FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$10.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
503-226-1444
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in OR
207 advisers found
KINGSVIEW WEALTH MANAGEMENT, LLC
Grants Pass, OR
AUM
$8.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
95 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-870-6701
NORTHWEST CAPITAL MANAGEMENT INC.
Lake Oswego, OR
AUM
$8.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-597-1616
ALDRICH WEALTH LP
Lake Oswego, OR
AUM
$7.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
503-620-5329
BECKER CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$5.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-223-1720
VISTA CAPITAL PARTNERS, INC.
Portland, OR
AUM
$3.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM
503-772-9500
M HOLDINGS SECURITIES, INC.
Portland, OR
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
171 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-656-6960
DESCHUTES INVESTMENT CONSULTING, LLC
Portland, OR
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
503-224-3700
MULTNOMAH GROUP, INC.
Portland, OR
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-772-0159
PHILLIPS AND COMPANY ADVISORS LLC
Portland, OR
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
503-224-0858
HUMAN INVESTING
Lake Oswego, OR
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-905-3100
TPG FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-9550
CS PLANNING CORP
Portland, OR
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
49 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-292-5853
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
541-762-0300
MATISSE CAPITAL
Portland, OR
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-210-3000
CUTLER INVESTMENT GROUP
Jacksonville, OR
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
541-770-9000
AERODIGM WEALTH LLC
Lake Oswego, OR
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(503) 697-4118
JGP WEALTH MANAGEMENT, LLC
Bend, OR
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-446-6450
TRUE PRIVATE WEALTH ADVISORS, LLC
Salem, OR
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
503-400-3311
VISION CAPITAL MANAGEMENT INC
Portland, OR
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM
503-221-5656
CEDAR MOUNTAIN ADVISORS, LLC
Lake Oswego, OR
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-224-6868
SCOTT CAPITAL ADVISORS, LLC
Portland, OR
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(503) 487-0860
SITTNER & NELSON, LLC
Eugene, OR
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-636-4001
ROEHL & YI INVESTMENT ADVISORS, LLC
Eugene, OR
AUM
$959.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-683-2085
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