Vault-13

Managers in Gresham, OR

United States · 82 asset managers within 25 km (1 in Gresham itself) · 127 wealth managers, banks and others

GreshamPortlandBeavertonHillsboroLake OswegoWest LinnVancouverCamasSalemCorvallis
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 · Beaverton, OR 3 · West Linn, OR 1 · Hillsboro, OR 1

Asset managers in and around Gresham

#Manager People here Assets Visa salary
51 WELLS FARGO & COMPANY/MN wealth · Vancouver WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
52 Fisher Asset Management, LLC wealth · Camas FISHER INVESTMENTS · 2 related pages $386.7bn · visa salary $125,000 office $386.7bn $125,0003 filings
53 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
54 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
55 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
56 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
57 KEYCORP wealth · Gresham KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn office $30.4bn
58 OREGON PUBLIC EMPLOYEES RETIREMENT FUND asset owner · Portland $9.3bn based here $9.3bn
59 Cable Hill Partners, LLC Portland $1.0bn based here $1.0bn
60 M FINANCIAL INVESTMENT ADVISERS INC mutual funds · Portland $1.0bn office $1.0bn
61 Horst & Graben Wealth Management LLC Portland $760.2m based here $760.2m
62 Mengis Capital Management, Inc. Portland $657.7m based here $657.7m
63 STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Portland $594.2m based here $594.2m
64 Wealth Advisors Northwest LLC Portland $293.2m based here $293.2m
65 Veridan Wealth LLC West Linn $286.8m based here $286.8m
66 My Personal CFO, LLC Vancouver $256.2m based here $256.2m
67 Silver Oak Advisory Group, Inc. Portland $253.6m based here $253.6m
68 Nierenberg Investment Management Company, LLC hedge funds, futures · Camas $235.5m based here $235.5m
69 Cairn Investment Group, Inc. Vancouver $226.7m based here $226.7m
70 IMS Capital Management Portland $216.8m based here $216.8m
71 Fort Vancouver Investment Management, LLC Vancouver $214.1m based here $214.1m
72 Columbia River Financial Group, LLC Vancouver $186.2m based here $186.2m
73 Dale Q Rice Investment Management Ltd Vancouver $184.4m based here $184.4m
74 Helium Advisors LLC Vancouver $120.4m based here $120.4m
75 Xena Financial Planning, LLC Portland $104.2m based here $104.2m
76 Price Financial Group Wealth Management, Inc Portland $6.0m based here $6.0m
77 Oregon Health & Science University asset owner · Portland based here
78 503 PARTNERS, LLC venture · Portland office
79 CAPYBARA MANAGEMENT, LLC venture · Portland office
80 FAIRWAY AMERICA INVESTMENT ADVISORS, LLC real estate · Portland office
81 MOTUS VENTURES, LLC venture · Portland office
82 NODE BY MESH LLC venture · Portland NODE BY MESH LLC, MESH VENTURES LLC office

82 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.