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Best financial advisors in Saint Helens, OR

Registered advisers within 25 miles of Saint Helens, OR.

Offices
192
Firms
64
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,396,530 clients when Item 5C has a number
Avg / client
$8.13M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Saint Helens, OR, Best Investors lists 64 registered investment advisory firms with 192 offices nearby, managing about $11.3T in combined regulatory AUM across 1,396,530 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 Saint Helens

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM