RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
ROGUE ADVISORS, LLC
CRD #132105 GRANTS PASS, OR
SEC
AUM
$9.9M
Employees
5
CSA GLOBAL ASSET MANAGEMENT LLC
CRD #157679 LAKE OSWEGO, OR
SEC Private Funds
AUM
$10M
Employees
1
INVESTMENT ADVISORY SERVICES INC
CRD #108812 PORTLAND, OR
SEC
AUM
$10.6M
Employees
5
CUDO INVESTMENT SERVICES, INC.
CRD #137805 CORVALLIS, OR
SEC
AUM
$13M
Employees
5
TMFS-PORTLAND, LLC
CRD #140541 BEAVERTON, OR
SEC
AUM
$13.5M
Employees
5
OJEDA PARTNERS LLC
CRD #155491 PORTLAND, OR
SEC
AUM
$14.2M
Employees
1
VERITAS WEALTH MANAGEMENT, LLC
CRD #306768 LAKE OSWEGO, OR
SEC
AUM
$15.8M
Employees
1
BEACON ROCK CAPITAL, LLC
CRD #111384 PORTLAND, OR
SEC
AUM
$16.6M
Employees
5
WILD RIVERS FINANCIAL SERVICES, LLC
CRD #140333 BROOKINGS, OR
SEC
AUM
$17.6M
Employees
10
WHITE WATER WEALTH MANAGEMENT, LLC
CRD #169233 VIDA, OR
SEC
AUM
$18M
Employees
1
COMPASS PARTNERS LLC
CRD #109503 PORTLAND, OR
SEC
AUM
$18.2M
Employees
5
RUTHERFORD INVESTMENT MANAGEMENT LLC
CRD #108927 PORTLAND, OR
SEC
AUM
$21.3M
Employees
5
BEACON ROCK CAPITAL PARTNERS LLC
CRD #137364 PORTLAND, OR
SEC
AUM
$21.6M
Employees
5
MKG FINANCIAL GROUP, INC.
CRD #104214 PORTLAND, OR
SEC Disclosures
AUM
$22.1M
Employees
6
STRATEGIC INVESTMENT ADVISORS, INC.
CRD #113403 PORTLAND, OR
SEC
AUM
$22.9M
Employees
5
SUSAN A. NESTOR, P.C.
CRD #141223 PORTLAND, OR
SEC
AUM
$26.4M
Employees
5
PATTEN & DAVES CAPITAL MANAGEMENT
CRD #106033 MEDFORD, OR
SEC
AUM
$26.4M
Employees
1
MASTERPLAN ADVISORS, INC.
CRD #135082 PORTLAND, OR
SEC
AUM
$26.5M
Employees
5
PROVEST CAPITAL MANAGEMENT LLC
CRD #153702 LAKE OSWEGO, OR
SEC
AUM
$26.7M
Employees
1
FALCON PACIFIC CAPITAL MANAGEMENT, LLC
CRD #132102 CORVALLIS, OR
SEC
AUM
$26.8M
Employees
5
EWM, LLC
CRD #157724 BEAVERTON, OR
SEC
AUM
$27.6M
Employees
1
RUSSELL BRUCE HARDY
CRD #108421 PORTLAND, OR
SEC
AUM
$27.6M
Employees
5
WEALTH TRAK FINANCIAL SERVICES, LLC
CRD #145427 GRESHAM, OR
SEC
AUM
$28.8M
Employees
5
RHODES ECONOMETRICS INC
CRD #109231 LAKE OSWEGO, OR
SEC
AUM
$30M
Employees
5
HYBRIDTRADING, LLC
CRD #133016 PORTLAND, OR
SEC
AUM
$30M
Employees
10