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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Gresham, OR

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

The short answer

45 registered advisors work in Gresham; the most are at U.S. Bancorp Advisors, LLC (14). 5 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Gresham

FirmAdvisors in Gresham
U.S. Bancorp Advisors, LLC14
Edward Jones news11
Cetera Investment Advisers LLC news4
LPL Financial LLC news3
State Farm Investment Management Corp.3
Catalyst Financial Nw Corporation2
Heissler Financial, LLC1
J.P. Morgan Securities LLC news1
Key Investment Services LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Multnomah Group, Inc.1
Thrivent Investment Management Inc.1
Wealth Watch Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Gresham, A to Z

CFP advisors in Gresham →

Other cities in Oregon

All of Oregon →

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

Questions

How many financial advisors are in Gresham, OR?

45 investment adviser representatives are registered at firm offices in Gresham, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Gresham?

U.S. Bancorp Advisors, LLC, with 14 registered advisors in Gresham, followed by Edward Jones with 11.

How do I check a financial advisor in Gresham?

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.