Best financial advisors in Sheridan, OR

Registered advisers within 25 miles of Sheridan, OR.

Offices

90

Firms

41

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

EDWARD JONES

244 E ELLENDALE SUITE 2
DALLAS, OR 97338

11.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

488 E Ellendale Ave Ste 1
Dallas, OR 97338

11.2 miles away

EDWARD JONES

760 S Main St Suite B
DALLAS, OR 97338

11.5 miles away

EDWARD JONES

159 SOUTHWEST COURT STREET
DALLAS, OR 97338

11.5 miles away

EDWARD JONES

2290 SW 2nd Street Suite A
McMinnville, OR 97128

13.3 miles away

HEADWATER INVESTMENT CONSULTING,INC.

408 SE 1ST ST.
MCMINNVILLE, OR 97128

14.6 miles away

EDWARD JONES

715 NORTHWEST ADAMS ST
MCMINNVILLE, OR 97128

14.6 miles away

EDWARD JONES

1227 NE BAKER ST
MCMINNVILLE, OR 97128-4935

14.8 miles away

EDWARD JONES

1018 N E THIRD STREET SUITE B
McMinnville, OR 97128

14.9 miles away

MARINER

207 NE 19th Street Ste. 302
McMinnville, OR 97128

15.1 miles away

EDWARD JONES

2235 NE Evans St
MCMINNVILLE, OR 97128

15.4 miles away

LPL FINANCIAL LLC

523 MAIN ST E
MONMOUTH, OR 97361

EDWARD JONES

112 N ATWATER ST
MONMOUTH, OR 97361

18.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1594 Edgewater St NW Ste 170
Salem, OR 97304-4656

19.7 miles away

EDWARD JONES

540 PATTERSON ST NW SUITE 100
SALEM, OR 97304-4099

19.8 miles away

EDWARD JONES

5605 INLAND SHORES WAY NORTH SUITE 104
KEIZER, OR 97303

19.8 miles away

EDWARD JONES

115 McNary Estates Dr Ste C
KEIZER, OR 97303

19.9 miles away

LPL FINANCIAL LLC

295 PATTERSON ST NW
SALEM, OR 97304

19.9 miles away

J.P. MORGAN SECURITIES LLC

480 GLEN CREEK ROAD
SALEM, OR 97304

19.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

103 McNary Estates Dr N
Keizer, OR 97303

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

HEADWATER INVESTMENT CONSULTING,INC.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Kelly Kathleen Denney

MITCHELL GRANT RATZLAFF

Jeremey Wayne Santee-Malloy

Robert Douglas Overbeck Timmerman

Michael Adam Standridge

Jessica Lynn Couser

THOMAS JAMES SHERWOOD

KEVIN WILSON CHAMBERS

Janet Miyoko Sasaki

Matthew Jacob Dressel

Kristine Kestek Brill

Kyle Thomas Abeln

Bethany Brill Abeln

Michelle L Bechtold

KIP ALLEN MECHALS

Wyatt William Smith

Alyssa Marie Molan

Rebecca Irene Farrish

Kevin Stuart Gebhart

Lauren G Gebhart

WHITNEY ELIZABETH MURRAY

STEVEN MASATADA GOTO

Benjamin Jacob Meyer

Zachary Benjamin Meyer

RYAN JOHN GELBRICH

Caitlin Marie Davis

Mario Emiliano Montiel

Matthew Charles Atkins

Ryan Walter Darling

Savannah Bell Hawkins-Montiel

Sheryl Denise Resner

Shelly Rene Egli

Thomas G Resner

Chaleigh Nichol Martin

MICHAEL SCOTT CAPRAI

KEVIN LEE BENEFIEL

Nathan Scott Dunn

JOHN LAURIN THURLOW

Within 25 miles of Sheridan, OR, Best Investors lists 41 registered investment advisory firms with 90 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 Sheridan

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