RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
E2I ADVISORS, LLC
CRD #285987 PORTLAND, OR
SEC
AUM
$194M
Employees
5
SORTIS FUND MANAGER, LLC
CRD #315584 PORTLAND, OR
SEC Private Funds
AUM
$193.8M
Employees
9
MSP WEALTH MANAGEMENT, LLC
CRD #306522 KLAMATH FALLS, OR
SEC
AUM
$193M
Employees
6
FOSTER & WOOD, INC.
CRD #165362 LAKE OSWEGO, OR
SEC
AUM
$189M
Employees
3
CONNECTED WEALTH SOLUTIONS, LLC
CRD #277111 LA GRANDE, OR
SEC
AUM
$186.8M
Employees
3
FINANCIAL INVESTMENT TEAM, INC.
CRD #145724 PORTLAND, OR
SEC
AUM
$186.4M
Employees
5
CATALYST FINANCIAL NW CORPORATION
CRD #168534 GRESHAM, OR
SEC
AUM
$184.8M
Employees
4
CLEARVIEW WEALTH ADVISORS, LLC
CRD #305737 SALEM, OR
SEC
AUM
$183.7M
Employees
5
ORCA INVESTMENT MANAGEMENT, LLC
CRD #144377 LAKE OSWEGO, OR
SEC
AUM
$183.4M
Employees
7
KOENIG INVESTMENT ADVISORY, LLC
CRD #117098 MEDFORD, OR
SEC
AUM
$183M
Employees
3
WEALTH ADVISORS, LLC
CRD #108769 LAKE OSWEGO, OR
SEC
AUM
$182.4M
Employees
--
EMPIRICAL WEALTH MANAGEMENT, LLC
CRD #140103 PORTLAND, OR
SEC
AUM
$182M
Employees
6
CONTINUITY WEALTH MANAGEMENT, CORP.
CRD #111010 PORTLAND, OR
SEC
AUM
$180.6M
Employees
4
NORTH RIDGE WEALTH ADVISORS, INC.
CRD #157516 BEAVERTON, OR
SEC
AUM
$180.4M
Employees
3
SHEPPARD WEALTH MANAGEMENT, LLC
CRD #171444 BEND, OR
SEC Private Funds
AUM
$175M
Employees
3
OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD #283958 MEDFORD, OR
SEC
AUM
$174.9M
Employees
5
JAMISON HANSON ADVISORS LLC
CRD #139587 SALEM, OR
SEC
AUM
$171.8M
Employees
4
HIGHROAD WEALTH ADVISORS, LLC
CRD #331566 COOS BAY, OR
SEC
AUM
$171M
Employees
3
CLARITY WEALTH DEVELOPMENT, LLC
CRD #155103 CORVALLIS, OR
SEC
AUM
$170.6M
Employees
4
INMAN FINANCIAL SERVICES, INC.
CRD #297414 PORTLAND, OR
SEC
AUM
$169.6M
Employees
5
SPRINGWATER WEALTH MANAGEMENT, LLC
CRD #167539 LAKE OSWEGO, OR
SEC
AUM
$169.3M
Employees
2
TAURUS CAPITAL ADVISORS, LLC
CRD #137633 LAKE OSWEGO, OR
SEC
AUM
$167.2M
Employees
5
CLS FINANCIAL ADVISORS, INC.
CRD #152892 PORTLAND, OR
SEC
AUM
$166.7M
Employees
5
O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC
CRD #290254 EUGENE, OR
SEC
AUM
$165.6M
Employees
9
NEWBORE WEALTH MANAGEMENT, INC.
CRD #306441 GLADSTONE, OR
SEC
AUM
$161.9M
Employees
4