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Best financial advisors in Portlan, OR

Registered advisers within 25 miles of Portlan, OR.

Offices
2
Firms
2
Combined AUM
$175B
Firm-wide filings, not assets booked only here
Clients
53
53 clients when Item 5C has a number
Avg / client
$3.29B
Combined AUM ÷ clients

Nearby offices

Firms

CERITY PARTNERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Durham Olin Sundberg
TODD ANDREW HOUSER

Within 25 miles of Portlan, OR, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $175B in combined regulatory AUM across 53 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Portlan

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CERITY PARTNERS LLC 53 clients · 749 advisers $162B AUM 2 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM