RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
SMB FINANCIAL SERVICES, INC.
CRD #154216 PORTLAND, OR
SEC
AUM
$160.3M
Employees
6
NORTH FORTY TWO & CO.
CRD #148417 LAKE OSWEGO, OR
SEC
AUM
$159.7M
Employees
2
CMC ADVISERS, LLC
CRD #109397 PORTLAND, OR
SEC
AUM
$158M
Employees
10
LITTLEJOHN FINANCIAL SERVICES, INC
CRD #155113 ROSEBURG, OR
SEC
AUM
$157.1M
Employees
6
OREGON PACIFIC FINANCIAL ADVISORS INC
CRD #110176 MEDFORD, OR
SEC
AUM
$157.1M
Employees
7
WILLAMETTE FINANCIAL ADVISORS, LLC
CRD #173482 PORTLAND, OR
SEC
AUM
$151.8M
Employees
3
PEARL WEALTH LLC
CRD #299508 PORTLAND, OR
SEC
AUM
$149.1M
Employees
4
SUSTAINABLE WEALTH MANAGEMENT LLC
CRD #133859 EUGENE, OR
SEC
AUM
$148.3M
Employees
1
CPWA LLC
CRD #322424 HOOD RIVER, OR
SEC
AUM
$141.5M
Employees
3
FAIRWAY AMERICA INVESTMENT ADVISORS, LLC
CRD #284847 TIGARD, OR
Private Funds
AUM
$140.7M
Employees
17
SUMMA GLOBAL ADVISORS, LLC
CRD #148713 CLACKAMAS, OR
SEC
AUM
$140.1M
Employees
2
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD #323146 PORTLAND, OR
SEC
AUM
$138.3M
Employees
7
VALENTINE VENTURES, LLC
CRD #135060 BEND, OR
SEC
AUM
$137.7M
Employees
5
TRADEWINDS ASSET MANAGEMENT, LLC
CRD #323879 PORTLAND, OR
SEC Private Funds
AUM
$137.3M
Employees
4
CAPITOL FAMILY OFFICE, INC.
CRD #312005 BEAVERTON, OR
SEC
AUM
$136.5M
Employees
2
ALISON, LLC
CRD #132569 EUGENE, OR
SEC
AUM
$135M
Employees
1
HAUSMAN ADVISORS, LLC
CRD #152681 HOOD RIVER, OR
SEC
AUM
$134.5M
Employees
2
AEQUITAS INVESTMENT MANAGEMENT, LLC
CRD #143780 LAKE OSWEGO, OR
SEC Private Funds
AUM
$128.5M
Employees
11
WAGNER FINANCIAL, LLC
CRD #318448 LAKE OSWEGO, OR
SEC
AUM
$127.9M
Employees
4
WINDERMERE INVESTMENT ASSOCIATES, LLC
CRD #131224 PORTLAND, OR
SEC
AUM
$126.2M
Employees
--
STRADA FINANCIAL GROUP LLC
CRD #316987 FAIRVIEW, OR
SEC
AUM
$125.9M
Employees
4
GEDI, INC
CRD #155170 PORTLAND, OR
SEC
AUM
$123M
Employees
11
COPIA WEALTH MANAGEMENT, LLC
CRD #281873 BEND, OR
SEC
AUM
$122.8M
Employees
5
PROVEST CAPITAL MANAGEMENT LLC
CRD #300037 LAKE OSWEGO, OR
SEC
AUM
$121.7M
Employees
2
CEDAR FINANCIAL ADVISORS, LLC
CRD #146084 BEAVERTON, OR
SEC
AUM
$121.4M
Employees
3