Oregon · 207 firms
Financial Planners in Oregon
Advisers offering comprehensive financial planning services. Browse 207 advisers in Oregon matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Oregon
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$10.66B
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
503-226-1444
KINGSVIEW WEALTH MANAGEMENT, LLC
Grants Pass, OR
AUM
$8.96B
Team
95 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-870-6701
NORTHWEST CAPITAL MANAGEMENT INC.
Lake Oswego, OR
AUM
$8.52B
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-597-1616
ALDRICH WEALTH LP
Lake Oswego, OR
AUM
$7.62B
Team
26 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
503-620-5329
BECKER CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$5.73B
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-223-1720
VISTA CAPITAL PARTNERS, INC.
Portland, OR
AUM
$3.22B
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM
503-772-9500
M HOLDINGS SECURITIES, INC.
Portland, OR
AUM
$3.21B
Team
171 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-656-6960
DESCHUTES INVESTMENT CONSULTING, LLC
Portland, OR
AUM
$2.89B
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
503-224-3700
MULTNOMAH GROUP, INC.
Portland, OR
AUM
$2.67B
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-772-0159
PHILLIPS AND COMPANY ADVISORS LLC
Portland, OR
AUM
$2.66B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
503-224-0858
HUMAN INVESTING
Lake Oswego, OR
AUM
$2.22B
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-905-3100
TPG FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$2.22B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-9550
CS PLANNING CORP
Portland, OR
AUM
$1.96B
Team
49 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-292-5853
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$1.75B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
541-762-0300
MATISSE CAPITAL
Portland, OR
AUM
$1.63B
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-210-3000
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
AERODIGM WEALTH LLC
Lake Oswego, OR
AUM
$1.46B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(503) 697-4118
JGP WEALTH MANAGEMENT, LLC
Bend, OR
AUM
$1.43B
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-446-6450
TRUE PRIVATE WEALTH ADVISORS, LLC
Salem, OR
AUM
$1.43B
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-400-3311
VISION CAPITAL MANAGEMENT INC
Portland, OR
AUM
$1.23B
Team
8 advisors
Clients
0
Fees
Percentage of AUM
503-221-5656
CEDAR MOUNTAIN ADVISORS, LLC
Lake Oswego, OR
AUM
$1.20B
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-224-6868
SCOTT CAPITAL ADVISORS, LLC
Portland, OR
AUM
$1.13B
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(503) 487-0860
SITTNER & NELSON, LLC
Eugene, OR
AUM
$1.05B
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-636-4001
ROEHL & YI INVESTMENT ADVISORS, LLC
Eugene, OR
AUM
$959.4M
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-683-2085
292 total advisers in Oregon. Browse all Oregon advisors