AdvisorCensus / Financial advisors / Oregon / Portland, OR / Charles Schwab
Financial advisors in Portland, OR using Charles Schwab
96 SEC-registered investment advisory firms headquartered in the Portland, OR metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisor Share Wealth Management, LLC | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Aerodigm Wealth LLC | Lake Oswego | SEC-registered investment adviser | $1 billion to $5 billion |
| Aldrich Wealth LP | Lake Oswego | SEC-registered investment adviser | Over $5 billion |
| Barker Wealth Management, LLC | Camas | SEC-registered investment adviser | $100 million to $500 million |
| Becker Capital Management, Inc. | Portland | SEC-registered investment adviser | Over $5 billion |
| Blue Water Wealth | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Bridge City Capital, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Cairn Wealth Management | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Capitol Family Office, Inc. | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Cascade Investment Advisors, Inc. | Oregon City | SEC-registered investment adviser | $100 million to $500 million |
| Catalyst Financial NW Corporation | Gresham | SEC-registered investment adviser | $100 million to $500 million |
| Cedar Mountain Advisors, LLC | Lake Oswego | SEC-registered investment adviser | $1 billion to $5 billion |
| CGC Financial Services | Lake Oswego | SEC-registered investment adviser | $500 million to $1 billion |
| CLS Financial Advisors, Inc. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Columbia River Financial Group | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Compass Investment Advisers, LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Continuity Wealth Management, Corp. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| CS Planning Corp | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| CWC Advisors, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Deschutes Investment Consulting, LLC | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Etesian Wealth Advisors, Inc. | West Linn | SEC-registered investment adviser | $500 million to $1 billion |
| Fairchild Capital LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Ferguson Wellman Capital Management, Inc. | Portland | SEC-registered investment adviser | Over $5 billion |
| Financial Investment Team ("FIT") | Portland | SEC-registered investment adviser | $100 million to $500 million |
| First Pacific Financial, Inc. | Vancouver | SEC-registered investment adviser | $1 billion to $5 billion |
| Fort Vancouver Investment Management, LLC | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Foster & Wood, Inc. | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Grange Capital, LLC | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Harlow Wealth Management, Inc. | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Helium Advisors LLC | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Holon Wealth Management | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Horst & Graben Wealth Management, LLC | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Human Investing | Lake Oswego | SEC-registered investment adviser | $1 billion to $5 billion |
| Inman Financial Services, Inc. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| James R. Martin Consulting, Inc | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Johnson Bixby | Vancouver | SEC-registered investment adviser | $500 million to $1 billion |
| Lifelong Wealth Management Group, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| M Financial Asset Management, Inc. | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| M Holdings Securities, Inc. | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Martel Wealth Advisors, LLC | Vancouver | SEC-registered investment adviser | $1 billion to $5 billion |
| Matisse Capital | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Mengis Capital Management, Inc. | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Middleton & Company | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Modernist Financial, LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Momentous Wealth Management, Inc. | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Multnomah Group, Inc. | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| My Personal CFO, LLC | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| NBC Capital Advisors | Beaverton | SEC-registered investment adviser | $500 million to $1 billion |
| North Forty Two & Co. | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Northwest Capital Management Inc. | Lake Oswego | SEC-registered investment adviser | Over $5 billion |
| Optima Capital LLC | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Orca Investment Management, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Pace Financial Advisors | Hillsboro | SEC-registered investment adviser | $100 million to $500 million |
| Pacific Coast Investment Advisors, LLC | West Linn | SEC-registered investment adviser | $100 million to $500 million |
| Panoramic Capital Partners LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Pearl Wealth LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Peregrine Asset Advisers, Inc. | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Phillips and Company Advisors LLC | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Pinnacle Wealth Advisors | Clackamas | SEC-registered investment adviser | $500 million to $1 billion |
| Portland Private Wealth Management, Inc. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Price Financial Group Wealth Management, Inc. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Progressive Investment Management Corporation | Lake Oswego | SEC-registered investment adviser | $500 million to $1 billion |
| Range Financial Group, LLC | Tigard | SEC-registered investment adviser | $100 million to $500 million |
| Retirement Consulting Group, Inc. | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| ROI Financial | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Rooted Financial Group, LLC | Tigard | SEC-registered investment adviser | $100 million to $500 million |
| Rutherford Investment Management | Portland | SEC-registered investment adviser | $100 million to $500 million |
| RVK, Inc. | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Samara Capital | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Sellwood Investment Partners LLC | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Silver Oak Advisory Group | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Skyline Financial Northwest | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Sloy, Dahl & Holst, LLC | Vancouver | SEC-registered investment adviser | $1 billion to $5 billion |
| SMB Financial Services, Inc. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Soaring Investment Management, LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Stancorp Investment Advisers, Inc. | Portland | SEC-registered investment adviser | Over $5 billion |
| Summa Global Advisors, LLC | Clackamas | SEC-registered investment adviser | $100 million to $500 million |
| Swiftwater Capital | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Synergy Asset Management, LLC | Vancouver | SEC-registered investment adviser | $1 billion to $5 billion |
| Taurus Capital Advisors, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Tenbridge Partners LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| The LAM Group, Inc. | Lake Oswego | SEC-registered investment adviser | $500 million to $1 billion |
| TPG Financial Advisors, LLC | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Tradewinds Wealth Management | Portland | SEC-registered investment adviser | $100 million to $500 million |
| TRU Independence Asset Management 2, LLC | Portland | SEC-registered investment adviser | $25 million to $100 million |
| True North Retirement Advisors, LLC | Clackamas | SEC-registered investment adviser | $100 million to $500 million |
| Uplevel Wealth | Portland | SEC-registered investment adviser | $100 million to $500 million |
| UTA LLC | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Vergepointe Wealth Management, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Vision Capital Management Inc | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Vista Capital Partners, Inc. | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Vita Planning Group LLC | Camas | SEC-registered investment adviser | $25 million to $100 million |
| Washington Park Capital Management, LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Advisors NW | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Willamette Financial Advisors, LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Xena Financial Planning, LLC | Portland | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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