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Best financial advisors in Sherwood, OR

Registered advisers within 25 miles of Sherwood, OR.

Offices
863
Firms
310
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,090,738 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

MERCER GLOBAL ADVISORS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SUMMA GLOBAL ADVISORS, LLC
LPL FINANCIAL LLC
OSAIC ADVISORY SERVICES, LLC
XENA FINANCIAL PLANNING, LLC
CUTHBERT FINANCIAL GUIDANCE
COLDSTREAM WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SECURE ASSET MANAGEMENT, L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
IMS CAPITAL MANAGEMENT
TRUE NORTH RETIREMENT ADVISORS, LLC

Investors

TROY ELLIS THOMPSON
Robert Philip Horwitz
ADINA RAE FLYNN
Kaitlyn Tonai
GEORGE DAMIEN MCINNIS
Jack Danner Nadelhoffer
WAI NGAN HENRY YU
VALERIE RUTH TUCKER
RANDAL LYLE LISHKA
PAUL CHURILLA
ANTHONY BRUCE LISHKA
MICHELLE RUTH DREWRY
James Barrett Hindes
HELGA STAHLECKER CUTHBERT
GLEN JONATHAN GOLAND
BRYAN PAUL SHIPLEY
REEGAN ELIZABETH RAE
DAVID JOZEF JANEC
RYLAND BENNETT MOORE
MATTHEW STEWART SAMPSON
MELODY MARIE BEHNKE
AMY GROSHONG WALLS
Taylor Wilson Armstrong
Nicholas Robert Buckley
Lindsay Diana Hessel
Nicholas Russell Rodwick
AUSTIN A BOWLIN
LESLIE KRISTINE WARREN
Hannah C Held
KIMBERLY JOY CIMMIYOTTI
LANCE ANTON IVERSON
RANDOLPH CRAIG BYRD
RICHARD CLAYTON POGUE
LIDIA MAZUN
Larry Gene McClanahan
CARL WILLIAM MARKER
TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON
ALICE TANG
HAYLEY PORTER
JONATHAN MICHAEL OWENS
JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS

Within 25 miles of Sherwood, OR, Best Investors lists 310 registered investment advisory firms with 863 offices nearby, managing about $14.5T in combined regulatory AUM across 3,090,738 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 Sherwood

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