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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
MARTIN CAPITAL PARTNERS, LLC
Eugene, OR
AUM
$290.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
541-636-4170
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
ELEVATION CAPITAL ADVISORY
Bend, OR
AUM
$252.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(541) 728-0321
RUTHERFORD INVESTMENT MANAGEMENT
Portland, OR
AUM
$250.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-452-1210
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
Portland, OR
AUM
$235.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-405-9472
CATALYST FINANCIAL NW CORPORATION
Gresham, OR
AUM
$233.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
503-661-9010
TAURUS CAPITAL ADVISORS, LLC
Lake Oswego, OR
AUM
$231.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-756-2972
MSP WEALTH MANAGEMENT, LLC
Klamath Falls, OR
AUM
$228.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-884-4164
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
Jacksonville, OR
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
541-500-4321
CONNECTED WEALTH SOLUTIONS, LLC
La Grande, OR
AUM
$226.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(541) 963-7800
FOSTER & WOOD, INC.
Lake Oswego, OR
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-785-9844