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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Portlan, OR

Every SEC-registered investment adviser representative at a firm office in Portlan, with the firms that employ the most of them.

2 registered advisors work in Portlan; the most are at Cerity Partners LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Portlan

FirmAdvisors in Portlan
Cerity Partners LLC news1
State Farm Investment Management Corp.1

Advisors in Portlan, A to Z

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Other cities in Oregon

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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 23

Questions

How many financial advisors are in Portlan, OR?

2 investment adviser representatives are registered at firm offices in Portlan, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Portlan?

Cerity Partners LLC, with 1 registered advisors in Portlan, followed by State Farm Investment Management Corp. with 1.

How do I check a financial advisor in Portlan?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.