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Investment advisers in Oregon

158 SEC-registered advisers with a main office in Oregon, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Wd Rutherford LLCPortland$216.4M
Continuity Wealth Management, Corp.Portland$214.3M
Grange Capital, LLCBeaverton$199.1M
Wellspring Advisors, Inc.Hillsboro$198.2M
Jones & Associates Premier Financial Solutions, LLCMedford$196.6M
Sortis Fund Manager, LLCPortland$193.8M4
Msp Wealth Management, LLCKlamath Falls$193M
Foster & Wood, Inc.Lake Oswego$189M
Connected Wealth Solutions, LLCLa Grande$186.8M
Financial Investment Team, Inc.Portland$186.4M
Catalyst Financial Nw CorporationGresham$184.8M
Clearview Wealth Advisors, LLCSalem$183.7M
Orca Investment Management, LLCLake Oswego$183.4M
Oregon Pacific Wealth Management, LLCMedford$174.9M
Jamison Hanson Advisors LLCSalem$171.8M
Highroad Wealth Advisors, LLCCoos Bay$171M
Clarity Wealth Development, LLCCorvallis$170.6M
Inman Financial Services, Inc.Portland$169.6M
Taurus Capital Advisors, LLCLake Oswego$167.2M
Cls Financial Advisors, Inc.Portland$166.7M
O'Connell Investment and Insurance Services, LLCEugene$165.6M
Newbore Wealth Management, Inc.Gladstone$161.9M
Smb Financial Services, Inc.Portland$160.3M
North Forty Two & Co.Lake Oswego$159.7M
Littlejohn Financial Services, IncRoseburg$157.1M
Willamette Financial Advisors, LLCPortland$151.8M
Pearl Wealth LLCPortland$149.1M
Wagner Financial, LLCLake Oswego$144.7M
Cpwa LLCHood River$141.5M
Summa Global Advisors, LLCClackamas$140.1M
Price Financial Group Wealth Management, Inc.Portland$138.3M
Tradewinds Asset Management, LLCPortland$137.3M1
Capitol Family Office, Inc.Beaverton$136.5M
Strada Financial Group LLCFairview$125.9M
Copia Wealth Management, LLCBend$122.8M
Lifelong Wealth Management Group, LLCLake Oswego$121.7M
Cascade Financial Strategies, LLCBend$120.5M
Samara Investment Management, LLCBeaverton$114.2M
Modernist Financial, LLCPortland$113.3M
Soaring Investment Management, LLCPortland$111.5M
Skyline Financial Northwest, Inc.Portland$111.3M
Pacific Coast Investment Advisors, LLCWest Linn$111.3M
Jgc Wealth Management, LLCSalem$108.9M
Skyliner Wealth, LLCBend$108.5M
Northwind Financial LLCBend$105.4M
Tenbridge Partners LLCPortland$103.3M
Compass Investment Advisers, LLCPortland$103.1M
Fairchild Capital LLCPortland$102.8M
Rooted Financial Group, LLCTigard$100.4M
Xena Financial Planning, LLCPortland$100.2M
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