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Best financial advisors in Woodburn, OR

Registered advisers within 25 miles of Woodburn, OR.

Offices
521
Firms
189
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,065,808 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HUMAN INVESTING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VERGEPOINTE WEALTH MANAGEMENT, LLC
OSWEGO PRIVATE WEALTH MANAGEMENT
PARKWOODS WEALTH PARTNERS, LLC
QUEST INVESTMENT MANAGEMENT, LLC
IRONSIDE CAPITAL LLC
AEGIS FINANCIAL ADVISORY
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CEDAR MOUNTAIN ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GRADOW CAPITAL MANAGEMENT, LLC
PARISH & COMPANY LLC

Investors

STEVEN JAMES BARBAS
ODELIA ALEXISS PUSTOVIT
LEXI RAE STANGEL
JENNIFER LAWYER JAMES
Natalie Ruth Berning
David Anderson
Cort Daniel Morris
Amanda Marie Earlywine
MARC MASAO KADOMATSU
REBECCA ANNE ROHLEDER
Andrew Richard Gladhill
William Joseph Kellar
Robin Donovan
Holly Huddleson
Cole Thomas
Nicole Lindblom
Mitchell Thomas Chilcott
ANDREW WIEMER NELSON
Drayton Leigh Carlberg
Maria Lucia Genevieve Bell
Austin Jesse Pearce
DEAN ALAN WOOLWORTH
TRAVIS JOHN BARSOTTI
Penelope L Doty
Negar Koushkakinejad
JEFFREY M INGLIS
CONRAD FRANCO
Rebecca E Miller
KIMBERLY FRANCES PERREIRA
BRETT ALEXANDER FISHER
Matthew R Floberg
Jennifer J Ming
GEOFFREY COLE CREIGHTON
JEREMY G BREUNIG
RICHARD A BARKER
Matthew Dodge
Kelly Davis
David Edward Thomas
Robyn Marie Brooks
CHRISTOPHER NICHOLAS RUSSAK
DUSTIN R TANQUARY
Christopher Morgan McCreath
Marietta Eberle
Sean M Rogers
WENDY KAY THEETGE
WILLIAM JOHN KIEFEL
Joshua Scott Stevens
CRAIG JON OLSON
MATTHEW DAVID VANCE
SCOTT JAY ROBERTS
SCOTT ALLAN THEODORSON
Eric Steven Bedritis
ROBERT EDGAR BEDRITIS
TERENCE ANTHONY DONAHE
CAMERON MITCHELL JOHNSON
DOUGLAS PAUL GOEBEL
JOSEPH ALFONSO
Daniel James Prentice
JOHN LEWIS COOK
SCOTT BERRY
LADD CAMERON MCKITTRICK
Ryan Trout
LEVI MATTHEW DESHAW
CHASE NOBU HONDO MORINAKA
ISAAC LOUIS SAMSA
ROBERT LEE KENNEDY
ADAM LEE WOODS
BRADLEY DEAN PATRICK
TODD VAN SMITHPETER
DANIEL JAMES NANCE
Erik Maxwell Jones
BILL NEIL PARISH

Within 25 miles of Woodburn, OR, Best Investors lists 189 registered investment advisory firms with 521 offices nearby, managing about $12.3T in combined regulatory AUM across 3,065,808 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 Woodburn

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM