LPL Financial
41yrs
Top advisor by experience in Albany
Financial advisors in Albany, OR
Looking for a financial advisor in Albany, OR? We list 30 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
30Advisors with offices here
12Median years of experience
90%Fiduciary advisors?
6Firms represented
Largest firms here: Edward Jones (19), State Farm Investment Management Corp. (4), LPL Financial LLC (3).
Nearby: Corvallis, Lebanon, Monmouth, Philomath, Brownsville, Stayton.
LPL Financial
38yrs
Top 6% by experience in Oregon
Edward Jones
28yrs
Top 7% by experience at Edward Jones
Edward Jones
25yrs
Top 13% by experience in Albany
LPL Financial
21yrs
Top 17% by experience in Albany
Key Investment Services
19yrs
Top 23% by experience in Albany
Edward Jones
19yrs
Top 23% by experience in Albany
Edward Jones
18yrs
More experience than 73% of advisors in Albany
Edward Jones
17yrs
More experience than 71% of advisors at Edward Jones
Edward Jones
16yrs
More experience than 68% of advisors at Edward Jones
State Farm Investment Management
15yrs
More experience than 63% of advisors in Albany
Edward Jones
13yrs
More experience than 61% of advisors at Edward Jones
Edward Jones
13yrs
More experience than 61% of advisors at Edward Jones
Edward Jones
13yrs
More experience than 61% of advisors at Edward Jones
State Farm Investment Management
12yrs
More experience than 50% of advisors in Albany
Aumakua Capital Management
12yrs
12 years in the industry
Aumakua Capital Management
12yrs
12 years in the industry
Edward Jones
11yrs
More experience than 54% of advisors at Edward Jones
State Farm Investment Management
10yrs
10 years in the industry
Edward Jones
8yrs
8 years in the industry
Edward Jones
8yrs
8 years in the industry
Edward Jones
8yrs
8 years in the industry
Edward Jones
7yrs
7 years in the industry
Edward Jones
5yrs
5 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.