RIAs in Oregon

267 RIAs headquartered in Oregon managing a combined $227B.

By city

PORTLANDOregon90 FIRMS · $144B LAKE OSWEGOOregon41 FIRMS · $36.8B BENDOregon22 FIRMS · $3.9B BEAVERTONOregon18 FIRMS · $3B EUGENEOregon16 FIRMS · $5.4B SALEMOregon9 FIRMS · $3.4B HILLSBOROOregon7 FIRMS · $711M WEST LINNOregon7 FIRMS · $1.5B CLACKAMASOregon6 FIRMS · $1.8B TIGARDOregon5 FIRMS · $651M CORVALLISOregon5 FIRMS · $971M ASHLANDOregon4 FIRMS · $637M GRANTS PASSOregon4 FIRMS · $9.4B HOOD RIVEROregon3 FIRMS · $7.2B TUALATINOregon3 FIRMS · $390M OREGON CITYOregon3 FIRMS · $472M JACKSONVILLEOregon3 FIRMS · $2.2B MEDFORDOregon2 FIRMS · $462M ROSEBURGOregon2 FIRMS · $187M GRESHAMOregon2 FIRMS · $236M MILTON FREEWATEROregon1 FIRM · $16.2M MILWAUKIEOregon1 FIRM · $63.3M CENTRAL POINTOregon1 FIRM CanbyOregon1 FIRM · $318M SCAPPOOSEOregon1 FIRM · $24.2M SHERWOODOregon1 FIRM · $8.8M THE DALLESOregon1 FIRM · $680M BORINGOregon1 FIRM · $159M AURORAOregon1 FIRM · $946M GLADSTONEOregon1 FIRM · $200M KLAMATH FALLSOregon1 FIRM · $228M LA GRANDEOregon1 FIRM · $226M COOS BAYOregon1 FIRM · $189M MADRASOregon1 FIRM · $24.2M MCMINNVILLEOregon1 FIRM · $543M

All RIAs in Oregon

MP TOWNSEND FINANCIAL

PORTLAND, OR

AUM $5.4MTEAM 1REPS 1

ZEN TRENDS CAPITAL LLC

PORTLAND, OR

AUM $3.9MTEAM 1REPS 1

STRATEGIC FINANCE INC.

CLACKAMAS, OR

AUM $3.7MTEAM 1REPS 1

HEISSLER FINANCIAL, LLC

GRESHAM, OR

AUM $2.5MTEAM 1REPS 1

TOTAL ASSETS MANAGEMENT, INC.

LAKE OSWEGO, OR

AUM $1.3MTEAM 2REPS 2

SHARED PROSPERITY GROUP

PORTLAND, OR

AUM $680KTEAM 2REPS 1

INNOVATOR WEALTH ADVISOR, LLC

BEAVERTON, OR

AUM $500KTEAM 1REPS 1

CONSOLIDATED FINANCIAL MANAGEMENT CORP.

BEAVERTON, OR

AUM —TEAM 6REPS 4

OLD GROWTH FINANCIAL LLC

PORTLAND, OR

AUM —TEAM 1REPS 1

ROSE CITY INVESTMENT CONSULTING LLC

LAKE OSWEGO, OR

AUM —TEAM 1REPS 1

FLUENCE WEALTH MANAGEMENT LLC

PORTLAND, OR

AUM —TEAM 1REPS 2

ROSTAD CAPITAL MANAGEMENT, INC.

PORTLAND, OR

AUM —TEAM 1REPS 2

AEGIS FINANCIAL ADVISORY

LAKE OSWEGO, OR

AUM —TEAM 1REPS 1

CONLEY CAPITAL GROUP

EUGENE, OR

AUM —TEAM 4REPS 2

MERIWETHER FAMILY OFFICE, LLC

PORTLAND, OR

AUM —TEAM 2REPS 1

CAPITAL UNITED, LLC

HILLSBORO, OR

AUM —TEAM 5REPS 6

SYLVA INTERNATIONAL

BEND, OR

AUM —TEAM 1REPS 1

MARTIN CAPITAL MANAGEMENT LLC

CENTRAL POINT, OR

AUM —TEAM 1REPS 1

CAPSTONE WEALTH MANAGEMENT GROUP, INC.

BEND, OR

AUM —TEAM 6REPS 6

KSB FINANCIAL SERVICES, LLC

EUGENE, OR

AUM —TEAM 11REPS 11

NAGEL & PADILLA, LLC

ASHLAND, OR

AUM —TEAM 8REPS 3

FORDHAM FINANCIAL SERVICES, LLC

HILLSBORO, OR

AUM —TEAM 1REPS 1

LETTIN WEALTH MANAGEMENT GROUP, INC.

LAKE OSWEGO, OR

AUM —TEAM 3REPS 1

REIGN WEALTH LOGIC

EUGENE, OR

AUM —TEAM 1REPS 1

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