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Best financial advisors in White City, OR

Registered advisers within 25 miles of White City, OR.

Offices
77
Firms
30
Combined AUM
$6.33T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,215,578 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
GRADIENT ADVISORS, LLC
MARTIN CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Investors

Alisha Holt
Michael Shaughnessy McGehee
JOSEPH HENRY SPURGEON
Damon Thomas Eilek
ZACHARY KOLE PARK
Gozde Claire Cannarella
Ryan Bolin
Anthony Martin
Edward Graham Lindbloom
Jimmie Lee Smith
RORY BRIAN TOSH
JASON JON PETERS
ERIK KARL PETERSON
STEPHEN PAUL GRESSETT
JOHN LYMAN RACKLEFF
RORY CURTIS WOLD
CHESTER RYAN WESTFALL
SHELLIE ANN GREER
MARK BRIAN DEGNER
DEAN R STIRM
Adam John Tanner Poole
Bryan Lester Dorsey
MARK CHANDLER SOSEY
PERRY DEANE STANNARD
JASON BRUCE YAEGER
AMANDA L DODSON
Peter David Bargas
Frederick Scott Witham
MARK DANIEL CHIRGWIN
BENJAMIN W KLINE
Michael E Williams
DAVID JAMES SAYLER
MARK PATRICK HINES
SEAN PATRICK HINES

Within 25 miles of White City, OR, Best Investors lists 30 registered investment advisory firms with 77 offices nearby, managing about $6.33T in combined regulatory AUM across 1,215,578 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 White City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM