Investment adviser firms in Oregon
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
158 firms · Source months shown: August 2026
- 44 WEALTH MANAGEMENT LLCCRD 309647 · EUGENE, OR$487,370,819.00Regulatory AUM · August 2026
- 801 WEST CAPITAL MANAGEMENT, LLCCRD 168417 · LAKE OSWEGO, OR$515,861,941.00Regulatory AUM · August 2026
- ACM MANAGEMENT COMPANY, LLCCRD 283037 · PORTLAND, OR$650,085,451.00Regulatory AUM · August 2026
- AERODIGM WEALTH LLCCRD 282312 · LAKE OSWEGO, OR$1,463,229,855.00Regulatory AUM · August 2026
- ALDRICH WEALTH, LIMITED PARTNERSHIPCRD 147200 · LAKE OSWEGO, OR$7,615,331,850.00Regulatory AUM · August 2026
- ALLIUM FINANCIAL ADVISORS, LLCCRD 288462 · LAKE OSWEGO, OR$733,507,437.00Regulatory AUM · August 2026
- AUXIER ASSET MANAGEMENT LLCCRD 107980 · AURORA, OR$946,070,277.00Regulatory AUM · August 2026
- AXIOM WEALTH STRATEGIES, LLCCRD 313124 · BEND, OR$124,726,210.00Regulatory 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
- BNC WEALTH MANAGEMENT, LLCCRD 306483 · BEAVERTON, OR$847,493,995.00Regulatory AUM · August 2026
- BRIDGE CITY CAPITAL, LLCCRD 148828 · LAKE OSWEGO, OR$354,734,297.00Regulatory AUM · August 2026
- CAMPBELL GLOBAL, LLCCRD 111944 · PORTLAND, OR$7,023,614,803.00Regulatory AUM · August 2026
- CAPITAL FINANCIAL PLANNERS, LLCCRD 310168 · SALEM, OR$284,756,786.00Regulatory AUM · August 2026
- CAPITOL FAMILY OFFICE, INC.CRD 312005 · BEAVERTON, OR$136,089,945.00Regulatory AUM · August 2026
- CAPSTONE WEALTH ADVISORS, LLCCRD 287670 · SALEM, OR$102,375,746.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT GROUP, INC.CRD 340135 · BEND, OR$243,000,000.00Regulatory AUM · August 2026
- CAPSTONE WEALTH MANAGEMENT GROUP, LLCCRD 128097 · BEND, OR$266,054,369.00Regulatory AUM · August 2026
- CARLSON FINANCIAL, INC.CRD 335831 · CANBY, OR$317,952,000.00Regulatory AUM · August 2026
- CASCADE FINANCIAL STRATEGIES, LLCCRD 166610 · BEND, OR$150,876,230.00Regulatory AUM · August 2026
- CASCADE INVESTMENT ADVISORS, INC.CRD 117294 · OREGON CITY, OR$360,420,745.00Regulatory AUM · August 2026
- CATALYST FINANCIAL NW CORPORATIONCRD 168534 · GRESHAM, OR$233,421,000.00Regulatory AUM · August 2026
- CEDAR MOUNTAIN ADVISORS, LLCCRD 140339 · LAKE OSWEGO, OR$1,197,759,928.00Regulatory AUM · August 2026
- CGC FINANCIAL SERVICES, LLCCRD 155446 · LAKE OSWEGO, OR$875,784,975.00Regulatory AUM · August 2026
- CLARITY WEALTH DEVELOPMENT, LLCCRD 155103 · CORVALLIS, OR$208,615,945.00Regulatory AUM · August 2026
- CLEARVIEW WEALTH ADVISORS, LLCCRD 305737 · SALEM, OR$201,771,685.00Regulatory 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
- CONNECTED WEALTH SOLUTIONS, LLCCRD 277111 · LA GRANDE, OR$226,401,522.00Regulatory AUM · August 2026
- CONTINUITY WEALTH MANAGEMENT, CORP.CRD 111010 · PORTLAND, OR$214,306,873.00Regulatory AUM · August 2026
- COPIA WEALTH MANAGEMENT, LLCCRD 281873 · BEND, OR$157,517,828.00Regulatory AUM · August 2026
- CORDANT, INC.CRD 152395 · PORTLAND, OR$370,502,204.00Regulatory AUM · August 2026
- CPWA LLCCRD 322424 · HOOD RIVER, OR$185,534,007.00Regulatory 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
- CUTLER INVESTMENT COUNSEL, LLCCRD 128483 · JACKSONVILLE, OR$1,541,676,261.00Regulatory AUM · August 2026
- CWC ADVISORS, LLCCRD 127739 · LAKE OSWEGO, OR$445,346,348.00Regulatory AUM · August 2026
- DEFINED WEALTH MANAGEMENT, LLCCRD 306779 · BEAVERTON, OR$253,963,186.00Regulatory 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
- ELEVATION CAPITAL ADVISORY, LLCCRD 171473 · BEND, OR$252,899,443.00Regulatory 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
- ETESIAN WEALTH ADVISORS, INC.CRD 152127 · WEST LINN, OR$503,332,148.00Regulatory 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
- FIDELIS IM, LLCCRD 162985 · MEDFORD, OR$306,143,151.00Regulatory AUM · August 2026
- FINANCIAL INVESTMENT TEAM, INC.CRD 145724 · PORTLAND, OR$209,144,352.00Regulatory AUM · August 2026
- FOSTER & WOOD, INC.CRD 165362 · LAKE OSWEGO, OR$218,692,762.00Regulatory AUM · August 2026
- GOVERNMENT PORTFOLIO ADVISORS LLCCRD 170384 · PORTLAND, OR$35,085,851,431.00Regulatory AUM · August 2026
- GRANGE CAPITAL, LLCCRD 131699 · BEAVERTON, OR$217,211,746.00Regulatory AUM · August 2026
- GREEN CITIES INVESTMENT MANAGEMENT, LLCCRD 166263 · PORTLAND, OR$875,009,687.00Regulatory AUM · August 2026
- GRETCHEN STANGIER, INC.CRD 171336 · CLACKAMAS, OR$300,433,806.00Regulatory AUM · August 2026
- HEADWATER INVESTMENT CONSULTING,INC.CRD 133009 · MCMINNVILLE, OR$542,975,000.00Regulatory AUM · August 2026
- HIGHROAD WEALTH ADVISORS, LLCCRD 331566 · COOS BAY, OR$188,523,085.00Regulatory AUM · August 2026
- HORST & GRABEN WEALTH MANAGEMENT, LLCCRD 297368 · PORTLAND, OR$920,067,465.00Regulatory AUM · August 2026
- HUMAN INVESTING, LLCCRD 133017 · LAKE OSWEGO, OR$2,224,161,775.00Regulatory AUM · August 2026
- HURLEY FINANCIAL GROUP, INC.CRD 108983 · CORVALLIS, OR$406,521,088.00Regulatory AUM · August 2026
- ICON FINANCIAL SERVICES LLCCRD 306816 · PORTLAND, OR$19,743,206.00Regulatory AUM · August 2026
- IMS CAPITAL MANAGEMENT LLCCRD 105939 · CLACKAMAS, OR$380,938,794.00Regulatory AUM · August 2026
- INMAN FINANCIAL SERVICES, INC.CRD 297414 · PORTLAND, OR$197,453,684.00Regulatory AUM · August 2026
- INTEGRITY WEALTH LLCCRD 330809 · EUGENE, OR$304,822,152.00Regulatory AUM · August 2026
- J.P. CAPITAL MANAGEMENT, INC.CRD 142109 · EUGENE, OR$166,598,986.00Regulatory AUM · August 2026
- JAMISON HANSON ADVISORS LLCCRD 139587 · SALEM, OR$212,048,671.00Regulatory AUM · August 2026
- JENSEN INVESTMENT MANAGEMENT INCCRD 105281 · LAKE OSWEGO, OR$6,477,451,866.00Regulatory AUM · August 2026
- JGC WEALTH MANAGEMENT, LLCCRD 165770 · SALEM, OR$132,030,176.00Regulatory AUM · August 2026
- JGP WEALTH MANAGEMENT, LLCCRD 290694 · BEND, OR$1,431,772,908.00Regulatory AUM · August 2026
- JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLCCRD 152930 · JACKSONVILLE, OR$227,432,800.00Regulatory AUM · August 2026
- KEUDELL MORRISON WEALTH MANAGEMENT, LLCCRD 292600 · SALEM, OR$921,506,676.00Regulatory AUM · August 2026
- KINGSVIEW WEALTH MANAGEMENT, LLCCRD 148107 · GRANTS PASS, OR$8,957,122,931.00Regulatory AUM · August 2026
- KOENIG INVESTMENT ADVISORY, LLCCRD 311422 · ASHLAND, OR$258,181,429.00Regulatory AUM · August 2026
- LIFELONG WEALTH MANAGEMENT GROUP, LLCCRD 291661 · LAKE OSWEGO, OR$121,740,000.00Regulatory AUM · August 2026
- LITTLEJOHN FINANCIAL SERVICES, INCCRD 155113 · ROSEBURG, OR$171,257,236.00Regulatory 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
- MARTIN CAPITAL PARTNERS, LLCCRD 153452 · EUGENE, OR$290,481,718.00Regulatory 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
- MSP WEALTH MANAGEMENT, LLCCRD 306522 · KLAMATH FALLS, OR$228,456,554.00Regulatory AUM · August 2026
- MULTNOMAH GROUP, INC.CRD 132131 · PORTLAND, OR$2,666,622,258.00Regulatory AUM · August 2026
- NEWBORE WEALTH MANAGEMENT, INC.CRD 306441 · GLADSTONE, OR$200,025,054.00Regulatory AUM · August 2026
- NORTH FORTY TWO & CO.CRD 148417 · LAKE OSWEGO, OR$167,919,555.00Regulatory AUM · August 2026
- NORTHMARQ FUND MANAGEMENT, LLCCRD 150703 · LAKE OSWEGO, OR$541,267,495.00Regulatory AUM · August 2026
- NORTHSIDE CAPITAL MANAGEMENT LLCCRD 107784 · HOOD RIVER, OR$6,942,205,093.00Regulatory AUM · August 2026
- NORTHWEST CAPITAL MANAGEMENT INCCRD 108091 · LAKE OSWEGO, OR$8,518,580,384.00Regulatory AUM · August 2026
- NORTHWEST QUADRANT, LLCCRD 158455 · BEND, OR$579,712,539.00Regulatory AUM · August 2026
- NORTHWIND FINANCIAL LLCCRD 342069 · BEND, OR$105,443,057.00Regulatory AUM · August 2026
- O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLCCRD 290254 · EUGENE, OR$208,438,586.00Regulatory AUM · August 2026
- OPTIMA CAPITAL LLCCRD 310146 · BEAVERTON, OR$379,783,137.00Regulatory AUM · August 2026
- ORCA INVESTMENT MANAGEMENT, LLCCRD 144377 · LAKE OSWEGO, OR$211,654,859.00Regulatory AUM · August 2026
- OREGON PACIFIC WEALTH MANAGEMENT, LLCCRD 283958 · MEDFORD, OR$156,346,247.00Regulatory AUM · August 2026
- PACE FINANCIAL ADVISORS, INC.CRD 318359 · HILLSBORO, OR$362,100,721.00Regulatory AUM · August 2026
- PACIFIC COAST INVESTMENT ADVISORS, LLCCRD 137963 · WEST LINN, OR$122,179,913.00Regulatory AUM · August 2026
- PACIFIC RIDGE CAPITAL PARTNERS, LLCCRD 152154 · LAKE OSWEGO, OR$494,561,845.00Regulatory AUM · August 2026
- PANORAMIC CAPITAL PARTNERS LLCCRD 331349 · LAKE OSWEGO, OR$392,668,358.00Regulatory AUM · August 2026
- PEARL WEALTH LLCCRD 299508 · PORTLAND, OR$156,345,588.00Regulatory AUM · August 2026