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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

AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MERIDIAN FINANCIAL GROUP, INC.
U.S. BANCORP ADVISORS, LLC
AMBASSADOR WEALTH MANAGEMENT, LLC
EQUITY SERVICES, INC.
ARCADIA INVESTMENT ADVISORS, LLC

Investors

ADINA RAE FLYNN
Kaitlyn Tonai
GEORGE DAMIEN MCINNIS
SHAWN MARIE VORRATH
FRED RICHARD ELLEDGE
P Geoffrey Herron
Laura Carmel Beard
Erik Powell
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
TAINA CLAIRE FRAZER
STEVE JOSEPH DOMAN
Jonathan Stults
JEFFREY DEAN VASS
STEPHEN LEE SCHMIDT
KARI JO SKEDSVOLD
Mercedes Victoria Napoli
Kyle Harris
JUDY ANN RUBINO
DEVIN NATHANIEL MORAN
Nik Harmon Powell
Kelly JoAnn Luevano
PETR P BURUNOV
STUART PATTERSON QUINT
DAVID RODMAN VANDERPLOEG
Wendy B Markt
BRENT DOUGLAS USHER
Brianna Nichols
COLE JOSEF BUFFEHR
Lesley Anne Tylczak
Brandon Michael Wooters
RICH W KELLY
HANS J. ALLEN MANSETH
SPENCER COLIN BATEMAN
SCOTT PATRICK MAITLAND
RICHARD ALLEN TEUTSCH
ADAM THOMAS CHARUHAS
GREGREY LEIGH BAKER
DOUGLAS MICHAEL IRISH
DANIEL JAMES CHARUHAS
COLE LAWRENCE MILLS
JACOB WILLIAM MILLS
FELIPE JOSEPH JASSO
SARA A BLANCHARD
LOGAN JAMES CHOISNET
PETER JUDSON PERKINS
MICHAEL ALEXANDER RAMEY
Brendan Conley Dexter
Martin C Sacks

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