Managers in West Linn, OR

United States · 97 asset managers within 25 km (1 in West Linn itself) · 156 wealth managers, banks and others

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 · Beaverton, OR 3 · Camas, WA 3 · Gresham, OR 1 · Hillsboro, OR 1

Asset managers in and around West Linn

#	Manager	People here	Assets
51	RFG Advisory, LLC mutual funds · Lake Oswego $8.0bn	1	$8.0bn
52	WASHINGTON CAPITAL MANAGEMENT, INC private equity, real estate · Lake Oswego $7.4bn	1	$7.4bn
53	RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Portland $7.4bn	1	$7.4bn
54	EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP private equity · Portland $1.5bn	1	$1.5bn
55	RETIREMENT CONSULTING GROUP, INC. institutions · Lake Oswego $457.0m	about 1main office	$457.0m
56	ECHO FINANCE Lake Oswego	1
57	VOYAGER CAPITAL LLC venture · Portland	1
58	US BANCORP \DE\ mutual funds, bank or insurer · Portland U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn	office	$427.5bn
59	Sloy Dahl & Holst, LLC institutions · Portland $1.8bn	office	$1.8bn
60	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
61	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
62	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
63	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
64	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
65	KEYCORP wealth · Gresham KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn	office	$30.4bn
66	OREGON PUBLIC EMPLOYEES RETIREMENT FUND asset owner · Portland $9.3bn	based here	$9.3bn
67	Efficient Advisors, LLC Beaverton $1.4bn	based here	$1.4bn
68	Cable Hill Partners, LLC Portland $1.0bn	based here	$1.0bn
69	M FINANCIAL INVESTMENT ADVISERS INC mutual funds · Portland $1.0bn	office	$1.0bn
70	QUEST INVESTMENT MANAGEMENT LLC Lake Oswego $855.9m	based here	$855.9m
71	Horst & Graben Wealth Management LLC Portland $760.2m	based here	$760.2m
72	Mengis Capital Management, Inc. Portland $657.7m	based here	$657.7m
73	STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Portland $594.2m	based here	$594.2m
74	NORTHMARQ FUND MANAGEMENT, LLC Lake Oswego $541.3m	office	$541.3m
75	NORTHWEST INVESTMENT COUNSELORS, LLC Lake Oswego $441.9m	based here	$441.9m
76	PURE PORTFOLIOS HOLDINGS LLC Lake Oswego $332.1m	based here	$332.1m
77	Wealth Advisors Northwest LLC Portland $293.2m	based here	$293.2m
78	Veridan Wealth LLC West Linn $286.8m	based here	$286.8m
79	Silver Oak Advisory Group, Inc. Portland $253.6m	based here	$253.6m
80	IMS Capital Management Portland $216.8m	based here	$216.8m
81	Panoramic Capital Partners, LLC Lake Oswego $211.5m	based here	$211.5m
82	North Ridge Wealth Advisors, Inc. Beaverton $177.7m	based here	$177.7m
83	ALLIUM FINANCIAL ADVISORS, LLC Lake Oswego $152.7m	based here	$152.7m
84	Rain Capital Management, LLC Lake Oswego $142.0m	based here	$142.0m
85	Payne Capital LLC Lake Oswego $120.0m	based here	$120.0m
86	Samara Investment Management, LLC Beaverton $108.7m	based here	$108.7m
87	Xena Financial Planning, LLC Portland $104.2m	based here	$104.2m
88	Northwest Capital Management Inc Lake Oswego $23.1m	based here	$23.1m
89	Price Financial Group Wealth Management, Inc Portland $6.0m	based here	$6.0m
90	Oregon Health & Science University asset owner · Portland	based here
91	503 PARTNERS, LLC venture · Portland	office
92	CAPYBARA MANAGEMENT, LLC venture · Portland	office
93	FAIRWAY AMERICA INVESTMENT ADVISORS, LLC real estate · Portland	office
94	IRONSIDE CAPITAL LLC private equity · Lake Oswego	office
95	MOTUS VENTURES, LLC venture · Portland	office
96	NODE BY MESH LLC venture · Portland NODE BY MESH LLC, MESH VENTURES LLC	office
97	UPTICK CAPITAL MANAGEMENT, LLC hedge funds · Lake Oswego	office

97 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.