Investment advisers in Oregon
156 SEC-registered advisers with a main office in Oregon, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|---|---|---|
| Xena Financial Planning, LLC | Portland | $104.5M | — |
| Fairchild Capital LLC | Portland | $102.8M | — |
| Capstone Wealth Advisors, LLC | Salem | $102.4M | — |
| Rock Creek Wealth Management, LLC | Hillsboro | $101.1M | — |
| Tru Independence Asset Management 2, LLC | Portland | $92.7M | — |
| Icon Financial Services LLC | Portland | $19.7M | — |
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