Oregon · 292 advisers
Financial Advisors in Oregon
Falists is the most comprehensive public directory of financial advisors in Oregon — 292 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
292
With website
269
Largest AUM
$35.09B
Financial planning
207
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oregon
Ranked by AUM and profile completeness · Data from SEC IAPD
GOVERNMENT PORTFOLIO ADVISORS LLC
Portland, OR
AUM
$35.09B
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
503-248-9973
STANCORP INVESTMENT ADVISERS, INC.
Portland, OR
AUM
$34.50B
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-858-5420
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$10.66B
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
503-226-1444
KINGSVIEW WEALTH MANAGEMENT, LLC
Grants Pass, OR
AUM
$8.96B
Team
95 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-870-6701
NORTHWEST CAPITAL MANAGEMENT INC.
Lake Oswego, OR
AUM
$8.52B
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-597-1616
ALDRICH WEALTH LP
Lake Oswego, OR
AUM
$7.62B
Team
26 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
503-620-5329
CAMPBELL GLOBAL
Portland, OR
AUM
$7.02B
Team
31 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
503-275-9675
NORTHSIDE CAPITAL MANAGEMENT LLC
Hood River, OR
AUM
$6.94B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
541-387-2080
FOCUSPOINT SOLUTIONS, INC.
Portland, OR
AUM
$6.78B
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-445-1957
STAFFORD CAPITAL PARTNERS LIMITED
London, OR
AUM
$6.75B
Team
29 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44-203-988-5796
JENSEN INVESTMENT MANAGEMENT INC.
Lake Oswego, OR
AUM
$6.48B
Team
14 advisors
Clients
0
Fees
Percentage of AUM
503-726-4384
BECKER CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$5.73B
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-223-1720
VISTA CAPITAL PARTNERS, INC.
Portland, OR
AUM
$3.22B
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM
503-772-9500
M HOLDINGS SECURITIES, INC.
Portland, OR
AUM
$3.21B
Team
171 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-656-6960
DESCHUTES INVESTMENT CONSULTING, LLC
Portland, OR
AUM
$2.89B
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
503-224-3700
MULTNOMAH GROUP, INC.
Portland, OR
AUM
$2.67B
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-772-0159
PHILLIPS AND COMPANY ADVISORS LLC
Portland, OR
AUM
$2.66B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
503-224-0858
VARIANT INVESTMENTS
Portland, OR
AUM
$2.64B
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
503.563.0700
SELLWOOD INVESTMENT PARTNERS LLC
Portland, OR
AUM
$2.28B
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
(503) 596-2880
HUMAN INVESTING
Lake Oswego, OR
AUM
$2.22B
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-905-3100
TPG FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$2.22B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-9550
CS PLANNING CORP
Portland, OR
AUM
$1.96B
Team
49 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-292-5853
ENDEAVOUR CAPITAL
Portland, OR
AUM
$1.89B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-223-2721
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$1.75B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
541-762-0300
Cities in Oregon
Browse financial advisors by city across Oregon
The Oregon advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.