AUM
$199.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 476-7811
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
292 advisers found
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
WELLSPRING ADVISORS, INC.
Hillsboro, OR
AUM
$152.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-714-9531
TRUE WEALTH GROUP
Bend, OR
AUM
$151.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
541-588-5008
CASCADE FINANCIAL STRATEGIES
Bend, OR
AUM
$150.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
541-678-5475
RETIREMENT STRATEGY ADVISORS LLC
Bend, OR
AUM
$150.0M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-805-7394
SKYLINE FINANCIAL NORTHWEST
Portland, OR
AUM
$148.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-739-7369
WAGNER PLANNING
Lake Oswego, OR
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-342-0038
SUMMA GLOBAL ADVISORS, LLC
Clackamas, OR
AUM
$144.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-636-2022
AXIA WEALTH MANAGEMENT INC
Bend, OR
AUM
$140.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(541) 647-1500
CAPITOL FAMILY OFFICE, INC.
Beaverton, OR
AUM
$136.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 897-0236