RIAs in Portland, OR

87 RIAs based in Portland, Oregon managing a combined $137B.

Tradewinds Wealth Management

RIA

Portland, OR

AUM $135MTEAM 4REPS 4

Laurelhurst Asset Management LLC

RIA

Portland, OR

AUM $133MTEAM 1REPS 1

Uplevel Wealth

RIA

Portland, OR

AUM $131MTEAM 2REPS 2

Willamette Financial Advisors, LLC

RIA

Portland, OR

AUM $117MTEAM 3REPS 2

Modernist Financial, LLC

RIA

Portland, OR

AUM $113MTEAM 5REPS 3

Soaring Investment Management, LLC

RIA

Portland, OR

AUM $113MTEAM 5REPS 3

Compass Investment Advisers, LLC

RIA

Portland, OR

AUM $111MTEAM 2REPS 2

Tenbridge Partners LLC

RIA

Portland, OR

AUM $110MTEAM 5REPS 4

Xena Financial Planning, LLC

RIA

Portland, OR

AUM $104MTEAM 4REPS 2

Fairchild Capital LLC

RIA

Portland, OR

AUM $103MTEAM 2REPS 1

Ravensview Capital Management, LLC

RIA

Portland, OR

AUM $95.5MTEAM 2REPS 3

TRU Independence Asset Management 2, LLC

RIA

Portland, OR

AUM $92.7MTEAM 17REPS 7

Gabriel Capital, LLC

RIA

Portland, OR

AUM $91.7MTEAM 1REPS 1

Burgess Financial Planning

RIA

Portland, OR

AUM $91.3MTEAM 1REPS 1

Interactive Wealth Advisors

RIA

Portland, OR

AUM $91.3MTEAM 2REPS 2

Miller Financial Group, LLC

RIA

Portland, OR

AUM $82.8MTEAM 2REPS 2

Dobson Asset Management LLC

RIA

Portland, OR

AUM $72MTEAM 1REPS 2

Raaf Investment Advisors, LLC

RIA

Portland, OR

AUM $62.5MTEAM 2REPS 1

Pacific Capital Works, Inc.

RIA

Portland, OR

AUM $52.8MTEAM 1REPS 1

APM Wealth

RIA

Portland, OR

AUM $47.4MTEAM 3REPS 2

Marquam Capital

RIA

Portland, OR

AUM $41.2MTEAM 3REPS 3

Cognitiant Registered Investment Advisors

RIA

Portland, OR

AUM $40MTEAM 2REPS 2

Watershed Wealth Planning LLC

RIA

Portland, OR

AUM $31.2MTEAM 1REPS 1

Rubicon Global Group, Rubicon Global Advisors

RIA

Portland, OR

AUM $30MTEAM 2REPS 2

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