RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
CATALYST FINANCIAL NW CORPORATION
CRD #168534 GRESHAM, OR
SEC
AUM
$184.8M
Employees
4
FINANCIAL INVESTMENT TEAM, INC.
CRD #145724 PORTLAND, OR
SEC
AUM
$186.4M
Employees
5
CONNECTED WEALTH SOLUTIONS, LLC
CRD #277111 LA GRANDE, OR
SEC
AUM
$186.8M
Employees
3
FOSTER & WOOD, INC.
CRD #165362 LAKE OSWEGO, OR
SEC
AUM
$189M
Employees
3
MSP WEALTH MANAGEMENT, LLC
CRD #306522 KLAMATH FALLS, OR
SEC
AUM
$193M
Employees
6
SORTIS FUND MANAGER, LLC
CRD #315584 PORTLAND, OR
SEC Private Funds
AUM
$193.8M
Employees
9
E2I ADVISORS, LLC
CRD #285987 PORTLAND, OR
SEC
AUM
$194M
Employees
5
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD #152930 JACKSONVILLE, OR
SEC
AUM
$196.6M
Employees
3
WELLSPRING ADVISORS, INC.
CRD #147861 HILLSBORO, OR
SEC
AUM
$198.2M
Employees
8
GRANGE CAPITAL, LLC
CRD #131699 BEAVERTON, OR
SEC
AUM
$199.1M
Employees
6
MCDONALD FRANCESCHI, LLC
CRD #136906 PORTLAND, OR
SEC
AUM
$199.3M
Employees
3
NORTHLINE WEALTH MANAGEMENT LLC
CRD #150422 BEND, OR
SEC
AUM
$210.5M
Employees
6
WD RUTHERFORD LLC
CRD #167545 PORTLAND, OR
SEC
AUM
$216.4M
Employees
4
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD #309098 PORTLAND, OR
SEC
AUM
$217.1M
Employees
33
PHILLIPS AND COMPANY ADVISORS, LLC
CRD #35800 PORTLAND, OR
SEC
AUM
$218.3M
Employees
11
DEFINED WEALTH MANAGEMENT, LLC
CRD #306779 BEAVERTON, OR
SEC
AUM
$220.2M
Employees
4
ROI FINANCIAL ADVISORS, LLC
CRD #160100 BEAVERTON, OR
SEC
AUM
$220.5M
Employees
8
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD #171321 PORTLAND, OR
SEC
AUM
$222M
Employees
6
CHINOOK CAPITAL MANAGEMENT LLC
CRD #109218 LAKE OSWEGO, OR
SEC
AUM
$228.3M
Employees
6
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD #138433 BEAVERTON, OR
SEC
AUM
$228.7M
Employees
5
WESTERN PACIFIC INVESTMENT ADVISERS INC
CRD #105287 PORTLAND, OR
SEC
AUM
$229.6M
Employees
10
CAPSTONE WEALTH ADVISORS, LLC
CRD #287670 SALEM, OR
SEC
AUM
$230.4M
Employees
4
SECURITY FIRST ADVISORS, INC.
CRD #117502 PORTLAND, OR
SEC
AUM
$232.3M
Employees
7
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD #128097 BEND, OR
SEC Disclosures
AUM
$233.1M
Employees
6
WELCH INVESTMENT GROUP, LLC
CRD #131006 GRANTS PASS, OR
SEC
AUM
$238.5M
Employees
3