RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
TYGH CAPITAL MANAGEMENT, INC.
CRD #131898 PORTLAND, OR
SEC
AUM
$721M
Employees
10
CGC FINANCIAL SERVICES, LLC
CRD #155446 LAKE OSWEGO, OR
SEC
AUM
$737.3M
Employees
12
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD #313103 PORTLAND, OR
SEC
AUM
$743.8M
Employees
7
R.V. KUHNS & ASSOCIATES, INC.
CRD #18005 PORTLAND, OR
SEC Disclosures
AUM
$766.4M
Employees
143
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD #182520 PORTLAND, OR
SEC Private Funds
AUM
$773.4M
Employees
22
CONFLUENCE WEALTH MANAGEMENT LLC
CRD #107810 PORTLAND, OR
SEC
AUM
$782.2M
Employees
17
HORST & GRABEN WEALTH MANAGEMENT, LLC
CRD #297368 PORTLAND, OR
SEC
AUM
$796.5M
Employees
8
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD #292600 SALEM, OR
SEC
AUM
$813M
Employees
11
DELAP WEALTH ADVISORY, LLC
CRD #282312 LAKE OSWEGO, OR
SEC
AUM
$819.9M
Employees
9
AUXIER ASSET MANAGEMENT LLC
CRD #107980 AURORA, OR
SEC
AUM
$855.3M
Employees
11
ROEHL & YI INVESTMENT ADVISORS, LLC
CRD #109258 EUGENE, OR
SEC
AUM
$857.8M
Employees
17
REAL ASSET PORTFOLIO MANAGEMENT LLC
CRD #156831 PORTLAND, OR
SEC Private Funds
AUM
$873M
Employees
9
MENGIS CAPITAL MANAGEMENT, INC.
CRD #117127 PORTLAND, OR
SEC
AUM
$899.1M
Employees
7
SITTNER & NELSON, LLC
CRD #309757 EUGENE, OR
SEC
AUM
$900M
Employees
6
M FINANCIAL INVESTMENT ADVISERS INC
CRD #106648 PORTLAND, OR
SEC
AUM
$937.9M
Employees
3
SCOTT CAPITAL ADVISORS, LLC
CRD #307980 PORTLAND, OR
SEC
AUM
$968.4M
Employees
9
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
CRD #1254 PORTLAND, OR
SEC
AUM
$990.9M
Employees
524
CEDAR MOUNTAIN ADVISORS, LLC
CRD #140339 LAKE OSWEGO, OR
SEC
AUM
$1.1B
Employees
10
GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD #166263 PORTLAND, OR
SEC Private Funds
AUM
$1.1B
Employees
17
VISION CAPITAL MANAGEMENT, INC.
CRD #107793 PORTLAND, OR
SEC
AUM
$1.1B
Employees
16
JGP WEALTH MANAGEMENT, LLC
CRD #290694 BEND, OR
SEC
AUM
$1.2B
Employees
23
TRUE PRIVATE WEALTH ADVISORS, LLC
CRD #164947 SALEM, OR
SEC
AUM
$1.3B
Employees
20
CRABBE HUSON GROUP INC
CRD #108044 PORTLAND, OR
SEC
AUM
$1.3B
Employees
--
CS PLANNING CORP
CRD #149937 PORTLAND, OR
SEC
AUM
$1.3B
Employees
60
CUTLER INVESTMENT COUNSEL, LLC
CRD #128483 JACKSONVILLE, OR
SEC
AUM
$1.3B
Employees
24