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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Newberg, OR

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

21 registered advisors work in Newberg; the most are at Edward Jones (6). 0 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Newberg

FirmAdvisors in Newberg
Edward Jones news6
LPL Financial LLC news2
Bma Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Cross Financial Advisors1
Eisrc1
Illumination Wealth Management1
Independent Solutions Wealth Management, LLC1
LPL Enterprise, LLC news1
Mercer Global Advisors Inc.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
State Farm Investment Management Corp.1
Ulrich Investment Consultants1
Wells Fargo Clearing Services, LLC news1

Advisors in Newberg, A to Z

Search all of Oregon →

Other cities in Oregon

All of Oregon →

Portland 1,204Lake Oswego 558Bend 303Eugene 282Tigard 172Salem 171Beaverton 144Medford 111Grants Pass 74Hillsboro 74Clackamas 73Corvallis 72West Linn 59Gresham 43Oregon City 42Springfield 42Tualatin 42Roseburg 36Ashland 34Albany 29Jacksonville 26Wilsonville 26Canby 25Klamath Falls 23

Questions

How many financial advisors are in Newberg, OR?

21 investment adviser representatives are registered at firm offices in Newberg, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Newberg?

Edward Jones, with 6 registered advisors in Newberg, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Newberg?

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.