How many financial advisors are in Corvallis, Oregon?

Falists lists 5 registered investment advisers with a principal office or filing address in Corvallis, Oregon, based on public SEC IAPD data.

How do financial advisors in Corvallis charge fees?

Fee structures vary by firm. In Corvallis, 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 Corvallis?

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 · 5 advisers

Financial Advisors in Corvallis, Oregon

Looking for a financial advisor in Corvallis, Oregon? Falists indexes 5 SEC-registered and state-registered investment advisers in Corvallis — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $406.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$406.5M

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement3 Institutional1

Top advisors in Corvallis

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

View all 5 →

HURLEY FINANCIAL GROUP, INC.

Corvallis, OR

AUM

$406.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

541-757-2331

Full profile Visit site →

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Corvallis, OR

AUM

$275.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(541) 248-2052

Full profile Visit site →

CLARITY WEALTH DEVELOPMENT, LLC

Corvallis, OR

AUM

$208.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

541-753-1898

Full profile Visit site →

VANTAGE WEALTH MANAGEMENT LLC

Corvallis, OR

AUM

$62.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

541-714-5221

Full profile Visit site →

THISTLE WEALTH

Corvallis, OR

AUM

$18.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

541-230-4820

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)Clackamas (6)Tigard (6)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Corvallis, Oregon?: 5 registered investment advisers are listed in our Corvallis directory, sourced from public SEC filings.
What types of advisors are in Corvallis?: 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 Corvallis?: 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.