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 49–60 of 60 RIAs
Skyline Financial Northwest
PORTLAND, ORReported AUM$148.3M
Employees3
0.1% of city AUMView RIA ↗
Tradewinds Wealth Management
PORTLAND, ORReported AUM$135.1M
Employees4
0.1% of city AUMView RIA ↗
Uplevel Wealth
PORTLAND, ORReported AUM$131.4M
Employees2
0.1% of city AUMView RIA ↗
Willamette Financial Advisors, LLC
PORTLAND, ORReported AUM$117.5M
Employees3
0.1% of city AUMView RIA ↗
Modernist Financial, LLC
PORTLAND, ORReported AUM$113.3M
Employees5
0.1% of city AUMView RIA ↗
Soaring Investment Management, LLC
PORTLAND, ORReported AUM$112.5M
Employees5
0.1% of city AUMView RIA ↗
Compass Investment Advisers, LLC
PORTLAND, ORReported AUM$110.5M
Employees2
0.1% of city AUMView RIA ↗
Tenbridge Partners LLC
PORTLAND, ORReported AUM$110M
Employees5
0.1% of city AUMView RIA ↗
Xena Financial Planning, LLC
PORTLAND, ORReported AUM$104.5M
Employees3
0.1% of city AUMView RIA ↗
Fairchild Capital LLC
PORTLAND, ORReported AUM$102.8M
Employees2
0.1% of city AUMView RIA ↗
Tru Independence Asset Management 2, LLC
PORTLAND, ORReported AUM$92.7M
Employees17
0.1% of city AUMView RIA ↗
Icon Financial Services LLC
PORTLAND, ORReported AUM$19.7M
Employees3
0.0% 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.