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Best financial advisors in Rogue River, OR

Registered advisers within 25 miles of Rogue River, OR.

Offices
79
Firms
30
Combined AUM
$6.33T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,215,578 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
MARTIN CAPITAL MANAGEMENT LLC
GRADIENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
PRACTICE FINANCIAL GROUP
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

Investors

RODGER DALE JORDAN
Shad William Shriver
William G Swanson
Gregory James Bassett
JOHN A WAREKOIS
John Kelly Randolph
AJ Allen Smith
Anthony Martin
ZACHARY KOLE PARK
Gozde Claire Cannarella
Ryan Bolin
JOSEPH HENRY SPURGEON
Damon Thomas Eilek
Edward Graham Lindbloom
Michael Shaughnessy McGehee
Alisha Holt
Jimmie Lee Smith
RORY BRIAN TOSH
Ekaterina Anatolyevna Kostenko
Ryan William Fiegi
Andreas NMN Steven
Nathan Eldon Williams
PAUL TOWNE CASWELL
Anthony John Roa
Nicholas Ehren Jones
STEVEN JOHN YUNGEN
TWINKLE SUMMER FITZGERALD
Jason Scott Loyd

Within 25 miles of Rogue River, OR, Best Investors lists 30 registered investment advisory firms with 79 offices nearby, managing about $6.33T in combined regulatory AUM across 1,215,578 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 Rogue River

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM