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155 firms
ActiveState: IA×State: OR×Custodian: Charles Schwab×Custodian: Folio Institutional×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→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles 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→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles 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→
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab→
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles 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→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab→
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab→
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab→
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab→
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles 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→