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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
CEDAR MOUNTAIN ADVISORS, LLC
Lake Oswego, OR
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-224-6868
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
SITTNER & NELSON, LLC
Eugene, OR
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-636-4001
ROEHL & YI INVESTMENT ADVISORS, LLC
Eugene, OR
AUM
$959.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-683-2085
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
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
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
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
Lake Oswego, OR
AUM
$758.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
503-224-7828
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
HEADWATER INVESTMENT CONSULTING,INC.
Mcminnville, OR
AUM
$543.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
503-565-2100
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
PACIFIC RIDGE CAPITAL PARTNERS, LLC
Lake Oswego, OR
AUM
$494.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
503-886-8970