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Best financial advisors in Troutdale, OR

Registered advisers within 25 miles of Troutdale, OR.

Offices
871
Firms
310
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,126 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
CATALYST FINANCIAL NW CORPORATION
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC

Investors

Jeremy David Shepherd
Magdiel Perez Velazquez
Robert Grant Hendrickson
Matthew Richardson
NEIL IVAN ZELLER
Michael Ryan Guenther
Tracie Brown
ELENA L TAYLOR WELCH
Patrick Wade Sheridan
JOSEPH MARTIN SWIFT
Veniamin Chumov
AARON LAVERN MUHS
DAVID DWIGHT RASMUSSEN
Rian Patrick
Alina Ormonde Rocha Johnson
ANTHONY JOHN BARDI
JASON JAMES NAGLE
Brad Matthew Allphin
Jeffery Milo Perry
Lee H Han
Lynne Therese Page
Ryan Andrew O'Quinn
Pamela Ann Tuite
ERIC LANCE GUETTERMAN
Ronald G Ward
Kristy Marie Sato-Bauer
Jennifer Alsman
ERIC MATTHEW MAZEMKE
Dino Manuel Rocha

Within 25 miles of Troutdale, OR, Best Investors lists 310 registered investment advisory firms with 871 offices nearby, managing about $14.9T in combined regulatory AUM across 3,091,126 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 Troutdale

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