Oregon · 4 advisers
Financial Advisors in Grants Pass, Oregon
Looking for a financial advisor in Grants Pass, Oregon? Falists indexes 4 SEC-registered and state-registered investment advisers in Grants Pass — 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 $8.96B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$8.96B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Grants Pass
Ranked by AUM · Fees, team & specialties at a glance
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
WELCH INVESTMENT GROUP, LLC
Grants Pass, OR
AUM
$263.8M
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM
541-474-6616
ROGUE ADVISORS, LLC
Grants Pass, OR
AUM
$80.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
541-474-9700
PURPOSE FIRST FINANCIAL, LLC
Grants Pass, OR
AUM
$60.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
541-474-0824
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Common questions
- How many financial advisors are in Grants Pass, Oregon?
- 4 registered investment advisers are listed in our Grants Pass directory, sourced from public SEC filings.
- What types of advisors are in Grants Pass?
- 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 Grants Pass?
- 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.