Search Results

159 advisors in oregon
FirmFeeAUMMin.Clients

ICON FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #306816
Typical Fee--
AUM$7M
Minimum--
Clients2,552

IMS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clackamas, OregonCRD #105939
Typical Fee--
AUM$407M
Minimum--
Clients567

INMAN FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #297414
Typical Fee--
AUM$197M
Minimum--
Clients625

INTEGRITY WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #330809
Typical Fee1.50%
AUM$305M
Minimum--
Clients831

JENSEN INVESTMENT MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #105281
Typical Fee--
AUM$11.2B
Minimum--
Clients994

JGC TAX & WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #165770
Typical Fee3.00%
AUM$109M
Minimum--
Clients498

JGP WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #290694
Typical Fee--
AUM$1.4B
Minimum--
Clients3,335

JH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #139587
Typical Fee--
AUM$172M
Minimum--
Clients391

JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, OregonCRD #152930
Typical Fee--
AUM$222M
Minimum--
Clients1,356

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #292600
Typical Fee1.50%
AUM$813M
Minimum$500,000
Clients1,992

KINGSVIEW WEALTH MANAGEMENT, LLC

Also Compensated via Brokerage
Grants Pass, OregonCRD #148107
Typical Fee--
AUM$6.7B
Minimum--
Clients24,847

KOENIG INVESTMENT ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ashland, OregonCRD #311422
Typical Fee--
AUM$258M
Minimum--
Clients599

LITTLEJOHN FINANCIAL SERVICES INC

Fee-OnlyAlso Compensated via Product Sales
Roseburg, OregonCRD #155113
Typical Fee--
AUM$171M
Minimum--
Clients1,236

M FINANCIAL ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Portland, OregonCRD #136694
Typical Fee--
AUM$1.5B
Minimum--
Clients2,305

M FINANCIAL INVESTMENT ADVISERS INC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #106648
Typical Fee--
AUM$938M
Minimum--
Clients4

M HOLDINGS SECURITIES, INC.

Also Compensated via Brokerage
Portland, OregonCRD #43285
Typical Fee--
AUM$4.1B
Minimum--
Clients8,234

MARTIN CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #153452
Typical Fee--
AUM$96M
Minimum--
Clients251

MATISSE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #155424
Typical Fee--
AUM$1.5B
Minimum--
Clients738

MENGIS CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #117127
Typical Fee--
AUM$903M
Minimum--
Clients766

MSP WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Klamath Falls, OregonCRD #306522
Typical Fee--
AUM$193M
Minimum--
Clients795

MULTNOMAH GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #132131
Typical Fee1.00%
AUM$2.2B
Minimum$250,000
Clients361

MY LEGACY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #290675
Typical Fee--
AUM$333M
Minimum--
Clients332

NBC CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #306483
Typical Fee--
AUM$711M
Minimum--
Clients2,138

NEWBORE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gladstone, OregonCRD #306441
Typical Fee--
AUM$162M
Minimum--
Clients781

NORTH FORTY TWO & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #148417
Typical Fee--
AUM$160M
Minimum--
Clients254

NORTH RIDGE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #157516
Typical Fee--
AUM$216M
Minimum--
Clients559

NORTHMARQ FUND MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Lake Oswego, OregonCRD #150703
Typical Fee--
AUM$492M
Minimum--
Clients6

NORTHSIDE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hood River, OregonCRD #107784
Typical Fee--
AUM$5.8B
Minimum--
Clients516

NORTHWEST CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #108091
Typical Fee--
AUM$8.5B
Minimum--
Clients301

NORTHWEST QUADRANT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #158455
Typical Fee1.25%
AUM$534M
Minimum--
Clients1,741
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