Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
292 advisers found
SYLVA INTERNATIONAL
Bend, OR
AUM
—
Team
1 advisors
Clients
0
Fees
MEDIA SERVICES FOR PUBLIC COMPANIES
541-668-6094
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Portland, OR
AUM
$642.6M
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
971-352-8430
AUM
$96.7M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-989-8165
SHERMAN, YOUNG & LEAVITT, LLC
Oregon City, OR
AUM
$77.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-307-6850
DOBSON ASSET MANAGEMENT LLC
Portland, OR
AUM
$72.0M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
503-417-3481
AUM
$69.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-378-0220
PURPOSE FIRST FINANCIAL, LLC
Grants Pass, OR
AUM
$60.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
541-474-0824
MULLIGAN CAPITAL, INC
Tigard, OR
AUM
$40.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-352-4019
SOMERSET WEALTH MANAGEMENT, LLC
Portland, OR
AUM
$17.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-595-1333
5 STAR INVESTING
Milton-Freewater, OR
AUM
$16.2M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
541-938-6105
DJ FINANCIAL
Roseburg, OR
AUM
$15.3M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
541-670-1071
OREGON FINANCIAL PRODUCTS & SERVICES, LLC
Portland, OR
AUM
$14.2M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; ANNUAL CAP = $1,000
503-232-4214
FINANCIAL FACILITATORS, INC.
Eugene, OR
AUM
$10.2M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
541-485-7254
SCHULTZ AND ASSOCIATES INC.
Ashland, OR
AUM
$8.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
541-482-5170
TOTAL ASSETS MANAGEMENT, INC.
Portland, OR
AUM
$1.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-260-2149
CONLEY, WILLIAM J.
Beaverton, OR
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR FEES PAID BY THIRD PARTY RIA
503-307-8707
FLUENCE WEALTH MANAGEMENT LLC
Portland, OR
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(503) 290-2044