Search Results

159 advisors in oregon
FirmFeeAUMMin.Clients

44 WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eugene, OregonCRD #309647
Typical Fee--
AUM$446M
Minimum--
Clients1,154

4:8 FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Canby, OregonCRD #335831
Typical Fee--
AUM$301M
Minimum--
Clients1,788

801 WEST CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Lake Oswego, OregonCRD #168417
Typical Fee--
AUM$458M
Minimum--
Clients6

ACM MANAGEMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #283037
Typical Fee--
AUM$666M
Minimum--
Clients2

AERODIGM WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #282312
Typical Fee--
AUM$1.5B
Minimum--
Clients819

ALDRICH WEALTH LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #147200
Typical Fee--
AUM$6.5B
Minimum--
Clients2,435

ALLIUM FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #288462
Typical Fee--
AUM$639M
Minimum--
Clients680

AUXIER ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aurora, OregonCRD #107980
Typical Fee--
AUM$855M
Minimum--
Clients506

AXIOM WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #313124
Typical Fee--
AUM$100M
Minimum--
Clients375

BECKER CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #110489
Typical Fee--
AUM$5.0B
Minimum--
Clients2,019

BLUE WATER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #164432
Typical Fee--
AUM$384M
Minimum--
Clients1,078

BRIDGE CITY CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #148828
Typical Fee--
AUM$393M
Minimum--
Clients42

CAMPBELL GLOBAL

Fee-OnlyAlso Compensated via Product Sales
Portland, OregonCRD #111944
Typical Fee--
AUM$6.2B
Minimum--
Clients23

CAPITAL FINANCIAL PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #310168
Typical Fee--
AUM$244M
Minimum--
Clients569

CAPITOL FAMILY OFFICE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaverton, OregonCRD #312005
Typical Fee--
AUM$137M
Minimum--
Clients524

CAPSTONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #287670
Typical Fee--
AUM$230M
Minimum--
Clients838

CAPSTONE WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #128097
Typical Fee--
AUM$233M
Minimum--
Clients708

CASCADE FINANCIAL STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bend, OregonCRD #166610
Typical Fee--
AUM$120M
Minimum--
Clients469

CASCADE INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oregon City, OregonCRD #117294
Typical Fee--
AUM$360M
Minimum--
Clients501

CATALYST FINANCIAL NW CORPORATION

Fee-Only, No ConflictsClean Record
Gresham, OregonCRD #168534
Typical Fee--
AUM$233M
Minimum--
Clients1,068

CEDAR MOUNTAIN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #140339
Typical Fee--
AUM$1.1B
Minimum--
Clients2,612

CGC FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Oswego, OregonCRD #155446
Typical Fee--
AUM$737M
Minimum--
Clients3,027

CLARITY WEALTH DEVELOPMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corvallis, OregonCRD #155103
Typical Fee--
AUM$171M
Minimum--
Clients770

CLEARVIEW WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Salem, OregonCRD #305737
Typical Fee--
AUM$184M
Minimum--
Clients872

CLS FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #152892
Typical Fee--
AUM$167M
Minimum--
Clients321

COMPASS INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #131933
Typical Fee--
AUM$111M
Minimum--
Clients241

CONNECTED WEALTH SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Grande, OregonCRD #277111
Typical Fee--
AUM$226M
Minimum--
Clients721

CONTINUITY WEALTH MANAGEMENT, CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #111010
Typical Fee1.00%
AUM$181M
Minimum--
Clients539

COPIA WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Bend, OregonCRD #281873
Typical Fee1.75%
AUM$158M
Minimum--
Clients850

CORDANT WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #152395
Typical Fee--
AUM$338M
Minimum--
Clients978
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