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Investment advisers in Oregon

156 SEC-registered advisers with a main office in Oregon, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Acm Management Company, LLCPortland$650.1M2
Equilibrium Capital Investment Management , LLCPortland$642.6M4
Peregrine Asset Advisers, Inc.Portland$611M—
Northwest Quadrant, LLCBend$579.7M—
Pinnacle Wealth Advisors, LLCClackamas$549.7M—
Headwater Investment Consulting,inc.McMinnville$543M—
Northmarq Fund Management, LLCLake Oswego$541.3M—
801 West Capital Management, LLCLake Oswego$515.9M4
Etesian Wealth Advisors, Inc.West Linn$503.3M—
Pacific Ridge Capital Partners, LLCLake Oswego$494.6M—
44 Wealth Management LLCEugene$487.4M—
Cross Financial Advisors, LLCPortland$481.8M—
Blue Water Wealth, Inc.Portland$472.8M—
Encompass Wealth Advisors, LLCPortland$472.8M—
True North Retirement Advisors, LLCClackamas$460.9M—
Retirement Consulting Group, Inc.Lake Oswego$457M—
Cwc Advisors, LLCLake Oswego$445.3M1
Pfg Investments, LLCJacksonville$436.8M—
Silver Oak Advisory Group, Inc.Portland$418.9M—
Zuna, LLCPortland$411.3M—
Range Financial Group, LLCTigard$408.1M—
Hurley Financial Group, Inc.Corvallis$406.5M—
Panoramic Capital Partners LLCLake Oswego$392.7M—
Ims Capital Management LLCClackamas$380.9M—
Optima Capital LLCBeaverton$379.8M—
S & P Financial, Inc.Ashland$370.6M—
Cordant, Inc.Portland$370.5M—
Pace Financial Advisors, Inc.Hillsboro$362.1M—
Cascade Investment Advisors, Inc.Oregon City$360.4M—
Washington Park Capital Management, LLCPortland$359.5M—
Bridge City Capital, LLCLake Oswego$354.7M—
Wealth Advisors Northwest LLCPortland$354.3M—
Carlson Financial, Inc.Canby$338.3M—
Tru Independence Asset Management, LLCPortland$336.9M—
Fidelis Im, LLCMedford$306.1M—
Integrity Wealth LLCEugene$304.8M—
Gretchen Stangier, Inc.Clackamas$300.4M—
Martin Capital Partners, LLCEugene$290.5M—
Physician Family Financial Advisors IncBeaverton$284.9M—
Capital Financial Planners, LLCSalem$284.8M—
Vergepointe Wealth Management, LLCLake Oswego$283.3M—
Spectrum Strategic Capital Management, LLCCorvallis$275.4M—
Capstone Wealth Management Group, LLCBend$266.1M—
Roi Financial Advisors, LLCBeaverton$264.2M—
Welch Investment Group, LLCGrants Pass$263.8M—
Koenig Investment Advisory, LLCAshland$258.2M—
Sound Investment Management IncTualatin$255.5M—
Defined Wealth Management, LLCBeaverton$254M—
Elevation Capital Advisory, LLCBend$252.9M—
Wd Rutherford LLCPortland$250M—
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