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Best financial advisors in Rickreall, OR

Registered advisers within 25 miles of Rickreall, OR.

Offices
115
Firms
42
Combined AUM
$9.38T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,416,300 clients when Item 5C has a number
Avg / client
$3.88M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CAPSTONE WEALTH ADVISORS, LLC

Investors

MITCHELL GRANT RATZLAFF
Kelly Kathleen Denney
RYAN JOHN GELBRICH
Caitlin Marie Davis
MICHAEL SCOTT CAPRAI
KEVIN LEE BENEFIEL
Natalie Janel Carlisle
TRACI LYNN MURRAY
JESSICA RUBINO
JAMES DAVID KNIFFIN
ANDREW ERNEST JONES
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright
Ethan Fischel
Allison Grace Forman
Jeremey Wayne Santee-Malloy
Robert Douglas Overbeck Timmerman
Kalon Bradley Schmidt
Darin Michael Duke
JOE N GUERRA
JOEL K BLOUNT
STEPHANIE ANNE SMITH
MICHAEL ANDREW MORRISON
AMANDA MARIE SHINE
Kurt Potter
Max Joseph Elvrom
Joseph Michael Morelli
LARRY KEVIN KEUDELL
KEVIN CLINTON HOLLAND
Connor A Day
JAMES O STURDIVANT
Connor Ratzlaff
Mario Emiliano Montiel
Matthew Charles Atkins
Ryan Walter Darling
Savannah Bell Hawkins-Montiel
Timothy Cecil Ivey
Christina Marie Levin
Matthew Dal Porto Sain
Russell Millner Cleveland
Saige Nels Swan
Derek Allan Gilbert
WILLIAM ZACHARY HILL
ROBERT TELFORD NORTON
Jacob Arrowsmith Wihtol

Within 25 miles of Rickreall, OR, Best Investors lists 42 registered investment advisory firms with 115 offices nearby, managing about $9.38T in combined regulatory AUM across 2,416,300 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 Rickreall

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM