AUXIER ASSET MANAGEMENT
Aurora, OR
AUM
$946.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
503-885-8807
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
AUM
$921.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(971) 209-4500
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
CGC FINANCIAL SERVICES
Lake Oswego, OR
AUM
$875.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
More than 500
Fees
Percentage of AUM
503-670-1958
NBC CAPITAL ADVISORS
Beaverton, OR
AUM
$847.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
503-683-7727
ALLIUM FINANCIAL ADVISORS, LLC
Lake Oswego, OR
AUM
$733.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-487-6860
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
VON BORSTEL & ASSOCIATES
The Dalles, OR
AUM
$680.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-296-6669
VERIDAN WEALTH
West Linn, OR
AUM
$667.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-946-9733
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
AUM
$579.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
541-388-9888
PINNACLE WEALTH ADVISORS
Clackamas, OR
AUM
$549.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-654-5100
ETESIAN WEALTH ADVISORS, INC.
West Linn, OR
AUM
$503.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-387-3615
44 WEALTH MANAGEMENT LLC
Eugene, OR
AUM
$487.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
541-359-0388
CROSS FINANCIAL ADVISORS
Beaverton, OR
AUM
$481.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(503) 430-0563
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
TRUE NORTH RETIREMENT ADVISORS, LLC
Clackamas, OR
AUM
$460.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(503) 387-6869
RETIREMENT CONSULTING GROUP, INC.
Lake Oswego, OR
AUM
$457.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
503-225-1700
CWC ADVISORS, LLC
Lake Oswego, OR
AUM
$445.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-968-0950
PRACTICE FINANCIAL GROUP
Jacksonville, OR
AUM
$436.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(541) 973-2602
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
RANGE FINANCIAL GROUP, LLC
Tigard, OR
AUM
$408.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
503-482-4400