RIAs in Oregon
267 RIAs headquartered in Oregon managing a combined $227B.
By city
PORTLANDOregon91 FIRMS · $144BLAKE OSWEGOOregon41 FIRMS · $36.8BBENDOregon21 FIRMS · $3.8BBEAVERTONOregon18 FIRMS · $3BEUGENEOregon16 FIRMS · $5.4BSALEMOregon9 FIRMS · $3.4BHILLSBOROOregon7 FIRMS · $711MWEST LINNOregon7 FIRMS · $1.5BCLACKAMASOregon6 FIRMS · $1.8BTIGARDOregon5 FIRMS · $651MCORVALLISOregon5 FIRMS · $971MASHLANDOregon4 FIRMS · $637MGRANTS PASSOregon4 FIRMS · $9.4BHOOD RIVEROregon3 FIRMS · $7.2BTUALATINOregon3 FIRMS · $390MOREGON CITYOregon3 FIRMS · $472MJACKSONVILLEOregon3 FIRMS · $2.2BMEDFORDOregon2 FIRMS · $462MROSEBURGOregon2 FIRMS · $187MGRESHAMOregon2 FIRMS · $236MMILTON FREEWATEROregon1 FIRM · $16.2MMILWAUKIEOregon1 FIRM · $63.3MCENTRAL POINTOregon1 FIRMCanbyOregon1 FIRM · $318MSCAPPOOSEOregon1 FIRM · $24.2MSHERWOODOregon1 FIRM · $8.8MTHE DALLESOregon1 FIRM · $680MBORINGOregon1 FIRM · $159MAURORAOregon1 FIRM · $946MGLADSTONEOregon1 FIRM · $200MKLAMATH FALLSOregon1 FIRM · $228MLA GRANDEOregon1 FIRM · $226MCOOS BAYOregon1 FIRM · $189MMADRASOregon1 FIRM · $24.2MMCMINNVILLEOregon1 FIRM · $543M
All RIAs in Oregon
TWM WEALTH MANAGEMENT CORP
RIAWEST LINN, OR
AUM $89.9MTEAM 2REPS 2
SETTLEMENT CAPITAL ADVISORS
RIAWEST LINN, OR
AUM $88MTEAM 3REPS 3
MILLER FINANCIAL GROUP, LLC
RIAPORTLAND, OR
AUM $82.8MTEAM 2REPS 2
ROGUE ADVISORS, LLC
RIAGRANTS PASS, OR
AUM $80MTEAM 2REPS 2
RYAN FINANCIAL SOLUTIONS, LLC
RIATUALATIN, OR
AUM $78.3MTEAM 2REPS 2
SHERMAN, YOUNG & LEAVITT, LLC
RIAOREGON CITY, OR
AUM $77.1MTEAM 3REPS 3
2260 WEST
RIABEND, OR
AUM $76.2MTEAM 6REPS 4
DOBSON ASSET MANAGEMENT LLC
RIAPORTLAND, OR
AUM $72MTEAM 1REPS 2
WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC
RIASALEM, OR
AUM $69.9MTEAM 1REPS 1
HANDY & COMPANY FINANCIAL ADVISORS, INC.
RIALAKE OSWEGO, OR
AUM $68.7MTEAM 2REPS 2
KETURI INVESTMENT MANAGEMENT, LLC
RIALAKE OSWEGO, OR
AUM $68.6MTEAM 5REPS 4
INDEPENDENT INVESTMENT ADVISORS
RIAHILLSBORO, OR
AUM $68.5MTEAM 1REPS 1
ERLANDSON WEALTH MANAGEMENT
RIABEAVERTON, OR
AUM $67.7MTEAM 2REPS 2
SCOUT ASSET MANAGEMENT
RIABEAVERTON, OR
AUM $67.4MTEAM 1REPS 1
STRATEGY CAP, LLC
RIABEND, OR
AUM $64.8MTEAM 2REPS 2
MERIDIAN FINANCIAL GROUP, INC.
RIAMILWAUKIE, OR
AUM $63.3MTEAM 2REPS 2
VANTAGE WEALTH MANAGEMENT LLC
RIACORVALLIS, OR
AUM $62.8MTEAM 5REPS 2
RAAF INVESTMENT ADVISORS, LLC
RIAPORTLAND, OR
AUM $62.5MTEAM 2REPS 1
D. MATTERSDORFF LLC
RIALAKE OSWEGO, OR
AUM $61.9MTEAM 1REPS 3
PURPOSE FIRST FINANCIAL, LLC
RIAGRANTS PASS, OR
AUM $60.5MTEAM 2REPS 1
OSWEGO PRIVATE WEALTH MANAGEMENT
RIALAKE OSWEGO, OR
AUM $60.5MTEAM 1REPS 1
SYMAN-DEGLER GROUP, LLC
RIAEUGENE, OR
AUM $59.8MTEAM 3REPS 3
MCKELVEY WEALTH MANAGEMENT, LLC
RIATIGARD, OR
AUM $59.3MTEAM 1REPS 1
ELDON REESE ADVISORY GROUP
RIABEAVERTON, OR
AUM $59.1MTEAM 6REPS 3
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