RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
SKYLINE FINANCIAL NORTHWEST, INC.
CRD #146844 PORTLAND, OR
SEC
AUM
$111.3M
Employees
2
SOARING INVESTMENT MANAGEMENT, LLC
CRD #305273 PORTLAND, OR
SEC
AUM
$111.5M
Employees
5
SAMARA INVESTMENT MANAGEMENT, LLC
CRD #336178 BEAVERTON, OR
SEC
AUM
$114.2M
Employees
3
INDEPENDENT PROGRESSIVE ADVISORS, LLC
CRD #139649 PORTLAND, OR
SEC
AUM
$115.2M
Employees
2
FILIGREE ADVISORS LLC
CRD #146284 LAKE OSWEGO, OR
SEC
AUM
$117M
Employees
4
DOBSON, CHARLES CASE
CRD #131077 PORTLAND, OR
SEC
AUM
$118.5M
Employees
3
CASCADE FINANCIAL STRATEGIES, LLC
CRD #166610 BEND, OR
SEC
AUM
$120.5M
Employees
2
CEDAR FINANCIAL ADVISORS, LLC
CRD #146084 BEAVERTON, OR
SEC
AUM
$121.4M
Employees
3
PROVEST CAPITAL MANAGEMENT LLC
CRD #300037 LAKE OSWEGO, OR
SEC
AUM
$121.7M
Employees
2
COPIA WEALTH MANAGEMENT, LLC
CRD #281873 BEND, OR
SEC
AUM
$122.8M
Employees
5
GEDI, INC
CRD #155170 PORTLAND, OR
SEC
AUM
$123M
Employees
11
STRADA FINANCIAL GROUP LLC
CRD #316987 FAIRVIEW, OR
SEC
AUM
$125.9M
Employees
4
WINDERMERE INVESTMENT ASSOCIATES, LLC
CRD #131224 PORTLAND, OR
SEC
AUM
$126.2M
Employees
--
WAGNER FINANCIAL, LLC
CRD #318448 LAKE OSWEGO, OR
SEC
AUM
$127.9M
Employees
4
AEQUITAS INVESTMENT MANAGEMENT, LLC
CRD #143780 LAKE OSWEGO, OR
SEC Private Funds
AUM
$128.5M
Employees
11
HAUSMAN ADVISORS, LLC
CRD #152681 HOOD RIVER, OR
SEC
AUM
$134.5M
Employees
2
ALISON, LLC
CRD #132569 EUGENE, OR
SEC
AUM
$135M
Employees
1
CAPITOL FAMILY OFFICE, INC.
CRD #312005 BEAVERTON, OR
SEC
AUM
$136.5M
Employees
2
TRADEWINDS ASSET MANAGEMENT, LLC
CRD #323879 PORTLAND, OR
SEC Private Funds
AUM
$137.3M
Employees
4
VALENTINE VENTURES, LLC
CRD #135060 BEND, OR
SEC
AUM
$137.7M
Employees
5
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD #323146 PORTLAND, OR
SEC
AUM
$138.3M
Employees
7
SUMMA GLOBAL ADVISORS, LLC
CRD #148713 CLACKAMAS, OR
SEC
AUM
$140.1M
Employees
2
FAIRWAY AMERICA INVESTMENT ADVISORS, LLC
CRD #284847 TIGARD, OR
Private Funds
AUM
$140.7M
Employees
17
CPWA LLC
CRD #322424 HOOD RIVER, OR
SEC
AUM
$141.5M
Employees
3
SUSTAINABLE WEALTH MANAGEMENT LLC
CRD #133859 EUGENE, OR
SEC
AUM
$148.3M
Employees
1