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Best financial advisors in Sublimity, OR

Registered advisers within 25 miles of Sublimity, OR.

Offices
111
Firms
41
Combined AUM
$9.26T
Firm-wide filings, not assets booked only here
Clients
2.42M
2,416,084 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
CLEARVIEW WEALTH ADVISORS, LLC
EP WEALTH ADVISORS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

Bridgette Marie Justis
Travis Jacob Lulay
TYLER ANTHONY LULAY
DENNIS ANTHONY LULAY
David Clark Eder
STEPHANIE LEE RING
ANGELA CATHERINE FISCHER
MEGAN ELIZABETH BERGEVIN
Lawrence David Biggerstaff
Daniel R Hailey
Kylee Williams
Brynie James Robinson
Oscar Mauricio Ramos
Rose Shelton
Timothy Lee Yount
JOAN MARIE JOHNSON
Charles Emery Hutchings
JUDY CAROL BASZNIAK
Che Guerber-Santana
Karina Y Stevens
RILEY JOEL DAVIS
JOEL BERNARD DAVIS
CORA JEAN SLOWIKOWSKI
MIHEI M EGOROFF
Corbin M. Coursey
LISA JENINE KACHEL

Within 25 miles of Sublimity, OR, Best Investors lists 41 registered investment advisory firms with 111 offices nearby, managing about $9.26T in combined regulatory AUM across 2,416,084 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 Sublimity

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