How many financial advisors are in Tigard, Oregon?

Falists lists 6 registered investment advisers with a principal office or filing address in Tigard, Oregon, based on public SEC IAPD data.

How do financial advisors in Tigard charge fees?

Fee structures vary by firm. In Tigard, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Tigard?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Oregon · 6 advisers

Financial Advisors in Tigard, Oregon

Looking for a financial advisor in Tigard, Oregon? Falists indexes 6 SEC-registered and state-registered investment advisers in Tigard — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $408.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$408.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts5 Retirement2 Institutional2

Top advisors in Tigard

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

RANGE FINANCIAL GROUP, LLC

Tigard, OR

AUM

$408.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

503-482-4400

Full profile Visit site →

ROOTED FINANCIAL GROUP, LLC

Tigard, OR

AUM

$108.7M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

503-207-2067

Full profile Visit site →

MCKELVEY WEALTH MANAGEMENT, LLC

Tigard, OR

AUM

$59.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

503-709-5669

Full profile Visit site →

INSIGHT FINANCIAL

Tigard, OR

AUM

$35.4M

Financial PlanningWealth MgmtRetirementInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

509-994-6465

Full profile Visit site →

FAIRWAY AMERICA INVESTMENT ADVISORS, LLC

Tigard, OR

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

503.906.9100

Full profile Visit site →

MULLIGAN CAPITAL, INC

Tigard, OR

AUM

$40.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

503-352-4019

Full profileNo website

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Common questions

How many financial advisors are in Tigard, Oregon?: 6 registered investment advisers are listed in our Tigard directory, sourced from public SEC filings.
What types of advisors are in Tigard?: 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 Tigard?: 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.