Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
TRUE PRIVATE WEALTH ADVISORS, LLC |
164947 |
801-76997 |
4412 |
21 |
$1,240,700,489 |
CABLE HILL PARTNERS, LLC |
168252 |
801-78336 |
2982 |
29 |
$1,977,399,614 |
M FINANCIAL ASSET MANAGEMENT, INC. |
136694 |
801-66320 |
2489 |
5 |
$1,298,014,846 |
HUMAN INVESTING |
133017 |
801-63556 |
2481 |
22 |
$1,640,569,894 |
TPG FINANCIAL ADVISORS, LLC |
141153 |
801-77417 |
1514 |
20 |
$1,657,763,372 |
PHILLIPS AND COMPANY ADVISORS LLC |
167214 |
801-63879 |
1384 |
22 |
$1,410,908,388 |
MATISSE CAPITAL |
155424 |
801-72004 |
750 |
10 |
$1,356,007,202 |
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC |
159419 |
801-72857 |
592 |
14 |
$1,255,654,705 |
ASI WEALTH MANAGEMENT & CONSULTING SERVICES |
108138 |
801-55026 |
418 |
15 |
$1,728,004,990 |
MULTNOMAH GROUP, INC. |
132131 |
801-64554 |
315 |
23 |
$1,305,357,629 |
QUEST INVESTMENT MANAGEMENT, LLC |
110640 |
801-23659 |
80 |
10 |
$1,518,748,866 |
SELLWOOD INVESTMENT PARTNERS LLC |
164696 |
801-76867 |
68 |
15 |
$1,883,200,000 |
ENDEAVOUR CAPITAL |
160800 |
801-73250 |
8 |
23 |
$2,159,591,898 |
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC |
182520 |
801-96301 |
4 |
36 |
$1,180,749,835 |
GREEN CITIES INVESTMENT MANAGEMENT, LLC |
166263 |
801-77485 |
3 |
21 |
$1,303,608,074 |