Best Financial Advisors in Oregon
162 SEC-registered advisory firms across 29 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Oregon
Top-Ranked Advisors in Oregon
Page 1 of 7 · 162 firms
JENSEN INVESTMENT MANAGEMENT INC.
LAKE OSWEGO, OR · Since 1988
VISTA CAPITAL PARTNERS, INC.
PORTLAND, OR · Since 2001
NORTHSIDE CAPITAL MANAGEMENT LLC
HOOD RIVER, OR · Since 1998
STANCORP INVESTMENT ADVISERS, INC.
PORTLAND, OR · Since 2000
DESCHUTES INVESTMENT CONSULTING, LLC
PORTLAND, OR · Since 2011
PHILLIPS AND COMPANY ADVISORS LLC
PORTLAND, OR · Since 2011
ROEHL & YI INVESTMENT ADVISORS, LLC
EUGENE, OR · Since 1999
QUEST INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 1985
MULTNOMAH GROUP, INC.
PORTLAND, OR · Since 2005
SELLWOOD INVESTMENT PARTNERS LLC
PORTLAND, OR · Since 2012
RVK, INC.
PORTLAND, OR · Since 1986
GOVERNMENT PORTFOLIO ADVISORS LLC
PORTLAND, OR · Since 2014
PEREGRINE ASSET ADVISERS, INC.
PORTLAND, OR · Since 2001
HEADWATER INVESTMENT CONSULTING,INC.
MCMINNVILLE, OR · Since 2005
M FINANCIAL ASSET MANAGEMENT, INC.
PORTLAND, OR · Since 2006
NORTHWEST QUADRANT WEALTH MANAGEMENT
BEND, OR · Since 2011
JGP WEALTH MANAGEMENT, LLC
BEND, OR · Since 2018
M FINANCIAL INVESTMENT ADVISERS INC
PORTLAND, OR · Since 1995
IMS CAPITAL MANAGEMENT
CLACKAMAS, OR · Since 1989
SOUND INVESTMENT MANAGEMENT INC
TUALATIN, OR · Since 1994
CASCADE INVESTMENT ADVISORS, INC.
OREGON CITY, OR · Since 2004
CWC ADVISORS, LLC
LAKE OSWEGO, OR · Since 2003
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
BEND, OR · Since 2006
RETIREMENT PLANNING SPECIALISTS, INC.
ASHLAND, OR · Since 2006
VERGEPOINTE WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
About Financial Advisors in Oregon
How many financial advisors are registered in Oregon?
There are 162 SEC-registered investment advisory firms in Oregon, spread across 29 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Oregon?
The median advisory fee in Oregon is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.