Oregon · 3 advisers
Financial Advisors in Jacksonville, Oregon
Looking for a financial advisor in Jacksonville, Oregon? Falists indexes 3 SEC-registered and state-registered investment advisers in Jacksonville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.54B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$1.54B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Jacksonville
Ranked by AUM · Fees, team & specialties at a glance
CUTLER INVESTMENT GROUP
Jacksonville, OR
AUM
$1.54B
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
541-770-9000
PRACTICE FINANCIAL GROUP
Jacksonville, OR
AUM
$436.8M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(541) 973-2602
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
Jacksonville, OR
AUM
$227.4M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
541-500-4321
More cities in Oregon
Common questions
- How many financial advisors are in Jacksonville, Oregon?
- 3 registered investment advisers are listed in our Jacksonville directory, sourced from public SEC filings.
- What types of advisors are in Jacksonville?
- 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 Jacksonville?
- 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.