RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
KLD INVESTMENT MANAGEMENT, LLC
CRD #131057 ROSEBURG, OR
SEC
AUM
$78.3M
Employees
5
SUNDOWNER CAPITAL MANAGEMENT LLC
CRD #146253 BEND, OR
SEC
AUM
$77.5M
Employees
2
PARISH & COMPANY LLC
CRD #142713 PORTLAND, OR
SEC
AUM
$77M
Employees
1
THE COMMERCE COMPANY
CRD #117114 PORTLAND, OR
SEC
AUM
$76.7M
Employees
10
BANE BARHAM & HOLLOWAY ASSETS MANAGEMENT INC
CRD #110337 WILSONVILLE, OR
SEC
AUM
$76.3M
Employees
1
CARDINAL POINT INVESTMENTS, LLC
CRD #109222 TUALATIN, OR
SEC
AUM
$65.4M
Employees
5
IRVINGTON CAPITAL LLC
CRD #147054 PORTLAND, OR
Private Funds
AUM
$58.4M
Employees
1
BANDON CAPITAL MANAGEMENT, LLC
CRD #145177 PORTLAND, OR
SEC Private Funds
AUM
$57.3M
Employees
1
AMERICAN SERVICE CORP.
CRD #144356 GRESHAM, OR
SEC
AUM
$54M
Employees
1
JUNIPER CAPITAL
CRD #135427 EUGENE, OR
SEC
AUM
$53.7M
Employees
5
PRIVATE WEALTH ADVISORS, INC.
CRD #148144 PORTLAND, OR
SEC
AUM
$51.9M
Employees
51
KING, THEODORE, FRANKLIN
CRD #115508 PORTLAND, OR
SEC
AUM
$50.8M
Employees
5
MKG FINANCIAL GROUP,INC
CRD #130696 PORTLAND, OR
SEC
AUM
$50.3M
Employees
10
THE LEGACY GROUP, LTD.
CRD #120972 SALEM, OR
SEC
AUM
$50M
Employees
5
SALEM ASSET MANAGEMENT, LLC
CRD #126077 SALEM, OR
SEC
AUM
$48.8M
Employees
1
STRATEGY CAP, LLC
CRD #323391 BEND, OR
SEC
AUM
$48.1M
Employees
2
KOHALA CAPITAL PARTNERS, LLC
CRD #158098 PORTLAND, OR
SEC
AUM
$47M
Employees
1
MILLER, BRUCE W.
CRD #139249 PORTLAND, OR
SEC
AUM
$46M
Employees
1
BAS MANAGEMENT, LLC
CRD #142211 PORTLAND, OR
SEC
AUM
$45M
Employees
10
GRATKE WEALTH, LLC
CRD #145983 BEAVERTON, OR
SEC
AUM
$45M
Employees
1
WEALTH MANAGEMENT, INC.
CRD #126534 WILSONVILLE, OR
SEC
AUM
$44.3M
Employees
1
NORTHWEST FINANCIAL PLANNING CORP
CRD #104660 PORTLAND, OR
SEC
AUM
$43.5M
Employees
5
SCHULTZ AND ASSOCIATES INC.
CRD #128761 ASHLAND, OR
SEC
AUM
$43M
Employees
1
JP CAPITAL MANAGEMENT, INC.
CRD #142109 EUGENE, OR
SEC
AUM
$42.9M
Employees
1
STRATEGIC FINANCIAL MANAGEMENT, INC.
CRD #148076 MEDFORD, OR
SEC
AUM
$40M
Employees
1