RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)
| RANK |
NAME
WEBSITE |
ADDRESS/PHONE |
SENIOR EXEC(S) |
OREGON AUM/ WORLDWIDE AUM |
|
FINANCIAL PLANNERS/ ORE. EMPLOYEES |
SPECIALTIES |
MIN. ACCT. SIZE/ YEAR ESTAB. |
|
|
|
| 1100 S.W. Sixth Ave. |
| Portland 97204 800.378.5742 |
|
| Scott A. Hibbs |
| Julie Grandstaff |
|
|
|
|
| Institutional fixed income management and private client comprehensive financial planning and investment management |
|
|
|
|
|
| 1300 S.W. Fifth Ave., 18th Floor |
| Portland 97201 503.886.2377 |
|
| Jeff Grubb |
| April Sanderson |
|
| RANK |
NAME
WEBSITE |
ADDRESS/PHONE |
SENIOR EXEC(S) |
OREGON AUM/ WORLDWIDE AUM |
|
FINANCIAL PLANNERS/ ORE. EMPLOYEES |
SPECIALTIES |
MIN. ACCT. SIZE/ YEAR ESTAB. |
|
|
|
| 1100 S.W. Sixth Ave. |
| Portland 97204 800.378.5742 |
|
| Scott A. Hibbs |
| Julie Grandstaff |
|
|
|
|
| Institutional fixed income management and private client comprehensive financial planning and investment management |
|
|
|
|
|
| 1300 S.W. Fifth Ave., 18th Floor |
| Portland 97201 503.886.2377 |
|
| Jeff Grubb |
| April Sanderson |
|
|
|
|
| Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance |
|
|
|
|
| The Private Client Reserve at US Bank |
|
|
| 111 S.W. Fifth Ave., Ste. 600 |
| Portland 97204 503.275.6588 |
|
|
|
|
|
| Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth |
|
|
|
|
|
| 888 S.W. Fifth Ave., Ste. 1200 |
| Portland 97204 503.226.1444 |
|
| James H. Rudd |
| Steven J. Holwerda |
|
|
|
|
| Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2185 |
| Portland 97204 503.223.1720 |
|
| Janeen S. McAninch |
| Pat Becker Sr. |
|
|
|
|
| Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds |
|
|
|
|
|
| P.O. Box 2305 |
| Salem 97308 503.363.3136 |
|
| Michael S. Compton |
| Bonnie S. Hindman |
|
|
|
|
| Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts |
|
|
|
|
| Key Private Bank/Key Investment Services |
| key.com |
|
| 1211 S.W. Fifth Ave., Ste. 560 |
| Portland 97204 800.790.7620 |
|
|
|
|
|
| Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services |
|
|
|
|
|
| 15211 S.W. 68th Ave. |
| Portland 97223 503.597.1616 |
|
|
|
|
|
| Fiduciary, investment and consulting services for qualified retirement plans and private clients |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 2100 |
| Portland 97201 503.224.0858 |
|
|
|
|
|
| Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting |
|
|
|
|
|
| 4800 S.W. Meadows Rd., Ste. 400 |
| Lake Oswego 97035 866.882.5840 |
|
| Scot Berryman, Jim Mead |
| Sean Gabrio, Jeff Weiler |
|
|
|
|
| Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives |
|
|
|
|
|
| 15 S.W. Colorado, Ste. 280 |
| Bend 97702 541.617.0898 |
|
| Randy L. Miller |
| Lyle Kearns, Sue Studwell |
|
|
|
|
| Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation |
|
|
|
|
|
| 3395 S.W. Garden View Ave. |
| Portland 97225 503.292.5853 |
|
|
|
|
|
| Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2830 |
| Portland 97204 503.223.2500 |
|
| MacGregor Hall |
| Bryn Torkelson |
|
|
|
|
| Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning |
|
|
|
|
| The Partners Group Ltd./TPG Financial Advisors LLC |
| tpgrp.com |
|
| 11740 S.W. 68th Pkwy., Ste. 200 |
| Portland 97223 503.241.9550 |
|
| Bruce Kerr |
| Rod Cruickshank |
|
|
|
|
| Life/wealth planning, investment management and retirement plan consulting services |
|
|
|
|
|
| 9755 S.W. Barnes Rd., Ste. 595 |
| Portland 97225 503.772.9500 |
|
| Michael J. O'Reilly |
| Douglas E. Johanson |
|
|
|
|
| Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline. |
|
|
|
|
|
| 8995 S.E. Otty Rd. |
| Portland 97086 503.788.4200 |
|
|
|
|
|
| Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans |
|
|
|
|
|
| 810 Main St. |
| Klamath Falls 97601 541.882.5488 |
|
|
|
|
|
| Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans |
|
|
|
|
|
| 1001 S.W. Fifth Ave., Ste. 2200 |
| Portland 97204 503.221.8610 |
|
|
|
|
|
| Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 1050 |
| Portland 97204 503.221.7595 |
|
|
|
|
|
| Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations |
|
|
|
|
|
| 111 S.W. 4th St. |
| Corvallis 97333 541.757.2331 |
|
| Dorann A. Hurley |
| Megan E. Schneider |
|
|
|
|
| Registered investment advisory firm specializing in retirement planning |
|
|
|
|
|
| 12455 S.W. 68th Ave. |
| Portland 97223 503.597.2222 |
|
| Judith A. McGee |
| D. Linette Dobbins |
|
|
|
|
| Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy |
|
|
|
|
|
| 1915 N.W. AmberGlen Pkwy., Ste. 150 |
| Beaverton 97006 503.844.9146 |
|
| Leonard T. Berard |
| Kristy A. Motta |
|
|
|
|
| Customized financial plans for corporate executives, small business owners and professionals |
|
|
|
|
|
| 12725 S.W. 66th Ave., Ste. 102 |
| Portland 97223 503.624.4600 |
|
| David K. Pederson |
| Gregory A. Parrott |
|
|
|
|
| Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program |
|
|
|
|
|
| 121 S.W. Morrison St., Ste. 875 |
| Portland 97204 503.292.1041 |
|
| Stuart B. Allen |
| William A. Harris |
|
|
|
|
| Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations |
|
|
|
|
|
| 1675 S.W. Marlow Ave., Ste. 401 |
| Portland 97225 503.352.1300 |
|
| Mark Rosenbaum |
| Fred Rosenbaum |
|
|
|
|
| Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance |
|
|
|
|
|
| 1601 Officers Row |
| Vancouver 98661 360.823.0477 |
|
| Richard A. Teutsch |
| Robert Pool |
|
|
|
|
| Fee-only investment advisory firm |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 250 |
| Portland 97239 503.228.1116 |
|
|
|
|
|
| Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions |
|
|
|
|
| Oregon Pacific Financial Advisors |
| opfa.com |
|
| 210 W. Eighth St. |
| Medford 97501 541.772.1116 |
|
|
|
|
|
| Wealth management, retirement distribution strategies, estate/business transfer solutions |
|
|
|
|
|
| 38975 Proctor Blvd./P.O. Box 38 |
| Sandy 97055 503.668.2530 |
|
| Robert Rockwell |
| Heidi Smart |
|
|
|
|
| Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. |
|
|
|
|
|
| 711 Chemawa Rd. N.E. |
| Keizer 97303 503.390.8011 |
|
|
|
|
|
| Retirement planning, managing risk, income distribution planning, financial coaching, life planning |
|
|
|
|
|
| 550 S.W. Industrial Way, Bldg. 2, Ste. 201 |
| Bend 97702 541.389.4148 |
|
|
|
|
|
| Full-service wealth management |
|
|
|
|
|
| 520 S.W. Yamhill St., Ste. 500 |
| Portland 97204 503.827.8591 |
|
| Bernard P. Franceschi |
| James R. McDonald |
|
|
|
|
| Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies |
|
|
|
|
|
| 1500 S.W. First Ave., Ste. 1000 |
| Portland 97201 503.226.6700 |
|
| Mark Gaskill |
| Robert E. Davies |
|
|
|
|
| Separately managed accounts |
|
|
|
|
|
| 12655 S.W. Center St., Ste. 520 |
| Beaverton 97005 503.684.6116 |
|
| Russell D. Francis |
| Gabriel J. Markiz |
|
|
|
|
| Fee-only investment management; comprehensive financial, tax and estate planning |
|
|
|
|
|
| 620 S.W. Fifth Ave., Ste. 1100 |
| Portland 97204 503.228.3941 |
|
| John Workman |
| Jeff Marshall |
|
|
|
|
| Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 1950 |
| Portland 97201 503.525.3600 |
|
| Charles Cameron |
| Doug Woodcock |
|
|
|
|
| Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services |
|
|
|
|
|
| 111 S.W. Naito Parkway |
| Portland 97204 503.221.4200 |
|
| Rebecca A. Gratsinger |
| James M. Voyto |
|
|
|
|
| Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide |
|
|
|
|
|
| 1130 S.W. Morrison St., Ste. 610 |
| Portland 97205 503.242.1715 |
|
| Deborah L Thomas |
| Stephen W. Hewitt |
|
|
|
|
| Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele |
|
|
|
|
|
| 725 N.W. Broadway |
| Bend 97701 541.389.3311 |
|
|
|
|
|
| Custom portfolio management and personalized service |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 450 |
| Portland 97239 503.497.2800 |
|
| Barbara Palmer |
| Marcia Jory |
|
|
|
|
| Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. |
|
|
|
|
|
| 6600 S.W. 92nd Ave., Ste. 160 |
| Portland 97223 503.248.9188 |
|
| Bruce Korter |
| Jon Bettendorf |
|
|
|
|
| Stocks, bonds, real estate |
|
|
.7b |
| 6.0b |
|
|
|
| Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance |
|
|
|
|
| The Private Client Reserve at US Bank |
|
|
| 111 S.W. Fifth Ave., Ste. 600 |
| Portland 97204 503.275.6588 |
|
|
|
|
|
| Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1919 |
|
|
|
|
| 888 S.W. Fifth Ave., Ste. 1200 |
| Portland 97204 503.226.1444 |
|
| James H. Rudd |
| Steven J. Holwerda |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px".7b |
| height="450px".2b |
|
|
|
| Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2185 |
| Portland 97204 503.223.1720 |
|
| Janeen S. McAninch |
| Pat Becker Sr. |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px".4b |
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px".8b |
|
|
|
| Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1976 |
|
|
|
|
| P.O. Box 2305 |
| Salem 97308 503.363.3136 |
|
| Michael S. Compton |
| Bonnie S. Hindman |
|
|
|
|
| Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts |
|
|
|
|
| Key Private Bank/Key Investment Services |
| key.com |
|
| 1211 S.W. Fifth Ave., Ste. 560 |
| Portland 97204 800.790.7620 |
|
|
|
|
|
| Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services |
|
|
|
|
|
| 15211 S.W. 68th Ave. |
| Portland 97223 503.597.1616 |
|
|
|
|
|
| Fiduciary, investment and consulting services for qualified retirement plans and private clients |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 2100 |
| Portland 97201 503.224.0858 |
|
|
|
|
|
| Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting |
|
|
|
|
|
| 4800 S.W. Meadows Rd., Ste. 400 |
| Lake Oswego 97035 866.882.5840 |
|
| Scot Berryman, Jim Mead |
| Sean Gabrio, Jeff Weiler |
|
|
|
|
| Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1997 |
|
|
|
|
| 15 S.W. Colorado, Ste. 280 |
| Bend 97702 541.617.0898 |
|
| Randy L. Miller |
| Lyle Kearns, Sue Studwell |
|
|
|
|
| Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1998 |
|
|
|
|
| 3395 S.W. Garden View Ave. |
| Portland 97225 503.292.5853 |
|
|
|
|
|
| Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2830 |
| Portland 97204 503.223.2500 |
|
| MacGregor Hall |
| Bryn Torkelson |
|
|
|
|
| Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning |
|
|
|
|
| The Partners Group Ltd./TPG Financial Advisors LLC |
| tpgrp.com |
|
| 11740 S.W. 68th Pkwy., Ste. 200 |
| Portland 97223 503.241.9550 |
|
| Bruce Kerr |
| Rod Cruickshank |
|
|
|
|
| Life/wealth planning, investment management and retirement plan consulting services |
|
|
|
|
|
| 9755 S.W. Barnes Rd., Ste. 595 |
| Portland 97225 503.772.9500 |
|
| Michael J. O'Reilly |
| Douglas E. Johanson |
|
|
|
|
| Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline. |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 2001 |
|
|
|
|
| 8995 S.E. Otty Rd. |
| Portland 97086 503.788.4200 |
|
|
|
|
|
| Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans |
|
|
|
|
|
| 810 Main St. |
| Klamath Falls 97601 541.882.5488 |
|
|
|
|
|
| Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans |
|
|
|
|
|
| 1001 S.W. Fifth Ave., Ste. 2200 |
| Portland 97204 503.221.8610 |
|
|
|
|
|
| Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1993 |
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 1050 |
| Portland 97204 503.221.7595 |
|
|
|
|
|
| Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1997 |
|
|
|
|
| 111 S.W. 4th St. |
| Corvallis 97333 541.757.2331 |
|
| Dorann A. Hurley |
| Megan E. Schneider |
|
|
|
|
| Registered investment advisory firm specializing in retirement planning |
|
|
|
|
|
| 12455 S.W. 68th Ave. |
| Portland 97223 503.597.2222 |
|
| Judith A. McGee |
| D. Linette Dobbins |
|
|
|
|
| Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy |
|
|
|
|
|
| 1915 N.W. AmberGlen Pkwy., Ste. 150 |
| Beaverton 97006 503.844.9146 |
|
| Leonard T. Berard |
| Kristy A. Motta |
|
|
|
|
| Customized financial plans for corporate executives, small business owners and professionals |
|
|
|
|
|
| 12725 S.W. 66th Ave., Ste. 102 |
| Portland 97223 503.624.4600 |
|
| David K. Pederson |
| Gregory A. Parrott |
|
|
|
|
| Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program |
|
|
|
|
|
| 121 S.W. Morrison St., Ste. 875 |
| Portland 97204 503.292.1041 |
|
| Stuart B. Allen |
| William A. Harris |
|
|
|
|
| Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 2000 |
|
|
|
|
| 1675 S.W. Marlow Ave., Ste. 401 |
| Portland 97225 503.352.1300 |
|
| Mark Rosenbaum |
| Fred Rosenbaum |
|
|
|
|
| Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance |
|
|
|
|
|
| 1601 Officers Row |
| Vancouver 98661 360.823.0477 |
|
| Richard A. Teutsch |
| Robert Pool |
|
|
|
|
| Fee-only investment advisory firm |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 250 |
| Portland 97239 503.228.1116 |
|
|
|
|
|
| Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions |
|
|
|
|
| Oregon Pacific Financial Advisors |
| opfa.com |
|
| 210 W. Eighth St. |
| Medford 97501 541.772.1116 |
|
|
|
|
|
| Wealth management, retirement distribution strategies, estate/business transfer solutions |
|
|
|
|
|
| 38975 Proctor Blvd./P.O. Box 38 |
| Sandy 97055 503.668.2530 |
|
| Robert Rockwell |
| Heidi Smart |
|
|
|
|
| Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. |
|
|
|
|
|
| 711 Chemawa Rd. N.E. |
| Keizer 97303 503.390.8011 |
|
|
|
|
|
| Retirement planning, managing risk, income distribution planning, financial coaching, life planning |
|
|
|
|
|
| 550 S.W. Industrial Way, Bldg. 2, Ste. 201 |
| Bend 97702 541.389.4148 |
|
|
|
|
|
| Full-service wealth management |
|
|
|
|
|
| 520 S.W. Yamhill St., Ste. 500 |
| Portland 97204 503.827.8591 |
|
| Bernard P. Franceschi |
| James R. McDonald |
|
|
|
|
| Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies |
|
|
|
|
|
| 1500 S.W. First Ave., Ste. 1000 |
| Portland 97201 503.226.6700 |
|
| Mark Gaskill |
| Robert E. Davies |
|
|
|
|
| Separately managed accounts |
|
|
|
|
|
| 12655 S.W. Center St., Ste. 520 |
| Beaverton 97005 503.684.6116 |
|
| Russell D. Francis |
| Gabriel J. Markiz |
|
|
|
|
| Fee-only investment management; comprehensive financial, tax and estate planning |
|
|
|
|
|
| 620 S.W. Fifth Ave., Ste. 1100 |
| Portland 97204 503.228.3941 |
|
| John Workman |
| Jeff Marshall |
|
|
|
|
| Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 1950 |
| Portland 97201 503.525.3600 |
|
| Charles Cameron |
| Doug Woodcock |
|
|
|
|
| Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services |
|
|
|
|
|
| 111 S.W. Naito Parkway |
| Portland 97204 503.221.4200 |
|
| Rebecca A. Gratsinger |
| James M. Voyto |
|
|
|
|
| Strategic investment consulting; does not directly manage funds but has .1 billion assets under advisement in Oregon out of 3.8 billion firmwide |
|
|
|
|
|
| 1130 S.W. Morrison St., Ste. 610 |
| Portland 97205 503.242.1715 |
|
| Deborah L Thomas |
| Stephen W. Hewitt |
|
|
|
|
| Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele |
|
|
|
|
|
| 725 N.W. Broadway |
| Bend 97701 541.389.3311 |
|
|
|
|
|
| Custom portfolio management and personalized service |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 450 |
| Portland 97239 503.497.2800 |
|
| Barbara Palmer |
| Marcia Jory |
|
|
|
|
| Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. |
|
| RANK |
NAME
WEBSITE |
ADDRESS/PHONE |
SENIOR EXEC(S) |
OREGON AUM/ WORLDWIDE AUM |
|
FINANCIAL PLANNERS/ ORE. EMPLOYEES |
SPECIALTIES |
MIN. ACCT. SIZE/ YEAR ESTAB. |
|
|
|
| 1100 S.W. Sixth Ave. |
| Portland 97204 800.378.5742 |
|
| Scott A. Hibbs |
| Julie Grandstaff |
|
|
|
|
| Institutional fixed income management and private client comprehensive financial planning and investment management |
|
|
|
|
|
| 1300 S.W. Fifth Ave., 18th Floor |
| Portland 97201 503.886.2377 |
|
| Jeff Grubb |
| April Sanderson |
|
|
|
|
| Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance |
|
|
|
|
| The Private Client Reserve at US Bank |
|
|
| 111 S.W. Fifth Ave., Ste. 600 |
| Portland 97204 503.275.6588 |
|
|
|
|
|
| Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth |
|
|
|
|
|
| 888 S.W. Fifth Ave., Ste. 1200 |
| Portland 97204 503.226.1444 |
|
| James H. Rudd |
| Steven J. Holwerda |
|
|
|
|
| Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2185 |
| Portland 97204 503.223.1720 |
|
| Janeen S. McAninch |
| Pat Becker Sr. |
|
|
|
|
| Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds |
|
|
|
|
|
| P.O. Box 2305 |
| Salem 97308 503.363.3136 |
|
| Michael S. Compton |
| Bonnie S. Hindman |
|
|
|
|
| Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts |
|
|
|
|
| Key Private Bank/Key Investment Services |
| key.com |
|
| 1211 S.W. Fifth Ave., Ste. 560 |
| Portland 97204 800.790.7620 |
|
|
|
|
|
| Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services |
|
|
|
|
|
| 15211 S.W. 68th Ave. |
| Portland 97223 503.597.1616 |
|
|
|
|
|
| Fiduciary, investment and consulting services for qualified retirement plans and private clients |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 2100 |
| Portland 97201 503.224.0858 |
|
|
|
|
|
| Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting |
|
|
|
|
|
| 4800 S.W. Meadows Rd., Ste. 400 |
| Lake Oswego 97035 866.882.5840 |
|
| Scot Berryman, Jim Mead |
| Sean Gabrio, Jeff Weiler |
|
|
|
|
| Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives |
|
|
|
|
|
| 15 S.W. Colorado, Ste. 280 |
| Bend 97702 541.617.0898 |
|
| Randy L. Miller |
| Lyle Kearns, Sue Studwell |
|
|
|
|
| Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation |
|
|
|
|
|
| 3395 S.W. Garden View Ave. |
| Portland 97225 503.292.5853 |
|
|
|
|
|
| Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2830 |
| Portland 97204 503.223.2500 |
|
| MacGregor Hall |
| Bryn Torkelson |
|
|
|
|
| Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning |
|
|
|
|
| The Partners Group Ltd./TPG Financial Advisors LLC |
| tpgrp.com |
|
| 11740 S.W. 68th Pkwy., Ste. 200 |
| Portland 97223 503.241.9550 |
|
| Bruce Kerr |
| Rod Cruickshank |
|
|
|
|
| Life/wealth planning, investment management and retirement plan consulting services |
|
|
|
|
|
| 9755 S.W. Barnes Rd., Ste. 595 |
| Portland 97225 503.772.9500 |
|
| Michael J. O'Reilly |
| Douglas E. Johanson |
|
|
|
|
| Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline. |
|
|
|
|
|
| 8995 S.E. Otty Rd. |
| Portland 97086 503.788.4200 |
|
|
|
|
|
| Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans |
|
|
|
|
|
| 810 Main St. |
| Klamath Falls 97601 541.882.5488 |
|
|
|
|
|
| Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans |
|
|
|
|
|
| 1001 S.W. Fifth Ave., Ste. 2200 |
| Portland 97204 503.221.8610 |
|
|
|
|
|
| Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 1050 |
| Portland 97204 503.221.7595 |
|
|
|
|
|
| Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations |
|
|
|
|
|
| 111 S.W. 4th St. |
| Corvallis 97333 541.757.2331 |
|
| Dorann A. Hurley |
| Megan E. Schneider |
|
|
|
|
| Registered investment advisory firm specializing in retirement planning |
|
|
|
|
|
| 12455 S.W. 68th Ave. |
| Portland 97223 503.597.2222 |
|
| Judith A. McGee |
| D. Linette Dobbins |
|
|
|
|
| Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy |
|
|
|
|
|
| 1915 N.W. AmberGlen Pkwy., Ste. 150 |
| Beaverton 97006 503.844.9146 |
|
| Leonard T. Berard |
| Kristy A. Motta |
|
|
|
|
| Customized financial plans for corporate executives, small business owners and professionals |
|
|
|
|
|
| 12725 S.W. 66th Ave., Ste. 102 |
| Portland 97223 503.624.4600 |
|
| David K. Pederson |
| Gregory A. Parrott |
|
|
|
|
| Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program |
|
|
|
|
|
| 121 S.W. Morrison St., Ste. 875 |
| Portland 97204 503.292.1041 |
|
| Stuart B. Allen |
| William A. Harris |
|
|
|
|
| Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations |
|
|
|
|
|
| 1675 S.W. Marlow Ave., Ste. 401 |
| Portland 97225 503.352.1300 |
|
| Mark Rosenbaum |
| Fred Rosenbaum |
|
|
|
|
| Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance |
|
|
|
|
|
| 1601 Officers Row |
| Vancouver 98661 360.823.0477 |
|
| Richard A. Teutsch |
| Robert Pool |
|
|
|
|
| Fee-only investment advisory firm |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 250 |
| Portland 97239 503.228.1116 |
|
|
|
|
|
| Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions |
|
|
|
|
| Oregon Pacific Financial Advisors |
| opfa.com |
|
| 210 W. Eighth St. |
| Medford 97501 541.772.1116 |
|
|
|
|
|
| Wealth management, retirement distribution strategies, estate/business transfer solutions |
|
|
|
|
|
| 38975 Proctor Blvd./P.O. Box 38 |
| Sandy 97055 503.668.2530 |
|
| Robert Rockwell |
| Heidi Smart |
|
|
|
|
| Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. |
|
|
|
|
|
| 711 Chemawa Rd. N.E. |
| Keizer 97303 503.390.8011 |
|
|
|
|
|
| Retirement planning, managing risk, income distribution planning, financial coaching, life planning |
|
|
|
|
|
| 550 S.W. Industrial Way, Bldg. 2, Ste. 201 |
| Bend 97702 541.389.4148 |
|
|
|
|
|
| Full-service wealth management |
|
|
|
|
|
| 520 S.W. Yamhill St., Ste. 500 |
| Portland 97204 503.827.8591 |
|
| Bernard P. Franceschi |
| James R. McDonald |
|
|
|
|
| Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies |
|
|
|
|
|
| 1500 S.W. First Ave., Ste. 1000 |
| Portland 97201 503.226.6700 |
|
| Mark Gaskill |
| Robert E. Davies |
|
|
|
|
| Separately managed accounts |
|
|
|
|
|
| 12655 S.W. Center St., Ste. 520 |
| Beaverton 97005 503.684.6116 |
|
| Russell D. Francis |
| Gabriel J. Markiz |
|
|
|
|
| Fee-only investment management; comprehensive financial, tax and estate planning |
|
|
|
|
|
| 620 S.W. Fifth Ave., Ste. 1100 |
| Portland 97204 503.228.3941 |
|
| John Workman |
| Jeff Marshall |
|
|
|
|
| Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 1950 |
| Portland 97201 503.525.3600 |
|
| Charles Cameron |
| Doug Woodcock |
|
|
|
|
| Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services |
|
|
|
|
|
| 111 S.W. Naito Parkway |
| Portland 97204 503.221.4200 |
|
| Rebecca A. Gratsinger |
| James M. Voyto |
|
|
|
|
| Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide |
|
|
|
|
|
| 1130 S.W. Morrison St., Ste. 610 |
| Portland 97205 503.242.1715 |
|
| Deborah L Thomas |
| Stephen W. Hewitt |
|
|
|
|
| Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele |
|
|
|
|
|
| 725 N.W. Broadway |
| Bend 97701 541.389.3311 |
|
|
|
|
|
| Custom portfolio management and personalized service |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 450 |
| Portland 97239 503.497.2800 |
|
| Barbara Palmer |
| Marcia Jory |
|
|
|
|
| Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. |
|
|
|
|
|
| 6600 S.W. 92nd Ave., Ste. 160 |
| Portland 97223 503.248.9188 |
|
| Bruce Korter |
| Jon Bettendorf |
|
|
|
|
| Stocks, bonds, real estate |
|
|
m |
| 1853 |
|
|
|
|
| 6600 S.W. 92nd Ave., Ste. 160 |
| Portland 97223 503.248.9188 |
|
| Bruce Korter |
| Jon Bettendorf |
|
|
|
|
| Stocks, bonds, real estate |
|
| text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m |
| 1978 |
|
Click here to show full list in wide format
| RANK |
NAME
WEBSITE |
ADDRESS/PHONE |
SENIOR EXEC(S) |
OREGON AUM/ WORLDWIDE AUM |
|
FINANCIAL PLANNERS/ ORE. EMPLOYEES |
SPECIALTIES |
MIN. ACCT. SIZE/ YEAR ESTAB. |
|
|
|
| 1100 S.W. Sixth Ave. |
| Portland 97204 800.378.5742 |
|
| Scott A. Hibbs |
| Julie Grandstaff |
|
|
|
|
| Institutional fixed income management and private client comprehensive financial planning and investment management |
|
|
|
|
|
| 1300 S.W. Fifth Ave., 18th Floor |
| Portland 97201 503.886.2377 |
|
| Jeff Grubb |
| April Sanderson |
|
|
|
|
| Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance |
|
|
|
|
| The Private Client Reserve at US Bank |
|
|
| 111 S.W. Fifth Ave., Ste. 600 |
| Portland 97204 503.275.6588 |
|
|
|
|
|
| Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth |
|
|
|
|
|
| 888 S.W. Fifth Ave., Ste. 1200 |
| Portland 97204 503.226.1444 |
|
| James H. Rudd |
| Steven J. Holwerda |
|
|
|
|
| Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2185 |
| Portland 97204 503.223.1720 |
|
| Janeen S. McAninch |
| Pat Becker Sr. |
|
|
|
|
| Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds |
|
|
|
|
|
| P.O. Box 2305 |
| Salem 97308 503.363.3136 |
|
| Michael S. Compton |
| Bonnie S. Hindman |
|
|
|
|
| Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts |
|
|
|
|
| Key Private Bank/Key Investment Services |
| key.com |
|
| 1211 S.W. Fifth Ave., Ste. 560 |
| Portland 97204 800.790.7620 |
|
|
|
|
|
| Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services |
|
|
|
|
|
| 15211 S.W. 68th Ave. |
| Portland 97223 503.597.1616 |
|
|
|
|
|
| Fiduciary, investment and consulting services for qualified retirement plans and private clients |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 2100 |
| Portland 97201 503.224.0858 |
|
|
|
|
|
| Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting |
|
|
|
|
|
| 4800 S.W. Meadows Rd., Ste. 400 |
| Lake Oswego 97035 866.882.5840 |
|
| Scot Berryman, Jim Mead |
| Sean Gabrio, Jeff Weiler |
|
|
|
|
| Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives |
|
|
|
|
|
| 15 S.W. Colorado, Ste. 280 |
| Bend 97702 541.617.0898 |
|
| Randy L. Miller |
| Lyle Kearns, Sue Studwell |
|
|
|
|
| Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation |
|
|
|
|
|
| 3395 S.W. Garden View Ave. |
| Portland 97225 503.292.5853 |
|
|
|
|
|
| Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 2830 |
| Portland 97204 503.223.2500 |
|
| MacGregor Hall |
| Bryn Torkelson |
|
|
|
|
| Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning |
|
|
|
|
| The Partners Group Ltd./TPG Financial Advisors LLC |
| tpgrp.com |
|
| 11740 S.W. 68th Pkwy., Ste. 200 |
| Portland 97223 503.241.9550 |
|
| Bruce Kerr |
| Rod Cruickshank |
|
|
|
|
| Life/wealth planning, investment management and retirement plan consulting services |
|
|
|
|
|
| 9755 S.W. Barnes Rd., Ste. 595 |
| Portland 97225 503.772.9500 |
|
| Michael J. O'Reilly |
| Douglas E. Johanson |
|
|
|
|
| Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline. |
|
|
|
|
|
| 8995 S.E. Otty Rd. |
| Portland 97086 503.788.4200 |
|
|
|
|
|
| Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans |
|
|
|
|
|
| 810 Main St. |
| Klamath Falls 97601 541.882.5488 |
|
|
|
|
|
| Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans |
|
|
|
|
|
| 1001 S.W. Fifth Ave., Ste. 2200 |
| Portland 97204 503.221.8610 |
|
|
|
|
|
| Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management |
|
|
|
|
|
| 1211 S.W. Fifth Ave., Ste. 1050 |
| Portland 97204 503.221.7595 |
|
|
|
|
|
| Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations |
|
|
|
|
|
| 111 S.W. 4th St. |
| Corvallis 97333 541.757.2331 |
|
| Dorann A. Hurley |
| Megan E. Schneider |
|
|
|
|
| Registered investment advisory firm specializing in retirement planning |
|
|
|
|
|
| 12455 S.W. 68th Ave. |
| Portland 97223 503.597.2222 |
|
| Judith A. McGee |
| D. Linette Dobbins |
|
|
|
|
| Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy |
|
|
|
|
|
| 1915 N.W. AmberGlen Pkwy., Ste. 150 |
| Beaverton 97006 503.844.9146 |
|
| Leonard T. Berard |
| Kristy A. Motta |
|
|
|
|
| Customized financial plans for corporate executives, small business owners and professionals |
|
|
|
|
|
| 12725 S.W. 66th Ave., Ste. 102 |
| Portland 97223 503.624.4600 |
|
| David K. Pederson |
| Gregory A. Parrott |
|
|
|
|
| Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program |
|
|
|
|
|
| 121 S.W. Morrison St., Ste. 875 |
| Portland 97204 503.292.1041 |
|
| Stuart B. Allen |
| William A. Harris |
|
|
|
|
| Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations |
|
|
|
|
|
| 1675 S.W. Marlow Ave., Ste. 401 |
| Portland 97225 503.352.1300 |
|
| Mark Rosenbaum |
| Fred Rosenbaum |
|
|
|
|
| Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance |
|
|
|
|
|
| 1601 Officers Row |
| Vancouver 98661 360.823.0477 |
|
| Richard A. Teutsch |
| Robert Pool |
|
|
|
|
| Fee-only investment advisory firm |
|
|
|
|
|
| 4380 S.W. Macadam Ave., Ste. 250 |
| Portland 97239 503.228.1116 |
|
|
|
|
|
| Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions |
|
|
|
|
| Oregon Pacific Financial Advisors |
| opfa.com |
|
| 210 W. Eighth St. |
| Medford 97501 541.772.1116 |
|
|
|
|
|
| Wealth management, retirement distribution strategies, estate/business transfer solutions |
|
|
|
|
|
| 38975 Proctor Blvd./P.O. Box 38 |
| Sandy 97055 503.668.2530 |
|
| Robert Rockwell |
| Heidi Smart |
|
|
|
|
| Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. |
|
|
|
|
|
| 711 Chemawa Rd. N.E. |
| Keizer 97303 503.390.8011 |
|
|
|
|
|
| Retirement planning, managing risk, income distribution planning, financial coaching, life planning |
|
|
|
|
|
| 550 S.W. Industrial Way, Bldg. 2, Ste. 201 |
| Bend 97702 541.389.4148 |
|
|
|
|
|
| Full-service wealth management |
|
|
|
|
|
| 520 S.W. Yamhill St., Ste. 500 |
| Portland 97204 503.827.8591 |
|
| Bernard P. Franceschi |
| James R. McDonald |
|
|
|
|
| Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies |
|
|
|
|
|
| 1500 S.W. First Ave., Ste. 1000 |
| Portland 97201 503.226.6700 |
|
| Mark Gaskill |
| Robert E. Davies |
|
|
|
|
| Separately managed accounts |
|
|
|
|
|
| 12655 S.W. Center St., Ste. 520 |
| Beaverton 97005 503.684.6116 |
|
| Russell D. Francis |
| Gabriel J. Markiz |
|
|
|
|
| Fee-only investment management; comprehensive financial, tax and estate planning |
|
|
|
|
|
| 620 S.W. Fifth Ave., Ste. 1100 |
| Portland 97204 503.228.3941 |
|
| John Workman |
| Jeff Marshall |
|
|
|
|
| Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies |
|
|
|
|
|
| 1300 S.W. Fifth Ave., Ste. 1950 |
| Portland 97201 503.525.3600 |
|
| Charles Cameron |
| Doug Woodcock |
|
|
|
|
| Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services |
|
|
|
|
|
| 111 S.W. Naito Parkway |
| Portland 97204 503.221.4200 |
|
| Rebecca A. Gratsinger |
| James M. Voyto |
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| Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide |
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| 1130 S.W. Morrison St., Ste. 610 |
| Portland 97205 503.242.1715 |
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| Deborah L Thomas |
| Stephen W. Hewitt |
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| Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele |
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| 725 N.W. Broadway |
| Bend 97701 541.389.3311 |
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| Custom portfolio management and personalized service |
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| 4380 S.W. Macadam Ave., Ste. 450 |
| Portland 97239 503.497.2800 |
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| Barbara Palmer |
| Marcia Jory |
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| Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. |
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| 6600 S.W. 92nd Ave., Ste. 160 |
| Portland 97223 503.248.9188 |
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| Bruce Korter |
| Jon Bettendorf |
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| Stocks, bonds, real estate |
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