Financial advisers in Beaverton, OR

9 registered investment adviser firms in Beaverton managing $3.0B in assets, based on public SEC Form ADV filings.

Nbc Capital Advisors

Beaverton, OR · Est. 2019

Local

Fee-only

AUM: $847M
Per adviser: $212M
Advisers: 4

No reported disclosures

Cross Financial Advisors

Beaverton, OR · Est. 2017

Regional

Fee-based

AUM: $482M
Per adviser: $44M
Advisers: 11

No reported disclosures

Optima Capital LLC

Beaverton, OR · Est. 2021

Regional

Fee-only

AUM: $380M
Per adviser: $54M
Advisers: 7

No reported disclosures

Physician Family Financial Advisors INC

Beaverton, OR · Est. 2020

LocalInternational

Fee-based

AUM: $285M
Per adviser: $95M
Advisers: 3

Roi Financial

Beaverton, OR · Est. 2021

Local

Fee-based

AUM: $264M
Per adviser: $53M
Advisers: 5

No reported disclosures

Defined Wealth Management, LLC

Beaverton, OR · Est. 2020

Local

Fee-based

AUM: $254M
Per adviser: $85M
Advisers: 3

No reported disclosures

Grange Capital, LLC

Beaverton, OR · Est. 2021

Local

Fee-only

AUM: $217M
Per adviser: $43M
Advisers: 5

No reported disclosures

Capitol Family Office, INC.

Beaverton, OR · Est. 2021

Local

Fee-based

AUM: $136M
Per adviser: $68M
Advisers: 2

No reported disclosures

Samara Capital

Beaverton, OR · Est. 2025

Local

Fee-based

AUM: $123M
Per adviser: $62M
Advisers: 2

No reported disclosures