{ "path": "/advisors/or/hourly", "url": "https://advisorcensus.com/advisors/or/hourly/page/4", "page_type": "state_fee", "title": "Hourly financial advisors in Oregon", "filters": {}, "scope_total": 195, "faq": [ { "q": "How many financial advisory firms are there in Oregon?", "a": "AdvisorCensus lists 375 investment advisory firms with a principal office in Oregon, from Form ADV filings as of October 2026: 164 SEC-registered, 195 state-registered, and 16 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Oregon?", "a": "196 of the 375 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Oregon offer financial planning?", "a": "277 of the 359 firms in Oregon that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Oregon fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 196 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 195 investment advisory firms with a principal office in Oregon that report hourly charges among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Hourly financial advisors in Oregon: 195 firms from Form ADV filings as of October 2026.", "total_firms": 195, "page": 4, "total_pages": 4, "sort": "name", "registration_types": { "sec": 85, "state": 110, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 104 }, { "code": "percentage_of_aum", "count": 183 }, { "code": "hourly", "count": 195 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 142 }, { "code": "commissions", "count": 6 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 13 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 63 }, { "code": "5_to_9", "count": 55 }, { "code": "10_to_19", "count": 54 }, { "code": "20_plus", "count": 23 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 34 }, { "code": "25m_100m", "count": 60 }, { "code": "100m_500m", "count": 57 }, { "code": "500m_1b", "count": 11 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 13 } ], "firms": [ { "crd_number": 316969, "name": "Scout Asset Management", "name_as_filed": "SCOUT ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/scout-asset-management-beaverton-or-316969", "city": "Beaverton", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281256, "name": "Seagrass Financial, LLC", "name_as_filed": "SEAGRASS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/seagrass-financial-llc-281256", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164696, "name": "Sellwood Investment Partners LLC", "name_as_filed": "SELLWOOD INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 309433, "name": "Serene Point Advisors LLC", "name_as_filed": "SERENE POINT ADVISORS LLC", "url": "https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108298, "name": "Silver Oak Advisory Group", "name_as_filed": "SILVER OAK ADVISORY GROUP", "url": "https://advisorcensus.com/firm/silver-oak-advisory-group-portland-or-108298", "city": "Portland", "state": "OR", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309757, "name": "Sittner & Nelson, LLC", "name_as_filed": "SITTNER & NELSON, LLC", "url": "https://advisorcensus.com/firm/sittner-and-nelson-llc-eugene-or-309757", "city": "Eugene", "state": "OR", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146844, "name": "Skyline Financial Northwest", "name_as_filed": "SKYLINE FINANCIAL NORTHWEST", "url": "https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154216, "name": "SMB Financial Services, Inc.", "name_as_filed": "SMB FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/smb-financial-services-inc-portland-or-154216", "city": "Portland", "state": "OR", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 313679, "name": "Smithbrook, LLC", "name_as_filed": "SMITHBROOK, LLC", "url": "https://advisorcensus.com/firm/smithbrook-llc-bend-or-313679", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305273, "name": "Soaring Investment Management, LLC", "name_as_filed": "SOARING INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/soaring-investment-management-llc-portland-or-305273", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 138347, "name": "Spectrum Strategic Capital Management, LLC", "name_as_filed": "SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/spectrum-strategic-capital-management-llc-corvallis-or-138347", "city": "Corvallis", "state": "OR", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148858, "name": "Strategic Financial Partners, Ltd", "name_as_filed": "STRATEGIC FINANCIAL PARTNERS, LTD", "url": "https://advisorcensus.com/firm/strategic-financial-partners-ltd-keizer-or-148858", "city": "Keizer", "state": "OR", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 150765, "name": "Strategic Wealth Management, LLC", "name_as_filed": "STRATEGIC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strategic-wealth-management-llc-bend-or-150765", "city": "Bend", "state": "OR", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 323391, "name": "Strategy Cap, LLC", "name_as_filed": "STRATEGY CAP, LLC", "url": "https://advisorcensus.com/firm/strategy-cap-llc-bend-or-323391", "city": "Bend", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323075, "name": "Sunnybranch Wealth LLC", "name_as_filed": "SUNNYBRANCH WEALTH LLC", "url": "https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075", "city": "Portland", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161606, "name": "Sunset Strategic Financial Advisors, LLC", "name_as_filed": "SUNSET STRATEGIC FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sunset-strategic-financial-advisors-llc-161606", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329458, "name": "Swiftwater Capital", "name_as_filed": "SWIFTWATER CAPITAL", "url": "https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458", "city": "Lake Oswego", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155354, "name": "Sykes Financial Services", "name_as_filed": "SYKES FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sykes-financial-services-portland-or-155354", "city": "Portland", "state": "OR", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 295679, "name": "Syman-Degler Group, LLC", "name_as_filed": "SYMAN-DEGLER GROUP, LLC", "url": "https://advisorcensus.com/firm/syman-degler-group-llc-eugene-or-295679", "city": "Eugene", "state": "OR", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332461, "name": "T. Mann Financial", "name_as_filed": "T. MANN FINANCIAL", "url": "https://advisorcensus.com/firm/t-mann-financial-332461", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334576, "name": "Tandem Financial Planning LLC", "name_as_filed": "TANDEM FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/tandem-financial-planning-llc-334576", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281611, "name": "Tandem Views Investment Services, LLC", "name_as_filed": "TANDEM VIEWS INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/tandem-views-investment-services-llc-lake-oswego-or-281611", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137633, "name": "Taurus Capital Advisors, LLC", "name_as_filed": "TAURUS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/taurus-capital-advisors-llc-lake-oswego-or-137633", "city": "Lake Oswego", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299960, "name": "Teak Financial LLC", "name_as_filed": "TEAK FINANCIAL LLC", "url": "https://advisorcensus.com/firm/teak-financial-llc-299960", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159378, "name": "Tenbridge Partners LLC", "name_as_filed": "TENBRIDGE PARTNERS LLC", "url": "https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334724, "name": "Thistle Wealth", "name_as_filed": "THISTLE WEALTH", "url": "https://advisorcensus.com/firm/thistle-wealth-corvallis-or-334724", "city": "Corvallis", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155180, "name": "TMG Wealth Advisors, Inc.", "name_as_filed": "TMG WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/tmg-wealth-advisors-inc-beaverton-or-155180", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 141153, "name": "TPG Financial Advisors, LLC", "name_as_filed": "TPG FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153", "city": "Portland", "state": "OR", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151626, "name": "Trillium Valley Financial Planning", "name_as_filed": "TRILLIUM VALLEY FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/trillium-valley-financial-planning-151626", "city": null, "state": null, "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 164947, "name": "True Private Wealth Advisors, LLC", "name_as_filed": "TRUE PRIVATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/true-private-wealth-advisors-llc-salem-or-164947", "city": "Salem", "state": "OR", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332426, "name": "True Wealth Group", "name_as_filed": "TRUE WEALTH GROUP", "url": "https://advisorcensus.com/firm/true-wealth-group-bend-or-332426", "city": "Bend", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321103, "name": "TWM Wealth Management Corp", "name_as_filed": "TWM WEALTH MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/twm-wealth-management-corp-west-linn-or-321103", "city": "West Linn", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324413, "name": "Vantage Wealth Management LLC", "name_as_filed": "VANTAGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vantage-wealth-management-llc-corvallis-or-324413", "city": "Corvallis", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 151425, "name": "Vergepointe Wealth Management, LLC", "name_as_filed": "VERGEPOINTE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vergepointe-wealth-management-llc-lake-oswego-or-151425", "city": "Lake Oswego", "state": "OR", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329666, "name": "Veridan Wealth", "name_as_filed": "VERIDAN WEALTH", "url": "https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666", "city": "West Linn", "state": "OR", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299713, "name": "Vivifi Planning", "name_as_filed": "VIVIFI PLANNING", "url": "https://advisorcensus.com/firm/vivifi-planning-299713", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309746, "name": "VON Borstel & Associates", "name_as_filed": "VON BORSTEL & ASSOCIATES", "url": "https://advisorcensus.com/firm/von-borstel-and-associates-the-dalles-or-309746", "city": "The Dalles", "state": "OR", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282122, "name": "W.H. Lewis Financial, LLC.", "name_as_filed": "W.H. LEWIS FINANCIAL, LLC.", "url": "https://advisorcensus.com/firm/w-h-lewis-financial-llc-282122", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318448, "name": "Wagner Planning", "name_as_filed": "WAGNER PLANNING", "url": "https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448", "city": "Lake Oswego", "state": "OR", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337759, "name": "Walsh Financial LLC", "name_as_filed": "WALSH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/walsh-financial-llc-337759", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282071, "name": "WBH Financial Services, LLC", "name_as_filed": "WBH FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147861, "name": "Wellspring Advisors, Inc.", "name_as_filed": "WELLSPRING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wellspring-advisors-inc-hillsboro-or-147861", "city": "Hillsboro", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173482, "name": "Willamette Financial Advisors, LLC", "name_as_filed": "WILLAMETTE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/willamette-financial-advisors-llc-portland-or-173482", "city": "Portland", "state": "OR", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137957, "name": "Wychick Investment Advisors, Inc.", "name_as_filed": "WYCHICK INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/wychick-investment-advisors-inc-bend-or-137957", "city": "Bend", "state": "OR", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306113, "name": "Zuna, LLC", "name_as_filed": "ZUNA, LLC", "url": "https://advisorcensus.com/firm/zuna-llc-portland-or-306113", "city": "Portland", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/or", "label": "Financial advisors in Oregon" }, "fee_pages": [ { "path": "/advisors/or/fee-only", "label": "Fee-only financial advisors in Oregon", "firm_count": 196 }, { "path": "/advisors/or/flat-fee", "label": "Flat-fee financial advisors in Oregon", "firm_count": 198 } ], "metro_fee_pages": [ { "path": "/advisors/or/portland/hourly", "firm_count": 129, "label": "Hourly financial advisors in Portland, OR" }, { "path": "/advisors/or/bend/hourly", "firm_count": 22, "label": "Hourly financial advisors in Bend, OR" }, { "path": "/advisors/or/eugene/hourly", "firm_count": 9, "label": "Hourly financial advisors in Eugene, OR" }, { "path": "/advisors/or/salem/hourly", "firm_count": 8, "label": "Hourly financial advisors in Salem, OR" }, { "path": "/advisors/or/corvallis/hourly", "firm_count": 5, "label": "Hourly financial advisors in Corvallis, OR" }, { "path": "/advisors/or/medford/hourly", "firm_count": 5, "label": "Hourly financial advisors in Medford, OR" }, { "path": "/advisors/or/grants-pass/hourly", "firm_count": 2, "label": "Hourly financial advisors in Grants Pass, OR" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }