| RANK | NAME
WEBSITE | ADDRESS/PHONE | SENIOR EXEC(S) | OREGON AUM/ WORLDWIDE AUM | | FINANCIAL PLANNERS/ ORE. EMPLOYEES | SPECIALTIES | MIN. ACCT. SIZE/ YEAR ESTAB. |
| | | 1100 S.W. Sixth Ave. | | Portland 97204 800.378.5742 |
| | Scott A. Hibbs | | Julie Grandstaff |
| | | | | Institutional fixed income management and private client comprehensive financial planning and investment management |
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| | | 1300 S.W. Fifth Ave., 18th Floor | | Portland 97201 503.886.2377 |
| | Jeff Grubb | | April Sanderson |
| | | | | Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance |
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| | The Private Client Reserve at US Bank | |
| | 111 S.W. Fifth Ave., Ste. 600 | | Portland 97204 503.275.6588 |
| | | | | | Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth |
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| | | 888 S.W. Fifth Ave., Ste. 1200 | | Portland 97204 503.226.1444 |
| | James H. Rudd | | Steven J. Holwerda |
| | | | | Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities |
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| | | 1211 S.W. Fifth Ave., Ste. 2185 | | Portland 97204 503.223.1720 |
| | Janeen S. McAninch | | Pat Becker Sr. |
| | | | | Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds |
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| | | P.O. Box 2305 | | Salem 97308 503.363.3136 |
| | Michael S. Compton | | Bonnie S. Hindman |
| | | | | Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts |
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| | Key Private Bank/Key Investment Services | | key.com |
| | 1211 S.W. Fifth Ave., Ste. 560 | | Portland 97204 800.790.7620 |
| | | | | | Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services |
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| | | 15211 S.W. 68th Ave. | | Portland 97223 503.597.1616 |
| | | | | | Fiduciary, investment and consulting services for qualified retirement plans and private clients |
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| | | 1300 S.W. Fifth Ave., Ste. 2100 | | Portland 97201 503.224.0858 |
| | | | | | Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting |
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| | | 4800 S.W. Meadows Rd., Ste. 400 | | Lake Oswego 97035 866.882.5840 |
| | Scot Berryman, Jim Mead | | Sean Gabrio, Jeff Weiler |
| | | | | Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives |
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| | | 15 S.W. Colorado, Ste. 280 | | Bend 97702 541.617.0898 |
| | Randy L. Miller | | Lyle Kearns, Sue Studwell |
| | | | | Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation |
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| | | 3395 S.W. Garden View Ave. | | Portland 97225 503.292.5853 |
| | | | | | Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal |
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| | | 1211 S.W. Fifth Ave., Ste. 2830 | | Portland 97204 503.223.2500 |
| | MacGregor Hall | | Bryn Torkelson |
| | | | | Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning |
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| | The Partners Group Ltd./TPG Financial Advisors LLC | | tpgrp.com |
| | 11740 S.W. 68th Pkwy., Ste. 200 | | Portland 97223 503.241.9550 |
| | Bruce Kerr | | Rod Cruickshank |
| | | | | Life/wealth planning, investment management and retirement plan consulting services |
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| | | 9755 S.W. Barnes Rd., Ste. 595 | | Portland 97225 503.772.9500 |
| | Michael J. O’Reilly | | Douglas E. Johanson |
| | | | | Fee-only investment advisor specializing in globally diversified portfolio’s of low cost, tax-friendly index funds with a high level of discipline. |
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| | | 8995 S.E. Otty Rd. | | Portland 97086 503.788.4200 |
| | | | | | Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans |
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| | | 810 Main St. | | Klamath Falls 97601 541.882.5488 |
| | | | | | Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans |
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| | | 1001 S.W. Fifth Ave., Ste. 2200 | | Portland 97204 503.221.8610 |
| | | | | | Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management |
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| | | 1211 S.W. Fifth Ave., Ste. 1050 | | Portland 97204 503.221.7595 |
| | | | | | Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations |
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| | | 111 S.W. 4th St. | | Corvallis 97333 541.757.2331 |
| | Dorann A. Hurley | | Megan E. Schneider |
| | | | | Registered investment advisory firm specializing in retirement planning |
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| | | 12455 S.W. 68th Ave. | | Portland 97223 503.597.2222 |
| | Judith A. McGee | | D. Linette Dobbins |
| | | | | Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy |
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| | | 1915 N.W. AmberGlen Pkwy., Ste. 150 | | Beaverton 97006 503.844.9146 |
| | Leonard T. Berard | | Kristy A. Motta |
| | | | | Customized financial plans for corporate executives, small business owners and professionals |
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| | | 12725 S.W. 66th Ave., Ste. 102 | | Portland 97223 503.624.4600 |
| | David K. Pederson | | Gregory A. Parrott |
| | | | | Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program |
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| | | 121 S.W. Morrison St., Ste. 875 | | Portland 97204 503.292.1041 |
| | Stuart B. Allen | | William A. Harris |
| | | | | Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations |
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| | | 1675 S.W. Marlow Ave., Ste. 401 | | Portland 97225 503.352.1300 |
| | Mark Rosenbaum | | Fred Rosenbaum |
| | | | | Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance |
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| | | 1601 Officers Row | | Vancouver 98661 360.823.0477 |
| | Richard A. Teutsch | | Robert Pool |
| | | | | Fee-only investment advisory firm |
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| | | 4380 S.W. Macadam Ave., Ste. 250 | | Portland 97239 503.228.1116 |
| | | | | | Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions |
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| | Oregon Pacific Financial Advisors | | opfa.com |
| | 210 W. Eighth St. | | Medford 97501 541.772.1116 |
| | | | | | Wealth management, retirement distribution strategies, estate/business transfer solutions |
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| | | 38975 Proctor Blvd./P.O. Box 38 | | Sandy 97055 503.668.2530 |
| | Robert Rockwell | | Heidi Smart |
| | | | | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. |
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| | | 711 Chemawa Rd. N.E. | | Keizer 97303 503.390.8011 |
| | | | | | Retirement planning, managing risk, income distribution planning, financial coaching, life planning |
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| | | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 | | Bend 97702 541.389.4148 |
| | | | | | Full-service wealth management |
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| | | 520 S.W. Yamhill St., Ste. 500 | | Portland 97204 503.827.8591 |
| | Bernard P. Franceschi | | James R. McDonald |
| | | | | Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies |
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| | | 1500 S.W. First Ave., Ste. 1000 | | Portland 97201 503.226.6700 |
| | Mark Gaskill | | Robert E. Davies |
| | | | | Separately managed accounts |
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| | | 12655 S.W. Center St., Ste. 520 | | Beaverton 97005 503.684.6116 |
| | Russell D. Francis | | Gabriel J. Markiz |
| | | | | Fee-only investment management; comprehensive financial, tax and estate planning |
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| | | 620 S.W. Fifth Ave., Ste. 1100 | | Portland 97204 503.228.3941 |
| | John Workman | | Jeff Marshall |
| | | | | Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies |
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| | | 1300 S.W. Fifth Ave., Ste. 1950 | | Portland 97201 503.525.3600 |
| | Charles Cameron | | Doug Woodcock |
| | | | | Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services |
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| | | 111 S.W. Naito Parkway | | Portland 97204 503.221.4200 |
| | Rebecca A. Gratsinger | | James M. Voyto |
| | | | | Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide |
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| | | 1130 S.W. Morrison St., Ste. 610 | | Portland 97205 503.242.1715 |
| | Deborah L Thomas | | Stephen W. Hewitt |
| | | | | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele |
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| | | 725 N.W. Broadway | | Bend 97701 541.389.3311 |
| | | | | | Custom portfolio management and personalized service |
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| | | 4380 S.W. Macadam Ave., Ste. 450 | | Portland 97239 503.497.2800 |
| | Barbara Palmer | | Marcia Jory |
| | | | | Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. |
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| | | 6600 S.W. 92nd Ave., Ste. 160 | | Portland 97223 503.248.9188 |
| | Bruce Korter | | Jon Bettendorf |
| | | | | Stocks, bonds, real estate |
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