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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

ADVISOR SHARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
HELIUM ADVISORS LLC
FISHER\SMB
EDELMAN FINANCIAL ENGINES
WEALTH WATCH ADVISORS, INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HEISSLER FINANCIAL, LLC

Investors

WALTER MARVIN WITTROCK
JOHN BURKE MARSHALL
Matthew Thomas Brady
DONALD CRAIG HOFFMAN
DAVID MERSKY
TIMOTHY EDWARD MEYER
JADE AARON ROSSBACK
SHAUN ROBERT VAUGHT
Kara Lynn Mitchell
John Theodore Kozak
DONALD NATHAN CAMERON
BLAIR BRUCE SCHADLER
JAMES SILVAGNI
JOHN ANDREW WHITE
LARRY WAYNE DYKES
JOHN JAMES LOWRY
GARY JAMES SIPOS
ARTHUR JOHN BERNADUCCI
DAVID ROBERT MONTERMINI
ROBERT RICHARD WOLF
MICHAEL PATRICK NOLAN
Christopher Jason Hinchey
JEFFREY STEPHEN BLOCKER
Scott Royal Smith
Stewart Douglas Scothorn
Hernan Alirio Prince
JARED STEWART KIRKPATRICK
Aevry Napoleon
Bassam Tarazi
Sharon Marie Olmstead
WREN HANSON-REEB
Jordan Leigh Delgado
RUSSELL GLENN GOCHNEAUR
Maxwell Senf
GARY NICHOLAS RUSSELL
RUSTIN JJ FELDMAN
Morgan Ann Wickline
Carol Ann Wasko
JASPER ELWOOD MALLARD
JASON WAYNE PACKHAM
TIMOTHY JOHN KROON
BRIAN PAUL GRIFFITH
ANDREW JOSEPH FADENRECHT
ALEXANDER BURNETT RICHHOLT-BUDIHAS
KYLE ASA CLARK
JASON CHARLES ERWIN
ARMANDO NERI
HEATHER SUZANNE WOLFSMITH
Jeffrey Alan Sego
COLLIN BISHOP FOSTER
DYLAN WALKER MARKS
ANDREW MICHAEL BELVIN
JULIA ANNE JOHNSON
JOSHUA JAMESON KETCH
Tin Ngoc Nguyen
Jordan Michael Goss
MICHAEL JOSEPH RICHARDS
HALEY RACHEL STINSON
KENT CHRISTOPHER SADLER
BRIAN DUFORT LOWERY
FRED RICHARD ELLEDGE
P Geoffrey Herron
Laura Carmel Beard
Erik Powell
WILLIAM EUGENE LUSBY
ALEXANDRU VARANITA
ALAN FELIPE VILLEGAS MEJIA
TYLER ANDREW CHORMICLE
ALEX BLANCO
Benjamin Thomas Recek
Pia Domineke Meyer
TAINA CLAIRE FRAZER
STEVE JOSEPH DOMAN
HARRY OLIVER WHITE
Avery Rene Culp
JANELLE RENAE BERGSTROM
ADRIAN CHOUINARD NEAL
Skyler Von Martin
Chase M Muro
COLLEEN NELL LENARD
IAN WESLEY BORGSTEDT
ERIC ALAN TURNER
KIERAN Makai DEXTER
Alfonso Santos-Amaya IV
Daniel Wanous
EDGAR HEISSLER

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