Oregon · 3 advisers
Financial Advisors in Oregon City, Oregon
Looking for a financial advisor in Oregon City, Oregon? Falists indexes 3 SEC-registered and state-registered investment advisers in Oregon City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $360.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$360.4M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oregon City
Ranked by AUM · Fees, team & specialties at a glance
CASCADE INVESTMENT ADVISORS, INC.
Oregon City, OR
AUM
$360.4M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
503-417-1950
BURNSIDE AND CO.
Oregon City, OR
AUM
$34.6M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
503-210-5257
SHERMAN, YOUNG & LEAVITT, LLC
Oregon City, OR
AUM
$77.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-307-6850
More cities in Oregon
Common questions
- How many financial advisors are in Oregon City, Oregon?
- 3 registered investment advisers are listed in our Oregon City directory, sourced from public SEC filings.
- What types of advisors are in Oregon City?
- 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 Oregon City?
- 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.