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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
RAAF INVESTMENT ADVISORS, LLC
Portland, OR
AUM
$62.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
503-621-7921
D. MATTERSDORFF LLC
Lake Oswego, OR
AUM
$61.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(510) 842-6060
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
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
MCKELVEY WEALTH MANAGEMENT, LLC
Tigard, OR
AUM
$59.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-709-5669
ELDON REESE ADVISORY GROUP
Beaverton, OR
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Commissions
(503) 908-6397
NEXUS STRATEGIC WEALTH
Tualatin, OR
AUM
$56.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-305-6704
LIFECRAFT FINANCIAL PLANNING, LLC
Eugene, OR
AUM
$54.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
949-287-1621
PLANFUL FINANCE LLC
Lake Oswego, OR
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-395-5005
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
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
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
DAVIDSON & WATSON FINANCIAL
Lake Oswego, OR
AUM
$42.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
503-635-2058
ISLER WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$42.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
541-342-5161
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 ADVISORS NW, LLC
Beaverton, OR
AUM
$38.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-314-7760
BRUNO MOUNTAIN ADVISORY, LLC
Bend, OR
AUM
$37.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
541-610-7992
COLLECTIVE WEALTH PLANNING
Salem, OR
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-476-1142