Investment adviser firms in CLACKAMAS, Oregon
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- GRETCHEN STANGIER, INC.CRD 171336 · CLACKAMAS, OR$300,433,806.00Regulatory AUM · August 2026
- IMS CAPITAL MANAGEMENT LLCCRD 105939 · CLACKAMAS, OR$380,938,794.00Regulatory AUM · August 2026
- PINNACLE WEALTH ADVISORS, LLCCRD 117517 · CLACKAMAS, OR$549,709,723.00Regulatory AUM · August 2026
- SUMMA GLOBAL ADVISORS, LLCCRD 148713 · CLACKAMAS, OR$144,123,398.00Regulatory AUM · August 2026
- TRUE NORTH RETIREMENT ADVISORS, LLCCRD 290885 · CLACKAMAS, OR$460,887,057.00Regulatory AUM · August 2026