Search Results

159 advisors in oregon
FirmFeeAUMMin.Clients

OPTIMA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #310146
Typical Fee--
AUM$293M
Minimum--
Clients1,409

ORCA INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Lake Oswego, OregonCRD #144377
Typical Fee--
AUM$183M
Minimum--
Clients589

OREGON PACIFIC WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Medford, OregonCRD #283958
Typical Fee--
AUM$156M
Minimum--
Clients530

PACE FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hillsboro, OregonCRD #318359
Typical Fee2.00%
AUM$390M
Minimum--
Clients4,071

PACIFIC COAST INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
West Linn, OregonCRD #137963
Typical Fee--
AUM$111M
Minimum--
Clients294

PACIFIC RIDGE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #152154
Typical Fee--
AUM$393M
Minimum--
Clients61

PANORAMIC CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #331349
Typical Fee--
AUM$393M
Minimum--
Clients712

PEARL WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #299508
Typical Fee--
AUM$149M
Minimum--
Clients338

PEREGRINE ASSET ADVISERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #115738
Typical Fee--
AUM$611M
Minimum--
Clients476

PHILLIPS AND COMPANY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #167214
Typical Fee--
AUM$2.3B
Minimum--
Clients1,525

PHYSICIAN FAMILY FINANCIAL ADVISORS INC

Fee-Only, No ConflictsClean Record
Beaverton, OregonCRD #138433
Typical Fee--
AUM$285M
Minimum--
Clients639

PINNACLE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clackamas, OregonCRD #117517
Typical Fee--
AUM$461M
Minimum--
Clients2,644

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #171321
Typical Fee--
AUM$235M
Minimum--
Clients916

PRACTICE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jacksonville, OregonCRD #289256
Typical Fee--
AUM$333M
Minimum--
Clients1,504

PREISZ FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #144469
Typical Fee--
AUM$613M
Minimum--
Clients485

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #323146
Typical Fee--
AUM$173M
Minimum--
Clients1,340

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #107777
Typical Fee0.50%
AUM$700M
Minimum$2M
Clients475

PURE PORTFOLIOS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #311002
Typical Fee--
AUM$360M
Minimum--
Clients803

QUEST INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #110640
Typical Fee--
AUM$1.7B
Minimum--
Clients121

RANGE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tigard, OregonCRD #290001
Typical Fee--
AUM$408M
Minimum--
Clients1,365

RETIREMENT CONSULTING GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #311184
Typical Fee--
AUM$411M
Minimum--
Clients185

RETIREMENT PLANNING SPECIALISTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ashland, OregonCRD #139358
Typical Fee--
AUM$324M
Minimum--
Clients1,053

ROEHL & YI INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #109258
Typical Fee--
AUM$858M
Minimum--
Clients1,639

ROI FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #160100
Typical Fee--
AUM$221M
Minimum--
Clients1,395

ROOTED FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tigard, OregonCRD #335302
Typical Fee--
AUM$100M
Minimum--
Clients565

RUTHERFORD INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #167545
Typical Fee--
AUM$250M
Minimum--
Clients126

RVK, INC.

Fee-OnlyAlso Compensated via Product Sales
Portland, OregonCRD #18005
Typical Fee--
AUM$766M
Minimum--
Clients32

SAMARA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #336178
Typical Fee--
AUM$114M
Minimum--
Clients94

SAPIENT PRIVATE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #159419
Typical Fee--
AUM$1.4B
Minimum--
Clients629

SCOTT CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #307980
Typical Fee--
AUM$1.1B
Minimum--
Clients828
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