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Best financial advisors in Progress, OR

Registered advisers within 25 miles of Progress, OR.

Offices
923
Firms
318
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,338 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INNOVATOR WEALTH ADVISOR, LLC
CHARLES SCHWAB & CO., INC.
STRATEGIC ADVISERS LLC
MAIN AVENUE FINANCIAL SERVICES, LLC
ELDON REESE ADVISORY GROUP
CONLEY, WILLIAM J.
SCOUT ASSET MANAGEMENT
OPTIMUM CAPITAL STRATEGIES
TRANSAMERICA FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Conner Vinson Frische
Yi Sui
Dominic Chimienti
Sean Christian Hillis
JASON MCLEAN HURLEY
THOMAS GOMEZ
PAVLO IVANOVYCH KORNIVSKYY
MARIA LUISA PANGILINAN CONDOL
KESS LYNNAE STACKHOUSE
HERBERT S KIM
Winfred A Hayes
Jack Maas
SHALISA GREEN BECK
Ian K Stuart
Wendy Wells
Daymon Kelsey Halstead
SEBASTIAN ARAGUAS
DAVID MILAN PAZOUREK
Samuel Lewis Koenig
MATTHEW JOHN STACK
HUNG SZETO BUTZER
CASEY MICHAEL DALTHORP
MOHAMED SHAMSEDDINE
BRANDON TRAN
MATTHEW ERWIN
SCOTT WILLIAM DOLPHIN
KAITLYN FISHER
TINA THOM
OSBALDO DANIEL MARTINEZ
CHRISTOPHER BOUMA
CASSIDY MCLEMORE TAVARES
LAURA STANULIS
DESIREE N BARTON
JASMIN MERCEDES MARTINEZ
LUC PATRICK MACKENZIE
ALICE E. HAYHURST
CONNER GEORGE
BRIAN LEE GLASS
NICHOLAS MARKANTONATOS
Tyler James Armstrong
ANDREW DIBBRILL JAMISON
JEFFREY ADOLPH BLOCH
DUANE ELDON BOLINGER
Spencer Gary Dickinson
BLAINE EVANS BURNETT
WILLIAM JOSEPH CONLEY
Tyler Spencer Hilligoss
GUERLLAMO MARK JIMENEZ
DONALD WAYNE BREDEHOEFT
GRACE EN-DIAN ONG
Olivia En-Chia Ong
Kaysi Lynn Whelan
CHRISTINA MARIE ALECKSON
Zachary Guinan
JAMES DOMINIC TOUSSAINT
ANDREW ALLEN KNOX

Within 25 miles of Progress, OR, Best Investors lists 318 registered investment advisory firms with 923 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,338 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 Progress

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