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Best financial advisors in Tolovana Park, OR

Registered advisers within 25 miles of Tolovana Park, OR.

Offices
8
Firms
7
Combined AUM
$2.92T
Firm-wide filings, not assets booked only here
Clients
333K
333,295 clients when Item 5C has a number
Avg / client
$8.77M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
NATIONS FINANCIAL GROUP, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Sarah Elizabeth LaCoste-Brown
Reed Joseph Munly
Brian Carl Zartner
NICOLLE LEANN LANDWEHR
Adam Gregory Miller
NICHOLAS FRANCIS WHITE
ROBERT NIXON MUNLY
LISA WISE
JAMEY RAE HENDRICKS
MARK ALLEN HEDEEN
CONSTANCE CAROL WAISANEN
Rachel French Rathfon

Within 25 miles of Tolovana Park, OR, Best Investors lists 7 registered investment advisory firms with 8 offices nearby, managing about $2.92T in combined regulatory AUM across 333,295 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 Tolovana Park

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 NATIONS FINANCIAL GROUP, INC. 98 advisers $4.77B AUM 7 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM