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Near 97219. Portland.

24 financial advisors & firms and 12 insurance agents verified near Portland, OR — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 97219

Continuity Wealth Management, Corp.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser · $214M AUM

CRD 111010 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cls Financial Advisors, INC.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser · $192M AUM

CRD 152892 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rostad Capital Management, INC.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser

CRD 282176 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vision Capital Management INC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $1.2B AUM

CRD 107793 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Preisz Financial2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $702M AUM

CRD 144469 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Somerset Wealth Management, LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $17M AUM

CRD 170213 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fairchild Capital LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $103M AUM

CRD 298428 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Zuna, LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $411M AUM

CRD 306113 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dobson Asset Management LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $72M AUM

CRD 315281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tradewinds Wealth Management2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $135M AUM

CRD 323879 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shared Prosperity Group2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $680k AUM

CRD 338743 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

The Northwest Shore Group2.7 mi

Advisor · Morgan Stanley · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner

Willamette Cascade Wealth Management2.7 mi

Advisor · Wells Fargo Advisors Financial Network · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner

PDX Wealth Management2.7 mi

Advisor · Raymond James · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner

Jensen Investment Management INC.3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $6.5B AUM

CRD 105281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northwest Capital Management INC.3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $8.5B AUM

CRD 108091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Quest Investment Management, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.7B AUM

CRD 110640 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cwc Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $445M AUM

CRD 127739 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Total Assets Management, INC.3.1 mi

RIA firm · Portland, OR 97035 · Registered investment adviser · $1M AUM

CRD 129050 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Human Investing3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $2.2B AUM

CRD 133017 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gradow Capital Management, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $34M AUM

CRD 133071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Aegis Financial Advisory3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 137602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Taurus Capital Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $231M AUM

CRD 137633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cedar Mountain Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.2B AUM

CRD 140339 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 97219

Alex Paulson2.7 mi

Insurance · Allstate · Lake Oswego, OR · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Lauri Alexander3.1 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

David Shin3.1 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Brian Miller3.2 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Stephen Berry3.2 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Keely Schmidt3.2 mi

Insurance · Allstate · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

John Nogueira6.6 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner

Joshua Merrion6.6 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner

Julie Nagaria7.2 mi

Insurance · State Farm · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Brian Woodbury7.2 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Allen Rahrich7.2 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Robin Byrd7.2 mi

Insurance · Allstate · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Portland, OR.

Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.

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Directory · consent-first

Near 97219. Portland.

24 financial advisors & firms and 12 insurance agents verified near Portland, OR — every one cited to the regulator, claimable and removable by the person named.

Find your person

Search this ZIP — or use your location

Talk to someone about my money

We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.

Financial

Advisors & firms near 97219

Continuity Wealth Management, Corp.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser · $214M AUM

CRD 111010 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cls Financial Advisors, INC.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser · $192M AUM

CRD 152892 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Rostad Capital Management, INC.0 mi

RIA firm · Portland, OR 97219 · Registered investment adviser

CRD 282176 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Vision Capital Management INC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $1.2B AUM

CRD 107793 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Preisz Financial2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $702M AUM

CRD 144469 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Somerset Wealth Management, LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $17M AUM

CRD 170213 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Fairchild Capital LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $103M AUM

CRD 298428 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Zuna, LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $411M AUM

CRD 306113 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Dobson Asset Management LLC2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $72M AUM

CRD 315281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Tradewinds Wealth Management2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $135M AUM

CRD 323879 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Shared Prosperity Group2.5 mi

RIA firm · Portland, OR 97239 · Registered investment adviser · $680k AUM

CRD 338743 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

The Northwest Shore Group2.7 mi

Advisor · Morgan Stanley · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner

Willamette Cascade Wealth Management2.7 mi

Advisor · Wells Fargo Advisors Financial Network · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner

PDX Wealth Management2.7 mi

Advisor · Raymond James · Lake Oswego, OR · Wealth management, Lake Oswego

This is you? Claim itclaimable & removable by its owner

Jensen Investment Management INC.3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $6.5B AUM

CRD 105281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Northwest Capital Management INC.3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $8.5B AUM

CRD 108091 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Quest Investment Management, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.7B AUM

CRD 110640 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cwc Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $445M AUM

CRD 127739 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Total Assets Management, INC.3.1 mi

RIA firm · Portland, OR 97035 · Registered investment adviser · $1M AUM

CRD 129050 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Human Investing3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $2.2B AUM

CRD 133017 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Gradow Capital Management, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $34M AUM

CRD 133071 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Aegis Financial Advisory3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser

CRD 137602 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Taurus Capital Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $231M AUM

CRD 137633 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Cedar Mountain Advisors, LLC3.1 mi

RIA firm · Lake Oswego, OR 97035 · Registered investment adviser · $1.2B AUM

CRD 140339 · verify at the regulator

This is you? Claim itclaimable & removable by its owner

Insurance

Insurance agents near 97219

Alex Paulson2.7 mi

Insurance · Allstate · Lake Oswego, OR · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Lauri Alexander3.1 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

David Shin3.1 mi

Insurance · State Farm · Lake Oswego, OR 97035 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Brian Miller3.2 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Stephen Berry3.2 mi

Insurance · Farmers · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

Keely Schmidt3.2 mi

Insurance · Allstate · Lake Oswego, OR 97034 · Home, auto, life in Lake Oswego

This is you? Claim itclaimable & removable by its owner

John Nogueira6.6 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner

Joshua Merrion6.6 mi

Insurance · State Farm · Portland, OR 97210 · Home, auto, life in Portland

This is you? Claim itclaimable & removable by its owner

Julie Nagaria7.2 mi

Insurance · State Farm · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Brian Woodbury7.2 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Allen Rahrich7.2 mi

Insurance · Farmers · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Robin Byrd7.2 mi

Insurance · Allstate · West Linn, OR 97068 · Home, auto, life in West Linn

This is you? Claim itclaimable & removable by its owner

Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Portland, OR.

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