AdvisorCensus / Financial advisors / Oregon / Portland, OR / Branch offices
Advisory firms with an office in Portland, OR, headquartered elsewhere
128 investment advisory firms with a principal office outside the Portland, OR metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisory Solutions Group | Portland, OR | Plymouth, MN | SEC-registered investment adviser |
| Aegis Capital Corp. | Portland, OR | New York, NY | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Portland, OR | Deerfield, IL | SEC-registered investment adviser |
| Allspring Global Investments, LLC | Lake Oswego, OR | Charlotte, NC | SEC-registered investment adviser |
| Alpha Zero LLC | Wilsonville, OR | Boca Raton, FL | SEC-registered investment adviser |
| American Century Investment Management Inc | Portland, OR | Kansas City, MO | SEC-registered investment adviser |
| Apella Wealth | Lake Oswego, OR | West Hartford, CT | SEC-registered investment adviser |
| Arcadia Investment Advisors, LLC | Portland, OR | Eagle, ID | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Vancouver, WA | Atlanta, GA | SEC-registered investment adviser |
| Ashton Thomas Private Wealth | Portland, OR | Scottsdale, AZ | SEC-registered investment adviser |
| Avier Wealth Advisors | Lake Oswego, OR | Bellevue, WA | SEC-registered investment adviser |
| Avise Financial | Portland, OR | Los Angeles, CA | SEC-registered investment adviser |
| Banneker Partners LLC | Portland, OR | San Francisco, CA | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Sherwood, OR | Jupiter, FL | SEC-registered investment adviser |
| BMO Family Office, LLC | Portland, OR | Chicago, IL | SEC-registered investment adviser |
| Brighton Jones LLC | Portland, OR | Seattle, WA | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Vancouver, WA | Wheaton, IL | SEC-registered investment adviser |
| Calamos Advisors LLC | Portland, OR | Naperville, IL | SEC-registered investment adviser |
| Calamos Wealth Management LLC | Portland, OR | Naperville, IL | SEC-registered investment adviser |
| Callan | Portland, OR | San Francisco, CA | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Tigard, OR | Schaumburg, IL | SEC-registered investment adviser |
| Cgam | Portland, OR | Naperville, IL | SEC-registered investment adviser |
| Change Global Investment, LLC | Camas, WA | New York, NY | SEC-registered investment adviser |
| Clear Creek Financial Management, LLC | Lake Oswego, OR | Silverdale, WA | SEC-registered investment adviser |
| Clearstead; Clearstead Advisory Solutions | Lake Oswego, OR | Cleveland, OH | SEC-registered investment adviser |
| Coldstream Wealth Management | Portland, OR | Bellevue, WA | SEC-registered investment adviser |
| Columbia Management Investment Advisers, LLC | Lake Oswego, OR | Boston, MA | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Vancouver, WA | Ann Arbor, MI | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Portland, OR | Tampa, FL | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Portland, OR | Woodbury, NY | SEC-registered investment adviser |
| Cooper McManus | Portland, OR | Irvine, CA | SEC-registered investment adviser |
| Creative Planning | Portland, OR | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Portland, OR | Newport Beach, CA | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Scappoose, OR | Overland Park, KS | SEC-registered investment adviser |
| DMK Advisor Group, Inc. | Tigard, OR | Lutz, FL | SEC-registered investment adviser |
| Dynamic | Camas, WA | Phoenix, AZ | SEC-registered investment adviser |
| Echo Finance | Lake Oswego, OR | Philadelphia, PA | Exempt reporting adviser |
| Empirical Wealth Management | Portland, OR | Seattle, WA | SEC-registered investment adviser |
| EP Wealth Advisors | Vancouver, WA | Torrance, CA | SEC-registered investment adviser |
| ESI Financial Advisors | Portland, OR | Montpelier, VT | SEC-registered investment adviser |
| Evergreen Capital Management LLC | Lake Oswego, OR | Bellevue, WA | SEC-registered investment adviser |
| Excelsior Renewable Energy Management Company LP | Portland, OR | Excelsior, MN | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Portland, OR | Ontario, CA | SEC-registered investment adviser |
| Fiduciary Consulting Group | Portland, OR | Greenwood Village, CO | SEC-registered investment adviser |
| Figure 8 Investment Strategies LLC | Portland, OR | Boise, ID | SEC-registered investment adviser |
| Fisher Investments | Camas, WA | Plano, TX | SEC-registered investment adviser |
| Fisher\smb | Vancouver, WA | Carrollton, TX | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Portland, OR | St. Louis, MO | SEC-registered investment adviser |
| Fortitude Advisory Group L.L.C. | Lake Oswego, OR | Gig Harbor, WA | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Oregon City, OR | Towson, MD | SEC-registered investment adviser |
| Freedom Day Solutions, LLC | Portland, OR | Houston, TX | SEC-registered investment adviser |
| Gannett Wealth Advisors | Hillsboro, OR | Austin, TX | SEC-registered investment adviser |
| Greycourt & Co., Inc. | Portland, OR | Pittsburgh, PA | SEC-registered investment adviser |
| Hallett Advisors | Portland, OR | Port Angeles, WA | SEC-registered investment adviser |
| Hamilton Lane | Lake Oswego, OR | Conshohocken, PA | SEC-registered investment adviser |
| Harbour Investment Management L.L.C. | Portland, OR | Edmonds, WA | SEC-registered investment adviser |
| Holbrook Holdings, Inc. | Portland, OR | Atlanta, GA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Portland, OR | Springfield, IL | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Oregon City, OR | Charlotte, NC | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Portland, OR | New York, NY | SEC-registered investment adviser |
| JGP Wealth Management, LLC | Portland, OR | Bend, OR | SEC-registered investment adviser |
| Key Investment Services LLC | Gresham, OR | Brooklyn, OH | SEC-registered investment adviser |
| Lake Road Advisors, LLC | Vancouver, WA | Corning, NY | SEC-registered investment adviser |
| Lido | Beaverton, OR | Los Angeles, CA | SEC-registered investment adviser |
| Mariner | McMinnville, OR | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Ridgefield, WA | Overland Park, KS | SEC-registered investment adviser |
| Meketa Fiduciary Management, LLC | Portland, OR | Carlsbad, CA | SEC-registered investment adviser |
| Meketa Investment Group Inc | Portland, OR | Westwood, MA | SEC-registered investment adviser |
| Meristead Wealth, LLC | Camas, WA | Westlake, TX | SEC-registered investment adviser |
| Mutual Advisors, LLC | Vancouver, WA | Omaha, NE | SEC-registered investment adviser |
| Nations Financial Group, Inc. | Gresham, OR | Cedar Rapids, IA | SEC-registered investment adviser |
| Northcoast Asset Management LLC | Lake Oswego, OR | Stamford, CT | SEC-registered investment adviser |
| Northwest Asset Management | Lake Oswego, OR | Mercer Island, WA | SEC-registered investment adviser |
| Opportunus Wealth Management, LLC | Lake Oswego, OR | Gig Harbor, WA | SEC-registered investment adviser |
| Palisades Hudson Asset Management, L.P. | Hillsboro, OR | Fort Lauderdale, FL | SEC-registered investment adviser |
| Parkwoods Wealth Partners, LLC | Lake Oswego, OR | Clayton, MO | SEC-registered investment adviser |
| Pecaut Wealth Management | Lake Oswego, OR | Sioux City, IA | SEC-registered investment adviser |
| Piper Sandler & Co. | Portland, OR | Minneapolis, MN | SEC-registered investment adviser |
| PNC Real Estate | Portland, OR | Louisville, KY | SEC-registered investment adviser |
| Principal Asset Management | Lake Oswego, OR | Des Moines, IA | SEC-registered investment adviser |
| Principal Real Estate | Lake Oswego, OR | Des Moines, IA | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Portland, OR | New York, NY | SEC-registered investment adviser |
| Red Hills Holdings, LLC | Portland, OR | Las Vegas, NV | Exempt reporting adviser |
| Retirement and Wealth at Alliant, LLC | Portland, OR | Wayne, PA | SEC-registered investment adviser |
| RFG Advisory, LLC | Lake Oswego, OR | Vestavia Hills, AL | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Lake Oswego, OR | Milwaukee, WI | SEC-registered investment adviser |
| Robertson Stephens | Lake Oswego, OR | San Francisco, CA | SEC-registered investment adviser |
| Route 20 Private Wealth Inc. | Portland, OR | Fort Lauderdale, FL | SEC-registered investment adviser |
| Secure Asset Management, L.L.C. | Portland, OR | Troy, MI | SEC-registered investment adviser |
| Seia | Beaverton, OR | Los Angeles, CA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Lake Oswego, OR | Akron, OH | SEC-registered investment adviser |
| Simplicity Wealth | Lake Oswego, OR | Summit, NJ | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Portland, OR | Fort Lauderdale, FL | SEC-registered investment adviser |
| Soundpath Retirement Strategies, LLC | Portland, OR | Bellevue, WA | SEC-registered investment adviser |
| Spectrum Strategic Capital Management, LLC | Tualatin, OR | Corvallis, OR | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Portland, OR | Bloomington, IL | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Lake Oswego, OR | Stamford, CT | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Lake Oswego, OR | St Louis, MO | SEC-registered investment adviser |
| Strategic Financial Partners, Ltd | Clackamas, OR | Keizer, OR | SEC-registered investment adviser |
| Summit Trail Advisors, LLC | Lake Oswego, OR | New York, NY | SEC-registered investment adviser |
| The Ameriflex Group | Tualatin, OR | Las Vegas, NV | SEC-registered investment adviser |
| The Mather Group, LLC | Beaverton, OR | Chicago, IL | SEC-registered investment adviser |
| Threadline Wealth | Portland, OR | Bellevue, WA | SEC-registered investment adviser |
| Three Oaks Wealth | Lake Oswego, OR | Gold River, CA | SEC-registered investment adviser |
| Thrivent Advisor Network, LLC | Hillsboro, OR | Minneapolis, MN | SEC-registered investment adviser |
| Tiedemann Advisors, LLC | Portland, OR | New York, NY | SEC-registered investment adviser |
| Trailhead Planners, LLC | Portland, OR | Edina, MN | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Portland, OR | Philadelphia, PA | SEC-registered investment adviser |
| True Private Wealth Advisors, LLC | McMinnville, OR | Salem, OR | SEC-registered investment adviser |
| True Wealth Group | Lake Oswego, OR | Bend, OR | SEC-registered investment adviser |
| Truman Capital Advisors, LP | Vancouver, WA | Armonk, NY | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Gresham, OR | Minneapolis, MN | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Portland, OR | Houston, TX | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Portland, OR | Woodbury, NY | SEC-registered investment adviser |
| VON Borstel & Associates | Portland, OR | The Dalles, OR | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Portland, OR | Windsor, CT | SEC-registered investment adviser |
| Voya Investment Management Co. LLC | Portland, OR | New York, NY | SEC-registered investment adviser |
| Voya Investment Management LLC | Portland, OR | Atlanta, GA | SEC-registered investment adviser |
| Voyager Capital LLC | Portland, OR | Seattle, WA | Exempt reporting adviser |
| Washington Capital Management Inc | Lake Oswego, OR | Seattle, WA | SEC-registered investment adviser |
| Waverly Advisors, LLC | Lake Oswego, OR | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Clackamas, OR | Plymouth, MN | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | Gresham, OR | Englewood, CO | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Scappoose, OR | West Chester, PA | SEC-registered investment adviser |
| Wedbush Securities Inc. | Lake Oswego, OR | Pasadena, CA | SEC-registered investment adviser |
| Wells Fargo Advisors | Vancouver, WA | St. Louis, MO | SEC-registered investment adviser |
| Western Wealth Management LLC | Beaverton, OR | Golden, CO | SEC-registered investment adviser |
| Xypn Sapphire | Tigard, OR | Bozeman, MT | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Portland, OR on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Dale Q. Rice Investment Management | Vancouver, WA | SEC-registered investment adviser |
| Markiz Wealth Management | Lake Oswego, OR | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Portland, OR, headquartered elsewhere. https://advisorcensus.com/advisors/or/portland/branch-offices https://advisorcensus.com/advisors/or/portland/branch-offices