STANCORP INVESTMENT ADVISERS, INC.
Portland, OR
AUM
$34.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-858-5420
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in OR
232 advisers found
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
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
NORTHSIDE CAPITAL MANAGEMENT LLC
Hood River, OR
AUM
$6.94B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
541-387-2080
JENSEN INVESTMENT MANAGEMENT INC.
Lake Oswego, OR
AUM
$6.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
503-726-4384
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
SELLWOOD INVESTMENT PARTNERS LLC
Portland, OR
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
(503) 596-2880
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
QUEST INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$1.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
503-221-0158
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
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