Falists

Oregon · 7 advisers

Financial Advisors in West Linn, Oregon

Looking for a financial advisor in West Linn, Oregon? Falists indexes 7 SEC-registered and state-registered investment advisers in West Linn — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $667.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

7

With website

7

Largest AUM

$667.2M

Financial planning

6

Filter by specialty

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

AllWealth7Planning6Trusts7Retirement1Institutional4

Top advisors in West Linn

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

View all 7 →

VERIDAN WEALTH

West Linn, OR

AUM

$667.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

503-946-9733

Full profileVisit site →

More cities in Oregon

Portland (99)Lake Oswego (43)Bend (25)Beaverton (21)Eugene (16)Salem (9)Hillsboro (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

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