Fiduciary advisors in Oregon

159registered advisers
153fee-only verified

Oregon has no sales tax, but its top income tax rate of 9.9% and a unique statewide transit tax create planning complexity. The state registers 159 SEC-filed fiduciary advisors, 153 fee-only. Portland hosts the largest concentration, with a growing cluster in Bend serving retirees and remote tech workers.

Cities

Ashland2Aurora1Beaverton10Bend10Canby1Clackamas5Coos Bay1Corvallis3Eugene7Fairview1Gladstone1Grants Pass2Gresham1Hillsboro2Hood River2Jacksonville3Klamath Falls1La Grande1Lake Oswego25Mcminnville1Medford2Oregon City1Portland61Roseburg1Salem7The Dalles1Tigard2Tualatin1West Linn3

Top advisors

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

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
View all 159 advisors in Oregon
Fiduciary Financial Advisors in Oregon | FiduciaryListings