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Best financial advisors in Wilsonville, OR

Registered advisers within 25 miles of Wilsonville, OR.

Offices
864
Firms
311
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.09M
3,091,050 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
AUXIER ASSET MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES

Investors

Daniel John Dahle
Ryan Elliott Johnson
Joshua Scott Stevens
Gina Janette Munguia-Martinez
Carissa Ann Peters
KAREN MEDINA VALADEZ
BRIAN S KOENIG
JAN JAMES KLEIN
James Edward Auxier
Luke N Auxier
Mitchell Paul Iliyn
CHRISTINA LEE MILLS BADRICK
LILLIAN MARIE WIDOLFF
JAMES JEFFREY AUXIER
KASEY SOMERS CLOSS
IAN Eugene RICE
SHANE BARTON ALLEN
GINGER BURDETTE FARGAS
ROBIN MARIE WELCH
Alicia Monique Williams
BRYCE DAVID GRIFFITH
Ryan A Krause
Peri L Tharp
FREDERICK MITCHELL MAGENHEIMER
Jessica Joann Cerne
MATTHEW PAUL STUTES
Kassin Mosbrucker
Rita Nicholle Harmon
CLINTON HANCOCK COLEMAN
SCOTT R WARNER
CHARLES ROBERT DAVEE
BENJAMIN SANTIAGO
JOHN SANG HYUN LEE
STEPHANIE MARIE ROOD-SMITH
NICOLE MIMICE BECK
Jeff Anton Nizich

Within 25 miles of Wilsonville, OR, Best Investors lists 311 registered investment advisory firms with 864 offices nearby, managing about $14.5T in combined regulatory AUM across 3,091,050 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 Wilsonville

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