RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
NORTHWEST INVESTMENT COUNSELORS LLC
CRD #107953 LAKE OSWEGO, OR
SEC
AUM
$534M
Employees
7
NORTHWEST QUADRANT, LLC
CRD #158455 BEND, OR
SEC
AUM
$534M
Employees
6
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
CRD #154393 EUGENE, OR
SEC
AUM
$501.9M
Employees
1
NORTHMARQ FUND MANAGEMENT, LLC
CRD #150703 LAKE OSWEGO, OR
SEC
AUM
$491.7M
Employees
15
HEADWATER INVESTMENT CONSULTING,INC.
CRD #133009 MCMINNVILLE, OR
SEC
AUM
$466.3M
Employees
5
PINNACLE WEALTH ADVISORS, LLC
CRD #117517 CLACKAMAS, OR
SEC
AUM
$461.4M
Employees
14
801 WEST CAPITAL MANAGEMENT, LLC
CRD #168417 LAKE OSWEGO, OR
SEC Private Funds
AUM
$457.6M
Employees
4
44 WEALTH MANAGEMENT LLC
CRD #309647 EUGENE, OR
SEC
AUM
$445.9M
Employees
5
ASCENT CAPITAL MANAGEMENT, LLC
CRD #131423 BEND, OR
SEC
AUM
$445.6M
Employees
6
TOUCHSTONE INVESTMENT MANAGERS LLC
CRD #109466 PORTLAND, OR
SEC
AUM
$434.2M
Employees
5
TRUE NORTH RETIREMENT ADVISORS, LLC
CRD #290885 CLACKAMAS, OR
SEC
AUM
$430.2M
Employees
8
ETESIAN WEALTH ADVISORS, INC.
CRD #152127 WEST LINN, OR
SEC
AUM
$426.8M
Employees
8
CWC ADVISORS, LLC
CRD #127739 LAKE OSWEGO, OR
SEC Private Funds
AUM
$421.5M
Employees
9
INVESTMENT MANAGEMENT CONSULTANTS INC
CRD #106089 PORTLAND, OR
SEC
AUM
$420.6M
Employees
6
CROSS FINANCIAL ADVISORS, LLC
CRD #287686 BEAVERTON, OR
SEC
AUM
$418.9M
Employees
13
ROSENBAUM FINANCIAL, INC.
CRD #173805 PORTLAND, OR
SEC
AUM
$418.5M
Employees
10
ENCOMPASS WEALTH ADVISORS, LLC
CRD #170807 PORTLAND, OR
SEC
AUM
$413.3M
Employees
5
RETIREMENT CONSULTING GROUP, INC.
CRD #311184 LAKE OSWEGO, OR
SEC
AUM
$411.1M
Employees
4
IMS CAPITAL MANAGEMENT LLC
CRD #105939 PORTLAND, OR
SEC
AUM
$406.9M
Employees
8
BRIDGE CITY CAPITAL, LLC
CRD #148828 LAKE OSWEGO, OR
SEC
AUM
$393.2M
Employees
7
PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD #152154 LAKE OSWEGO, OR
SEC
AUM
$392.7M
Employees
10
PACE FINANCIAL ADVISORS, INC.
CRD #318359 HILLSBORO, OR
SEC
AUM
$390.1M
Employees
10
ZUNA, LLC
CRD #306113 PORTLAND, OR
SEC
AUM
$389.6M
Employees
6
BLUE WATER WEALTH, INC.
CRD #164432 PORTLAND, OR
SEC
AUM
$384.2M
Employees
14
RAIN CAPITAL MANAGEMENT, LLC
CRD #158996 LAKE OSWEGO, OR
SEC
AUM
$376M
Employees
6