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🤫 Directory · consent-first

Near 97209. 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 97209

M Holdings Securities, INC.0 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 INC0 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
M Financial Asset Management, INC.0 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 Planning0 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
Meriwether Family Office, LLC0 mi

RIA firm · Portland, OR 97209 · Registered investment adviser

CRD 166010 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Portland Private Wealth Management, INC.0 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $235M AUM

CRD 171321 · verify at the regulator

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

RIA firm · Portland, OR 97209 · Registered investment adviser · $95M AUM

CRD 286242 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pearl Wealth LLC0 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $156M AUM

CRD 299508 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Clear Resource Group, LLC0 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $127M AUM

CRD 304245 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Icon Financial Services LLC0 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $20M AUM

CRD 306816 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Efm Investments & Advisory LLC0 mi

RIA firm · Portland, OR 97209 · Registered investment adviser · $680M AUM

CRD 339744 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
David Thomas1 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.1 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.1 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.1 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, LLC1 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 Advisors1 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 , LLC1 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) Corp1 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 Munro1.1 mi

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

This is you? Claim itclaimable & removable by its owner
David A Price1.1 mi

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

This is you? Claim itclaimable & removable by its owner
Victor W. Lam1.1 mi

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

This is you? Claim itclaimable & removable by its owner
Jason Nguyen1.1 mi

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

This is you? Claim itclaimable & removable by its owner
James Parker1.2 mi

Advisor · UBS · Portland, OR 97205 · Wealth management, Portland

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

Insurance agents near 97209

John Nogueira2.7 mi

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

This is you? Claim itclaimable & removable by its owner
Joshua Merrion2.7 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Paulson7.7 mi

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

This is you? Claim itclaimable & removable by its owner
Lauri Alexander8.4 mi

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

This is you? Claim itclaimable & removable by its owner
David Shin8.4 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Miller8.4 mi

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

This is you? Claim itclaimable & removable by its owner
Stephen Berry8.4 mi

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

This is you? Claim itclaimable & removable by its owner
Keely Schmidt8.4 mi

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

This is you? Claim itclaimable & removable by its owner
Julie Nagaria12.4 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Woodbury12.4 mi

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

This is you? Claim itclaimable & removable by its owner
Allen Rahrich12.4 mi

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

This is you? Claim itclaimable & removable by its owner
Robin Byrd12.4 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, OR2 mi
  • Portland, OR2 mi
  • Portland, OR2 mi
  • Portland, OR3 mi
  • Portland, OR3 mi
  • Portland, OR5 mi
  • Portland, OR5 mi
  • Beaverton, OR6 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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