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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oregon

Every SEC-registered investment adviser representative in Oregon, by the city of the firm office they work from.

4,184 registered advisors work in Oregon, across 137 cities; the most are in Portland (1,087).

Cities in Oregon

CFP advisors in Oregon →

Portland 1,087Lake Oswego 509Bend 285Eugene 270Tigard 171Salem 153Beaverton 134Medford 113Clackamas 72Corvallis 70Grants Pass 70Hillsboro 66West Linn 53Gresham 45Oregon City 43Springfield 43Tualatin 40Roseburg 36Albany 31Ashland 31Canby 25Jacksonville 25McMinnville 24Klamath Falls 23Wilsonville 21Hood River 20Newberg 20Keizer 18Sherwood 18Coos Bay 17Happy Valley 16Milwaukie 15Redmond 14The Dalles 13Central Point 12Aurora 11Hermiston 10Silverton 10Forest Grove 9La Grande 9Cottage Grove 8Newport 8Ontario 8Pendleton 8Sandy 8Sisters 8Woodburn 8Baker City 7Brookings 7Gladstone 7Lebanon 7Lincoln City 7Madras 7Astoria 6Dallas 6Scappoose 6Stayton 6Corvalis 5Damascus 5Estacada 5Florence 5North Bend 5Prineville 5Aloha 4Bandon 4Fairview 4Molalla 4Powell Butte 4St Helens 4Tillamook 4Troutdale 4Coburg 3Junction City 3Lagrande 3Monmouth 3Philomath 3Rogue River 3

58 smaller places with one or two advisors are in the advisor search.

Firms based in Oregon: largest RIAs in Oregon. Source: the SEC's Investment Adviser Public Disclosure daily file; broker-only representatives aren't included.

Other states

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