RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
PEARL WEALTH LLC
CRD #299508 PORTLAND, OR
SEC
AUM
$149.1M
Employees
4
WILLAMETTE FINANCIAL ADVISORS, LLC
CRD #173482 PORTLAND, OR
SEC
AUM
$151.8M
Employees
3
OREGON PACIFIC FINANCIAL ADVISORS INC
CRD #110176 MEDFORD, OR
SEC
AUM
$157.1M
Employees
7
LITTLEJOHN FINANCIAL SERVICES, INC
CRD #155113 ROSEBURG, OR
SEC
AUM
$157.1M
Employees
6
CMC ADVISERS, LLC
CRD #109397 PORTLAND, OR
SEC
AUM
$158M
Employees
10
NORTH FORTY TWO & CO.
CRD #148417 LAKE OSWEGO, OR
SEC
AUM
$159.7M
Employees
2
SMB FINANCIAL SERVICES, INC.
CRD #154216 PORTLAND, OR
SEC
AUM
$160.3M
Employees
6
NEWBORE WEALTH MANAGEMENT, INC.
CRD #306441 GLADSTONE, OR
SEC
AUM
$161.9M
Employees
4
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD #290254 EUGENE, OR
SEC
AUM
$165.6M
Employees
9
CLS FINANCIAL ADVISORS, INC.
CRD #152892 PORTLAND, OR
SEC
AUM
$166.7M
Employees
5
TAURUS CAPITAL ADVISORS, LLC
CRD #137633 LAKE OSWEGO, OR
SEC
AUM
$167.2M
Employees
5
SPRINGWATER WEALTH MANAGEMENT, LLC
CRD #167539 LAKE OSWEGO, OR
SEC
AUM
$169.3M
Employees
2
INMAN FINANCIAL SERVICES, INC.
CRD #297414 PORTLAND, OR
SEC
AUM
$169.6M
Employees
5
CLARITY WEALTH DEVELOPMENT, LLC
CRD #155103 CORVALLIS, OR
SEC
AUM
$170.6M
Employees
4
HIGHROAD WEALTH ADVISORS, LLC
CRD #331566 COOS BAY, OR
SEC
AUM
$171M
Employees
3
JAMISON HANSON ADVISORS LLC
CRD #139587 SALEM, OR
SEC
AUM
$171.8M
Employees
4
OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD #283958 MEDFORD, OR
SEC
AUM
$174.9M
Employees
5
SHEPPARD WEALTH MANAGEMENT, LLC
CRD #171444 BEND, OR
SEC Private Funds
AUM
$175M
Employees
3
NORTH RIDGE WEALTH ADVISORS, INC.
CRD #157516 BEAVERTON, OR
SEC
AUM
$180.4M
Employees
3
CONTINUITY WEALTH MANAGEMENT, CORP.
CRD #111010 PORTLAND, OR
SEC
AUM
$180.6M
Employees
4
EMPIRICAL WEALTH MANAGEMENT, LLC
CRD #140103 PORTLAND, OR
SEC
AUM
$182M
Employees
6
WEALTH ADVISORS, LLC
CRD #108769 LAKE OSWEGO, OR
SEC
AUM
$182.4M
Employees
--
KOENIG INVESTMENT ADVISORY, LLC
CRD #117098 MEDFORD, OR
SEC
AUM
$183M
Employees
3
ORCA INVESTMENT MANAGEMENT, LLC
CRD #144377 LAKE OSWEGO, OR
SEC
AUM
$183.4M
Employees
7
CLEARVIEW WEALTH ADVISORS, LLC
CRD #305737 SALEM, OR
SEC
AUM
$183.7M
Employees
5