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Best financial advisors in Scappoose, OR

Registered advisers within 25 miles of Scappoose, OR.

Offices
501
Firms
199
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,057,521 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVEONE WEALTH, LLC
EDWARD JONES
COLUMBIA WEALTH ADVISORS LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
JGP WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VOYA FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC

Investors

JEFFREY JOSEPH SCHULTZ
James C Ryan
Hailey Michelle Iverson
Kyle Dean Kirsch
Lisa Katherine Galovich
Bethany Michele Lokken
Christopher Warren Mood
Tyler Michael Robin
Peter A Weber
Brian D Strom
JOSEPH PERKINS GROSS
Kale M Young
Eric Corneliu Lucescu
Marc Francis Krsul
Luke Copko
Christopher Almon Burmeister
KELLIE DENISE HALL-STREHLOW
Zakary Owen Gales
Robert Paul Wilmington
ROLF ANDRE ELLINGSEN
Andres Ernesto Jimenez
Heather M Jimenez
RYAN GREENWOOD
Meggan Montoya
Shannon McNairy Freeland

Within 25 miles of Scappoose, OR, Best Investors lists 199 registered investment advisory firms with 501 offices nearby, managing about $14.4T in combined regulatory AUM across 3,057,521 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 Scappoose

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