RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
FORT ROCK ASSET MANAGEMENT, LLC
CRD #113044 PORTLAND, OR
Private Funds
AUM
$373.5M
Employees
13
SILVER OAK ADVISORY GROUP, INC.
CRD #108298 PORTLAND, OR
SEC
AUM
$372M
Employees
9
PURE PORTFOLIOS HOLDINGS LLC
CRD #311002 LAKE OSWEGO, OR
SEC
AUM
$360.5M
Employees
6
HURLEY FINANCIAL GROUP, INC.
CRD #108983 CORVALLIS, OR
SEC
AUM
$350.5M
Employees
6
STONEPINE CAPITAL MANAGEMENT, LLC
CRD #139891 BEND, OR
Private Funds
AUM
$347.8M
Employees
6
CORDANT, INC.
CRD #152395 PORTLAND, OR
SEC
AUM
$337.7M
Employees
9
PFG INVESTMENTS, LLC
CRD #289256 JACKSONVILLE, OR
SEC
AUM
$333.1M
Employees
24
MY LEGACY ADVISORS, LLC
CRD #290675 BEND, OR
SEC
AUM
$333.1M
Employees
10
CASCADE INVESTMENT ADVISORS, INC.
CRD #117294 OREGON CITY, OR
SEC
AUM
$331M
Employees
7
S & P FINANCIAL, INC.
CRD #139358 ASHLAND, OR
SEC
AUM
$323.6M
Employees
2
RANGE FINANCIAL GROUP, LLC
CRD #290001 TIGARD, OR
SEC
AUM
$321.1M
Employees
9
PANORAMIC CAPITAL PARTNERS LLC
CRD #331349 LAKE OSWEGO, OR
SEC
AUM
$317M
Employees
5
CARTER AND CARTER WEALTH STRATEGIES, INC.
CRD #256791 EUGENE, OR
SEC
AUM
$307M
Employees
7
VERIDAN WEALTH LLC
CRD #329666 WEST LINN, OR
SEC
AUM
$304.6M
Employees
5
CARLSON FINANCIAL, INC.
CRD #335831 CANBY, OR
SEC
AUM
$301.3M
Employees
3
WEALTH ADVISORS NORTHWEST LLC
CRD #284468 PORTLAND, OR
SEC
AUM
$300.2M
Employees
8
OPTIMA CAPITAL LLC
CRD #310146 BEAVERTON, OR
SEC
AUM
$292.8M
Employees
7
HINES & WARNER WEALTH MANAGEMENT, LLC
CRD #145662 PORTLAND, OR
SEC
AUM
$292.6M
Employees
7
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC
CRD #104798 PORTLAND, OR
SEC
AUM
$291.2M
Employees
4
VON BORSTEL & ASSOCIATES, INC.
CRD #117724 THE DALLES, OR
SEC Disclosures
AUM
$289.9M
Employees
11
PRIVATE CONSULTING GROUP, INC.
CRD #45053 PORTLAND, OR
SEC
AUM
$289M
Employees
--
TIMBERLINE ASSET MANAGEMENT LLC.
CRD #143308 PORTLAND, OR
SEC
AUM
$288.7M
Employees
11
INTEGRITY WEALTH LLC
CRD #330809 EUGENE, OR
SEC
AUM
$260.3M
Employees
6
VERGEPOINTE WEALTH MANAGEMENT, LLC
CRD #151425 LAKE OSWEGO, OR
SEC
AUM
$259.9M
Employees
4
GRETCHEN STANGIER, INC.
CRD #171336 CLACKAMAS, OR
SEC
AUM
$257.9M
Employees
4