SEC-registered investment advisers in Beaverton
8 SEC-registered investment advisers are headquartered in Beaverton, OR, with $2.51B in combined regulatory assets under management. All of them are financial advisor firms.
- 8
- Investment advisers
- $2.51B
- Combined regulatory AUM
- 8
- Financial advisor firms
All 8 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| BNC Wealth Management | RIA | $847M |
| Optima Capital | RIA | $380M |
| Physician Family Financial Advisors | RIA | $285M |
| ROI Financial Advisors | RIA | $264M |
| Defined Wealth Management | RIA | $254M |
| Grange Capital | RIA | $217M |
| Capitol Family Office | RIA | $136M |
| Samara Investment Management | RIA | $123M |
Other cities in Oregon
- Portland58
- Lake Oswego24
- Bend11
- Eugene8
- Salem6
- Clackamas4
- Corvallis3
- Hillsboro3
- Jacksonville3
- West Linn3
- Ashland2
- Grants Pass2