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Best financial advisors in Redmond, OR

Registered advisers within 25 miles of Redmond, OR.

Offices
132
Firms
68
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,367,764 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
THALASSA CAPITAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWIND FINANCIAL LLC
DIAMOND PEAK WEALTH MANAGEMENT LLC
SYNDICATED CAPITAL, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

TRAVIS AARON VAN DYKE
Michael Powell
Kimberly Kay Baltunis
John Laurenz Meyer
Joshua Matthew Werner
Michael John Bishop
Tara Carissa Folsom
Jessica Ann Torres-Baltazar
Melisa Ann Dennis-Leigh
Annette Carol Vardanega
Marc Kristian Cabanilla
Christopher Richie
YOURI BUJKO
MATTHEW HORNOR KETTERING
Aaron John Thompson
Nicholas Ray Miller
Kenneth C Hadden
BRADLEY JASON BOECK
Joseph John Serrapede
KEVIN JOHN SERRAPEDE
John Anthony Morgan
Blake Ettestad
JASON THOMAS ARBETTER
Brian Kirby Stallcop
James Kurtis Sager

Within 25 miles of Redmond, OR, Best Investors lists 68 registered investment advisory firms with 132 offices nearby, managing about $10.4T in combined regulatory AUM across 2,367,764 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 Redmond

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM