AUM
$102.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
253-254-5078
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in OR
117 advisers found
THALASSA CAPITAL LLC
Bend, OR
AUM
$101.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(541) 323-4969
ROCK CREEK WEALTH MANAGEMENT
Hillsboro, OR
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-505-7000
TWM WEALTH MANAGEMENT CORP
West Linn, OR
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-387-3560
SCOUT ASSET MANAGEMENT
Beaverton, OR
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-248-0976
MERIDIAN FINANCIAL GROUP, INC.
Milwaukie, OR
AUM
$63.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-235-8174
OSWEGO PRIVATE WEALTH MANAGEMENT
Lake Oswego, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
503-931-8104
PACIFIC CAPITAL WORKS, INC.
Portland, OR
AUM
$52.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
971-255-0888
GREENBRIDGE INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$49.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5035059699
LOOKAHEAD WEALTH LLC
West Linn, OR
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
503.832.0165
MARQUAM CAPITAL
Portland, OR
AUM
$41.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-719-4681
COGNITIANT REGISTERED INVESTMENT ADVISORS
Portland, OR
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
9714139978
INSIGHT FINANCIAL
Tigard, OR
AUM
$35.4M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
509-994-6465
OPTIMUM CAPITAL STRATEGIES
Beaverton, OR
AUM
$33.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
971-250-0300
RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS
Portland, OR
AUM
$30.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-997-2007
INTEGRATED CAPITAL PLANNING LLC
Bend, OR
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-575-9174
COLUMBIA WEALTH ADVISORS LLC
Scappoose, OR
AUM
$24.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
9715700346
MKG FINANCIAL GROUP, INC.
Portland, OR
AUM
$16.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-226-6700
BOZ & COMPANY LLC
Lake Oswego, OR
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
855-790-2317
GREEN TREE WEALTH, INC
Bend, OR
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-550-7443
PURPOSE FIRST FINANCIAL, LLC
Grants Pass, OR
AUM
$60.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
541-474-0824
Full profileNo website
PreviousPage 5 of 5