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Investment advisers in Oregon

156 SEC-registered advisers with a main office in Oregon, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Wd Rutherford LLCPortland$250M
Capstone Wealth Management Group, Inc.Bend$243M
Portland Private Wealth Management, Inc.Portland$235.4M
Catalyst Financial Nw CorporationGresham$233.4M
Taurus Capital Advisors, LLCLake Oswego$231.4M
Msp Wealth Management, LLCKlamath Falls$228.5M
Jones & Associates Premier Financial Solutions, LLCJacksonville$227.4M
Connected Wealth Solutions, LLCLa Grande$226.4M
Foster & Wood, Inc.Lake Oswego$218.7M
Grange Capital, LLCBeaverton$217.2M
Continuity Wealth Management, Corp.Portland$214.3M
Jamison Hanson Advisors LLCSalem$212M
Orca Investment Management, LLCLake Oswego$211.7M
Financial Investment Team, Inc.Portland$209.1M
Clarity Wealth Development, LLCCorvallis$208.6M
O'Connell Investment and Insurance Services, LLCEugene$208.4M
Sortis Fund Manager, LLCPortland$202M4
Clearview Wealth Advisors, LLCSalem$201.8M
Newbore Wealth Management, Inc.Gladstone$200M
Inman Financial Services, Inc.Portland$197.5M
Cls Financial Advisors, Inc.Portland$192M
Highroad Wealth Advisors, LLCCoos Bay$188.5M
Cpwa LLCHood River$185.5M
Smb Financial Services, Inc.Portland$177.8M
Price Financial Group Wealth Management, Inc.Portland$173.5M
Littlejohn Financial Services, IncRoseburg$171.3M
North Forty Two & Co.Lake Oswego$167.9M
Strada Financial Group LLCBoring$159.2M
Copia Wealth Management, LLCBend$157.5M
Oregon Pacific Wealth Management, LLCMedford$156.3M
Pearl Wealth LLCPortland$156.3M
Wellspring Advisors, Inc.Hillsboro$152.2M
Skyliner Wealth, LLCBend$151.4M
Cascade Financial Strategies, LLCBend$150.9M
Skyline Financial Northwest LLCPortland$148.3M
Wagner Financial, LLCLake Oswego$144.7M
Summa Global Advisors, LLCClackamas$144.1M
Capitol Family Office, Inc.Beaverton$136.1M
Tradewinds Asset Management, LLCPortland$135.1M1
Jgc Wealth Management, LLCSalem$132M
Axiom Wealth Strategies, LLCBend$124.7M
Samara Investment Management, LLCBeaverton$123M
Pacific Coast Investment Advisors, LLCWest Linn$122.2M
Lifelong Wealth Management Group, LLCLake Oswego$121.7M
Willamette Financial Advisors, LLCPortland$117.5M
Modernist Financial, LLCPortland$113.3M
Soaring Investment Management, LLCPortland$112.5M
Compass Investment Advisers, LLCPortland$110.5M
Tenbridge Partners LLCPortland$110M
Rooted Financial Group, LLCTigard$108.7M
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