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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

HANDY & COMPANY FINANCIAL ADVISORS, INC.
LPL ENTERPRISE, LLC
BRIGHTON JONES LLC
OLD GROWTH FINANCIAL LLC
GRADOW CAPITAL MANAGEMENT, LLC
PARISH & COMPANY LLC
MORGAN STANLEY
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PACIFIC RIDGE CAPITAL PARTNERS, LLC
APELLA WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC

Investors

MICHAEL RALPH HANDY
NATHAN JOHN REAGAN
JAMES CLAY WRIGHT
JONATHAN CORTLANDT LESLIE
STEVEN RAYMOND DUTTON
Jacob Martin Hessel
Zachary Allen Keller
JACOB STEVEN HERR
AIDAN RYAN JENSEN
ALEXANDER CULHANE
JUSTIN DUANE ABELL
DREW Jaden BERGEMANN
JOHN BARTON WHITEHEAD
MICHELLE I WILSON
BRADLEY JOSEPH KNUFFKE
Kyle Harris
Ardavan Tabrizian
Matt Sisco
Anna Holowetzki
KATHRYN K MCDONALD
Rachel Amelia Kuhnert
John Peter Mather
Emory Rapaport
Stefanie Kathleen Pickard
BILL NEIL PARISH
STEVEN LESLEY WALTER
DOUGLAS ALAN MOSHOFSKY
JEREMY JOHN MILLER
RYAN A HUBKA
SEAN MATTHEW ZIMMERMAN
Kassandra C Grove
Brady James Suddendorf
Maicy A Wear
ESTHER ELIZABETH VALDIVIA
John Eric Valentine
BRENT DOUGLAS HIGHBERGER
JOSHUA EDWIN ULMER
JASON A DOWNEY
TIFFANY ANN HELLESON
CARLOS ALBERTO ARAGUAS
JEFF M. JOHNSON
BRIAN MICHAEL HOLMES
TRICIA CHRISTINE PICKETT
DARIK RAY HOFF
EVAN CLAYTON GREMILLION
Matthew Evan Moshofsky
JEFFREY MICHAEL ELORRIAGA
Joel D Kiernan
Megan Stuart
CLARA M STOETZEL
David Aaron Hirsch
Paul Moore
ADAM MITCHELL ANDERSON
CORRINE ANN LYMAN
CINDY MARY ISELI
MATTHEW ROBERT KIBBE
DONALD IVAN ZABUDSKY
SEAN F MCGLINN
MICHAEL JOHN WHEELER
JOSHUA R HOOPER
LAURA LEA THOMPSON-BALL
MICHAEL ROBERTSON SCHOCK
RANDALL ALLEN YOUNG
DAVID CARLTON GROVE
BRADLEY EVERETT HOME
GEORGE HENRY KANE
RANDALL MARK MAHAR
JAMES WARREN NORTH
Desiree J Davenhill
TAYLOR A BELESIU
Zachary Stephen Miller
Craig Thomas Byers
RAYMOND KEITH SICH
Edward P Ferguson
PRESTON CHARLES HART
LISA MARIE TROUTMAN
PRESTON W SCHUMACHER
ROCKY CLEO MONSON
STEVEN MARK GRADOW
ELIZABETH ANNE BARRY
Michael Miser
Christian Crawford
Kramer James Croisant
TAYLOR EVAN DRAKE
William Edward Valenti
JAMES DAVID FRANK
COURTNEY ANN STEWART
JAKOB DAVID KELNHOFER
DONNA CASEY FEUERHERDT
CHRISTOPHER STEVEN RAINWATER
JULIE MARIE STIERS
MARCIA S WOLLY
Jackson H. Pierce

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