RYAN FINANCIAL SOLUTIONS, LLC
Tualatin, OR
AUM
$78.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
971-203-0600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in OR
116 advisers found
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
STRATEGY CAP, LLC
Bend, OR
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-585-3737
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
VANTAGE WEALTH MANAGEMENT LLC
Corvallis, OR
AUM
$62.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
541-714-5221
SYMAN-DEGLER GROUP, LLC
Eugene, OR
AUM
$59.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(541) 345-9681
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
APM WEALTH
Portland, OR
AUM
$47.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(503) 218-3764
ISLER WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$42.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
541-342-5161
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
ADB CAPITAL MANAGEMENT, LLC
Hood River, OR
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
541-302-5814
BURNSIDE AND CO.
Oregon City, OR
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
503-210-5257
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
TMG WEALTH ADVISORS, INC.
Beaverton, OR
AUM
$29.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
503-533-4929
GRATKE WEALTH, LLC
Hillsboro, OR
AUM
$27.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-970-8987
STRATEGIC WEALTH MANAGEMENT, LLC
Bend, OR
AUM
$18.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
541-385-6263
MAXWELL FINANCIAL GROUP, INC
Sherwood, OR
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
971-264-3066
DOBSON ASSET MANAGEMENT LLC
Portland, OR
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
503-417-3481
Full profileNo website
AUM
$69.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-378-0220
Full profileNo website
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