RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
KOENIG INVESTMENT ADVISORY, LLC
CRD #311422 ASHLAND, OR
SEC
AUM
$240.5M
Employees
3
ELEVATION CAPITAL ADVISORY, LLC
CRD #171473 BEND, OR
SEC
AUM
$241.2M
Employees
8
SOUND INVESTMENT MANAGEMENT INC
CRD #107438 TUALATIN, OR
SEC
AUM
$242.6M
Employees
4
CAPITAL FINANCIAL PLANNERS, LLC
CRD #310168 SALEM, OR
SEC
AUM
$243.7M
Employees
5
FIDELIS IM, LLC
CRD #162985 MEDFORD, OR
SEC
AUM
$243.7M
Employees
3
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD #138347 CORVALLIS, OR
SEC
AUM
$249.3M
Employees
6
THE H GROUP WASHINGTON, INC.
CRD #300464 PORTLAND, OR
SEC
AUM
$256.5M
Employees
6
GRETCHEN STANGIER, INC.
CRD #171336 CLACKAMAS, OR
SEC
AUM
$257.9M
Employees
4
VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD #151425 LAKE OSWEGO, OR
SEC
AUM
$259.9M
Employees
4
INTEGRITY WEALTH LLC
CRD #330809 EUGENE, OR
SEC
AUM
$260.3M
Employees
6
TIMBERLINE ASSET MANAGEMENT LLC.
CRD #143308 PORTLAND, OR
SEC
AUM
$288.7M
Employees
11
PRIVATE CONSULTING GROUP, INC.
CRD #45053 PORTLAND, OR
SEC
AUM
$289M
Employees
--
VON BORSTEL & ASSOCIATES, INC.
CRD #117724 THE DALLES, OR
SEC Disclosures
AUM
$289.9M
Employees
11
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC
CRD #104798 PORTLAND, OR
SEC
AUM
$291.2M
Employees
4
HINES & WARNER WEALTH MANAGEMENT, LLC
CRD #145662 PORTLAND, OR
SEC
AUM
$292.6M
Employees
7
OPTIMA CAPITAL LLC
CRD #310146 BEAVERTON, OR
SEC
AUM
$292.8M
Employees
7
WEALTH ADVISORS NORTHWEST LLC
CRD #284468 PORTLAND, OR
SEC
AUM
$300.2M
Employees
8
CARLSON FINANCIAL, INC.
CRD #335831 CANBY, OR
SEC
AUM
$301.3M
Employees
3
VERIDAN WEALTH LLC
CRD #329666 WEST LINN, OR
SEC
AUM
$304.6M
Employees
5
CARTER AND CARTER WEALTH STRATEGIES, INC.
CRD #256791 EUGENE, OR
SEC
AUM
$307M
Employees
7
PANORAMIC CAPITAL PARTNERS LLC
CRD #331349 LAKE OSWEGO, OR
SEC
AUM
$317M
Employees
5
RANGE FINANCIAL GROUP, LLC
CRD #290001 TIGARD, OR
SEC
AUM
$321.1M
Employees
9
S & P FINANCIAL, INC.
CRD #139358 ASHLAND, OR
SEC
AUM
$323.6M
Employees
2
CASCADE INVESTMENT ADVISORS, INC.
CRD #117294 OREGON CITY, OR
SEC
AUM
$331M
Employees
7
MY LEGACY ADVISORS, LLC
CRD #290675 BEND, OR
SEC
AUM
$333.1M
Employees
10