SEC-registered investment advisers in Jacksonville
3 SEC-registered investment advisers are headquartered in Jacksonville, OR, with $2.21B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 3
- Investment advisers
- $2.21B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 3 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Cutler Investment Counsel | RIA | $1.54B |
| PFG Investments | OCIO / institutional wealth | $437M |
| Jones & Associates Premier Financial Solutions | RIA | $227M |
Jacksonville at a glance
Advisers headquartered here, by type
3
advisers
- Financial advisor firms (RIAs)$1.77B regulatory AUM2 (67%)
- Institutional managers$437M regulatory AUM1 (33%)
Other cities in Oregon
- Portland58
- Lake Oswego24
- Bend11
- Beaverton8
- Eugene8
- Salem6
- Clackamas4
- Corvallis3
- Hillsboro3
- West Linn3
- Ashland2
- Grants Pass2