RIA Intelligence

Investment Advisers in Oregon

332 registered firms

HORST & GRABEN WEALTH MANAGEMENT, LLC
CRD #297368 PORTLAND, OR
SEC
AUM
$796.5M
Employees
8
CONFLUENCE WEALTH MANAGEMENT LLC
CRD #107810 PORTLAND, OR
SEC
AUM
$782.2M
Employees
17
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD #182520 PORTLAND, OR
SEC Private Funds
AUM
$773.4M
Employees
22
R.V. KUHNS & ASSOCIATES, INC.
CRD #18005 PORTLAND, OR
SEC Disclosures
AUM
$766.4M
Employees
143
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD #313103 PORTLAND, OR
SEC
AUM
$743.8M
Employees
7
CGC FINANCIAL SERVICES, LLC
CRD #155446 LAKE OSWEGO, OR
SEC
AUM
$737.3M
Employees
12
TYGH CAPITAL MANAGEMENT, INC.
CRD #131898 PORTLAND, OR
SEC
AUM
$721M
Employees
10
BENSON ASSOCIATES LLC
CRD #109085 PORTLAND, OR
SEC
AUM
$717.8M
Employees
10
BNC WEALTH MANAGEMENT, LLC
CRD #306483 BEAVERTON, OR
SEC
AUM
$710.5M
Employees
5
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD #107777 LAKE OSWEGO, OR
SEC
AUM
$700.3M
Employees
8
CASCADIA ADVISORY SERVICES, LLC
CRD #290231 PORTLAND, OR
SEC
AUM
$689M
Employees
26
ACM MANAGEMENT COMPANY, LLC
CRD #283037 PORTLAND, OR
SEC Private Funds
AUM
$666.5M
Employees
18
EFM INVESTMENTS & ADVISORY LLC
CRD #339744 PORTLAND, OR
SEC Private Funds
AUM
$653.2M
Employees
13
ALLIUM FINANCIAL ADVISORS, LLC
CRD #288462 LAKE OSWEGO, OR
SEC
AUM
$638.9M
Employees
10
PREISZ ASSOCIATES, INC.
CRD #144469 PORTLAND, OR
SEC
AUM
$612.8M
Employees
9
NORTHWEST INVESTMENT COUNSELORS LLC
CRD #327970 LAKE OSWEGO, OR
SEC
AUM
$591.8M
Employees
7
CTC CONSULTING, LLC
CRD #147053 PORTLAND, OR
SEC Private Funds
AUM
$581.2M
Employees
51
THE H GROUP, INC.
CRD #106801 PORTLAND, OR
SEC
AUM
$580.1M
Employees
15
VON BORSTEL & ASSOCIATES, INC.
CRD #309746 THE DALLES, OR
SEC Disclosures
AUM
$576.4M
Employees
9
PEREGRINE ASSET ADVISERS, INC.
CRD #115738 PORTLAND, OR
SEC
AUM
$575.6M
Employees
7
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD #168256 PORTLAND, OR
SEC
AUM
$575.3M
Employees
42
DESCHUTES INVESTMENT ADVISORS, INC.
CRD #109491 PORTLAND, OR
SEC
AUM
$570M
Employees
10
MCGEE WEALTH MANAGEMENT, INC.
CRD #109847 PORTLAND, OR
SEC
AUM
$553.8M
Employees
8
MAZAMA CAPITAL MANAGEMENT INC
CRD #108405 PORTLAND, OR
SEC
AUM
$550.2M
Employees
12
CTC CONSULTING, INC.
CRD #107079 PORTLAND, OR
SEC
AUM
$543.2M
Employees
51