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105 firms
ActiveState: OR×Custodian: Apex Clearing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab→
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab→
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab→
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab→
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51CWC ADVISORS, LLC
CRD 127739
OR$445.3M5Charles Schwab→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab→
C48INMAN FINANCIAL SERVICES, INC.
CRD 297414
OR$197.5M3Charles Schwab→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
OR$392.7M6Charles Schwab→
C47CLS FINANCIAL ADVISORS, INC.
CRD 152892
OR$192.0M3Charles Schwab→
C47PEREGRINE ASSET ADVISERS, INC.
CRD 115738
OR$611.0M6Charles Schwab→
C47MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127
OR$903.5M6Charles Schwab→
C47CGC FINANCIAL SERVICES, LLC
CRD 155446
OR$875.8M5Charles Schwab→
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→
C47IMS CAPITAL MANAGEMENT LLC
CRD 105939
OR$380.9M7Charles Schwab→
C46CASCADE INVESTMENT ADVISORS, INC.
CRD 117294
OR$360.4M3Charles Schwab→
C46WELCH INVESTMENT GROUP, LLC
CRD 131006
OR$263.8M2Charles Schwab→
C45CONTINUITY WEALTH MANAGEMENT, CORP.
CRD 111010
OR$214.3M2Charles Schwab→
C45TAURUS CAPITAL ADVISORS, LLC
CRD 137633
OR$231.4M4Charles Schwab→
C45JGC WEALTH MANAGEMENT, LLC
CRD 165770
OR$132.0M3Charles Schwab→
C45SKYLINER WEALTH, LLC
CRD 332426
OR$151.4M2Charles Schwab→
C44JAMISON HANSON ADVISORS LLC
CRD 139587
OR$212.0M2Charles Schwab→
C44JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD 152930
OR$227.4M2Charles Schwab→
C44SMB FINANCIAL SERVICES, INC.
CRD 154216
OR$177.8M5Charles Schwab→
C43ROI FINANCIAL ADVISORS, LLC
CRD 160100
OR$264.2M2Charles Schwab→
C41FINANCIAL INVESTMENT TEAM, INC.
CRD 145724
OR$209.1M4Charles Schwab→
C41KOENIG INVESTMENT ADVISORY, LLC
CRD 311422
OR$258.2M3Charles Schwab→
C41FIDELIS IM, LLC
CRD 162985
OR$306.1M1Charles Schwab→
C40VON BORSTEL & ASSOCIATES, INC.
CRD 309746
OR$680.2M4Charles Schwab→
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles Schwab→
C40MARTIN CAPITAL PARTNERS, LLC
CRD 153452
OR$290.5M4Charles Schwab→
C39SKYLINE FINANCIAL NORTHWEST LLC
CRD 146844
OR$148.3M3Charles Schwab→
C39FOSTER & WOOD, INC.
CRD 165362
OR$218.7M3Charles Schwab→