Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Cerity Partners LLC financial advisors in Oregon

Every SEC-registered investment adviser representative at a Cerity Partners LLC office in Oregon, by city and A to Z.

3 registered advisors work at Cerity Partners LLC in Oregon, out of 723 nationwide; it's the firm's number 20 state by advisors, and the most are in Portland (2). 2 list the CFP designation and 0 are also registered broker representatives.

Cerity Partners LLC advisors by city in Oregon

Every firm in Oregon →

Portland 2Portlan 1

Cerity Partners LLC advisors in Oregon, A to Z

Search by name →

Cerity Partners LLC advisors in every state →Cerity Partners LLC: assets, clients and custodians →Cerity Partners news and advisor moves →Advisor Moves: who changed firms this week →

Cerity Partners LLC in other states

New York 363California 87Kentucky 55Virginia 30Massachusetts 27Texas 25Illinois 21Maryland 16Indiana 15Colorado 13Ohio 10Florida 9Pennsylvania 9North Carolina 8Iowa 7Arizona 5New Jersey 4Tennessee 4Minnesota 3

Questions

How many Cerity Partners LLC financial advisors are in Oregon?

3 investment adviser representatives are registered at Cerity Partners LLC offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 723 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Oregon does Cerity Partners LLC have the most advisors?

Portland, with 2, then Portlan (1). Cerity Partners LLC has advisors in 2 cities in Oregon.

How do I check a Cerity Partners LLC advisor in Oregon?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cerity Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.