RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
PFG INVESTMENTS, LLC
CRD #289256 JACKSONVILLE, OR
SEC
AUM
$333.1M
Employees
24
CORDANT, INC.
CRD #152395 PORTLAND, OR
SEC
AUM
$337.7M
Employees
9
STONEPINE CAPITAL MANAGEMENT, LLC
CRD #139891 BEND, OR
Private Funds
AUM
$347.8M
Employees
6
HURLEY FINANCIAL GROUP, INC.
CRD #108983 CORVALLIS, OR
SEC
AUM
$350.5M
Employees
6
PURE PORTFOLIOS HOLDINGS LLC
CRD #311002 LAKE OSWEGO, OR
SEC
AUM
$360.5M
Employees
6
SILVER OAK ADVISORY GROUP, INC.
CRD #108298 PORTLAND, OR
SEC
AUM
$372M
Employees
9
FORT ROCK ASSET MANAGEMENT, LLC
CRD #113044 PORTLAND, OR
Private Funds
AUM
$373.5M
Employees
13
RAIN CAPITAL MANAGEMENT, LLC
CRD #158996 LAKE OSWEGO, OR
SEC
AUM
$376M
Employees
6
BLUE WATER WEALTH, INC.
CRD #164432 PORTLAND, OR
SEC
AUM
$384.2M
Employees
14
ZUNA, LLC
CRD #306113 PORTLAND, OR
SEC
AUM
$389.6M
Employees
6
PACE FINANCIAL ADVISORS, INC.
CRD #318359 HILLSBORO, OR
SEC
AUM
$390.1M
Employees
10
PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD #152154 LAKE OSWEGO, OR
SEC
AUM
$392.7M
Employees
10
BRIDGE CITY CAPITAL, LLC
CRD #148828 LAKE OSWEGO, OR
SEC
AUM
$393.2M
Employees
7
IMS CAPITAL MANAGEMENT LLC
CRD #105939 PORTLAND, OR
SEC
AUM
$406.9M
Employees
8
RETIREMENT CONSULTING GROUP, INC.
CRD #311184 LAKE OSWEGO, OR
SEC
AUM
$411.1M
Employees
4
ENCOMPASS WEALTH ADVISORS, LLC
CRD #170807 PORTLAND, OR
SEC
AUM
$413.3M
Employees
5
ROSENBAUM FINANCIAL, INC.
CRD #173805 PORTLAND, OR
SEC
AUM
$418.5M
Employees
10
CROSS FINANCIAL ADVISORS, LLC
CRD #287686 BEAVERTON, OR
SEC
AUM
$418.9M
Employees
13
INVESTMENT MANAGEMENT CONSULTANTS INC
CRD #106089 PORTLAND, OR
SEC
AUM
$420.6M
Employees
6
CWC ADVISORS, LLC
CRD #127739 LAKE OSWEGO, OR
SEC Private Funds
AUM
$421.5M
Employees
9
ETESIAN WEALTH ADVISORS, INC.
CRD #152127 WEST LINN, OR
SEC
AUM
$426.8M
Employees
8
TRUE NORTH RETIREMENT ADVISORS, LLC
CRD #290885 CLACKAMAS, OR
SEC
AUM
$430.2M
Employees
8
TOUCHSTONE INVESTMENT MANAGERS LLC
CRD #109466 PORTLAND, OR
SEC
AUM
$434.2M
Employees
5
ASCENT CAPITAL MANAGEMENT, LLC
CRD #131423 BEND, OR
SEC
AUM
$445.6M
Employees
6
44 WEALTH MANAGEMENT LLC
CRD #309647 EUGENE, OR
SEC
AUM
$445.9M
Employees
5