Financial advisers in Portland , OR

AUM: $35.1B
Per adviser: $5.8B
Advisers: 6

No reported disclosures

Stancorp Investment Advisers, INC.

Portland, OR · Est. 2000

AUM: $34.5B
Per adviser: $2.9B
Advisers: 12

No reported disclosures

Ferguson Wellman Capital Management, INC.

Portland, OR · Est. 1975

AUM: $10.7B
Per adviser: $344M
Advisers: 31

No reported disclosures

Campbell Global

Portland, OR · Est. 2000

AUM: $7.0B
Per adviser: $227M
Advisers: 31

No reported disclosures

Becker Capital Management, INC.

Portland, OR · Est. 1977

AUM: $5.7B
Per adviser: $286M
Advisers: 20

No reported disclosures

Vista Capital Partners, INC.

Portland, OR · Est. 2001

AUM: $3.2B
Per adviser: $161M
Advisers: 20

No reported disclosures

M Holdings Securities, INC.

Portland, OR · Est. 2000

NationalInternational

AUM: $3.2B
Per adviser: $19M
Advisers: 171

Deschutes Investment Consulting, LLC

Portland, OR · Est. 2011

AUM: $2.9B
Per adviser: $289M
Advisers: 10

No reported disclosures

Multnomah Group, INC.

Portland, OR · Est. 2005

AUM: $2.7B
Per adviser: $167M
Advisers: 16

No reported disclosures

Phillips And Company Advisors LLC

Portland, OR · Est. 2011

AUM: $2.7B
Per adviser: $205M
Advisers: 13

No reported disclosures

Variant Investments

Portland, OR · Est. 2018

AUM: $2.6B
Per adviser: $82M
Advisers: 32

No reported disclosures

Sellwood Investment Partners LLC

Portland, OR · Est. 2012

AUM: $2.3B
Per adviser: $163M
Advisers: 14

No reported disclosures

Tpg Financial Advisors, LLC

Portland, OR · Est. 2012

AUM: $2.2B
Per adviser: $171M
Advisers: 13

No reported disclosures

Cs Planning Corp

Portland, OR · Est. 2009

National

AUM: $2.0B
Per adviser: $40M
Advisers: 49

No reported disclosures

Endeavour Capital

Portland, OR · Est. 2012

AUM: $1.9B
Per adviser: $118M
Advisers: 16

No reported disclosures

Matisse Capital

Portland, OR · Est. 2010

AUM: $1.6B
Per adviser: $163M
Advisers: 10

No reported disclosures

M Financial Asset Management, INC.

Portland, OR · Est. 2006

AUM: $1.2B
Per adviser: $309M
Advisers: 4

No reported disclosures

Vision Capital Management INC

Portland, OR · Est. 1999

AUM: $1.2B
Per adviser: $154M
Advisers: 8

No reported disclosures

Scott Capital Advisors, LLC

Portland, OR · Est. 2020

AUM: $1.1B
Per adviser: $283M
Advisers: 4

No reported disclosures

M Financial Investment Advisers INC

Portland, OR · Est. 1995

AUM: $1.0B
Per adviser: —
Advisers: —

No reported disclosures

Horst & Graben Wealth Management, LLC

Portland, OR · Est. 2018

AUM: $920M
Per adviser: $230M
Advisers: 4

No reported disclosures

Mengis Capital Management, INC.

Portland, OR · Est. 2001

AUM: $903M
Per adviser: $151M
Advisers: 6

No reported disclosures

Green Cities Investment Management, LLC

Portland, OR · Est. 2013

AUM: $875M
Per adviser: $80M
Advisers: 11

No reported disclosures

Rvk, INC.

Portland, OR · Est. 1986

AUM: $828M
Per adviser: $7M
Advisers: 111

Efg Asset Management (North America) Corp

Portland, OR · Est. 2021

AUM: $809M
Per adviser: $202M
Advisers: 4

No reported disclosures

Preisz Financial

Portland, OR · Est. 2019

AUM: $702M
Per adviser: $88M
Advisers: 8

No reported disclosures

Efm Investments & Advisory LLC

Portland, OR · Est. 2026

AUM: $680M
Per adviser: $136M
Advisers: 5

No reported disclosures

Acm Management Company, LLC

Portland, OR · Est. 2016

AUM: $650M
Per adviser: $54M
Advisers: 12

No reported disclosures

Equilibrium Capital Investment Management , LLC

Portland, OR · Est. 2015

AUM: $643M
Per adviser: $129M
Advisers: 5

No reported disclosures

Peregrine Asset Advisers, INC.

Portland, OR · Est. 2001

AUM: $611M
Per adviser: $102M
Advisers: 6

No reported disclosures

Blue Water Wealth

Portland, OR · Est. 2018

AUM: $473M
Per adviser: $39M
Advisers: 12

No reported disclosures

Encompass Wealth Advisors, LLC

Portland, OR · Est. 2014

AUM: $473M
Per adviser: $158M
Advisers: 3

No reported disclosures

Silver Oak Advisory Group

Portland, OR · Est. 1991

AUM: $419M
Per adviser: $60M
Advisers: 7

No reported disclosures

Zuna, LLC

Portland, OR · Est. 2019

AUM: $411M
Per adviser: $82M
Advisers: 5

No reported disclosures

Cordant Wealth Partners

Portland, OR · Est. 2010

AUM: $371M
Per adviser: $74M
Advisers: 5

No reported disclosures

Washington Park Capital Management, LLC

Portland, OR · Est. 2025

AUM: $359M
Per adviser: $120M
Advisers: 3

No reported disclosures

Wealth Advisors Nw

Portland, OR · Est. 2021

AUM: $354M
Per adviser: $59M
Advisers: 6

No reported disclosures

Tru Independence Asset Management, LLC

Portland, OR · Est. 2013

AUM: $337M
Per adviser: $42M
Advisers: 8

No reported disclosures

Tru Independence Asset Management 2, LLC

Portland, OR · Est. 2020

AUM: $265M
Per adviser: $88M
Advisers: 3

No reported disclosures

Rutherford Investment Management

Portland, OR · Est. 2019

AUM: $250M
Per adviser: $62M
Advisers: 4

No reported disclosures

Portland Private Wealth Management, INC.

Portland, OR · Est. 2020

AUM: $235M
Per adviser: $78M
Advisers: 3

No reported disclosures

Continuity Wealth Management, Corp.

Portland, OR · Est. 2001

AUM: $214M
Per adviser: $107M
Advisers: 2

No reported disclosures

Financial Investment Team ("Fit")

Portland, OR · Est. 2018

AUM: $209M
Per adviser: $42M
Advisers: 5

No reported disclosures

Sortis Fund Manager, LLC

Portland, OR · Est. 2022

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Inman Financial Services, INC.

Portland, OR · Est. 2021

AUM: $197M
Per adviser: $66M
Advisers: 3

No reported disclosures

Cls Financial Advisors, INC.

Portland, OR · Est. 2022

AUM: $192M
Per adviser: $64M
Advisers: 3

No reported disclosures

Smb Financial Services, INC.

Portland, OR · Est. 2019

AUM: $178M
Per adviser: $36M
Advisers: 5

No reported disclosures

Price Financial Group Wealth Management, INC.

Portland, OR · Est. 2022

AUM: $173M
Per adviser: $58M
Advisers: 3

No reported disclosures

Pearl Wealth LLC

Portland, OR · Est. 2021

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Skyline Financial Northwest

Portland, OR · Est. 2025

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

Tradewinds Wealth Management

Portland, OR · Est. 2023

AUM: $135M
Per adviser: $34M
Advisers: 4

No reported disclosures

Willamette Financial Advisors, LLC

Portland, OR · Est. 2017

AUM: $117M
Per adviser: $59M
Advisers: 2

No reported disclosures

Modernist Financial, LLC

Portland, OR · Est. 2026

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Soaring Investment Management, LLC

Portland, OR · Est. 2026

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Compass Investment Advisers, LLC

Portland, OR · Est. 2024

AUM: $111M
Per adviser: $55M
Advisers: 2

No reported disclosures

Tenbridge Partners LLC

Portland, OR · Est. 2025

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Xena Financial Planning, LLC

Portland, OR · Est. 2025

AUM: $104M
Per adviser: $52M
Advisers: 2

No reported disclosures

Fairchild Capital LLC

Portland, OR · Est. 2026

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Icon Financial Services LLC

Portland, OR · Est. 2020