Firms by city
Registered investment advisers in Portland, OR
3 SEC-registered advisers headquartered in Portland, listed by regulatory assets under management as reported on Form ADV.
3 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Government Portfolio AdvisorsCRD 170384 | Portland, OR | $35.09B | 6 | 73 |
| Stancorp Investment AdvisersCRD 110228 | Portland, OR | $34.50B | 12 | 96,128 |
| Ferguson Wellman Capital ManagementCRD 104692 | Portland, OR | $10.66B | 31 | 1,085 |
Government Portfolio AdvisorsCRD 170384$35.09B
- Headquarters
- Portland, OR
- Advisory staff
- 6
- Clients
- 73
Stancorp Investment AdvisersCRD 110228$34.50B
- Headquarters
- Portland, OR
- Advisory staff
- 12
- Clients
- 96,128
Ferguson Wellman Capital ManagementCRD 104692$10.66B
- Headquarters
- Portland, OR
- Advisory staff
- 31
- Clients
- 1,085
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Portland on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Oregon.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.