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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Grants Pass, OR

Every SEC-registered investment adviser representative at a firm office in Grants Pass, with the firms that employ the most of them.

70 registered advisors work in Grants Pass; the most are at Kingsview Wealth Management, LLC (35). 13 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Grants Pass

FirmAdvisors in Grants Pass
Kingsview Wealth Management, LLC news35
Edward Jones news13
LPL Financial LLC news3
Welch Investment Group, LLC3
Cetera Investment Advisers LLC news2
Osaic Wealth, Inc. news2
Rogue Advisors, LLC2
State Farm Investment Management Corp.2
Independent Financial Group, LLC1
J.P. Morgan Securities LLC news1
Purpose First Financial, LLC1
Raymond James Financial Services Advisors, Inc. news1
Rogue Russell Investments1
Rubicon Advisors1
United Planners' Financial Services Of America A Limited Partner1
Wells Fargo Clearing Services, LLC news1

Advisors in Grants Pass, A to Z

CFP advisors in Grants Pass →

Other cities in Oregon

All of Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21

Questions

How many financial advisors are in Grants Pass, OR?

70 investment adviser representatives are registered at firm offices in Grants Pass, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 13 list the CFP designation.

Which firm has the most financial advisors in Grants Pass?

Kingsview Wealth Management, LLC, with 35 registered advisors in Grants Pass, followed by Edward Jones with 13.

How do I check a financial advisor in Grants Pass?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.