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Investment advisers in Oregon

158 SEC-registered advisers with a main office in Oregon, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Von Borstel & Associates, Inc.The Dalles$576.4M
Peregrine Asset Advisers, Inc.Portland$575.6M
Tru Independence Asset Management, LLCPortland$575.3M
Northwest Quadrant, LLCBend$534M
Northmarq Fund Management, LLCLake Oswego$491.7M
Headwater Investment Consulting,inc.McMinnville$466.3M
Pinnacle Wealth Advisors, Inc.Clackamas$461.4M
801 West Capital Management, LLCLake Oswego$457.6M4
44 Wealth Management LLCEugene$445.9M
True North Retirement Advisors, LLCClackamas$430.2M
Etesian Wealth Advisors, Inc.West Linn$426.8M
Cwc Advisors, LLCLake Oswego$421.5M1
Cross Financial Advisors, LLCBeaverton$418.9M
Encompass Wealth Advisors, LLCPortland$413.3M
Retirement Consulting Group, Inc.Lake Oswego$411.1M
Ims Capital Management Inc.Portland$406.9M
Bridge City Capital, LLCLake Oswego$393.2M
Pacific Ridge Capital Partners, LLCLake Oswego$392.7M
Pace Financial Advisors, Inc.Hillsboro$390.1M
Zuna, LLCPortland$389.6M
Blue Water Wealth, Inc.Portland$384.2M
Silver Oak Advisory Group, Inc.Portland$372M
Hurley Financial Group, Inc.Corvallis$350.5M
Pfg Investments, LLCJacksonville$333.1M
Cascade Investment Advisors, Inc.Oregon City$331M
S & P Financial, Inc.Ashland$323.6M
Range Financial Group, LLCTigard$321.1M
Panoramic Capital Partners LLCLake Oswego$317M
Veridan Wealth LLCWest Linn$304.6M
Cordant, Inc.Portland$302.1M
Wealth Advisors Northwest LLCPortland$300.2M
Optima Capital LLCBeaverton$292.8M
Integrity Wealth LLCEugene$260.3M
Vergepointe Wealth Management, LLCLake Oswego$259.9M
Koenig Investment Advisory, LLCAshland$258.2M
Gretchen Stangier, Inc.Clackamas$257.9M
Spectrum Strategic Capital Management, LLCCorvallis$249.3M
Fidelis Im, LLCMedford$243.7M
Capital Financial Planners, LLCSalem$243.7M
Capstone Wealth Management Group, Inc.Bend$243M
Sound Investment Management IncTualatin$242.6M
Elevation Capital Advisory, LLCBend$241.2M
Welch Investment Group, LLCGrants Pass$238.5M
Capstone Wealth Management Group, LLCBend$233.1M
Capstone Wealth Advisors, LLCSalem$230.4M
Physician Family Financial Advisors IncBeaverton$228.7M
Portland Private Wealth Management, Inc.Portland$222M
Roi Financial Advisors, LLCBeaverton$220.5M
Defined Wealth Management, LLCBeaverton$220.2M
Tru Independence Asset Management 2, LLCPortland$217.1M
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