HURLEY FINANCIAL GROUP, INC.
Corvallis, OR
AUM
$406.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
541-757-2331
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
PANORAMIC CAPITAL PARTNERS LLC
Lake Oswego, OR
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
503-937-7819
IMS CAPITAL MANAGEMENT
Clackamas, OR
AUM
$380.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
503-788-4200
OPTIMA CAPITAL LLC
Beaverton, OR
AUM
$379.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
503-270-1314
RETIREMENT PLANNING SPECIALISTS, INC.
Ashland, OR
AUM
$370.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
541-482-0138
CORDANT WEALTH PARTNERS
Portland, OR
AUM
$370.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 621-9207
PACE FINANCIAL ADVISORS
Hillsboro, OR
AUM
$362.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
971-727-8434
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
4:8 FINANCIAL
Canby, OR
AUM
$318.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
503-266-4848
FIDELIS IM
Medford, OR
AUM
$306.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
541-770-1311
INTEGRITY WEALTH LLC
Eugene, OR
AUM
$304.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(541) 650-6061
STANGIER WEALTH MANAGEMENT
Clackamas, OR
AUM
$300.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-257-0057
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
Beaverton, OR
AUM
$284.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Fixed fees
541-463-0899
CAPITAL FINANCIAL PLANNERS
Salem, OR
AUM
$284.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-585-1067
VERGEPOINTE WEALTH MANAGEMENT, LLC
Lake Oswego, OR
AUM
$283.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-684-0100
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
Corvallis, OR
AUM
$275.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(541) 248-2052
AUM
$266.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-330-0266
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
ROI FINANCIAL
Beaverton, OR
AUM
$264.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-941-5925
WELCH INVESTMENT GROUP, LLC
Grants Pass, OR
AUM
$263.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
541-474-6616
KOENIG INVESTMENT ADVISORY, LLC
Ashland, OR
AUM
$258.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
541-608-0551
SOUND INVESTMENT MANAGEMENT INC
Tualatin, OR
AUM
$255.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
503-691-7030
DEFINED WEALTH MANAGEMENT, LLC
Beaverton, OR
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-444-7895