Top 3 financial advisor firms in West Linn

3 SEC-registered financial advisor firms are headquartered in West Linn, OR, with $1.29B in combined regulatory assets under management. The largest by assets are Veridan Wealth ($667M), Etesian Wealth Advisors ($503M) and Pacific Coast Investment Advisors ($122M).

3
Financial advisor firms: $1.29B
Their combined AUM: $503M
Median firm AUM: 769
Clients of the top 3

The 3 largest by assets

1
Veridan Wealth
RIA
$667M
Regulatory AUM
2
Etesian Wealth Advisors
RIA
$503M
0.55% to 1.10% a year
3
Pacific Coast Investment Advisors
RIA
$122M
0.65% to 1.25% a year

Profiles of the top 3

No. 1 · RIA

Veridan Wealth

Veridan Wealth is an investment adviser based in West Linn, OR, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $667 million, as filed on 7 July 2026.

Regulatory AUM: $667M
Clients: 232
Advisory staff: 4
Founded: 2024
Custodians: Fidelity
Headquarters: 1742 Willamette Falls DR, West Linn, OR 97068
Phone: 503-946-9733
Website: veridanwealth.com

No. 2 · RIA

Etesian Wealth Advisors

Etesian Wealth Advisors is an investment adviser based in West Linn, OR, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $503 million, as filed on 17 March 2026.

Etesian Wealth Advisors charges 0.55%–1.10% a year for its Asset Management Services.

Regulatory AUM: $503M
Clients: 429
Advisory staff: 6
Founded: 2010
Fee schedule: 0.55% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 1969 Willamette Falls Drive, #200, West Linn, OR 97068
Phone: 503-387-3615
Website: etesianwa.com

No. 3 · RIA

Pacific Coast Investment Advisors

Pacific Coast Investment Advisors is an investment adviser based in West Linn, OR, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $122 million, as filed on 31 March 2026.

Pacific Coast Investment Advisors charges 0.65%–1.25% a year for its Investment management services.

Regulatory AUM: $122M
Clients: 108
Advisory staff: 1
Fee schedule: 0.65% to 1.25% a year
Minimum account: $300,000
Custodians: Charles Schwab
Headquarters: 1914 Willamette Falls DR., Suite 180, West Linn, OR 97068
Phone: 503-968-2500
Website: pacificcoastia.com

Questions about financial advisors in West Linn

How many financial advisor firms are headquartered in West Linn?

3 SEC-registered financial advisor firms report their principal office in West Linn, OR, managing $1.29B 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 West Linn?

Veridan Wealth, with $667M in regulatory assets under management on its latest Form ADV. The next largest are Etesian Wealth Advisors ($503M) and Pacific Coast Investment Advisors ($122M).

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

How large is a typical financial advisor firm in West Linn?

The median firm manages $503M in regulatory assets. That is the midpoint of the 3 firms headquartered in West Linn.

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

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

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

West Linn has 3 financial advisor firms; see every adviser in the city →