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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
D.A. DAVIDSON & CO.
WALLA WALLA WEALTH ADVISORS
FONDAHN FINANCIAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Carolyn Dufur Stiver
BRANDON ALLEN ZARO
Nicholas James Lyons
Michael Tristan Odman
WILLIAM PAUL FLEENOR
BRIAN KENNETH BRUGGEMAN
Andrew Block
Samuel Nicholas Wells
JOSEPH ALEXANDER FONDAHN
HAROLD THOMAS BOUCHER

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