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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Wilsonville, OR

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

26 registered advisors work in Wilsonville; the most are at Cambridge Investment Research Advisors, Inc. (3). 0 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Wilsonville

FirmAdvisors in Wilsonville
Cambridge Investment Research Advisors, Inc. news3
State Farm Investment Management Corp.3
Cetera Investment Advisers LLC news2
Dollinger Management Inc.2
Edward Jones news2
Alpha Zero LLC1
Cpr Investments Inc.1
Cwm, LLC1
Harbor Horizon Financial, LLC1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Nw Advisory1
On Investment Management Co.1
Raymond James Financial Services Advisors, Inc. news1
Red Sky Financial Planning, LLC1
Strategic Advisers LLC1
Thrivent Investment Management Inc.1
U.S. Bancorp Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Wilsonville, 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 26Canby 25Klamath Falls 23McMinnville 22

Questions

How many financial advisors are in Wilsonville, OR?

26 investment adviser representatives are registered at firm offices in Wilsonville, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Wilsonville?

Cambridge Investment Research Advisors, Inc., with 3 registered advisors in Wilsonville, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Wilsonville?

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.