RIA Intelligence

Investment Advisers in Oregon

332 registered firms

Sort by: AUM Name Employees Last Updated
CASCADE FINANCIAL STRATEGIES, LLC
CRD #166610 BEND, OR
SEC
AUM
$120.5M
Employees
2
DOBSON, CHARLES CASE
CRD #131077 PORTLAND, OR
SEC
AUM
$118.5M
Employees
3
FILIGREE ADVISORS LLC
CRD #146284 LAKE OSWEGO, OR
SEC
AUM
$117M
Employees
4
INDEPENDENT PROGRESSIVE ADVISORS, LLC
CRD #139649 PORTLAND, OR
SEC
AUM
$115.2M
Employees
2
SAMARA INVESTMENT MANAGEMENT, LLC
CRD #336178 BEAVERTON, OR
SEC
AUM
$114.2M
Employees
3
SOARING INVESTMENT MANAGEMENT, LLC
CRD #305273 PORTLAND, OR
SEC
AUM
$111.5M
Employees
5
SKYLINE FINANCIAL NORTHWEST, INC.
CRD #146844 PORTLAND, OR
SEC
AUM
$111.3M
Employees
2
PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD #137963 WEST LINN, OR
SEC Disclosures
AUM
$111.3M
Employees
1
BAIN WEALTH MANAGEMENT GROUP, LLC
CRD #281066 SALEM, OR
SEC
AUM
$109.4M
Employees
2
BEACON ALTERNATIVE STRATEGIES LLC
CRD #108223 PORTLAND, OR
SEC
AUM
$109.1M
Employees
10
JGC WEALTH MANAGEMENT, LLC
CRD #165770 SALEM, OR
SEC
AUM
$108.9M
Employees
3
SKYLINER WEALTH, LLC
CRD #332426 BEND, OR
SEC
AUM
$108.5M
Employees
3
WINDERMERE INVESTMENT ASSOCIATES INC
CRD #109384 PORTLAND, OR
SEC
AUM
$106.9M
Employees
--
MAPS ADVISORY SERVICES, LLC
CRD #150277 SALEM, OR
SEC
AUM
$104.4M
Employees
2
TENBRIDGE PARTNERS LLC
CRD #159378 PORTLAND, OR
SEC
AUM
$103.3M
Employees
5
COMPASS INVESTMENT ADVISERS, LLC
CRD #131933 PORTLAND, OR
SEC
AUM
$103.1M
Employees
2
ROOTED FINANCIAL GROUP, LLC
CRD #335302 TIGARD, OR
SEC
AUM
$100.4M
Employees
2
XENA FINANCIAL PLANNING, LLC
CRD #333436 PORTLAND, OR
SEC
AUM
$100.2M
Employees
4
AXIOM WEALTH STRATEGIES, LLC
CRD #313124 BEND, OR
SEC
AUM
$100.1M
Employees
5
LAURELHURST ASSET MANAGEMENT LLC
CRD #306141 PORTLAND, OR
SEC
AUM
$100M
Employees
1
MARTIN CAPITAL PARTNERS, LLC
CRD #153452 EUGENE, OR
SEC
AUM
$95.9M
Employees
4
CASCADE INVESTMENT COUNSEL LLC
CRD #108962 MEDFORD, OR
SEC
AUM
$91.9M
Employees
1
CONCENTRIC WEALTH ADVISORS LLC
CRD #281979 LAKE OSWEGO, OR
SEC Private Funds
AUM
$90.1M
Employees
3
WILLAMETTE ASSET MANAGERS INC.
CRD #114227 BEAVERTON, OR
SEC
AUM
$87M
Employees
5
ELLIOTT-LEDGERWOOD & COMPANY
CRD #14797 KLAMATH FALLS, OR
SEC
AUM
$85.9M
Employees
11