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.
292 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
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
AUM
$332.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-226-0653
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
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