Investment adviser firms in Oregon · Page 2
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
- PEREGRINE ASSET ADVISERS, INC.CRD 115738 · PORTLAND, OR$610,995,215.00Regulatory AUM · August 2026
- PFG INVESTMENTS, LLCCRD 289256 · JACKSONVILLE, OR$436,767,591.00Regulatory AUM · August 2026
- PHILLIPS AND COMPANY ADVISORS LLCCRD 167214 · PORTLAND, OR$2,664,967,346.00Regulatory AUM · August 2026
- PHYSICIAN FAMILY FINANCIAL ADVISORS INCCRD 138433 · BEAVERTON, OR$284,854,509.00Regulatory AUM · August 2026
- PINNACLE WEALTH ADVISORS, LLCCRD 117517 · CLACKAMAS, OR$549,709,723.00Regulatory 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
- PROGRESSIVE INVESTMENT MANAGEMENT CORPORATIONCRD 107777 · LAKE OSWEGO, OR$758,314,156.00Regulatory AUM · August 2026
- QUEST INVESTMENT MANAGEMENT, LLCCRD 110640 · LAKE OSWEGO, OR$1,709,267,441.00Regulatory AUM · August 2026
- R.V. KUHNS & ASSOCIATES, INC.CRD 18005 · PORTLAND, OR$827,917,299.00Regulatory AUM · August 2026
- RANGE FINANCIAL GROUP, LLCCRD 290001 · TIGARD, OR$408,081,122.00Regulatory AUM · August 2026
- RETIREMENT CONSULTING GROUP, INC.CRD 311184 · LAKE OSWEGO, OR$456,974,867.00Regulatory AUM · August 2026
- ROCK CREEK WEALTH MANAGEMENT, LLCCRD 336666 · HILLSBORO, OR$101,145,657.00Regulatory AUM · August 2026
- ROEHL & YI INVESTMENT ADVISORS, LLCCRD 109258 · EUGENE, OR$959,361,821.00Regulatory AUM · August 2026
- ROI FINANCIAL ADVISORS, LLCCRD 160100 · BEAVERTON, OR$264,156,070.00Regulatory AUM · August 2026
- ROOTED FINANCIAL GROUP, LLCCRD 335302 · TIGARD, OR$108,680,079.00Regulatory AUM · August 2026
- S & P FINANCIAL, INC.CRD 139358 · ASHLAND, OR$370,590,050.00Regulatory AUM · August 2026
- SAMARA INVESTMENT MANAGEMENT, LLCCRD 336178 · BEAVERTON, OR$123,004,023.00Regulatory AUM · August 2026
- SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLCCRD 159419 · EUGENE, OR$1,745,762,088.00Regulatory 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
- SITTNER & NELSON, LLCCRD 309757 · EUGENE, OR$1,048,567,431.00Regulatory AUM · August 2026
- SKYLINE FINANCIAL NORTHWEST LLCCRD 146844 · PORTLAND, OR$148,256,886.00Regulatory AUM · August 2026
- SKYLINER WEALTH, LLCCRD 332426 · BEND, OR$151,410,600.00Regulatory 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
- SOUND INVESTMENT MANAGEMENT INCCRD 107438 · TUALATIN, OR$255,500,000.00Regulatory AUM · August 2026
- SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLCCRD 138347 · CORVALLIS, OR$275,363,852.00Regulatory AUM · August 2026
- STANCORP INVESTMENT ADVISERS, INC.CRD 110228 · PORTLAND, OR$34,500,914,826.00Regulatory AUM · August 2026
- STONEPINE CAPITAL MANAGEMENT, LLCCRD 139891 · BEND, OR$181,001,870.00Regulatory AUM · August 2026
- STRADA FINANCIAL GROUP LLCCRD 316987 · BORING, OR$159,217,097.00Regulatory AUM · August 2026
- SUMMA GLOBAL ADVISORS, LLCCRD 148713 · CLACKAMAS, OR$144,123,398.00Regulatory AUM · August 2026
- TAURUS CAPITAL ADVISORS, LLCCRD 137633 · LAKE OSWEGO, OR$231,430,442.00Regulatory 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
- TRUE NORTH RETIREMENT ADVISORS, LLCCRD 290885 · CLACKAMAS, OR$460,887,057.00Regulatory AUM · August 2026
- TRUE PRIVATE WEALTH ADVISORS, LLCCRD 164947 · SALEM, OR$1,426,784,638.00Regulatory AUM · August 2026
- VARIANT INVESTMENTS, LLCCRD 289261 · PORTLAND, OR$2,638,459,650.00Regulatory AUM · August 2026
- VERGEPOINTE WEALTH MANAGEMENT, LLCCRD 151425 · LAKE OSWEGO, OR$283,324,092.00Regulatory AUM · August 2026
- VERIDAN WEALTH LLCCRD 329666 · WEST LINN, OR$667,215,443.00Regulatory 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
- VON BORSTEL & ASSOCIATES, INC.CRD 309746 · THE DALLES, OR$680,192,461.00Regulatory AUM · August 2026
- WAGNER FINANCIAL, LLCCRD 318448 · LAKE OSWEGO, OR$144,746,111.00Regulatory 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
- WELCH INVESTMENT GROUP, LLCCRD 131006 · GRANTS PASS, OR$263,795,723.00Regulatory AUM · August 2026
- WELLSPRING ADVISORS, INC.CRD 147861 · HILLSBORO, OR$152,174,077.00Regulatory 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