RIAs in Portland, Oregon
Explore 60 RIAs headquartered in Portland, with $139.1B in combined reported AUM.
RIAs60Headquartered here
Total AUM$139.1BReported regulatory AUM
Total Employees2,490Reported by these RIAs
% of Total State AUM63.5%% Of total State AUM Reported
All RIAs in Portland
60 RIAsShowing 25–48 of 60 RIAs
Efg Asset Management (North America) Corp
PORTLAND, ORReported AUM$808.9M
Employees5
0.6% of city AUMView RIA ↗
Preisz Financial
PORTLAND, ORReported AUM$701.7M
Employees10
0.5% of city AUMView RIA ↗
Efm Investments & Advisory LLC
PORTLAND, ORReported AUM$680M
Employees13
0.5% of city AUMView RIA ↗
Acm Management Company, LLC
PORTLAND, ORReported AUM$650.1M
Employees18
0.5% of city AUMView RIA ↗
Equilibrium Capital Investment Management , LLC
PORTLAND, ORReported AUM$642.6M
Employees16
0.5% of city AUMView RIA ↗
Peregrine Asset Advisers, Inc.
PORTLAND, ORReported AUM$611M
Employees8
0.4% of city AUMView RIA ↗
Cross Financial Advisors
PORTLAND, ORReported AUM$481.8M
Employees12
0.3% of city AUMView RIA ↗
Blue Water Wealth
PORTLAND, ORReported AUM$472.8M
Employees15
0.3% of city AUMView RIA ↗
Encompass Wealth Advisors, LLC
PORTLAND, ORReported AUM$472.8M
Employees5
0.3% of city AUMView RIA ↗
Silver Oak Advisory Group
PORTLAND, ORReported AUM$418.9M
Employees8
0.3% of city AUMView RIA ↗
Zuna, LLC
PORTLAND, ORReported AUM$411.3M
Employees6
0.3% of city AUMView RIA ↗
Washington Park Capital Management, LLC
PORTLAND, ORReported AUM$359.5M
Employees3
0.3% of city AUMView RIA ↗
Wealth Advisors Nw
PORTLAND, ORReported AUM$354.3M
Employees9
0.3% of city AUMView RIA ↗
Tru Independence Asset Management, LLC
PORTLAND, ORReported AUM$336.9M
Employees24
0.2% of city AUMView RIA ↗
Rutherford Investment Management
PORTLAND, ORReported AUM$250M
Employees4
0.2% of city AUMView RIA ↗
Portland Private Wealth Management, Inc.
PORTLAND, ORReported AUM$235.4M
Employees5
0.2% of city AUMView RIA ↗
Continuity Wealth Management, Corp.
PORTLAND, ORReported AUM$214.3M
Employees4
0.2% of city AUMView RIA ↗
Financial Investment Team ("Fit")
PORTLAND, ORReported AUM$209.1M
Employees5
0.2% of city AUMView RIA ↗
Sortis Fund Manager, LLC
PORTLAND, ORReported AUM$202M
Employees9
0.1% of city AUMView RIA ↗
Inman Financial Services, Inc.
PORTLAND, ORReported AUM$197.5M
Employees5
0.1% of city AUMView RIA ↗
Cls Financial Advisors, Inc.
PORTLAND, ORReported AUM$192M
Employees5
0.1% of city AUMView RIA ↗
Smb Financial Services, Inc.
PORTLAND, ORReported AUM$177.8M
Employees5
0.1% of city AUMView RIA ↗
Price Financial Group Wealth Management, Inc.
PORTLAND, ORReported AUM$173.5M
Employees7
0.1% of city AUMView RIA ↗
Pearl Wealth LLC
PORTLAND, ORReported AUM$156.3M
Employees3
0.1% 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.