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🤫 Directory · consent-first

Near 97219. 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 97219

Continuity Wealth Management, Corp.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser · $214M AUM

CRD 111010 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cls Financial Advisors, INC.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser · $192M AUM

CRD 152892 · verify at the regulator

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

RIA firm · Portland, OR 97219 · Registered investment adviser

CRD 282176 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vision Capital Management INC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $1.2B AUM

CRD 107793 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Preisz Financial2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $702M AUM

CRD 144469 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Somerset Wealth Management, LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $17M AUM

CRD 170213 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fairchild Capital LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $103M AUM

CRD 298428 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Zuna, LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $411M AUM

CRD 306113 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dobson Asset Management LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $72M AUM

CRD 315281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Tradewinds Wealth Management2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $135M AUM

CRD 323879 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shared Prosperity Group2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $680k AUM

CRD 338743 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Northwest Shore Group2.7 mi

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

This is you? Claim itclaimable & removable by its owner
Willamette Cascade Wealth Management2.7 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 Management2.7 mi

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

This is you? Claim itclaimable & removable by its owner
Jensen Investment Management INC.3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $6.5B AUM

CRD 105281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Northwest Capital Management INC.3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $8.5B AUM

CRD 108091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Quest Investment Management, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.7B AUM

CRD 110640 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cwc Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $445M AUM

CRD 127739 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Total Assets Management, INC.3.1 mi

RIA firm · Portland, OR 97035 · Registered investment adviser · $1M AUM

CRD 129050 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Human Investing3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $2.2B AUM

CRD 133017 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gradow Capital Management, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $34M AUM

CRD 133071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aegis Financial Advisory3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 137602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Taurus Capital Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $231M AUM

CRD 137633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cedar Mountain Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.2B AUM

CRD 140339 · verify at the regulator

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

Insurance agents near 97219

Alex Paulson2.7 mi

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

This is you? Claim itclaimable & removable by its owner
Lauri Alexander3.1 mi

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

This is you? Claim itclaimable & removable by its owner
David Shin3.1 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Miller3.2 mi

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

This is you? Claim itclaimable & removable by its owner
Stephen Berry3.2 mi

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

This is you? Claim itclaimable & removable by its owner
Keely Schmidt3.2 mi

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

This is you? Claim itclaimable & removable by its owner
John Nogueira6.6 mi

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

This is you? Claim itclaimable & removable by its owner
Joshua Merrion6.6 mi

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

This is you? Claim itclaimable & removable by its owner
Julie Nagaria7.2 mi

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

This is you? Claim itclaimable & removable by its owner
Brian Woodbury7.2 mi

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

This is you? Claim itclaimable & removable by its owner
Allen Rahrich7.2 mi

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

This is you? Claim itclaimable & removable by its owner
Robin Byrd7.2 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, OR2 mi
  • Lake Oswego, OR3 mi
  • Lake Oswego, OR3 mi
  • Portland, OR4 mi
  • Portland, OR4 mi
  • Portland, OR5 mi
  • Portland, OR5 mi
  • Portland, OR5 mi
  • Portland, OR5 mi
  • Beaverton, OR5 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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