Search Results

159 advisors in oregon
FirmFeeAUMMin.Clients

SELLWOOD INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #164696
Typical Fee--
AUM$2.0B
Minimum--
Clients68

SILVER OAK ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #108298
Typical Fee--
AUM$419M
Minimum--
Clients738

SITTNER & NELSON, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #309757
Typical Fee--
AUM$900M
Minimum--
Clients1,472

SKYLINE FINANCIAL NORTHWEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #146844
Typical Fee--
AUM$111M
Minimum--
Clients552

SMB FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #154216
Typical Fee--
AUM$178M
Minimum--
Clients762

SOARING INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #305273
Typical Fee--
AUM$112M
Minimum--
Clients460

SORTIS FUND MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #315584
Typical Fee--
AUM$194M
Minimum--
Clients6

SOUND INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tualatin, OregonCRD #107438
Typical Fee--
AUM$243M
Minimum--
Clients131

SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corvallis, OregonCRD #138347
Typical Fee--
AUM$249M
Minimum--
Clients781

SPRINGWATER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #167539
Typical Fee--
AUM$169M
Minimum--
Clients404

STANCORP INVESTMENT ADVISERS, INC.

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #110228
Typical Fee--
AUM$33.6B
Minimum--
Clients103,728

STANGIER WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Clackamas, OregonCRD #171336
Typical Fee--
AUM$300M
Minimum--
Clients1,512

STRADA FINANCIAL GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairview, OregonCRD #316987
Typical Fee--
AUM$126M
Minimum--
Clients206

SUMMA GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clackamas, OregonCRD #148713
Typical Fee--
AUM$140M
Minimum--
Clients374

SUNDOWNER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #146253
Typical Fee--
AUM$77M
Minimum--
Clients150

TAURUS CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #137633
Typical Fee--
AUM$167M
Minimum--
Clients595

TENBRIDGE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #159378
Typical Fee--
AUM$103M
Minimum--
Clients558

THE H GROUP WASHINGTON, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #300464
Typical Fee--
AUM$256M
Minimum--
Clients763

THE H GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #106801
Typical Fee--
AUM$580M
Minimum--
Clients1,849

TPG FINANCIAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #141153
Typical Fee--
AUM$2.0B
Minimum--
Clients1,587

TRADEWINDS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #323879
Typical Fee1.75%
AUM$135M
Minimum--
Clients261

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #309098
Typical Fee1.25%
AUM$217M
Minimum--
Clients264

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Portland, OregonCRD #168256
Typical Fee--
AUM$575M
Minimum--
Clients1,261

TRUE NORTH RETIREMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Clackamas, OregonCRD #290885
Typical Fee--
AUM$430M
Minimum--
Clients1,175

TRUE PRIVATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #164947
Typical Fee--
AUM$1.3B
Minimum--
Clients4,050

TRUE WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #332426
Typical Fee--
AUM$109M
Minimum--
Clients452

VARIANT INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #289261
Typical Fee--
AUM$2.8B
Minimum--
Clients4

VERGEPOINTE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #151425
Typical Fee--
AUM$260M
Minimum--
Clients193

VERIDAN WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Linn, OregonCRD #329666
Typical Fee1.00%
AUM$667M
Minimum--
Clients724

VISION CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #107793
Typical Fee--
AUM$1.1B
Minimum--
Clients1,743
Browse Fiduciary Financial Advisors | FiduciaryListings