Oregon · 117 firms
Institutional Advisors in Oregon
Advisers managing assets for institutions, endowments, and corporations. Browse 117 advisers in Oregon matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Oregon
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
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
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
QUEST INVESTMENT MANAGEMENT, LLC
Lake Oswego, OR
AUM
$1.71B
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
503-221-0158
MATISSE CAPITAL
Portland, OR
AUM
$1.63B
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-210-3000
292 total advisers in Oregon. Browse all Oregon advisors