Oregon · 116 firms
Retirement Advisors in Oregon
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 116 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
Retirement Planning firms in Oregon
STANCORP INVESTMENT ADVISERS, INC.
Portland, OR
AUM
$34.50B
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-858-5420
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
JENSEN INVESTMENT MANAGEMENT INC.
Lake Oswego, OR
AUM
$6.48B
Team
14 advisors
Clients
0
Fees
Percentage of AUM
503-726-4384
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
SELLWOOD INVESTMENT PARTNERS LLC
Portland, OR
AUM
$2.28B
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
(503) 596-2880
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
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
QUEST INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$1.71B
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
503-221-0158
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
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
M FINANCIAL ASSET MANAGEMENT, INC.
Portland, OR
AUM
$1.23B
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-232-6960
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
292 total advisers in Oregon. Browse all Oregon advisors