RIAs in Clackamas, Oregon
Explore 5 RIAs headquartered in Clackamas, with $1.8B in combined reported AUM.
RIAs5Headquartered here
Total AUM$1.8BReported regulatory AUM
Total Employees43Reported by these RIAs
% of Total State AUM0.8%% Of total State AUM Reported
All RIAs in Clackamas
5 RIAsShowing 1–5 of 5 RIAs
Pinnacle Wealth Advisors
CLACKAMAS, ORReported AUM$549.7M
Employees21
29.9% of city AUMView RIA ↗
True North Retirement Advisors, LLC
CLACKAMAS, ORReported AUM$460.9M
Employees7
25.1% of city AUMView RIA ↗
Ims Capital Management
CLACKAMAS, ORReported AUM$380.9M
Employees9
20.7% of city AUMView RIA ↗
Stangier Wealth Management
CLACKAMAS, ORReported AUM$300.4M
Employees4
16.4% of city AUMView RIA ↗
Summa Global Advisors, LLC
CLACKAMAS, ORReported AUM$144.1M
Employees2
7.8% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.