PEARL WEALTH LLC
Portland, OR
AUM
$156.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(503) 223-2539
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
99 advisers found
SKYLINE FINANCIAL NORTHWEST
Portland, OR
AUM
$148.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-739-7369
TRADEWINDS WEALTH MANAGEMENT
Portland, OR
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
503-673-2828
CLEAR RESOURCE GROUP, LLC
Portland, OR
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-227-9800
LAURELHURST ASSET MANAGEMENT LLC
Portland, OR
AUM
$118.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
503-206-8773
WILLAMETTE FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$117.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-747-0306
UPLEVEL WEALTH
Portland, OR
AUM
$115.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(503)308-9067
MODERNIST FINANCIAL, LLC
Portland, OR
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(971) 544-7417
SOARING INVESTMENT MANAGEMENT, LLC
Portland, OR
AUM
$112.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 433-7946
COMPASS INVESTMENT ADVISERS, LLC
Portland, OR
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-473-8422
TENBRIDGE PARTNERS LLC
Portland, OR
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
971-277-1077
XENA FINANCIAL PLANNING, LLC
Portland, OR
AUM
$104.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 714-7357
FAIRCHILD CAPITAL LLC
Portland, OR
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-828-3796
RAVENSVIEW CAPITAL MANAGEMENT, LLC
Portland, OR
AUM
$95.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 714-1393
GABRIEL CAPITAL, LLC
Portland, OR
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
503-352-9709
BURGESS FINANCIAL PLANNING
Portland, OR
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
415-525-1041
INTERACTIVE WEALTH ADVISORS
Portland, OR
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
503-575-1953
LIBERTY CAPITAL
Portland, OR
AUM
$84.5M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-225-9393
MILLER FINANCIAL GROUP, LLC
Portland, OR
AUM
$82.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-808-9404
RAAF INVESTMENT ADVISORS, LLC
Portland, OR
AUM
$62.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-621-7921
PACIFIC CAPITAL WORKS, INC.
Portland, OR
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
971-255-0888
APM WEALTH
Portland, OR
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(503) 218-3764
MARQUAM CAPITAL
Portland, OR
AUM
$41.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-719-4681
COGNITIANT REGISTERED INVESTMENT ADVISORS
Portland, OR
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
9714139978