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Best financial advisors in Wallowa, OR

Registered advisers within 50 miles of Wallowa, OR.

Offices
26
Firms
16
Combined AUM
$3.08T
Firm-wide filings, not assets booked only here
Clients
324K
324,068 clients when Item 5C has a number
Avg / client
$9.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CONNECTED WEALTH SOLUTIONS, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
5 STAR INVESTING
CREATIVE PLANNING
LIFEFOCUS FINANCIAL ADVISORS, LLC
ADVISORY ALPHA, LLC
CWM, LLC
ARKADIOS WEALTH ADVISORS

Investors

Gary Fred Anger
Tessa Ann Jackson
Tanner Scott Willson
NATHAN EUGENE CONKLIN
BRENT MARTIN GUNDERSON
MICHAEL RAE POE
Reva Rose Hartenstein
Nicole Simmons
Briana Tanaka Greiner
Shawn Kerrick Mangum
JOHN RICHARD LEITHNER
Mary Nicole Horn
KIMBERLY DAWN HILTON
WILLIAM EDWARD HERMANN
MICHAEL JOHN SWINNERTON
JOHN C ZERBA
Karee Ann Eliason
KIMBERLY MARIE MCDANIELS
Emily Ann Reeves
Seth R Deal
ROBERT VERLE DEAL
DEIRDRE HAFEN
Lawson F Knight
Melissa Wilcox
Henry Owen Worden
Holly Cristine Ramirez
Chase Thomas Hessler
George Thomas Hessler
JOHN TIMOTHY BUCKLEY
Shannon Michelle Block Ebding
GINGER MARIE KESSEL

Within 50 miles of Wallowa, OR, Best Investors lists 16 registered investment advisory firms with 26 offices nearby, managing about $3.08T in combined regulatory AUM across 324,068 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 Wallowa

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 CWM, LLC 248 clients · 642 advisers $50.6B AUM 8 D.A. DAVIDSON & CO. 1,050 clients · 719 advisers $41.8B AUM