Oregon · 4 advisers
Financial Advisors in Ashland, Oregon
Looking for a financial advisor in Ashland, Oregon? Falists indexes 4 SEC-registered and state-registered investment advisers in Ashland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $370.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$370.6M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Ashland
Ranked by AUM · Fees, team & specialties at a glance
RETIREMENT PLANNING SPECIALISTS, INC.
Ashland, OR
AUM
$370.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
541-482-0138
KOENIG INVESTMENT ADVISORY, LLC
Ashland, OR
AUM
$258.2M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
541-608-0551
NAGEL & PADILLA, LLC
Ashland, OR
AUM
—
Team
3 advisors
Clients
0
Fees
Hourly charges
541-488-1551
SCHULTZ AND ASSOCIATES INC.
Ashland, OR
AUM
$8.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
541-482-5170
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Common questions
- How many financial advisors are in Ashland, Oregon?
- 4 registered investment advisers are listed in our Ashland directory, sourced from public SEC filings.
- What types of advisors are in Ashland?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Ashland?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.