Top Financial Advisors in Medford, Oregon
Finding the right financial advisor in Medford is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Medford, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Medford, OR.
Find the Best Financial Advisor Firms in Medford:
KOENIG INVESTMENT ADVISORY, LLC
CRD#: 311422
Address: 1020 E. Jackson Street, Medford, OR 97504
Clients: 223
Average Clients per Advisor: 74
AUM: $ 193M
FIDELIS IM
CRD#: 162985
Address: 3551 E. Barnett Road Suite 107, Medford, OR 97504
Clients: 149
Average Clients per Advisor: 74
AUM: $ 183M
OREGON PACIFIC WEALTH MANAGEMENT
CRD#: 283958
Address: 3250 Hillcrest Park Drive Suite 102, Medford, OR 97504
Clients: 220
Average Clients per Advisor: 55
AUM: $ 135M
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
CRD#: 152930
Address: 2436 W. Main Street, Medford, OR 97501
Clients: 453
Average Clients per Advisor: 151
AUM: $ 129M
LEWELLYN FINANCIAL MANAGEMENT
CRD#: 155063
Address: 714 Cardley Ave, Medford, OR 97504
Clients: 195
Average Clients per Advisor: 97
AUM: $ 123M
OREGON PACIFIC FINANCIAL ADVISORS INC
CRD#: 110176
Address: 210 West 8th Street, Medford, OR 97501-3171
Clients: 488
Average Clients per Advisor: 97
AUM: $ 120M
How We Chose the Top Financial Advisors in Medford, Oregon
To create this list of top financial advisor firms in Medford, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Medford has to offer.
Search Financial Advisors in Medford, Oregon
William Edward Clary
Registered Affiliation(s):D.A. DAVIDSON & CO.
Elizabeth Anne Murphy
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael Everett Williams
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Laurence Jerome Steiner
Registered Affiliation(s):EDWARD JONES
Zachary M Jamieson
Registered Affiliation(s):EDWARD JONES
Chad Matthew Smith
Registered Affiliation(s):RETIREMENT PLANNING SPECIALISTS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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