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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
ZUNA, LLC
Portland, OR
AUM
$411.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-339-5701
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
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
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
CASCADE INVESTMENT ADVISORS, INC.
Oregon City, OR
AUM
$360.4M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
503-417-1950
WASHINGTON PARK CAPITAL MANAGEMENT, LLC
Portland, OR
AUM
$359.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-222-9917
BRIDGE CITY CAPITAL, LLC
Lake Oswego, OR
AUM
$354.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
503-265-8554
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