Best Investors Account Sign in

Best financial advisors in Tualatin, OR

Registered advisers within 25 miles of Tualatin, OR.

Offices
920
Firms
319
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,328 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE WEALTH ADVISORS, LLC
SOUND INVESTMENT MANAGEMENT INC
RYAN FINANCIAL SOLUTIONS, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
NEXUS STRATEGIC WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STRATEGIC ADVISERS LLC
LETTIN WEALTH MANAGEMENT GROUP, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

David Pont
MICAH FEINER CHILD
MARK J BIALLAS
JOHN LOWELL CHILD
DANIEL JAMES-MYRON RYAN
Andrew Joseph-Myron Ryan
KODI ROBERT HERMANN
KRISTIN LYNNE ERICKSON
Emanuel Rick GRAD
STUART ADAM COHEN
BRETT MCKINLEY GRAHAM
RANDALL BLAKE BARKHURST
SHELDON XIAOCHUN REN
David Clark
LARRY TODD HALL
DAVID ANTHONY GORE
Geoffrey Laine Kunkle
Steven Glenn Kunkle
CAMERON KELLY SIPPEL
DOUGLAS WILLIAM SIPPEL
GUNNAR RAY OLSON
Dana Mathews
Michele Diane Kaiser
IRINI IOANNA HOUSIADAS
Stacee Rae Love-Malcolm
ADRIAN GUZMAN PENA
KRISTOPHER JAMES SLEEMAN
JASON HAMILTON
LINDY BUTLER CLARK
RONALD FRANKLIN POMPEL
SCOTT LYNN SUCKLING
Darius k Jones
DAVID ALAN SWEITZER
TIMOTHY WAYNE WOOTEN
ROBERT STANLEY PUGH
JULIE ANN JOHNSON
DAVID PAUL PROM
STEVEN ANDREW BODO
PATRICIA JEAN DUNN
JACK WAYLAND TUCKER
Mark Hunter
Kristen Winter
Eunjoo Kim
Ashley TILDEN Whittaker
Jordan Joseph Orr
Joy Michelle Abbott McMurchy
BRYCE JOHNSON WINKEL
ROBERT FREDERICK PEARSON
MICHAEL ROBERT NEUMANN
JAMES GILBERT MARDOCK
JANET ELIZABETH TOOLEY
PIA MIRANDA SNYDER
MICHAEL RICHARD DEVLIN
JAMES LEO MANN
HOLLY MARIE BOCHSLER
MARY LENNOX
CYNTHIA FERNANDEZ REIDY
Holly Williamson
BRUCE ALAN BAILEY
Kris Barrett
Gregory McMillin
BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY
JOHN S. ROBERTS
JOEL SHAWN ROGERS
ANDREW KEHDI
MICHAEL ANISIMOV
KYLE MATTHEW MORAN
MORGAN WELCH
COLETON O'DONNELL
EVAN MICHAEL PIA
PAIGE Ashley WYLIE
GABRIEL SCHADE
SCOTT ALAN REINKE
JASON Z. RIZK
ALEXA JEDDELOH
MAXWELL Brian FARQUHAR
ROBERT TYLER WOOD-HAMMACK
DANIEL KALMIKOV
EVANGELINE S MANZON
MICHAEL LEE SMELSER
JAMES SYLVIA
THOMAS ELLIOT
MICHAEL S. ZAHLER
MICHAEL BURKE
KEVIN MATTHEW SCHWARTZ
SEDDRICK ROBINSON
JOEL KINCAID
EDMUNDO ARROYO PASCUAL
JAMES H. CAMPBELL
ZACHARY ISRAEL
JOSE CORTEZ
LEVON E. MCMULLEN
LINDSAY CONACHY
JANE ROSE MATSON
THOMAS GLASCOCK
QUINN ANTHONY KELSO
MICHAEL DAVID STEWART
Alicia Monique Williams
BRYCE DAVID GRIFFITH

Within 25 miles of Tualatin, OR, Best Investors lists 319 registered investment advisory firms with 920 offices nearby, managing about $15.3T in combined regulatory AUM across 3,091,328 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 Tualatin

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