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Top 3 financial advisor firms in Corvallis

3 SEC-registered financial advisor firms are headquartered in Corvallis, OR, with $891M in combined regulatory assets under management. The largest by assets are Hurley Financial Group ($407M), Spectrum Strategic Capital Management ($275M) and Clarity Wealth Development ($209M).

3
Financial advisor firms
$891M
Their combined AUM
$275M
Median firm AUM
1,020
Clients of the top 3

The 3 largest by assets

  1. 1
    Hurley Financial Group

    RIA

    $407M

  2. 2
    Spectrum Strategic Capital Management

    RIA

    $275M

  3. 3
    Clarity Wealth Development

    RIA

    $209M

Profiles of the top 3

No. 1 · RIA

Hurley Financial Group

Hurley Financial Group is an investment adviser based in Corvallis, OR, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $407 million, as filed on 12 March 2026.

Hurley Financial Group charges up to 1.60% a year for its Advisory fee program (SAS).

Regulatory AUM
$407M
Clients
481
Advisory staff
2
Founded
1997
Fee schedule
Up to 1.60% a year
Minimum account
$250,000
Headquarters
111 SW 4th Street, Corvallis, OR 97333
Phone
541-757-2331
Website
hurleyfinancial.com

No. 2 · RIA

Spectrum Strategic Capital Management

Spectrum Strategic Capital Management is an investment adviser based in Corvallis, OR, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $275 million, as filed on 1 July 2026.

Regulatory AUM
$275M
Clients
313
Advisory staff
4
Founded
2001
Custodians
Fidelity
Headquarters
2055 NW Grant Ave, Corvallis, OR 97330-1905
Phone
541-248-2052
Website
sscapm.com

No. 3 · RIA

Clarity Wealth Development

Clarity Wealth Development is an investment adviser based in Corvallis, OR, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $209 million, as filed on 11 March 2026.

Regulatory AUM
$209M
Clients
226
Advisory staff
5
Founded
2010
Custodians
Charles Schwab
Headquarters
262 NW Polk Ave, Corvallis, OR 97330
Phone
541-753-1898
Website
claritywealthdevelopment.com

Questions about financial advisors in Corvallis

How many financial advisor firms are headquartered in Corvallis?

3 SEC-registered financial advisor firms report their principal office in Corvallis, OR, managing $891M in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Corvallis?

Hurley Financial Group, with $407M in regulatory assets under management on its latest Form ADV. The next largest are Spectrum Strategic Capital Management ($275M) and Clarity Wealth Development ($209M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Corvallis?

The median firm manages $275M in regulatory assets. That is the midpoint of the 3 firms headquartered in Corvallis.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Corvallis?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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