Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 151 non-vetted financial advisors in Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Oregon have an average of 15 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224 | 170384 | $16,725,387,863 | 63 | A Percentage of AUM, Hourly charges, Fixed Fees |
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204 | 110228 | $16,214,303,154 | 116850 | A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT) |
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | 105281 | $13,067,305,312 | 425 | A Percentage of AUM |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | 104692 | $7,145,593,038 | 3808 | A Percentage of AUM |
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | 108091 | $5,476,500,419 | 995 | A Percentage of AUM, Hourly charges, Fixed Fees |
CAMPBELL GLOBAL 1300 Sw 5th Avenue, Suite 3200, Portland, OR, 97201 | 111944 | $5,060,526,289 | 21 | A Percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.) |
FOCUSPOINT SOLUTIONS, INC. 3395 Sw Garden View Avenue, Portland, OR, 97225 | 131195 | $4,726,374,064 | 28297 | A Percentage of AUM, Fixed Fees |
NORTHSIDE CAPITAL MANAGEMENT LLC 116 3rd Street, Suite 313, Hood River, OR, 97031 | 107784 | $4,635,685,999 | 514 | A Percentage of AUM, Fixed Fees |
ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | 147200 | $4,563,375,940 | 2189 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
M HOLDINGS SECURITIES, INC. 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209 | 43285 | $3,932,369,637 | 10065 | A Percentage of AUM, Hourly charges, Fixed Fees |
BECKER CAPITAL MANAGEMENT, INC. 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740 | 110489 | $3,906,617,526 | 1730 | A Percentage of AUM, Hourly charges |
KINGSVIEW WEALTH MANAGEMENT, LLC 509 Se 7th Street, 2nd Floor Grants Pass, OR, 97526 | 148107 | $3,584,124,096 | 13829 | A Percentage of AUM, Hourly charges, Fixed Fees |
VARIANT INVESTMENTS 10300 Sw Greenburg Road, Suite 308 Portland, OR, 97223 | 289261 | $3,095,046,886 | 2 | A Percentage of AUM |
ENDEAVOUR CAPITAL 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205 | 160800 | $2,149,730,373 | 8 | A Percentage of AUM, Performance Based |
VISTA CAPITAL PARTNERS, INC. 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225 | 114913 | $2,090,204,250 | 2802 | A Percentage of AUM |
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