Investment adviser firms in PORTLAND, Oregon
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
60 firms · Source months shown: August 2026
- ACM MANAGEMENT COMPANY, LLCCRD 283037 · PORTLAND, OR$650,085,451.00Regulatory AUM · August 2026
- BECKER CAPITAL MANAGEMENT INCCRD 110489 · PORTLAND, OR$5,725,237,630.00Regulatory AUM · August 2026
- BLUE WATER WEALTH, INC.CRD 164432 · PORTLAND, OR$472,802,960.00Regulatory AUM · August 2026
- CAMPBELL GLOBAL, LLCCRD 111944 · PORTLAND, OR$7,023,614,803.00Regulatory AUM · August 2026
- CLS FINANCIAL ADVISORS, INC.CRD 152892 · PORTLAND, OR$191,992,677.00Regulatory AUM · August 2026
- COMPASS INVESTMENT ADVISERS, LLCCRD 131933 · PORTLAND, OR$110,517,958.00Regulatory AUM · August 2026
- CONTINUITY WEALTH MANAGEMENT, CORP.CRD 111010 · PORTLAND, OR$214,306,873.00Regulatory AUM · August 2026
- CORDANT, INC.CRD 152395 · PORTLAND, OR$370,502,204.00Regulatory AUM · August 2026
- CROSS FINANCIAL ADVISORS, LLCCRD 287686 · PORTLAND, OR$481,819,342.00Regulatory AUM · August 2026
- CS PLANNING CORPCRD 149937 · PORTLAND, OR$1,960,873,373.00Regulatory AUM · August 2026
- DESCHUTES INVESTMENT CONSULTING, LLCCRD 155312 · PORTLAND, OR$2,888,130,797.00Regulatory AUM · August 2026
- DESCHUTES PORTFOLIO STRATEGY, LLCCRD 155424 · PORTLAND, OR$1,626,629,400.00Regulatory AUM · August 2026
- DVSM, LPCRD 160800 · PORTLAND, OR$1,888,425,414.00Regulatory AUM · August 2026
- EFG ASSET MANAGEMENT (NORTH AMERICA) CORPCRD 313103 · PORTLAND, OR$808,927,493.00Regulatory AUM · August 2026
- EFM INVESTMENTS & ADVISORY LLCCRD 339744 · PORTLAND, OR$680,035,856.00Regulatory AUM · August 2026
- ENCOMPASS WEALTH ADVISORS, LLCCRD 170807 · PORTLAND, OR$472,778,228.00Regulatory AUM · August 2026
- EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLCCRD 182520 · PORTLAND, OR$642,635,884.00Regulatory AUM · August 2026
- FAIRCHILD CAPITAL LLCCRD 298428 · PORTLAND, OR$102,789,935.00Regulatory AUM · August 2026
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.CRD 104692 · PORTLAND, OR$10,664,664,229.00Regulatory AUM · August 2026
- FINANCIAL INVESTMENT TEAM, INC.CRD 145724 · PORTLAND, OR$209,144,352.00Regulatory AUM · August 2026
- GOVERNMENT PORTFOLIO ADVISORS LLCCRD 170384 · PORTLAND, OR$35,085,851,431.00Regulatory AUM · August 2026
- GREEN CITIES INVESTMENT MANAGEMENT, LLCCRD 166263 · PORTLAND, OR$875,009,687.00Regulatory AUM · August 2026
- HORST & GRABEN WEALTH MANAGEMENT, LLCCRD 297368 · PORTLAND, OR$920,067,465.00Regulatory AUM · August 2026
- ICON FINANCIAL SERVICES LLCCRD 306816 · PORTLAND, OR$19,743,206.00Regulatory AUM · August 2026
- INMAN FINANCIAL SERVICES, INC.CRD 297414 · PORTLAND, OR$197,453,684.00Regulatory AUM · August 2026
- M FINANCIAL ASSET MANAGEMENT, INC.CRD 136694 · PORTLAND, OR$1,234,631,893.00Regulatory AUM · August 2026
- M FINANCIAL INVESTMENT ADVISERS INCCRD 106648 · PORTLAND, OR$1,006,229,464.00Regulatory AUM · August 2026
- M HOLDINGS SECURITIES, INC.CRD 43285 · PORTLAND, OR$3,206,330,654.00Regulatory AUM · August 2026
- MENGIS CAPITAL MANAGEMENT, INC.CRD 117127 · PORTLAND, OR$903,477,305.00Regulatory AUM · August 2026
- MODERNIST FINANCIAL, LLCCRD 217511 · PORTLAND, OR$113,275,149.00Regulatory AUM · August 2026
- MULTNOMAH GROUP, INC.CRD 132131 · PORTLAND, OR$2,666,622,258.00Regulatory AUM · August 2026
- PEARL WEALTH LLCCRD 299508 · PORTLAND, OR$156,345,588.00Regulatory AUM · August 2026
- PEREGRINE ASSET ADVISERS, INC.CRD 115738 · PORTLAND, OR$610,995,215.00Regulatory AUM · August 2026
- PHILLIPS AND COMPANY ADVISORS LLCCRD 167214 · PORTLAND, OR$2,664,967,346.00Regulatory AUM · August 2026
- PORTLAND PRIVATE WEALTH MANAGEMENT, INC.CRD 171321 · PORTLAND, OR$235,435,154.00Regulatory AUM · August 2026
- PREISZ ASSOCIATES, INC.CRD 144469 · PORTLAND, OR$701,681,920.00Regulatory AUM · August 2026
- PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.CRD 323146 · PORTLAND, OR$173,469,083.00Regulatory AUM · August 2026
- R.V. KUHNS & ASSOCIATES, INC.CRD 18005 · PORTLAND, OR$827,917,299.00Regulatory AUM · August 2026
- SCOTT CAPITAL ADVISORS, LLCCRD 307980 · PORTLAND, OR$1,131,604,671.00Regulatory AUM · August 2026
- SELLWOOD INVESTMENT PARTNERS LLCCRD 164696 · PORTLAND, OR$2,282,700,000.00Regulatory AUM · August 2026
- SILVER OAK ADVISORY GROUP, INC.CRD 108298 · PORTLAND, OR$418,936,075.00Regulatory AUM · August 2026
- SKYLINE FINANCIAL NORTHWEST LLCCRD 146844 · PORTLAND, OR$148,256,886.00Regulatory AUM · August 2026
- SMB FINANCIAL SERVICES, INC.CRD 154216 · PORTLAND, OR$177,799,486.00Regulatory AUM · August 2026
- SOARING INVESTMENT MANAGEMENT, LLCCRD 305273 · PORTLAND, OR$112,516,204.00Regulatory AUM · August 2026
- SORTIS FUND MANAGER, LLCCRD 315584 · PORTLAND, OR$202,036,274.00Regulatory AUM · August 2026
- STANCORP INVESTMENT ADVISERS, INC.CRD 110228 · PORTLAND, OR$34,500,914,826.00Regulatory AUM · August 2026
- TENBRIDGE PARTNERS LLCCRD 159378 · PORTLAND, OR$109,988,674.00Regulatory AUM · August 2026
- TPG FINANCIAL ADVISORS, LLCCRD 141153 · PORTLAND, OR$2,217,933,597.00Regulatory AUM · August 2026
- TRADEWINDS ASSET MANAGEMENT, LLCCRD 323879 · PORTLAND, OR$135,065,801.00Regulatory AUM · August 2026
- TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCCRD 309098 · PORTLAND, OR$264,745,245.00Regulatory AUM · August 2026
- TRU INDEPENDENCE ASSET MANAGEMENT, LLCCRD 168256 · PORTLAND, OR$336,851,857.00Regulatory AUM · August 2026
- VARIANT INVESTMENTS, LLCCRD 289261 · PORTLAND, OR$2,638,459,650.00Regulatory AUM · August 2026
- VISION CAPITAL MANAGEMENT, INC.CRD 107793 · PORTLAND, OR$1,228,670,085.00Regulatory AUM · August 2026
- VISTA CAPITAL PARTNERS, INC.CRD 114913 · PORTLAND, OR$3,220,683,655.00Regulatory AUM · August 2026
- WASHINGTON PARK CAPITAL MANAGEMENT, LLCCRD 338939 · PORTLAND, OR$359,458,316.00Regulatory AUM · August 2026
- WD RUTHERFORD LLCCRD 167545 · PORTLAND, OR$249,984,319.00Regulatory AUM · August 2026
- WEALTH ADVISORS NORTHWEST LLCCRD 284468 · PORTLAND, OR$354,254,482.00Regulatory AUM · August 2026
- WILLAMETTE FINANCIAL ADVISORS, LLCCRD 173482 · PORTLAND, OR$117,489,047.00Regulatory AUM · August 2026
- XENA FINANCIAL PLANNING, LLCCRD 333436 · PORTLAND, OR$104,461,476.00Regulatory AUM · August 2026
- ZUNA, LLCCRD 306113 · PORTLAND, OR$411,282,994.00Regulatory AUM · August 2026