AdvisorCensus / Financial advisors / Oregon / Portland, OR / Fidelity Investments
Financial advisors in Portland, OR using Fidelity Investments
26 SEC-registered investment advisory firms headquartered in the Portland, OR metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Aerodigm Wealth LLC | Lake Oswego | SEC-registered investment adviser | $1 billion to $5 billion |
| Baker Ellis Asset Management LLC | Vancouver | SEC-registered investment adviser | $1 billion to $5 billion |
| Capitol Family Office, Inc. | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| CS Planning Corp | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Defined Wealth Management, LLC | Beaverton | SEC-registered investment adviser | $100 million to $500 million |
| Encompass Wealth Advisors, LLC | Portland | 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 |
| Headwater Investment Consulting,inc. | McMinnville | SEC-registered investment adviser | $500 million to $1 billion |
| Helium Advisors LLC | Vancouver | SEC-registered investment adviser | $100 million to $500 million |
| Human Investing | Lake Oswego | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| Mengis Capital Management, Inc. | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Multnomah Group, Inc. | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| NBC Capital Advisors | Beaverton | SEC-registered investment adviser | $500 million to $1 billion |
| Northwest Capital Management Inc. | Lake Oswego | SEC-registered investment adviser | Over $5 billion |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | SEC-registered investment adviser | $100 million to $500 million |
| Peregrine Asset Advisers, Inc. | Portland | SEC-registered investment adviser | $500 million to $1 billion |
| Price Financial Group Wealth Management, Inc. | Portland | SEC-registered investment adviser | $100 million to $500 million |
| Scott Capital Advisors, LLC | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
| Summa Global Advisors, LLC | Clackamas | 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 |
| Veridan Wealth | West Linn | SEC-registered investment adviser | $500 million to $1 billion |
| Vision Capital Management Inc | Portland | SEC-registered investment adviser | $1 billion to $5 billion |
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. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Portland, OR using Fidelity Investments. https://advisorcensus.com/advisors/or/portland/custodians/fidelity https://advisorcensus.com/advisors/or/portland/custodians/fidelity