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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OR
261 advisers found
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
EFM INVESTMENTS & ADVISORY LLC
Portland, OR
AUM
$680.0M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
503-467-0829
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
ACM MANAGEMENT COMPANY, LLC
Portland, OR
AUM
$650.1M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
971-420-1871
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
NORTHMARQ FUND MANAGEMENT, LLC
Lake Oswego, OR
AUM
$541.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
503-952-0700
801 WEST CAPITAL MANAGEMENT, LLC
Lake Oswego, OR
AUM
$515.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-548-1730
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
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
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