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
Linda Sue Clarkson
Registered Affiliation(s):SEQUENT PLANNING, LLC
Taylor Desmond Ashland
Registered Affiliation(s):DFPG INVESTMENTS, LLC
Kevin Dean Mcloughlin
Registered Affiliation(s):D.A. DAVIDSON & CO.
Mark Steven Patten
Registered Affiliation(s):PATTEN & DAVES CAPITAL MANAGEMENT
Robert Scott Brown
Registered Affiliation(s):EDWARD JONES
Dean R Stirm
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Jeanne Louise Mcveigh
Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS
James Cleveland Monroe
Registered Affiliation(s):OREGON PACIFIC FINANCIAL ADVISORS INC
Brenda Deleen Stein
Registered Affiliation(s):O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC
Alisha Deann Holt
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
John A Warekois
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Todd Matthew Luce Montgomery
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michelle L Corradetti
Registered Affiliation(s):MORGAN STANLEY
Ava Riley Reed
Registered Affiliation(s):D.A. DAVIDSON & CO.
Emmarina Laurel Nelson
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Jason Scott Loyd
Registered Affiliation(s):EDWARD JONES
Paul R Sutherland
Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC
Steven Wayne Sanders
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gary David Acheatel
Registered Affiliation(s):LPL FINANCIAL LLC
Audrey Rosemarie Creak
Registered Affiliation(s):OREGON PACIFIC WEALTH MANAGEMENT
Jacob Nathaniel Brown
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Curtis Wallace Faulkner
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Aaron James Tuttle
Registered Affiliation(s):LPL FINANCIAL LLC
Christine Marie Hendricks
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
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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