{ "path": "/advisors/or", "url": "https://advisorcensus.com/advisors/or/page/3", "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": 3, "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": 104692, "name": "Ferguson Wellman Capital Management, Inc.", "name_as_filed": "FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ferguson-wellman-capital-management-inc-portland-or-104692", "city": "Portland", "state": "OR", "years_registered": 50, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162985, "name": "Fidelis IM", "name_as_filed": "FIDELIS IM", "url": "https://advisorcensus.com/firm/fidelis-im-medford-or-162985", "city": "Medford", "state": "OR", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154323, "name": "Financial Facilitators, Inc.", "name_as_filed": "FINANCIAL FACILITATORS, INC.", "url": "https://advisorcensus.com/firm/financial-facilitators-inc-eugene-or-154323", "city": "Eugene", "state": "OR", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145724, "name": "Financial Investment Team (\"FIT\")", "name_as_filed": "FINANCIAL INVESTMENT TEAM (\"FIT\")", "url": "https://advisorcensus.com/firm/financial-investment-team-fit-portland-or-145724", "city": "Portland", "state": "OR", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 324177, "name": "Financial Planning Northwest", "name_as_filed": "FINANCIAL PLANNING NORTHWEST", "url": "https://advisorcensus.com/firm/financial-planning-northwest-324177", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333657, "name": "Fluence Wealth Management LLC", "name_as_filed": "FLUENCE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fluence-wealth-management-llc-portland-or-333657", "city": "Portland", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172598, "name": "Fordham Financial Services, LLC", "name_as_filed": "FORDHAM FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/fordham-financial-services-llc-hillsboro-or-172598", "city": "Hillsboro", "state": "OR", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 165362, "name": "Foster & Wood, Inc.", "name_as_filed": "FOSTER & WOOD, INC.", "url": "https://advisorcensus.com/firm/foster-and-wood-inc-lake-oswego-or-165362", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310275, "name": "Freedom Family Office, LLC", "name_as_filed": "FREEDOM FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275", "city": "Beaverton", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137613, "name": "Gabriel Capital, LLC", "name_as_filed": "GABRIEL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/gabriel-capital-llc-portland-or-137613", "city": "Portland", "state": "OR", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152716, "name": "Gerritz Wealth Management, Inc.", "name_as_filed": "GERRITZ WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/gerritz-wealth-management-inc-152716", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290254, "name": "Go Wealth Management", "name_as_filed": "GO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/go-wealth-management-eugene-or-290254", "city": "Eugene", "state": "OR", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154979, "name": "Goldmark Financial Planners, LLC", "name_as_filed": "GOLDMARK FINANCIAL PLANNERS, LLC", "url": "https://advisorcensus.com/firm/goldmark-financial-planners-llc-salem-or-154979", "city": "Salem", "state": "OR", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170384, "name": "Government Portfolio Advisors LLC", "name_as_filed": "GOVERNMENT PORTFOLIO ADVISORS LLC", "url": "https://advisorcensus.com/firm/government-portfolio-advisors-llc-portland-or-170384", "city": "Portland", "state": "OR", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133071, "name": "Gradow Capital Management, LLC", "name_as_filed": "GRADOW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gradow-capital-management-llc-lake-oswego-or-133071", "city": "Lake Oswego", "state": "OR", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131699, "name": "Grange Capital, LLC", "name_as_filed": "GRANGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/grange-capital-llc-beaverton-or-131699", "city": "Beaverton", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145983, "name": "Gratke Wealth, LLC", "name_as_filed": "GRATKE WEALTH, LLC", "url": "https://advisorcensus.com/firm/gratke-wealth-llc-hillsboro-or-145983", "city": "Hillsboro", "state": "OR", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307081, "name": "Greeley Wealth Management", "name_as_filed": "GREELEY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/greeley-wealth-management-bend-or-307081", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 166263, "name": "Green Cities Investment Management, LLC", "name_as_filed": "GREEN CITIES INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/green-cities-investment-management-llc-portland-or-166263", "city": "Portland", "state": "OR", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331662, "name": "Green Tree Wealth, Inc", "name_as_filed": "GREEN TREE WEALTH, INC", "url": "https://advisorcensus.com/firm/green-tree-wealth-inc-bend-or-331662", "city": "Bend", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283473, "name": "Greenbridge Investment Management, LLC", "name_as_filed": "GREENBRIDGE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenbridge-investment-management-llc-lake-oswego-or-283473", "city": "Lake Oswego", "state": "OR", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226789, "name": "Greig, Kevin P", "name_as_filed": "GREIG, KEVIN P", "url": "https://advisorcensus.com/firm/greig-kevin-p-226789", "city": null, "state": null, "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 175119, "name": "Guiding Financial, LLC", "name_as_filed": "GUIDING FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/guiding-financial-llc-175119", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154417, "name": "Handy & Company Financial Advisors, Inc.", "name_as_filed": "HANDY & COMPANY FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/handy-and-company-financial-advisors-inc-lake-oswego-or-154417", "city": "Lake Oswego", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332911, "name": "Harbor Horizon Financial, LLC", "name_as_filed": "HARBOR HORIZON FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/harbor-horizon-financial-llc-wilsonville-or-332911", "city": "Wilsonville", "state": "OR", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133009, "name": "Headwater Investment Consulting,inc.", "name_as_filed": "HEADWATER INVESTMENT CONSULTING,INC.", "url": "https://advisorcensus.com/firm/headwater-investment-consulting-inc-mcminnville-or-133009", "city": "McMinnville", "state": "OR", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158497, "name": "Heissler Financial, LLC", "name_as_filed": "HEISSLER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/heissler-financial-llc-gresham-or-158497", "city": "Gresham", "state": "OR", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150876, "name": "Henderson Asset Management, LLC", "name_as_filed": "HENDERSON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/henderson-asset-management-llc-bend-or-150876", "city": "Bend", "state": "OR", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331566, "name": "Highroad Wealth Advisors, LLC", "name_as_filed": "HIGHROAD WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/highroad-wealth-advisors-llc-coos-bay-or-331566", "city": "Coos Bay", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304637, "name": "Highwest Global", "name_as_filed": "HIGHWEST GLOBAL", "url": "https://advisorcensus.com/firm/highwest-global-bend-or-304637", "city": "Bend", "state": "OR", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336780, "name": "Holon Wealth Management", "name_as_filed": "HOLON WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/holon-wealth-management-beaverton-or-336780", "city": "Beaverton", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297368, "name": "Horst & Graben Wealth Management, LLC", "name_as_filed": "HORST & GRABEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/horst-and-graben-wealth-management-llc-portland-or-297368", "city": "Portland", "state": "OR", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133017, "name": "Human Investing", "name_as_filed": "HUMAN INVESTING", "url": "https://advisorcensus.com/firm/human-investing-lake-oswego-or-133017", "city": "Lake Oswego", "state": "OR", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333760, "name": "Hunter Investment Services LLC", "name_as_filed": "HUNTER INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/hunter-investment-services-llc-333760", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108983, "name": "Hurley Financial Group, Inc.", "name_as_filed": "HURLEY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/hurley-financial-group-inc-corvallis-or-108983", "city": "Corvallis", "state": "OR", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 338265, "name": "Iambic Financial L.L.C", "name_as_filed": "IAMBIC FINANCIAL L.L.C", "url": "https://advisorcensus.com/firm/iambic-financial-l-l-c-portland-or-338265", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306816, "name": "Icon Financial Services LLC", "name_as_filed": "ICON FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/icon-financial-services-llc-portland-or-306816", "city": "Portland", "state": "OR", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286170, "name": "Independent Investment Advisors", "name_as_filed": "INDEPENDENT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/independent-investment-advisors-hillsboro-or-286170", "city": "Hillsboro", "state": "OR", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297414, "name": "Inman Financial Services, Inc.", "name_as_filed": "INMAN FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/inman-financial-services-inc-portland-or-297414", "city": "Portland", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154130, "name": "Innovator Wealth Advisor, LLC", "name_as_filed": "INNOVATOR WEALTH ADVISOR, LLC", "url": "https://advisorcensus.com/firm/innovator-wealth-advisor-llc-beaverton-or-154130", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165731, "name": "Insight Advisors NW, LLC", "name_as_filed": "INSIGHT ADVISORS NW, LLC", "url": "https://advisorcensus.com/firm/insight-advisors-nw-llc-beaverton-or-165731", "city": "Beaverton", "state": "OR", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 286467, "name": "Insight Financial", "name_as_filed": "INSIGHT FINANCIAL", "url": "https://advisorcensus.com/firm/insight-financial-tigard-or-286467", "city": "Tigard", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165889, "name": "Insight Investment Solutions", "name_as_filed": "INSIGHT INVESTMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/insight-investment-solutions-eugene-or-165889", "city": "Eugene", "state": "OR", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131574, "name": "Integrated Capital Planning LLC", "name_as_filed": "INTEGRATED CAPITAL PLANNING LLC", "url": "https://advisorcensus.com/firm/integrated-capital-planning-llc-bend-or-131574", "city": "Bend", "state": "OR", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340276, "name": "Integrity Investing", "name_as_filed": "INTEGRITY INVESTING", "url": "https://advisorcensus.com/firm/integrity-investing-happy-valley-or-340276", "city": "Happy Valley", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330809, "name": "Integrity Wealth LLC", "name_as_filed": "INTEGRITY WEALTH LLC", "url": "https://advisorcensus.com/firm/integrity-wealth-llc-eugene-or-330809", "city": "Eugene", "state": "OR", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167033, "name": "Interactive Wealth Advisors", "name_as_filed": "INTERACTIVE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/interactive-wealth-advisors-portland-or-167033", "city": "Portland", "state": "OR", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323792, "name": "Invera Wealth Advisors LLC", "name_as_filed": "INVERA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/invera-wealth-advisors-llc-bend-or-323792", "city": "Bend", "state": "OR", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300128, "name": "Ironside Capital LLC", "name_as_filed": "IRONSIDE CAPITAL LLC", "url": "https://advisorcensus.com/firm/ironside-capital-llc-lake-oswego-or-300128", "city": "Lake Oswego", "state": "OR", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285831, "name": "Isler Wealth Management, LLC", "name_as_filed": "ISLER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/isler-wealth-management-llc-eugene-or-285831", "city": "Eugene", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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" } }