Vault-13

Managers in Beaverton, OR

United States · 111 asset managers within 25 km (3 in Beaverton itself) · 169 wealth managers, banks and others

BeavertonPortlandHillsboroLake OswegoWest LinnVancouverCamasSalemCorvallisThe Dalles
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Portland, OR 61 · Lake Oswego, OR 31 · Vancouver, WA 17 · Camas, WA 3 · Hillsboro, OR 1 · West Linn, OR 1 · Gresham, OR 1

Asset managers in and around Beaverton

#Manager People here Assets Visa salary
51 EFG International AG institutions, FCA fund manager, bank or insurer · Portland EFG Asset Management (North America) Corp. · 6 related pages $5.5bn about 2main office $5.5bn
52 Alera Investment Advisors, LLC institutions · Portland $5.3bn 2 $5.3bn
53 Simplicity Wealth,LLC Lake Oswego $4.3bn 2 $4.3bn
54 LEADER CAPITAL CORP. mutual funds · Vancouver $1.4bn about 2main office $1.4bn
55 TRUMAN CAPITAL ADVISORS, LP real estate · Vancouver $462.0m 2 $462.0m
56 SORTIS FUND MANAGER, LLC private equity, real estate · Portland $202.0m about 2main office $202.0m
57 CGAM mutual funds, futures · Portland $26.8m 2 $26.8m
58 BROOKSTONE WEALTH ADVISORS, LLC Vancouver 2
59 RED HILLS HOLDINGS, LLC real estate · Portland 2
60 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Portland $7.4bn 1 $7.4bn
61 EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP private equity · Portland $1.5bn 1 $1.5bn
62 RETIREMENT CONSULTING GROUP, INC. institutions · Lake Oswego $457.0m about 1main office $457.0m
63 ECHO FINANCE Lake Oswego 1
64 VOYAGER CAPITAL LLC venture · Portland 1
65 US BANCORP \DE\ mutual funds, bank or insurer · Portland U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
66 FISHER\SMB institutions · Vancouver $6.8bn office $6.8bn
67 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Lake Oswego Stifel Independent Advisors, LLC · 11 related pages $763.4bn office $763.4bn
68 WELLS FARGO & COMPANY/MN wealth · Vancouver WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
69 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Portland BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
70 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Portland COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
71 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Hillsboro Thrivent Advisor Network, LLC · 5 related pages $128.7bn office $128.7bn
72 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Portland VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
73 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · Portland TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
74 OREGON PUBLIC EMPLOYEES RETIREMENT FUND asset owner · Portland $9.3bn based here $9.3bn
75 Efficient Advisors, LLC Beaverton $1.4bn based here $1.4bn
76 Cable Hill Partners, LLC Portland $1.0bn based here $1.0bn
77 M FINANCIAL INVESTMENT ADVISERS INC mutual funds · Portland $1.0bn office $1.0bn
78 QUEST INVESTMENT MANAGEMENT LLC Lake Oswego $855.9m based here $855.9m
79 Horst & Graben Wealth Management LLC Portland $760.2m based here $760.2m
80 Mengis Capital Management, Inc. Portland $657.7m based here $657.7m
81 STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Portland $594.2m based here $594.2m
82 NORTHMARQ FUND MANAGEMENT, LLC Lake Oswego $541.3m office $541.3m
83 NORTHWEST INVESTMENT COUNSELORS, LLC Lake Oswego $441.9m based here $441.9m
84 PURE PORTFOLIOS HOLDINGS LLC Lake Oswego $332.1m based here $332.1m
85 Wealth Advisors Northwest LLC Portland $293.2m based here $293.2m
86 Veridan Wealth LLC West Linn $286.8m based here $286.8m
87 My Personal CFO, LLC Vancouver $256.2m based here $256.2m
88 Silver Oak Advisory Group, Inc. Portland $253.6m based here $253.6m
89 Cairn Investment Group, Inc. Vancouver $226.7m based here $226.7m
90 IMS Capital Management Portland $216.8m based here $216.8m
91 Fort Vancouver Investment Management, LLC Vancouver $214.1m based here $214.1m
92 Panoramic Capital Partners, LLC Lake Oswego $211.5m based here $211.5m
93 Columbia River Financial Group, LLC Vancouver $186.2m based here $186.2m
94 Dale Q Rice Investment Management Ltd Vancouver $184.4m based here $184.4m
95 North Ridge Wealth Advisors, Inc. Beaverton $177.7m based here $177.7m
96 ALLIUM FINANCIAL ADVISORS, LLC Lake Oswego $152.7m based here $152.7m
97 Rain Capital Management, LLC Lake Oswego $142.0m based here $142.0m
98 Helium Advisors LLC Vancouver $120.4m based here $120.4m
99 Payne Capital LLC Lake Oswego $120.0m based here $120.0m
100 Samara Investment Management, LLC Beaverton $108.7m based here $108.7m

111 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.