RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC
CRD #158084 PORTLAND, OR
SEC Private Funds
AUM
$1.3B
Employees
49
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD #159419 EUGENE, OR
SEC
AUM
$1.4B
Employees
14
M FINANCIAL ASSET MANAGEMENT, INC.
CRD #136694 PORTLAND, OR
SEC
AUM
$1.5B
Employees
5
DESCHUTES PORTFOLIO STRATEGY, LLC
CRD #155424 PORTLAND, OR
SEC Private Funds
AUM
$1.5B
Employees
12
CUTLER & CO LLC
CRD #106187 MEDFORD, OR
SEC
AUM
$1.6B
Employees
--
QUEST INVESTMENT MANAGEMENT, LLC
CRD #110640 LAKE OSWEGO, OR
SEC
AUM
$1.7B
Employees
10
ADVISORY SERVICES & INVESTMENTS, LLC
CRD #108138 BEND, OR
SEC Disclosures
AUM
$1.7B
Employees
15
HUMAN INVESTING, LLC
CRD #133017 LAKE OSWEGO, OR
SEC
AUM
$1.9B
Employees
26
SELLWOOD INVESTMENT PARTNERS LLC
CRD #164696 PORTLAND, OR
SEC
AUM
$2B
Employees
15
TPG FINANCIAL ADVISORS, LLC
CRD #141153 PORTLAND, OR
SEC
AUM
$2B
Employees
19
CABLE HILL PARTNERS, LLC
CRD #168252 PORTLAND, OR
SEC
AUM
$2B
Employees
29
ARNERICH MASSENA, INC.
CRD #116395 PORTLAND, OR
SEC
AUM
$2.1B
Employees
25
DVSM, LP
CRD #160800 PORTLAND, OR
SEC Private Funds
AUM
$2.1B
Employees
25
MULTNOMAH GROUP, INC.
CRD #132131 PORTLAND, OR
SEC
AUM
$2.2B
Employees
22
PHILLIPS AND COMPANY ADVISORS LLC
CRD #167214 PORTLAND, OR
SEC
AUM
$2.3B
Employees
21
DESCHUTES INVESTMENT CONSULTING, LLC
CRD #155312 PORTLAND, OR
SEC
AUM
$2.5B
Employees
12
VISTA CAPITAL PARTNERS, INC.
CRD #114913 PORTLAND, OR
SEC
AUM
$2.7B
Employees
35
VARIANT INVESTMENTS, LLC
CRD #289261 PORTLAND, OR
SEC
AUM
$3B
Employees
29
M HOLDINGS SECURITIES, INC.
CRD #43285 PORTLAND, OR
SEC Disclosures
AUM
$4.1B
Employees
1,442
BECKER CAPITAL MANAGEMENT INC
CRD #110489 PORTLAND, OR
SEC Private Funds
AUM
$5B
Employees
37
NORTHSIDE CAPITAL MANAGEMENT LLC
CRD #107784 HOOD RIVER, OR
SEC
AUM
$5.8B
Employees
15
CAMPBELL GLOBAL, LLC
CRD #111944 PORTLAND, OR
SEC Private Funds
AUM
$6.2B
Employees
134
ALDRICH WEALTH, LIMITED PARTNERSHIP
CRD #147200 LAKE OSWEGO, OR
SEC
AUM
$6.5B
Employees
46
KINGSVIEW WEALTH MANAGEMENT, LLC
CRD #148107 GRANTS PASS, OR
SEC
AUM
$6.7B
Employees
225
FOCUS POINT SOLUTIONS, INC
CRD #131195 PORTLAND, OR
SEC
AUM
$6.8B
Employees
40