RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
ADVISORY SERVICES & INVESTMENTS, LLC
CRD #108138 BEND, OR
SEC Disclosures
AUM
$1.7B
Employees
15
QUEST INVESTMENT MANAGEMENT, LLC
CRD #110640 LAKE OSWEGO, OR
SEC
AUM
$1.7B
Employees
10
CUTLER & CO LLC
CRD #106187 MEDFORD, OR
SEC
AUM
$1.6B
Employees
--
DESCHUTES PORTFOLIO STRATEGY, LLC
CRD #155424 PORTLAND, OR
SEC Private Funds
AUM
$1.5B
Employees
12
M FINANCIAL ASSET MANAGEMENT, INC.
CRD #136694 PORTLAND, OR
SEC
AUM
$1.5B
Employees
5
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD #159419 EUGENE, OR
SEC
AUM
$1.4B
Employees
14
GREENWOOD RESOURCES CAPITAL MANAGEMENT LLC
CRD #158084 PORTLAND, OR
SEC Private Funds
AUM
$1.3B
Employees
49
CUTLER INVESTMENT COUNSEL, LLC
CRD #128483 JACKSONVILLE, OR
SEC
AUM
$1.3B
Employees
24
CS PLANNING CORP
CRD #149937 PORTLAND, OR
SEC
AUM
$1.3B
Employees
60
CRABBE HUSON GROUP INC
CRD #108044 PORTLAND, OR
SEC
AUM
$1.3B
Employees
--
TRUE PRIVATE WEALTH ADVISORS, LLC
CRD #164947 SALEM, OR
SEC
AUM
$1.3B
Employees
20
JGP WEALTH MANAGEMENT, LLC
CRD #290694 BEND, OR
SEC
AUM
$1.2B
Employees
23
VISION CAPITAL MANAGEMENT, INC.
CRD #107793 PORTLAND, OR
SEC
AUM
$1.1B
Employees
16
GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD #166263 PORTLAND, OR
SEC Private Funds
AUM
$1.1B
Employees
17
CEDAR MOUNTAIN ADVISORS, LLC
CRD #140339 LAKE OSWEGO, OR
SEC
AUM
$1.1B
Employees
10
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
CRD #1254 PORTLAND, OR
SEC
AUM
$990.9M
Employees
524
SCOTT CAPITAL ADVISORS, LLC
CRD #307980 PORTLAND, OR
SEC
AUM
$968.4M
Employees
9
M FINANCIAL INVESTMENT ADVISERS INC
CRD #106648 PORTLAND, OR
SEC
AUM
$937.9M
Employees
3
SITTNER & NELSON, LLC
CRD #309757 EUGENE, OR
SEC
AUM
$900M
Employees
6
MENGIS CAPITAL MANAGEMENT, INC.
CRD #117127 PORTLAND, OR
SEC
AUM
$899.1M
Employees
7
REAL ASSET PORTFOLIO MANAGEMENT LLC
CRD #156831 PORTLAND, OR
SEC Private Funds
AUM
$873M
Employees
9
ROEHL & YI INVESTMENT ADVISORS, LLC
CRD #109258 EUGENE, OR
SEC
AUM
$857.8M
Employees
17
AUXIER ASSET MANAGEMENT LLC
CRD #107980 AURORA, OR
SEC
AUM
$855.3M
Employees
11
DELAP WEALTH ADVISORY, LLC
CRD #282312 LAKE OSWEGO, OR
SEC
AUM
$819.9M
Employees
9
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD #292600 SALEM, OR
SEC
AUM
$813M
Employees
11