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Best financial advisors in West Linn, OR

Registered advisers within 25 miles of West Linn, OR.

Offices
926
Firms
324
Combined AUM
$15.8T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,094,004 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STANGIER WEALTH MANAGEMENT
ROEHL & YI INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ZUNA, LLC
SUMMA GLOBAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
TOKEN METRICS ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HORST & GRABEN WEALTH MANAGEMENT, LLC

Investors

PATRICK THOMAS NIEDERMEYER
BRANDON SCOTT JOCHIM
KERI KRISTINE TWYMAN
Jack Johnson
GRETCHEN STANGIER
CAROL LYNN YOUNG
Amy Jolene Candioto
ANDREA GERALDINE UMENHOFER
Kolton Michael Kyne
DARREN RUSSELL FORD
Cody Farnes
ZACHARY STEVEN DAEGES
JAMES A. SCHALLER
SCOTT HAYWARD MITCHELL
Anthony Robert Desantis
Gregory Randall Schmidt
Jon S Whitehouse
Daniel Willey
NEIL WEAVER
Russell Paul Loeb
THOMAS WIDNEY GREIDER
KATRINA ANN BELL
WAI NGAN HENRY YU
VALERIE RUTH TUCKER
RANDAL LYLE LISHKA
PAUL CHURILLA
ANTHONY BRUCE LISHKA
AUBREY ARLENE Nielsen
Molly O'Hara
Christopher Robert Cervetto
Nathan Anthony Reineke
KYLE JOSEPH HOELZLE
Chelsea Katlyn Jones
RICHARD STEVEN LEE
EDWARD EUGENE TRUAX
JAMIESON LOGAN GRABENHORST
CASEY EDWARD CLEVELAND
Rebecca Eugenia Phillips

Within 25 miles of West Linn, OR, Best Investors lists 324 registered investment advisory firms with 926 offices nearby, managing about $15.8T in combined regulatory AUM across 3,094,004 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 West Linn

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