The RIA database

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

81. 9597
    TRU Independence Asset Management, LLCPortland, OR · 1,059 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    +00% 1 yr$337M
82. 9875
    4:8 FinancialCanby, OR · 834 clientsWealth managerWrap sponsor
    LPL Financial 100%
    +00% 1 yr$318M
83. 10057
    Fidelis IMMedford, OR · 275 clientsWealth manager
    Schwab 100%
    +00% 1 yr$306M
84. 10082
    Integrity Wealth LLCEugene, OR · 245 clientsWealth manager
    Fidelity 100%
    +00% 1 yr$305M
85. 10153
    Stangier Wealth ManagementClackamas, OR · 496 clientsWealth manager
    Axos 100%
    +00% 1 yr$300M
86. 10320
    Martin Capital Partners, LLCEugene, OR · 507 clientsWealth manager
    Schwab 100%
    +00% 1 yr$290M
87. 10425
    Physician Family Financial Advisors IncBeaverton, OR · 376 clientsWealth manager
    Betterment 100%
    +00% 1 yr$285M
88. 10427
    Capital Financial PlannersSalem, OR · 221 clientsWealth managerWrap sponsor
    Assetmark Trust 73%Schwab 27%
    +00% 1 yr$285M
89. 10465
    Vergepointe Wealth Management, LLCLake Oswego, OR · 111 clientsWealth manager
    Schwab 86%
    +00% 1 yr$283M
90. 10613
    Spectrum Strategic Capital Management, LLCCorvallis, OR · 313 clientsWealth manager
    Fidelity 100%
    +00% 1 yr$275M
91. 10798
    ROI FinancialBeaverton, OR · 283 clientsWealth manager
    Schwab 100%
    +00% 1 yr$264M
92. 10805
    Welch Investment Group, LLCGrants Pass, OR · 405 clientsWealth manager
    Schwab 100%
    +00% 1 yr$264M
93. 10915
    Koenig Investment Advisory, LLCAshland, OR · 293 clientsWealth manager
    Schwab 100%
    +00% 1 yr$258M
94. 10975
    Sound Investment Management IncTualatin, OR · 140 clientsWealth manager
    No custodian reported
    +00% 1 yr$256M
95. 11004
    Defined Wealth Management, LLCBeaverton, OR · 154 clientsWealth manager
    Fidelity 100%
    +00% 1 yr$254M
96. 11029
    Elevation Capital AdvisoryBend, OR · 631 clientsWealth manager
    Schwab 100%
    +00% 1 yr$253M
97. 11106
    Rutherford Investment ManagementPortland, OR · 65 clientsWealth manager
    Schwab 100%
    +00% 1 yr$250M
98. 11225
    Capstone Wealth Management Group, Inc.Bend, OR · 255 clientsWealth manager
    Pershing 100%
    +00% 1 yr$243M
99. 11400
    Portland Private Wealth Management, Inc.Portland, OR · 455 clientsWealth manager
    Schwab 100%
    +00% 1 yr$235M
100. 11445
     Catalyst Financial NW CorporationGresham, OR · 1,068 clientsWealth manager
     Schwab 100%
     +00% 1 yr$233M
101. 11493
     Taurus Capital Advisors, LLCLake Oswego, OR · 263 clientsWealth manager
     Schwab 100%
     +00% 1 yr$231M
102. 11562
     MSP Wealth Management, LLCKlamath Falls, OR · 414 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$228M
103. 11592
     Jones & Associates Premier Financial SolutionsJacksonville, OR · 521 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$227M
104. 11611
     Connected Wealth Solutions, LLCLa Grande, OR · 318 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$226M
105. 11799
     Foster & Wood, Inc.Lake Oswego, OR · 108 clientsAsset manager
     Schwab 43%Empower Financial Services 26%
     +00% 1 yr$219M
106. 11839
     Grange Capital, LLCBeaverton, OR · 259 clientsWealth manager
     Schwab 68%Fidelity 32%
     +00% 1 yr$217M
107. 11900
     Continuity Wealth Management, Corp.Portland, OR · 270 clientsWealth manager
     Schwab 100%
     +00% 1 yr$214M
108. 11956
     JH AdvisorsSalem, OR · 145 clientsWealth manager
     Schwab 100%
     +00% 1 yr$212M
109. 11962
     Orca Investment Management, LLCLake Oswego, OR · 364 clientsWealth managerHybridPaulson Investment Company LLC, clears through Axos Clearing, Vision Financial Markets
     Schwab 53%Pershing 47%
     +00% 1 yr$212M
110. 12030
     Financial Investment Team ("fit")Portland, OR · 303 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$209M
111. 12041
     Clarity Wealth Development, LLCCorvallis, OR · 226 clientsWealth manager
     Schwab 100%
     +00% 1 yr$209M
112. 12046
     GO Wealth ManagementEugene, OR · 519 clientsWealth manager
     Schwab 100%
     +00% 1 yr$208M
113. 12182
     Sortis Fund Manager, LLCPortland, OR · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$202M
114. 12232
     Newbore Wealth Management, Inc.Gladstone, OR · 528 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$200M
115. 12296
     Inman Financial Services, Inc.Portland, OR · 237 clientsWealth manager
     Schwab 100%
     +00% 1 yr$197M
116. 12446
     CLS Financial Advisors, Inc.Portland, OR · 87 clientsWealth manager
     Schwab 100%
     +00% 1 yr$192M
117. 12536
     Highroad Wealth Advisors, LLCCoos Bay, OR · 111 clientsWealth manager
     Altruist 100%
     +00% 1 yr$189M
118. 12629
     Crown Point Wealth AdvisorsHood River, OR · 675 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$186M
119. 12746
     Stonepine Capital Management, LLCBend, OR · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$181M
120. 12836
     SMB Financial Services, Inc.Portland, OR · 444 clientsWealth manager
     Schwab 100%
     +00% 1 yr$178M