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🤫 Directory · consent-first

Near 97045. Oregon City.

24 financial advisors & firms and 12 insurance agents verified near Oregon City, OR — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 97045

Cascade Investment Advisors, INC.0 mi

RIA firm · Oregon City, OR 97045 · Registered investment adviser · $360M AUM

CRD 117294 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sherman, Young & Leavitt, LLC0 mi

RIA firm · Oregon City, OR 97045 · Registered investment adviser · $77M AUM

CRD 152955 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Burnside and CO.0 mi

RIA firm · Oregon City, OR 97045 · Registered investment adviser · $35M AUM

CRD 155293 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Newbore Wealth Management, INC.5.3 mi

RIA firm · Gladstone, OR 97027 · Registered investment adviser · $200M AUM

CRD 306441 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ims Capital Management6.7 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $381M AUM

CRD 105939 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pinnacle Wealth Advisors6.7 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $550M AUM

CRD 117517 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Summa Global Advisors, LLC6.7 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $144M AUM

CRD 148713 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stangier Wealth Management6.7 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $300M AUM

CRD 171336 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
True North Retirement Advisors, LLC6.7 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $461M AUM

CRD 290885 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Strategic Finance INC.6.7 mi

RIA firm · Clackamas, OR 97015 · Registered investment adviser · $4M AUM

CRD 328828 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pacific Coast Investment Advisors, LLC6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $122M AUM

CRD 137963 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Etesian Wealth Advisors, INC.6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $503M AUM

CRD 152127 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Settlement Capital Advisors6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $88M AUM

CRD 155250 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lookahead Wealth LLC6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $45M AUM

CRD 285724 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Encompass Financial Planning6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $30M AUM

CRD 287472 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Twm Wealth Management Corp6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $90M AUM

CRD 321103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Veridan Wealth6.8 mi

RIA firm · West Linn, OR 97068 · Registered investment adviser · $667M AUM

CRD 329666 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Meridian Financial Group, INC.9.1 mi

RIA firm · Milwaukie, OR 97222 · Registered investment adviser · $63M AUM

CRD 155067 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
4:8 Financial9.4 mi

RIA firm · Canby, OR 97013 · Registered investment adviser · $318M AUM

CRD 335831 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Northwest Shore Group9.5 mi

Advisor · Morgan Stanley · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Eric J Weberg9.5 mi

Advisor · Edward Jones · Lake Oswego, OR 97034 · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Kevin Brenden9.5 mi

Advisor · Edward Jones · Lake Oswego, OR 97034 · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Willamette Cascade Wealth Management9.5 mi

Advisor · Wells Fargo Advisors Financial Network · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
PDX Wealth Management9.5 mi

Advisor · Raymond James · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 97045

Julie Nagaria6.8 mi

Insurance · State Farm · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Brian Woodbury6.8 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Allen Rahrich6.8 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Robin Byrd6.8 mi

Insurance · Allstate · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner
Brian Miller9.5 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Stephen Berry9.5 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Keely Schmidt9.5 mi

Insurance · Allstate · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Alex Paulson9.5 mi

Insurance · Allstate · Lake Oswego, OR · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
Lauri Alexander11.2 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
David Shin11.2 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner
John Nogueira18.3 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Joshua Merrion18.3 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Oregon City, OR.

  • Clackamas, OR7 mi
  • West Linn, OR7 mi
  • Lake Oswego, OR10 mi
  • Lake Oswego, OR11 mi
  • Tualatin, OR11 mi
  • Portland, OR12 mi
  • Portland, OR14 mi
  • Portland, OR14 mi
  • Portland, OR14 mi
  • Portland, OR14 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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