Best financial advisors in Welches, OR

Registered advisers within 25 miles of Welches, OR.

Offices

40

Firms

15

Combined AUM

$4.87T

Firm-wide filings, not assets booked only here

Clients

845K

844,707 clients when Item 5C has a number

Avg / client

$5.77M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

39085 PIONEER BLVD, STE 1001
SANDY, OR 97055

11.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

38975 Proctor Blvd.
Sandy, OR 97055

EDWARD JONES

38750 PROCTOR BLVD
SANDY, OR 97055

12.1 miles away

LPL FINANCIAL LLC

38740 PROCTOR BLVD
SANDY, OR 97055

12.1 miles away

STRADA FINANCIAL GROUP LLC

28600 SE HIGHWAY 212
BORING, OR 97009

17.7 miles away

EDWARD JONES

20350 SE HIGHWAY 212
DAMASCUS, OR 97089

20.9 miles away

WEALTH WATCH ADVISORS, INC

500 SE Butler Road Suite 15
Gresham, OR 97080

21.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2951 NE Division St Suite 141
Gresham, OR 97030

J.P. MORGAN SECURITIES LLC

2053 NE BURNSIDE ROAD
GRESHAM, OR 97030

22.1 miles away

CATALYST FINANCIAL NW CORPORATION

1733 E. POWELL BLVD. SUITE 104
GRESHAM, OR 97030

22.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1651 NE DIVISION ST
GRESHAM, OR 97030

22.4 miles away

EDWARD JONES

1584 NE 8TH STREET SUITE 104
GRESHAM, OR 97030-0000

22.5 miles away

U.S. BANCORP ADVISORS, LLC

300 E Powell
Gresham, OR 97030

22.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1008 NE Division St Ste A
Gresham, OR 97030

22.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1217 NE Burnside Rd
Gresham, OR 97030

22.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1217 NE BURNSIDE RD Suite 801
Gresham, OR 97030

22.7 miles away

EDWARD JONES

313 NE HOOD AVE
GRESHAM, OR 97030-7449

22.7 miles away

EDWARD JONES

23 EAST POWELL BLVD
GRESHAM, OR 97030-0083

22.7 miles away

EDWARD JONES

701 Ne Division St
Gresham, OR 97030

22.8 miles away

HEISSLER FINANCIAL, LLC

320 N MAIN AVE SUITE 211
GRESHAM, OR 97030

22.8 miles away

Firms

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STRADA FINANCIAL GROUP LLC

WEALTH WATCH ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

CATALYST FINANCIAL NW CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

U.S. BANCORP ADVISORS, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

HEISSLER FINANCIAL, LLC

Investors

Michael Tracy Pickett

Kylee Marie Moore

BARBARA GAIL CLARE

Lucas James Forristall

Jared Allen Tjaden

Daniel Samuel Sarkissian

Tyson Willes Papenfuss

Tim Edward Palmer

BRANDEE CARMELLE PENSE

BRIAN DUFORT LOWERY

Robert Grant Hendrickson

ELENA L TAYLOR WELCH

Patrick Wade Sheridan

AARON LAVERN MUHS

DAVID DWIGHT RASMUSSEN

Matthew Richardson

Veniamin Chumov

Chad Patrick Sann

JOSEPH MARTIN SWIFT

NEIL IVAN ZELLER

Michael Ryan Guenther

Jennifer Alsman

Alina Ormonde Rocha Johnson

Within 25 miles of Welches, OR, Best Investors lists 15 registered investment advisory firms with 40 offices nearby, managing about $4.87T in combined regulatory AUM across 844,707 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 Welches

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM