AUM
$99.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5413893311
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
292 advisers found
RAVENSVIEW CAPITAL MANAGEMENT, LLC
Portland, OR
AUM
$95.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(503) 714-1393
EXECUTIVE INVESTMENT SERVICES, LLC
Lake Oswego, OR
AUM
$91.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
503-697-0817
GABRIEL CAPITAL, LLC
Portland, OR
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
503-352-9709
BURGESS FINANCIAL PLANNING
Portland, OR
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
415-525-1041
INTERACTIVE WEALTH ADVISORS
Portland, OR
AUM
$91.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
503-575-1953
TWM WEALTH MANAGEMENT CORP
West Linn, OR
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-387-3560
SETTLEMENT CAPITAL ADVISORS
West Linn, OR
AUM
$88.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
503-699-0018
LIBERTY CAPITAL
Portland, OR
AUM
$84.5M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
503-225-9393
MILLER FINANCIAL GROUP, LLC
Portland, OR
AUM
$82.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
503-808-9404
ROGUE ADVISORS, LLC
Grants Pass, OR
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-474-9700
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
2260 WEST
Bend, OR
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(541) 707-2260
HANDY & COMPANY FINANCIAL ADVISORS, INC.
Lake Oswego, OR
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-635-6100
KETURI INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$68.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
503-970-6830
INDEPENDENT INVESTMENT ADVISORS
Hillsboro, OR
AUM
$68.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
9713508068
ERLANDSON WEALTH MANAGEMENT
Beaverton, OR
AUM
$67.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-746-9275
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
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