Investment Advisors in Oregon

328 advisors · 162 firms

Cities in Oregon

Portland (119) Lake Oswego (35) Bend (18) Eugene (17) Salem (16) Beaverton (16) Medford (14) Tigard (10) Gresham (8) Corvallis (7) West Linn (7) Mcminnville (5) Hillsboro (4) Clackamas (4) Grants Pass (3) Milwaukie (3) Ashland (3)

Top Firms in Oregon

FirmAUMAdvisors
GOVERNMENT PORTFOLIO ADVISORS LLC $23.9B 0
NORTHWEST CAPITAL MANAGEMENT INC $8.4B 0
FOCUS POINT SOLUTIONS, INC $6.8B 0
CAMPBELL GLOBAL, LLC $4.2B 0
NORTHSIDE CAPITAL MANAGEMENT LLC $2.7B 0
DESCHUTES INVESTMENT CONSULTING, LLC $2.0B 0
M HOLDINGS SECURITIES, INC. $1.5B 37
PHILLIPS AND COMPANY ADVISORS LLC $1.2B 0
HUMAN INVESTING, LLC $1.1B 0
TPG FINANCIAL ADVISORS, LLC $915.1M 0

Advisors in Oregon

Richard Frederick Yost

Active

CRD# 821097

Eugene, OR

1 disclosure(s)

Jue-hua Rae Yau

Active

CRD# 5664387

LPL FINANCIAL LLC

Happy Valley, OR

1 disclosure(s)

Zheng Peter Yu

Active

CRD# 4887359

TRANSAMERICA FINANCIAL ADVISORS, LLC

Beaverton, OR

1 disclosure(s)

Stephen Xavier Carroll

Active

CRD# 2591398

OSAIC WEALTH, INC.

Bend, OR

1 disclosure(s)

Dorothy Ann Vo

Active

CRD# 6276933

Portland, OR

1 disclosure(s)

Christian Samuel D'urso

Active

CRD# 5304397

TRADEWINDS ASSET MANAGEMENT, LLC

Portland, OR

1 disclosure(s)

John Harold Upton

Active

CRD# 1363612

RETIREMENT CONSULTING GROUP, INC.

Lake Oswego, OR

1 disclosure(s)

Ryan T Meier

Active

CRD# 6604043

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Portland, OR

1 disclosure(s)

David S Mckinley

Active

CRD# 4207905

J.P. MORGAN SECURITIES LLC

Clackamas, OR

1 disclosure(s)

Seth S Weinstein

Active

CRD# 5006615

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Lake Oswego, OR

1 disclosure(s)

Michael R Thomas

Active

CRD# 4674915

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Lake Oswego, OR

1 disclosure(s)

Arthur Manlio Quintero

Active

CRD# 1676250

Portland, OR

1 disclosure(s)

Nicholas P Nachbur

Active

CRD# 4314885

OSAIC WEALTH, INC.

Medford, OR

1 disclosure(s)

Ryan P Jordan

Active

CRD# 6694866

RAYMOND JAMES & ASSOCIATES, INC.

Bend, OR

1 disclosure(s)

Sherman Phillip Ober

Active

CRD# 1683236

Salem, OR

1 disclosure(s)

Megan M Gerard

Active

CRD# 5958058

Grants Pass, OR

1 disclosure(s)

Michelle L Corradetti

Active

CRD# 1871939

MORGAN STANLEY SMITH BARNEY LLC

Medford, OR

1 disclosure(s)

Kent J Calhoon

Active

CRD# 2665445

EDWARD D. JONES & CO., L.P.

Lake Oswego, OR

1 disclosure(s)

James J Russo

Active

CRD# 3192591

Portland, OR

1 disclosure(s)

Robert John Imper

Active

CRD# 6265033

PRINCIPAL SECURITIES, INC.

Milwaukie, OR

1 disclosure(s)

Timothy Cecil Ivey

Active

CRD# 4145280

U.S. BANCORP ADVISORS, LLC

Mount Angel, OR

1 disclosure(s)

Rosa I Sanchez

Active

CRD# 8111337

J.P. MORGAN SECURITIES LLC

Portland, OR

1 disclosure(s)

Deborah H Lee

Active

CRD# 2240166

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Bend, OR

1 disclosure(s)

Sun H Lee

Active

CRD# 2834938

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Portland, OR

1 disclosure(s)

Robert G Fogarty

Active

CRD# 4130324

Salem, OR

1 disclosure(s)

James G Osborne

Active

CRD# 1030892

WELLS FARGO ADVISORS FINANCIAL NETWORK,...

Lake Oswego, OR

1 disclosure(s)

John G Griffith

Active

CRD# 6489440

UNITED PLANNERS' FINANCIAL SERVICES OF A...

Eugene, OR

1 disclosure(s)

Terry F Keele

Active

CRD# 2697855

WELLS FARGO CLEARING SERVICES, LLC

Portland, OR

1 disclosure(s)

Niki D Sands

Active

CRD# 1184696

J.P. MORGAN SECURITIES LLC

Bend, OR

1 disclosure(s)

Malissa D Reints

Active

CRD# 6234144

EDWARD D. JONES & CO., L.P.

Newberg, OR

1 disclosure(s)