RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
VERITAS WEALTH MANAGEMENT, LLC
CRD #306768 LAKE OSWEGO, OR
SEC
AUM
$15.8M
Employees
1
OJEDA PARTNERS LLC
CRD #155491 PORTLAND, OR
SEC
AUM
$14.2M
Employees
1
TMFS-PORTLAND, LLC
CRD #140541 BEAVERTON, OR
SEC
AUM
$13.5M
Employees
5
CUDO INVESTMENT SERVICES, INC.
CRD #137805 CORVALLIS, OR
SEC
AUM
$13M
Employees
5
INVESTMENT ADVISORY SERVICES INC
CRD #108812 PORTLAND, OR
SEC
AUM
$10.6M
Employees
5
CSA GLOBAL ASSET MANAGEMENT LLC
CRD #157679 LAKE OSWEGO, OR
SEC Private Funds
AUM
$10M
Employees
1
ROGUE ADVISORS, LLC
CRD #132105 GRANTS PASS, OR
SEC
AUM
$9.9M
Employees
5
SYMAN-DEGLER GROUP, LLC
CRD #295679 EUGENE, OR
SEC
AUM
$9M
Employees
1
RUBICON GLOBAL ASSET MANAGEMENT, LLC
CRD #127585 PORTLAND, OR
SEC
AUM
$8.9M
Employees
5
DISTRIBUTION CONSULTANTS, INC.
CRD #166765 PORTLAND, OR
SEC Disclosures
AUM
$7.4M
Employees
3
ICON FINANCIAL SERVICES LLC
CRD #306816 PORTLAND, OR
SEC
AUM
$6.8M
Employees
1
GRANITE CAPITAL ADVISORS, LLC
CRD #153470 BEAVERTON, OR
SEC
AUM
$3M
Employees
1
MAXADVISOR LLC.
CRD #125148 PORTLAND, OR
SEC
AUM
$2.6M
Employees
5
REALLOCATE ADVISORS, LLC
CRD #291921 LAKE OSWEGO, OR
SEC Disclosures
AUM
$1.3M
Employees
5
VAULT INVESTMENTS INC.
CRD #175403 PORTLAND, OR
SEC
AUM
$1.1M
Employees
8
SCOTT CREEK CAPITAL MANAGEMENT, LLC
CRD #141283 CLACKAMAS, OR
SEC
AUM
$1M
Employees
5
MYLAUNCH, LLC
CRD #283205 MEDFORD, OR
SEC
AUM
$288.7K
Employees
3
BAXTER ACQUISITION INC.
CRD #334657 PORTLAND, OR
SEC
AUM
$22.1K
Employees
9
BEND RETIREMENT SOLUTIONS, INC.
CRD #298815 BEND, OR
SEC
AUM
$0
Employees
1
QUALITY FINANCIAL GROUP, INC
CRD #147635 EUGENE, OR
SEC
AUM
$0
Employees
5
THE PAPENDIECK GROUP, LLC
CRD #169466 EUGENE, OR
SEC
AUM
$0
Employees
2
ROCK CREEK WEALTH MANAGEMENT, LLC
CRD #336666 HILLSBORO, OR
SEC
AUM
$0
Employees
3
FINANCIAL ADVANTAGE, LLC
CRD #298612 LAKE OSWEGO, OR
SEC
AUM
$0
Employees
1
CENTRICITY LLC
CRD #128129 MEDFORD, OR
SEC
AUM
$0
Employees
5
BLUEWATER FINANCIAL, INC.
CRD #155063 MEDFORD, OR
SEC
AUM
$0
Employees
5