RVK, INC.
Portland, OR
AUM
$827.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
111 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
503-221-4200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
99 advisers found
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
Portland, OR
AUM
$808.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
503-889-5210
PREISZ FINANCIAL
Portland, OR
AUM
$701.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-224-1600
EFM INVESTMENTS & ADVISORY LLC
Portland, OR
AUM
$680.0M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
503-467-0829
ACM MANAGEMENT COMPANY, LLC
Portland, OR
AUM
$650.1M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
971-420-1871
PEREGRINE ASSET ADVISERS, INC.
Portland, OR
AUM
$611.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; ANNUAL ACCOUNT FEE
503-459-4651
BLUE WATER WEALTH
Portland, OR
AUM
$472.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
503-296-8700
ENCOMPASS WEALTH ADVISORS, LLC
Portland, OR
AUM
$472.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(971) 371-3451
SILVER OAK ADVISORY GROUP
Portland, OR
AUM
$418.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-242-1715
ZUNA, LLC
Portland, OR
AUM
$411.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-339-5701
CORDANT WEALTH PARTNERS
Portland, OR
AUM
$370.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 621-9207
WASHINGTON PARK CAPITAL MANAGEMENT, LLC
Portland, OR
AUM
$359.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-222-9917
WEALTH ADVISORS NW
Portland, OR
AUM
$354.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
971-249-9930
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
Portland, OR
AUM
$336.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(971) 371-3444
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
Portland, OR
AUM
$264.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
971-371-3444
RUTHERFORD INVESTMENT MANAGEMENT
Portland, OR
AUM
$250.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-452-1210
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
Portland, OR
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-405-9472
CONTINUITY WEALTH MANAGEMENT, CORP.
Portland, OR
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
503-244-8905
FINANCIAL INVESTMENT TEAM ("FIT")
Portland, OR
AUM
$209.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-906-5205
SORTIS FUND MANAGER, LLC
Portland, OR
AUM
$202.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-512-5432
INMAN FINANCIAL SERVICES, INC.
Portland, OR
AUM
$197.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(503) 906-2650
CLS FINANCIAL ADVISORS, INC.
Portland, OR
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(503) 244-8879
SMB FINANCIAL SERVICES, INC.
Portland, OR
AUM
$177.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-387-3222
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
Portland, OR
AUM
$173.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-253-3000