AdvisorCensus / Financial advisors / Oregon / Portland, OR / SEI Investments Distribution Co.
Financial advisors in Portland, OR using SEI Investments Distribution Co.
3 SEC-registered investment advisory firms headquartered in the Portland, OR metro area name SEI Investments Distribution Co. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Martel Wealth Advisors, LLC | Vancouver | SEC-registered investment adviser | $1 billion to $5 billion |
| Para Wealth Advisors, Inc. | Camas | SEC-registered investment adviser | $100 million to $500 million |
| Pinnacle Wealth Advisors | Clackamas | SEC-registered investment adviser | $500 million to $1 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. SEI Investments Distribution Co. nationwide
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