GRANGE CAPITAL, LLC
Beaverton, OR
AUM
$217.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
971 708 6659
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
CONTINUITY WEALTH MANAGEMENT, CORP.
Portland, OR
AUM
$214.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
503-244-8905
JH ADVISORS
Salem, OR
AUM
$212.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503.391.1040
ORCA INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$211.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(503)582-9500
FINANCIAL INVESTMENT TEAM ("FIT")
Portland, OR
AUM
$209.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-906-5205
CLARITY WEALTH DEVELOPMENT, LLC
Corvallis, OR
AUM
$208.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
541-753-1898
GO WEALTH MANAGEMENT
Eugene, OR
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-338-7631
CLEARVIEW WEALTH ADVISORS, LLC
Salem, OR
AUM
$201.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-400-7800
NEWBORE WEALTH MANAGEMENT, INC.
Gladstone, OR
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-657-3143
AUM
$199.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 476-7811
INMAN FINANCIAL SERVICES, INC.
Portland, OR
AUM
$197.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(503) 906-2650
CLS FINANCIAL ADVISORS, INC.
Portland, OR
AUM
$192.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(503) 244-8879
HIGHROAD WEALTH ADVISORS, LLC
Coos Bay, OR
AUM
$188.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
541-266-7623
CROWN POINT WEALTH ADVISORS
Hood River, OR
AUM
$185.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
541-386-2792
SMB FINANCIAL SERVICES, INC.
Portland, OR
AUM
$177.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-387-3222
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
Portland, OR
AUM
$173.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-253-3000
LITTLEJOHN FINANCIAL SERVICES INC
Roseburg, OR
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-375-0898
AUM
$170.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
971-453-0130
NORTH FORTY TWO & CO.
Lake Oswego, OR
AUM
$167.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
503-417-2970
J.P. CAPITAL MANAGEMENT, INC.
Eugene, OR
AUM
$166.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
541-343-2064
STRADA FINANCIAL GROUP LLC
Boring, OR
AUM
$159.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
503-667-5355
COPIA WEALTH MANAGEMENT
Bend, OR
AUM
$157.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
541-647-2545
OREGON PACIFIC WEALTH MANAGEMENT
Medford, OR
AUM
$156.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
541-858-0166
PEARL WEALTH LLC
Portland, OR
AUM
$156.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(503) 223-2539