% of assets managed in Portland, OR
72 advisers in Portland offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
Featured spots in Portland, OR are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Portland, OR — flat monthly price, no per-lead fees.See pricing
All 72
Apm WealthState registeredNo commissions reportedBecker Capital Management, INC.SEC registeredNo commissions reportedBlue Water WealthSEC registeredNo commissions reportedBlueprint Financial Advisors, LLCState registeredNo commissions reportedBurgess Financial PlanningState registeredNo commissions reportedCls Financial Advisors, INC.SEC registeredNo commissions reportedCognitiant Registered Investment AdvisorsState registeredNo commissions reportedCompass Investment Advisers, LLCSEC registeredNo commissions reportedContinuity Wealth Management, Corp.SEC registeredNo commissions reportedCross Financial AdvisorsSEC registeredNo commissions reported
Cs Planning CorpSEC registeredNo commissions reportedDobson Asset Management LLCState registeredNo commissions reportedEncompass Wealth Advisors, LLCSEC registeredNo commissions reportedFairchild Capital LLCSEC registeredNo commissions reportedFerguson Wellman Capital Management, INC.SEC registeredNo commissions reportedFinancial Investment Team ("Fit")SEC registeredNo commissions reportedGabriel Capital, LLCState registeredNo commissions reportedGovernment Portfolio Advisors LLCSEC registeredNo commissions reportedHorst & Graben Wealth Management, LLCSEC registeredNo commissions reportedIcon Financial Services LLCSEC registeredNo commissions reportedInman Financial Services, INC.SEC registeredNo commissions reportedInteractive Wealth AdvisorsState registeredNo commissions reportedLaurelhurst Asset Management LLCState registeredNo commissions reportedLiberty CapitalState registeredNo commissions reportedM Financial Asset Management, INC.SEC registeredNo commissions reportedM Holdings Securities, INC.SEC registeredNo commissions reportedMarquam CapitalState registeredNo commissions reportedMatisse CapitalSEC registeredNo commissions reportedMengis Capital Management, INC.SEC registeredNo commissions reportedMiller Financial Group, LLCState registeredNo commissions reportedMkg Financial Group, INC.State registeredNo commissions reportedModernist Financial, LLCSEC registeredNo commissions reportedMp Townsend FinancialState registeredNo commissions reportedMultnomah Group, INC.SEC registeredNo commissions reportedOregon Financial Products & Services, LLCState registeredNo commissions reportedPacific Capital Works, INC.State registeredNo commissions reportedPathlight Financial Planning LLCState registeredNo commissions reportedPearl Wealth LLCSEC registeredNo commissions reportedPeregrine Asset Advisers, INC.SEC registeredNo commissions reportedPhillips and Company Advisors LLCSEC registeredNo commissions reportedPortland Private Wealth Management, INC.SEC registeredNo commissions reportedPreisz FinancialSEC registeredNo commissions reportedPrice Financial Group Wealth Management, INC.SEC registeredNo commissions reportedRaaf Investment Advisors, LLCState registeredNo commissions reportedRavensview Capital Management, LLCState registeredNo commissions reportedRubicon Global Group, Rubicon Global AdvisorsState registeredNo commissions reportedRutherford Investment ManagementSEC registeredNo commissions reportedScott Capital Advisors, LLCSEC registeredNo commissions reportedSellwood Investment Partners LLCSEC registeredNo commissions reportedShared Prosperity GroupState registeredNo commissions reportedSilver Oak Advisory GroupSEC registeredNo commissions reportedSkyline Financial NorthwestSEC registeredNo commissions reportedSmb Financial Services, INC.SEC registeredNo commissions reportedSoaring Investment Management, LLCSEC registeredNo commissions reportedSomerset Wealth Management, LLCState registeredNo commissions reportedStancorp Investment Advisers, INC.SEC registeredNo commissions reportedTenbridge Partners LLCSEC registeredNo commissions reportedTotal Assets Management, INC.State registeredNo commissions reportedTpg Financial Advisors, LLCSEC registeredNo commissions reportedTradewinds Wealth ManagementSEC registeredNo commissions reportedTru Independence Asset Management 2, LLCSEC registeredNo commissions reportedTru Independence Asset Management, LLCSEC registeredNo commissions reportedUplevel WealthSEC registeredNo commissions reportedVision Capital Management INCSEC registeredNo commissions reportedVista Capital Partners, INC.SEC registeredNo commissions reportedWashington Park Capital Management, LLCSEC registeredNo commissions reportedWatershed Wealth Planning LLCState registeredNo commissions reportedWealth Advisors NwSEC registeredNo commissions reportedWestlake Wealth Management, LLCState registeredNo commissions reportedWillamette Financial Advisors, LLCSEC registeredNo commissions reportedXena Financial Planning, LLCSEC registeredNo commissions reportedZen Trends Capital LLCState registeredNo commissions reported