OR, Best Investors lists 411 registered investment advisory firms with 1,092 offices nearby, managing about $19.0T in combined regulatory AUM across 3,133,792 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 Portland

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

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM