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🤫 Directory · consent-first

Near 97204. Portland.

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

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Financial

Advisors & firms near 97204

David Thomas0 mi

Advisor · Merrill Lynch Wealth Management · Portland, OR 97204 · Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Stancorp Investment Advisers, INC.0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $34.5B AUM

CRD 110228 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Becker Capital Management, INC.0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $5.7B AUM

CRD 110489 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mengis Capital Management, INC.0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $903M AUM

CRD 117127 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Green Cities Investment Management, LLC0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $875M AUM

CRD 166263 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Interactive Wealth Advisors0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $91M AUM

CRD 167033 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Equilibrium Capital Investment Management , LLC0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $643M AUM

CRD 182520 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Efg Asset Management (north America) Corp0 mi

RIA firm · Portland, OR 97204 · Registered investment adviser · $809M AUM

CRD 313103 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Stuart Munro0.3 mi

Advisor · Morgan Stanley · Portland, OR · Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
David A Price0.3 mi

Advisor · Morgan Stanley · Portland, OR · Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Victor W. Lam0.3 mi

Advisor · UBS · Portland, OR · Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Jason Nguyen0.3 mi

Advisor · Wells Fargo Advisors · Portland, OR · Wealth management, Portland

This is you? Claim itclaimable & removable by its owner
Rvk, INC.1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $828M AUM

CRD 18005 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Liberty Capital1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $84M AUM

CRD 25706 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
M Holdings Securities, INC.1 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $3.2B AUM

CRD 43285 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
M Financial Investment Advisers INC1 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $1.0B AUM

CRD 106648 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Campbell Global1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $7.0B AUM

CRD 111944 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
M Financial Asset Management, INC.1 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $1.2B AUM

CRD 136694 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Burgess Financial Planning1 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $91M AUM

CRD 143984 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Skyline Financial Northwest1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $148M AUM

CRD 146844 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Marquam Capital1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $41M AUM

CRD 147782 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Deschutes Investment Consulting, LLC1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $2.9B AUM

CRD 155312 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Raaf Investment Advisors, LLC1 mi

RIA firm · Portland, OR 97201 · Registered investment adviser · $62M AUM

CRD 156004 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Meriwether Family Office, LLC1 mi

RIA firm · Portland, OR 97209 · Registered investment adviser

CRD 166010 · verify at the regulator

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

Insurance agents near 97204

John Nogueira3.6 mi

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

This is you? Claim itclaimable & removable by its owner
Joshua Merrion3.6 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Paulson6.8 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Miller7.5 mi

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

This is you? Claim itclaimable & removable by its owner
Stephen Berry7.5 mi

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

This is you? Claim itclaimable & removable by its owner
Keely Schmidt7.5 mi

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

This is you? Claim itclaimable & removable by its owner
Lauri Alexander7.7 mi

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

This is you? Claim itclaimable & removable by its owner
David Shin7.7 mi

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

This is you? Claim itclaimable & removable by its owner
Julie Nagaria11.5 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Woodbury11.5 mi

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

This is you? Claim itclaimable & removable by its owner
Allen Rahrich11.5 mi

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

This is you? Claim itclaimable & removable by its owner
Robin Byrd11.5 mi

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

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

Nearby areas

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

  • Portland, OR1 mi
  • Portland, OR1 mi
  • Portland, OR1 mi
  • Portland, OR1 mi
  • Portland, OR2 mi
  • Portland, OR2 mi
  • Portland, OR4 mi
  • Portland, OR5 mi
  • Portland, OR5 mi
  • Beaverton, OR7 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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