TRADEWINDS WEALTH MANAGEMENT
Portland, OR
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
503-673-2828
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OR
261 advisers found
JGC TAX & WEALTH MANAGEMENT
Salem, OR
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-390-7880
CLEAR RESOURCE GROUP, LLC
Portland, OR
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-227-9800
AXIOM WEALTH STRATEGIES, LLC
Bend, OR
AUM
$124.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-389-7777
SAMARA CAPITAL
Beaverton, OR
AUM
$123.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-397-8331
PACIFIC COAST INVESTMENT ADVISORS, LLC
West Linn, OR
AUM
$122.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-968-2500
LIFELONG WEALTH MANAGEMENT GROUP, LLC
Lake Oswego, OR
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-747-6534
LAURELHURST ASSET MANAGEMENT LLC
Portland, OR
AUM
$118.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
503-206-8773
WILLAMETTE FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$117.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-747-0306
UPLEVEL WEALTH
Portland, OR
AUM
$115.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(503)308-9067
MODERNIST FINANCIAL, LLC
Portland, OR
AUM
$113.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(971) 544-7417
SOARING INVESTMENT MANAGEMENT, LLC
Portland, OR
AUM
$112.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 433-7946
COMPASS INVESTMENT ADVISERS, LLC
Portland, OR
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-473-8422
TENBRIDGE PARTNERS LLC
Portland, OR
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
971-277-1077
ROOTED FINANCIAL GROUP, LLC
Tigard, OR
AUM
$108.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-207-2067
NORTHWIND FINANCIAL LLC
Bend, OR
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
541-318-7871
PARISH & COMPANY LLC
Lake Oswego, OR
AUM
$104.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-821-7232
XENA FINANCIAL PLANNING, LLC
Portland, OR
AUM
$104.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(503) 714-7357
AUM
$102.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
253-254-5078
FAIRCHILD CAPITAL LLC
Portland, OR
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
503-828-3796
CAPSTONE WEALTH ADVISORS, LLC
Salem, OR
AUM
$102.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-967-1980
MAIN AVENUE FINANCIAL SERVICES, LLC
Beaverton, OR
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
503-336-3776
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