RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
THE H GROUP WASHINGTON, INC.
CRD #300464 PORTLAND, OR
SEC
AUM
$256.5M
Employees
6
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD #138347 CORVALLIS, OR
SEC
AUM
$249.3M
Employees
6
FIDELIS IM, LLC
CRD #162985 MEDFORD, OR
SEC
AUM
$243.7M
Employees
3
CAPITAL FINANCIAL PLANNERS, LLC
CRD #310168 SALEM, OR
SEC
AUM
$243.7M
Employees
5
SOUND INVESTMENT MANAGEMENT INC
CRD #107438 TUALATIN, OR
SEC
AUM
$242.6M
Employees
4
ELEVATION CAPITAL ADVISORY, LLC
CRD #171473 BEND, OR
SEC
AUM
$241.2M
Employees
8
KOENIG INVESTMENT ADVISORY, LLC
CRD #311422 ASHLAND, OR
SEC
AUM
$240.5M
Employees
3
WELCH INVESTMENT GROUP, LLC
CRD #131006 GRANTS PASS, OR
SEC
AUM
$238.5M
Employees
3
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD #128097 BEND, OR
SEC Disclosures
AUM
$233.1M
Employees
6
SECURITY FIRST ADVISORS, INC.
CRD #117502 PORTLAND, OR
SEC
AUM
$232.3M
Employees
7
CAPSTONE WEALTH ADVISORS, LLC
CRD #287670 SALEM, OR
SEC
AUM
$230.4M
Employees
4
WESTERN PACIFIC INVESTMENT ADVISERS INC
CRD #105287 PORTLAND, OR
SEC
AUM
$229.6M
Employees
10
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD #138433 BEAVERTON, OR
SEC
AUM
$228.7M
Employees
5
CHINOOK CAPITAL MANAGEMENT LLC
CRD #109218 LAKE OSWEGO, OR
SEC
AUM
$228.3M
Employees
6
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD #171321 PORTLAND, OR
SEC
AUM
$222M
Employees
6
ROI FINANCIAL ADVISORS, LLC
CRD #160100 BEAVERTON, OR
SEC
AUM
$220.5M
Employees
8
DEFINED WEALTH MANAGEMENT, LLC
CRD #306779 BEAVERTON, OR
SEC
AUM
$220.2M
Employees
4
PHILLIPS AND COMPANY ADVISORS, LLC
CRD #35800 PORTLAND, OR
SEC
AUM
$218.3M
Employees
11
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
CRD #309098 PORTLAND, OR
SEC
AUM
$217.1M
Employees
33
WD RUTHERFORD LLC
CRD #167545 PORTLAND, OR
SEC
AUM
$216.4M
Employees
4
NORTHLINE WEALTH MANAGEMENT LLC
CRD #150422 BEND, OR
SEC
AUM
$210.5M
Employees
6
MCDONALD FRANCESCHI, LLC
CRD #136906 PORTLAND, OR
SEC
AUM
$199.3M
Employees
3
GRANGE CAPITAL, LLC
CRD #131699 BEAVERTON, OR
SEC
AUM
$199.1M
Employees
6
WELLSPRING ADVISORS, INC.
CRD #147861 HILLSBORO, OR
SEC
AUM
$198.2M
Employees
8
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD #152930 JACKSONVILLE, OR
SEC
AUM
$196.6M
Employees
3