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Filter by name, location, or specialty. All data from public SEC filings.

Showing Wealth Management advisors in OR

261 advisers found

DOBSON ASSET MANAGEMENT LLC

Portland, OR

AUM

$72.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

503-417-3481

Full profileNo website

MULLIGAN CAPITAL, INC

Tigard, OR

AUM

$40.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

503-352-4019

Full profileNo website

5 STAR INVESTING

Milton-Freewater, OR

AUM

$16.2M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

541-938-6105

Full profileNo website

DJ FINANCIAL

Roseburg, OR

AUM

$15.3M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

541-670-1071

Full profileNo website
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