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Best financial advisors in Rockwood, OR

Registered advisers within 25 miles of Rockwood, OR.

Offices
908
Firms
317
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

TWM WEALTH MANAGEMENT CORP
PACIFIC COAST INVESTMENT ADVISORS, LLC
ETESIAN WEALTH ADVISORS, INC.
WILLAMETTE FINANCIAL ADVISORS, LLC
GOVERNMENT PORTFOLIO ADVISORS LLC
SELLWOOD INVESTMENT PARTNERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
FINANCIAL INVESTMENT TEAM ("FIT")
ENCOMPASS WEALTH ADVISORS, LLC
MATISSE CAPITAL
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FLUENCE WEALTH MANAGEMENT LLC
OPPORTUNUS WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

MEGAN MARY REINK
LOUIS CHARLES TAYLOR
RYAN JOSEPH MURPHY
Benjamin W Wright
Jesse Jonathan Steele
STANLEY CLAYTON LOCHRIE
RICHARD F STERONKO
JAMES MICHAEL JONES
WHITNEY LARAINE MAHER
MITCHELL BRADLEY HENKE
Ryan Riad Abou-Haidar
FRANCIS W MCDONNELL
Samantha Dean Woodring
MICHAEL CRAIG CLARK
DEANNE WOODRING
Nicholas Andrew Woodward
Amy Frances Acevedo
KEVIN ROTHWELL RAYMOND
CHARLES JOSEPH WAIBEL
ASHLEE DEVINA MOEHRING
RYAN WADE HARVEY
Ruth Louise Zimmerman
Ryan Edward Fitzgerald
Joshua Golston
Andrew Sparks
Derek Ryan Sandell
KRISTI W HILGAERTNER
Darrell Geymann
David Percival
SHAWN W. DOWNEY
SCOTT MATTHEW MCDONALD
Stacy Sizemore
JENNIFER FLICKINGER
Leslie Walker Watson
Jason Rericha
LAURA MARIE OLNEY
MARIA ALICIA LUONI
Thomas Cleveland
DIANA LJ HARRISON
Christine Lam Garcia
Rachel Gustafson
TRAVIS J WESLEY
MARY ELIZABETH MINSHALL
MATTHEW GIBSON PRESJAK
COLIN HARRINGTON WILLIAMS
MATTHEW YARBROUGH
CORRIE BERGERON OLIVA
ERIC ANDREW BOUGHTON
DEIRDRE SKYE HOCHBERG HIGDON
NIKLAS HEYSER TORKELSON
Raymond Buddy Torkelson
AXEL HERBERT FLICHTBEIL
REBECCA YIN WEI
BRYN TORKELSON
DANIEL CRESTON SHOLIAN
Nicolas Castano
DANIEL MAUSER
JEFFREY RYAN GRISWOLD
ABIGAIL FLORES CHAO
Madison Ellice Perry
LEONARD FRANKLIN HAKE
JAMES DOMINIC TOUSSAINT
Jess William Bogumil
CHRISTOPHER EUGENE CUBBAGE
JOHN CHARLES ANDREA
Nathan C Jones
BRADLEY THOMAS WELTER

Within 25 miles of Rockwood, OR, Best Investors lists 317 registered investment advisory firms with 908 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 Rockwood

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