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Best financial advisors in Shady Cove, OR

Registered advisers within 25 miles of Shady Cove, OR.

Offices
58
Firms
26
Combined AUM
$6.31T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,215,277 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
GRADIENT ADVISORS, LLC
MARTIN CAPITAL MANAGEMENT LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Alisha Holt
Michael Shaughnessy McGehee
JOSEPH HENRY SPURGEON
JASON JON PETERS
ERIK KARL PETERSON
STEPHEN PAUL GRESSETT
JOHN LYMAN RACKLEFF
RORY CURTIS WOLD
Damon Thomas Eilek
CHESTER RYAN WESTFALL
SHELLIE ANN GREER
MARK BRIAN DEGNER
Jimmie Lee Smith
RORY BRIAN TOSH
Gozde Claire Cannarella
Ryan Bolin
ZACHARY KOLE PARK
Anthony Martin
BENJAMIN W KLINE
MARK CHANDLER SOSEY
PERRY DEANE STANNARD
JASON BRUCE YAEGER
AMANDA L DODSON
Peter David Bargas
Frederick Scott Witham
MARK DANIEL CHIRGWIN
Edward Graham Lindbloom
Michael E Williams
Edward O Felan
Donald Johnston Prescott
Tennelle Dawn Nickel
Carlina S Johnson
Marc Bernard Cooper
JOHN WALLACE ICENHOWER

Within 25 miles of Shady Cove, OR, Best Investors lists 26 registered investment advisory firms with 58 offices nearby, managing about $6.31T in combined regulatory AUM across 1,215,277 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 Shady Cove

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