{ "path": "/advisors/or", "url": "https://advisorcensus.com/advisors/or/page/2", "page_type": "state", "title": "Financial advisors in Oregon", "filters": {}, "scope_total": 375, "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 375 investment advisory firms with a principal office in Oregon, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Oregon: 375 firms from Form ADV filings as of October 2026.", "total_firms": 375, "page": 2, "total_pages": 8, "sort": "name", "registration_types": { "sec": 164, "state": 195, "exempt": 16 }, "fee_model_mix": [ { "code": "fee-only", "count": 196 }, { "code": "percentage_of_aum", "count": 334 }, { "code": "hourly", "count": 195 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 198 }, { "code": "commissions", "count": 8 }, { "code": "performance_based", "count": 18 }, { "code": "other", "count": 28 }, { "code": "not_reported", "count": 16 } ], "years_registered_distribution": [ { "code": "under_5", "count": 120 }, { "code": "5_to_9", "count": 106 }, { "code": "10_to_19", "count": 104 }, { "code": "20_plus", "count": 44 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 76 }, { "code": "25m_100m", "count": 89 }, { "code": "100m_500m", "count": 107 }, { "code": "500m_1b", "count": 26 }, { "code": "1b_5b", "count": 24 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 43 } ], "firms": [ { "crd_number": 312016, "name": "Ciclo Wealth LLC", "name_as_filed": "CICLO WEALTH LLC", "url": "https://advisorcensus.com/firm/ciclo-wealth-llc-portland-or-312016", "city": "Portland", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290179, "name": "Clarity Capital Management LLC", "name_as_filed": "CLARITY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/clarity-capital-management-llc-tigard-or-290179", "city": "Tigard", "state": "OR", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170816, "name": "Clarity Financial, LLC", "name_as_filed": "CLARITY FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/clarity-financial-llc-tigard-or-170816", "city": "Tigard", "state": "OR", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155103, "name": "Clarity Wealth Development, LLC", "name_as_filed": "CLARITY WEALTH DEVELOPMENT, LLC", "url": "https://advisorcensus.com/firm/clarity-wealth-development-llc-corvallis-or-155103", "city": "Corvallis", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 152892, "name": "CLS Financial Advisors, Inc.", "name_as_filed": "CLS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cls-financial-advisors-inc-portland-or-152892", "city": "Portland", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152295, "name": "Cognitiant Registered Investment Advisors", "name_as_filed": "COGNITIANT REGISTERED INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/cognitiant-registered-investment-advisors-portland-or-152295", "city": "Portland", "state": "OR", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323657, "name": "Collective Wealth Planning", "name_as_filed": "COLLECTIVE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/collective-wealth-planning-salem-or-323657", "city": "Salem", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131933, "name": "Compass Investment Advisers, LLC", "name_as_filed": "COMPASS INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/compass-investment-advisers-llc-portland-or-131933", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298150, "name": "Compound Insight", "name_as_filed": "COMPOUND INSIGHT", "url": "https://advisorcensus.com/firm/compound-insight-298150", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156399, "name": "Conley Capital Group", "name_as_filed": "CONLEY CAPITAL GROUP", "url": "https://advisorcensus.com/firm/conley-capital-group-eugene-or-156399", "city": "Eugene", "state": "OR", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly", "commissions" ], "enhanced": false }, { "crd_number": 154613, "name": "Conley, William J.", "name_as_filed": "CONLEY, WILLIAM J.", "url": "https://advisorcensus.com/firm/conley-william-j-beaverton-or-154613", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 277111, "name": "Connected Wealth Solutions, LLC", "name_as_filed": "CONNECTED WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/connected-wealth-solutions-llc-la-grande-or-277111", "city": "La Grande", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119181, "name": "Consolidated Financial Management Corp.", "name_as_filed": "CONSOLIDATED FINANCIAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/consolidated-financial-management-corp-beaverton-or-119181", "city": "Beaverton", "state": "OR", "years_registered": 41, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111010, "name": "Continuity Wealth Management, Corp.", "name_as_filed": "CONTINUITY WEALTH MANAGEMENT, CORP.", "url": "https://advisorcensus.com/firm/continuity-wealth-management-corp-portland-or-111010", "city": "Portland", "state": "OR", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281873, "name": "Copia Wealth Management", "name_as_filed": "COPIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/copia-wealth-management-bend-or-281873", "city": "Bend", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332357, "name": "Crest Financial, LLC", "name_as_filed": "CREST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/crest-financial-llc-332357", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 287686, "name": "Cross Financial Advisors", "name_as_filed": "CROSS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/cross-financial-advisors-portland-or-287686", "city": "Portland", "state": "OR", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317985, "name": "Crossroads Wealth Planning", "name_as_filed": "CROSSROADS WEALTH PLANNING", "url": "https://advisorcensus.com/firm/crossroads-wealth-planning-317985", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 322424, "name": "Crown Point Wealth Advisors", "name_as_filed": "CROWN POINT WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/crown-point-wealth-advisors-hood-river-or-322424", "city": "Hood River", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149937, "name": "CS Planning Corp", "name_as_filed": "CS PLANNING CORP", "url": "https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937", "city": "Portland", "state": "OR", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285067, "name": "Curis Partners (US), LLC", "name_as_filed": "CURIS PARTNERS (US), LLC", "url": "https://advisorcensus.com/firm/curis-partners-us-llc-portland-or-285067", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 130006, "name": "Cuthbert Financial Guidance", "name_as_filed": "CUTHBERT FINANCIAL GUIDANCE", "url": "https://advisorcensus.com/firm/cuthbert-financial-guidance-portland-or-130006", "city": "Portland", "state": "OR", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 128483, "name": "Cutler Investment Group", "name_as_filed": "CUTLER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/cutler-investment-group-jacksonville-or-128483", "city": "Jacksonville", "state": "OR", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127739, "name": "CWC Advisors, LLC", "name_as_filed": "CWC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cwc-advisors-llc-lake-oswego-or-127739", "city": "Lake Oswego", "state": "OR", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134150, "name": "D. Mattersdorff LLC", "name_as_filed": "D. MATTERSDORFF LLC", "url": "https://advisorcensus.com/firm/d-mattersdorff-llc-lake-oswego-or-134150", "city": "Lake Oswego", "state": "OR", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306686, "name": "Davidson & Watson Financial", "name_as_filed": "DAVIDSON & WATSON FINANCIAL", "url": "https://advisorcensus.com/firm/davidson-and-watson-financial-lake-oswego-or-306686", "city": "Lake Oswego", "state": "OR", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306779, "name": "Defined Wealth Management, LLC", "name_as_filed": "DEFINED WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/defined-wealth-management-llc-beaverton-or-306779", "city": "Beaverton", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155312, "name": "Deschutes Investment Consulting, LLC", "name_as_filed": "DESCHUTES INVESTMENT CONSULTING, LLC", "url": "https://advisorcensus.com/firm/deschutes-investment-consulting-llc-portland-or-155312", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 342229, "name": "Diamond Peak Wealth Management LLC", "name_as_filed": "DIAMOND PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/diamond-peak-wealth-management-llc-bend-or-342229", "city": "Bend", "state": "OR", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316756, "name": "Difi Advisory", "name_as_filed": "DIFI ADVISORY", "url": "https://advisorcensus.com/firm/difi-advisory-316756", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168015, "name": "DJ Financial", "name_as_filed": "DJ FINANCIAL", "url": "https://advisorcensus.com/firm/dj-financial-roseburg-or-168015", "city": "Roseburg", "state": "OR", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 315281, "name": "Dobson Asset Management LLC", "name_as_filed": "DOBSON ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/dobson-asset-management-llc-portland-or-315281", "city": "Portland", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154539, "name": "Dollinger Management Inc.", "name_as_filed": "DOLLINGER MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/dollinger-management-inc-wilsonville-or-154539", "city": "Wilsonville", "state": "OR", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155151, "name": "Duncan, Dean Bryan", "name_as_filed": "DUNCAN, DEAN BRYAN", "url": "https://advisorcensus.com/firm/duncan-dean-bryan-155151", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341116, "name": "Edgewood Wealth Management", "name_as_filed": "EDGEWOOD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/edgewood-wealth-management-341116", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313103, "name": "EFG Asset Management (north America) Corp", "name_as_filed": "EFG ASSET MANAGEMENT (NORTH AMERICA) CORP", "url": "https://advisorcensus.com/firm/efg-asset-management-north-america-corp-portland-or-313103", "city": "Portland", "state": "OR", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339744, "name": "EFM Investments & Advisory LLC", "name_as_filed": "EFM INVESTMENTS & ADVISORY LLC", "url": "https://advisorcensus.com/firm/efm-investments-and-advisory-llc-portland-or-339744", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 164031, "name": "Eisrc", "name_as_filed": "EISRC", "url": "https://advisorcensus.com/firm/eisrc-164031", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322069, "name": "Eldon Reese Advisory Group", "name_as_filed": "ELDON REESE ADVISORY GROUP", "url": "https://advisorcensus.com/firm/eldon-reese-advisory-group-beaverton-or-322069", "city": "Beaverton", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 171473, "name": "Elevation Capital Advisory", "name_as_filed": "ELEVATION CAPITAL ADVISORY", "url": "https://advisorcensus.com/firm/elevation-capital-advisory-bend-or-171473", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287472, "name": "Encompass Financial Planning", "name_as_filed": "ENCOMPASS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/encompass-financial-planning-west-linn-or-287472", "city": "West Linn", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170807, "name": "Encompass Wealth Advisors, LLC", "name_as_filed": "ENCOMPASS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807", "city": "Portland", "state": "OR", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160800, "name": "Endeavour Capital", "name_as_filed": "ENDEAVOUR CAPITAL", "url": "https://advisorcensus.com/firm/endeavour-capital-portland-or-160800", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 182520, "name": "Equilibrium Capital Investment Management , LLC", "name_as_filed": "EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC", "url": "https://advisorcensus.com/firm/equilibrium-capital-investment-management-llc-portland-or-182520", "city": "Portland", "state": "OR", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157724, "name": "Erlandson Wealth Management", "name_as_filed": "ERLANDSON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/erlandson-wealth-management-beaverton-or-157724", "city": "Beaverton", "state": "OR", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152127, "name": "Etesian Wealth Advisors, Inc.", "name_as_filed": "ETESIAN WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127", "city": "West Linn", "state": "OR", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143260, "name": "Eugenio Financial", "name_as_filed": "EUGENIO FINANCIAL", "url": "https://advisorcensus.com/firm/eugenio-financial-lake-oswego-or-143260", "city": "Lake Oswego", "state": "OR", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152410, "name": "Executive Investment Services, LLC", "name_as_filed": "EXECUTIVE INVESTMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/executive-investment-services-llc-lake-oswego-or-152410", "city": "Lake Oswego", "state": "OR", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 298428, "name": "Fairchild Capital LLC", "name_as_filed": "FAIRCHILD CAPITAL LLC", "url": "https://advisorcensus.com/firm/fairchild-capital-llc-portland-or-298428", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284847, "name": "Fairway America Investment Advisors, LLC", "name_as_filed": "FAIRWAY AMERICA INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fairway-america-investment-advisors-llc-tigard-or-284847", "city": "Tigard", "state": "OR", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/or/portland", "name": "Portland", "msa_name": "Portland-Vancouver-Hillsboro, OR-WA", "state_code": "OR", "firm_count": 262 }, { "path": "/advisors/or/bend", "name": "Bend", "msa_name": "Bend, OR", "state_code": "OR", "firm_count": 35 }, { "path": "/advisors/or/eugene", "name": "Eugene", "msa_name": "Eugene-Springfield, OR", "state_code": "OR", "firm_count": 18 }, { "path": "/advisors/or/salem", "name": "Salem", "msa_name": "Salem, OR", "state_code": "OR", "firm_count": 11 }, { "path": "/advisors/or/medford", "name": "Medford", "msa_name": "Medford, OR", "state_code": "OR", "firm_count": 10 }, { "path": "/advisors/or/corvallis", "name": "Corvallis", "msa_name": "Corvallis, OR", "state_code": "OR", "firm_count": 5 }, { "path": "/advisors/or/grants-pass", "name": "Grants Pass", "msa_name": "Grants Pass, OR", "state_code": "OR", "firm_count": 4 } ], "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 }, { "path": "/advisors/or/hourly", "label": "Hourly financial advisors in Oregon", "firm_count": 195 } ] }, "csv": "https://advisorcensus.com/advisors/or.csv", "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" } }