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
IN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN 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 toolkit

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Prospect, OR

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

1 registered advisors work in Prospect; the most are at Strategic Advisers LLC (1). 1 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Prospect

FirmAdvisors in Prospect
Strategic Advisers LLC1

Advisors in Prospect, A to Z

CFP advisors in Prospect →

Other cities in Oregon

All of 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 23

Questions

How many financial advisors are in Prospect, OR?

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

Which firm has the most financial advisors in Prospect?

Strategic Advisers LLC, with 1 registered advisors in Prospect.

How do I check a financial advisor in Prospect?

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.