Oregon · 3 advisers
Financial Advisors in Tualatin, Oregon
Looking for a financial advisor in Tualatin, Oregon? Falists indexes 3 SEC-registered and state-registered investment advisers in Tualatin — 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 $255.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$255.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Tualatin
Ranked by AUM · Fees, team & specialties at a glance
SOUND INVESTMENT MANAGEMENT INC
Tualatin, OR
AUM
$255.5M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
503-691-7030
RYAN FINANCIAL SOLUTIONS, LLC
Tualatin, OR
AUM
$78.3M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
971-203-0600
NEXUS STRATEGIC WEALTH
Tualatin, OR
AUM
$56.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
503-305-6704
More cities in Oregon
Common questions
- How many financial advisors are in Tualatin, Oregon?
- 3 registered investment advisers are listed in our Tualatin directory, sourced from public SEC filings.
- What types of advisors are in Tualatin?
- 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 Tualatin?
- 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.