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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

EDWARD JONES
FLUENCE WEALTH MANAGEMENT LLC
VARIANT INVESTMENTS
CONCURRENT INVESTMENT ADVISORS, LLC
MONEY CONCEPTS CAPITAL CORP
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
ORCA INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
MULTNOMAH GROUP, INC.
RUTHERFORD INVESTMENT MANAGEMENT
EDELMAN FINANCIAL ENGINES

Investors

Matthew Ikaika Chang
Jess William Bogumil
ROBERT RAYMOND MUSANTE
Taylor Avery Smith
ALEXANDER LOGAN REED
Paul Wilmer Kingsland
MICHAEL W PATTERSON
TOM VINCENT BRATTAIN
Jackson Leo Schwarz
KRISTIN SARA LYMAN
Jack Riley Dixon
DRAKE J VAN ZANTE
Rhianna Rose Larson
DAVID IAN PULLIN
CHRISTOPHER ALLEN BUSBY
David Allen Maisel
HEATHER HONEY Davis
MICHAEL STEPHEN MYERS
JOHN CHARLES ANDREA
Nathan C Jones
BRADLEY THOMAS WELTER
Scott Alexander Hirschberger
Sharon Denise Gerlach
Michael Daniel Bloomquist
Hannah Mae Floom
CHAD LOREN BUNGER
KRISTOFFER CASMER PREBLE
MARK ANDREW LAVALLEY
Reed Michael Lindhe
LOGWONE WARRIOR MITZ
RYAN MYERS
YING CHEN
RYAN T FAULKNER
MATTHEW DAVID FULCHER
NELSON EUGENE RUTHERFORD
CHRISTOPHER JOHN MUELLER
ROBERT C DCRUZ
WILLIAM DRAKE RUTHERFORD
JAMES M. COOK
JOAN W ROBERTSON LAMB
RYAN S MCCARTHY
LUCAS FLORES
Michelle Dawn Skinner
LAURA ELIZABETH HOLCOMBE
KATHRYN ALICE LICHTY
Matthew Stephen Tuttle
James Connard Haney
DOUGLAS R BASCH
LAURA LYNN JOHNSON

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