Firms by city
Registered investment advisers in West Linn, OR
3 SEC-registered advisers headquartered in West Linn, listed by regulatory assets under management as reported on Form ADV.
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3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Veridan Wealth | West Linn, OR | $667M |
| Etesian Wealth Advisors | West Linn, OR | $503M |
| Pacific Coast Investment Advisors | West Linn, OR | $122M |
- Headquarters
- West Linn, OR
- Regulatory AUM
- $667M
- Headquarters
- West Linn, OR
- Regulatory AUM
- $503M
- Headquarters
- West Linn, OR
- Regulatory AUM
- $122M
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 West Linn 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 firms headquartered 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.