STANCORP INVESTMENT ADVISERS, INC.
Portland, OR
AUM
$34.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-858-5420
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OR, PORTLAND
36 advisers found
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$10.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
503-226-1444
BECKER CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$5.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM
503-772-9500
M HOLDINGS SECURITIES, INC.
Portland, OR
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
503-224-3700
MULTNOMAH GROUP, INC.
Portland, OR
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
(503) 596-2880
TPG FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-9550
MATISSE CAPITAL
Portland, OR
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-210-3000
M FINANCIAL ASSET MANAGEMENT, INC.
Portland, OR
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-232-6960
VISION CAPITAL MANAGEMENT INC
Portland, OR
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
503-221-5656
SCOTT CAPITAL ADVISORS, LLC
Portland, OR
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(503) 487-0860
HORST & GRABEN WEALTH MANAGEMENT, LLC
Portland, OR
AUM
$920.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-342-8900
MENGIS CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$903.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-916-0776
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
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
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
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
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
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