How many financial advisors are in Clackamas, Oregon?

Falists lists 6 registered investment advisers with a principal office or filing address in Clackamas, Oregon, based on public SEC IAPD data.

How do financial advisors in Clackamas charge fees?

Fee structures vary by firm. In Clackamas, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Clackamas?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Oregon · 6 advisers

Financial Advisors in Clackamas, Oregon

Looking for a financial advisor in Clackamas, Oregon? Falists indexes 6 SEC-registered and state-registered investment advisers in Clackamas — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $549.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$549.7M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning6 Trusts6 Retirement3 Institutional1

Top advisors in Clackamas

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

PINNACLE WEALTH ADVISORS

Clackamas, OR

AUM

$549.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

14 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

503-654-5100

Full profile Visit site →

TRUE NORTH RETIREMENT ADVISORS, LLC

Clackamas, OR

AUM

$460.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(503) 387-6869

Full profile Visit site →

IMS CAPITAL MANAGEMENT

Clackamas, OR

AUM

$380.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

7 advisors

Clients

Fees

Percentage of AUM

503-788-4200

Full profile Visit site →

STANGIER WEALTH MANAGEMENT

Clackamas, OR

AUM

$300.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

Fees

Percentage of AUM

503-257-0057

Full profile Visit site →

SUMMA GLOBAL ADVISORS, LLC

Clackamas, OR

AUM

$144.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

503-636-2022

Full profile Visit site →

STRATEGIC FINANCE INC.

Clackamas, OR

AUM

$3.7M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

503-451-0227

Full profile Visit site →

More cities in Oregon

Portland (99)Lake Oswego (43)Bend (25)Beaverton (21)Eugene (16)Salem (9)Hillsboro (7)West Linn (7)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Clackamas, Oregon?: 6 registered investment advisers are listed in our Clackamas directory, sourced from public SEC filings.
What types of advisors are in Clackamas?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Clackamas?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.