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159 advisors in oregon
FirmFeeAUMMin.Clients

CROSS FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #287686
Typical Fee--
AUM$419M
Minimum--
Clients2,966

CROWN POINT WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hood River, OregonCRD #322424
Typical Fee--
AUM$141M
Minimum--
Clients1,049

CS PLANNING CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #149937
Typical Fee--
AUM$1.3B
Minimum--
Clients6,132

CUTLER INVESTMENT GROUP

Fee-OnlyAlso Compensated via Product Sales
Jacksonville, OregonCRD #128483
Typical Fee--
AUM$1.3B
Minimum--
Clients2,235

CWC ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #127739
Typical Fee--
AUM$421M
Minimum--
Clients1,138

DEFINED WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #306779
Typical Fee--
AUM$220M
Minimum--
Clients506

DESCHUTES INVESTMENT CONSULTING, LLC

Clean RecordAlso Compensated via Product Sales
Portland, OregonCRD #155312
Typical Fee--
AUM$2.5B
Minimum--
Clients340

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #313103
Typical Fee--
AUM$744M
Minimum--
Clients4

EFM INVESTMENTS & ADVISORY LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #339744
Typical Fee--
AUM$653M
Minimum--
Clients9

ELEVATION CAPITAL ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #171473
Typical Fee--
AUM$253M
Minimum--
Clients1,471

ENCOMPASS WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Portland, OregonCRD #170807
Typical Fee--
AUM$413M
Minimum--
Clients1,103

ENDEAVOUR CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #160800
Typical Fee--
AUM$2.1B
Minimum--
Clients6

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #182520
Typical Fee--
AUM$773M
Minimum--
Clients4

ETESIAN WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Linn, OregonCRD #152127
Typical Fee--
AUM$427M
Minimum--
Clients930

EVE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #334657
Typical Fee--
AUM$22K
Minimum--
Clients7

FAIRCHILD CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #298428
Typical Fee--
AUM$103M
Minimum--
Clients322

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #104692
Typical Fee--
AUM$9.0B
Minimum--
Clients4,418

FIDELIS IM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Medford, OregonCRD #162985
Typical Fee1.00%
AUM$244M
Minimum--
Clients510

FINANCIAL INVESTMENT TEAM ("FIT")

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #145724
Typical Fee--
AUM$209M
Minimum--
Clients870

FOCUSPOINT SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #131195
Typical Fee--
AUM$6.8B
Minimum--
Clients31,647

FOSTER & WOOD, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #165362
Typical Fee--
AUM$189M
Minimum--
Clients222

GO WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #290254
Typical Fee--
AUM$208M
Minimum--
Clients519

GOVERNMENT PORTFOLIO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #170384
Typical Fee--
AUM$25.9B
Minimum--
Clients73

GRANGE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #131699
Typical Fee--
AUM$199M
Minimum--
Clients718

GREEN CITIES INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #166263
Typical Fee--
AUM$1.1B
Minimum--
Clients4

HEADWATER INVESTMENT CONSULTING,INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mcminnville, OregonCRD #133009
Typical Fee--
AUM$466M
Minimum--
Clients1,437

HIGHROAD WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coos Bay, OregonCRD #331566
Typical Fee--
AUM$189M
Minimum--
Clients318

HORST & GRABEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #297368
Typical Fee--
AUM$797M
Minimum--
Clients1,207

HUMAN INVESTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #133017
Typical Fee--
AUM$1.9B
Minimum--
Clients2,957

HURLEY FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Corvallis, OregonCRD #108983
Typical Fee1.60%
AUM$351M
Minimum--
Clients1,509
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