24 financial advisors & firms and 12 insurance agents verified near Portland, OR โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $828M AUM
CRD 18005 ยท verify at the regulator
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $84M AUM
CRD 25706 ยท verify at the regulator
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $7.0B AUM
CRD 111944 ยท verify at the regulator
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $148M AUM
CRD 146844 ยท verify at the regulator
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $41M AUM
CRD 147782 ยท verify at the regulator
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $2.9B AUM
CRD 155312 ยท verify at the regulator
RIA firm ยท Portland, OR 97201 ยท Registered investment adviser ยท $62M AUM
CRD 156004 ยท verify at the regulator
Advisor ยท Morgan Stanley ยท Portland, OR ยท Wealth management, Portland
Advisor ยท Morgan Stanley ยท Portland, OR ยท Wealth management, Portland
Advisor ยท UBS ยท Portland, OR ยท Wealth management, Portland
Advisor ยท Wells Fargo Advisors ยท Portland, OR ยท Wealth management, Portland
Advisor ยท Merrill Lynch Wealth Management ยท Portland, OR 97204 ยท Wealth management, Portland
Advisor ยท UBS ยท Portland, OR 97205 ยท Wealth management, Portland
RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $10.7B AUM
CRD 104692 ยท verify at the regulator
RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $419M AUM
CRD 108298 ยท verify at the regulator
RIA firm ยท Portland, OR 97204 ยท Registered investment adviser ยท $34.5B AUM
CRD 110228 ยท verify at the regulator
RIA firm ยท Portland, OR 97204 ยท Registered investment adviser ยท $5.7B AUM
CRD 110489 ยท verify at the regulator
RIA firm ยท Portland, OR 97204 ยท Registered investment adviser ยท $903M AUM
CRD 117127 ยท verify at the regulator
RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $2.7B AUM
CRD 132131 ยท verify at the regulator
RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $53M AUM
CRD 152250 ยท verify at the regulator
RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $110M AUM
CRD 159378 ยท verify at the regulator
RIA firm ยท Portland, OR 97205 ยท Registered investment adviser ยท $1.9B AUM
CRD 160800 ยท verify at the regulator
RIA firm ยท Portland, OR 97204 ยท Registered investment adviser ยท $875M AUM
CRD 166263 ยท verify at the regulator
RIA firm ยท Portland, OR 97204 ยท Registered investment adviser ยท $91M AUM
CRD 167033 ยท verify at the regulator
Insurance ยท State Farm ยท Portland, OR 97210 ยท Home, auto, life in Portland
Insurance ยท State Farm ยท Portland, OR 97210 ยท Home, auto, life in Portland
Insurance ยท Allstate ยท Lake Oswego, OR ยท Home, auto, life in Lake Oswego
Insurance ยท State Farm ยท Lake Oswego, OR 97035 ยท Home, auto, life in Lake Oswego
Insurance ยท State Farm ยท Lake Oswego, OR 97035 ยท Home, auto, life in Lake Oswego
Insurance ยท Farmers ยท Lake Oswego, OR 97034 ยท Home, auto, life in Lake Oswego
Insurance ยท Farmers ยท Lake Oswego, OR 97034 ยท Home, auto, life in Lake Oswego
Insurance ยท Allstate ยท Lake Oswego, OR 97034 ยท Home, auto, life in Lake Oswego
Insurance ยท State Farm ยท West Linn, OR 97068 ยท Home, auto, life in West Linn
Insurance ยท Farmers ยท West Linn, OR 97068 ยท Home, auto, life in West Linn
Insurance ยท Farmers ยท West Linn, OR 97068 ยท Home, auto, life in West Linn
Insurance ยท Allstate ยท West Linn, OR 97068 ยท Home, auto, life in West Linn
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 โ always confirm licensure directly with the regulator.