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Best financial advisors in Tigard, OR

Registered advisers within 25 miles of Tigard, OR.

Offices
933
Firms
324
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.10M
3,102,421 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
DAVIDSON & WATSON FINANCIAL
PFS INVESTMENTS INC.
CONTINUITY WEALTH MANAGEMENT, CORP.
CONSOLIDATED PORTFOLIO REVIEW CORP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KETURI INVESTMENT MANAGEMENT, LLC
OPPORTUNUS WEALTH MANAGEMENT, LLC
COMPASS INVESTMENT ADVISERS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES

Investors

Heather Lee Jones
Kristin J Staropoli
STEVEN JAMES BARBAS
ODELIA ALEXISS PUSTOVIT
Jeremy Daniel Watson
CONNOR CHAPAIS
TERESA K CLEMENT
KERRI ANN COX
GREGORY SCOTT NEFF
WILLIAM FRANCIS BALDWIN
Justin James Curtiss
MICHAEL WILLIAM RADAKOVICH
Conner Vinson Frische
Gustav Raymond Light
ROBERT FRANK ZAGUNIS
Ryan Charles Ober
CHRISTOPHER EUGENE CUBBAGE
JEANNIE ESTHER MATZA
PAUL FRANCIS VERMILYA
Robert Kevan Seibert
EDWARD THOMAS EYER FOSTER
JOHN-PAUL DALY
CHAD ROBERT MARTINDALE
MELANIE LYNN FINKLE
THOMAS LEE HOOVER
AARON EICHENBAUM
ANNE MARIE GAGGINI
Brett Macklin Thomas
Amanda Christie Nelson Prows
Anthony Robert Desantis
Gregory Randall Schmidt
Jon S Whitehouse
Daniel Willey
NEIL WEAVER
AUBREY ARLENE Nielsen

Within 25 miles of Tigard, OR, Best Investors lists 324 registered investment advisory firms with 933 offices nearby, managing about $14.9T in combined regulatory AUM across 3,102,421 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 Tigard

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