Investment advisers in Beaverton, OR
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Nbc Capital Advisors | $847.5 million | 5 | 0 |
| Optima Capital LLC | $379.8 million | 7 | 0 |
| Physician Family Financial Advisors Inc | $284.9 million | 4 | 2 |
| Roi Financial | $264.2 million | 8 | 0 |
| Defined Wealth Management, LLC | $254.0 million | 4 | 0 |
| Grange Capital, LLC | $217.2 million | 6 | 0 |
| Capitol Family Office, Inc. | $136.1 million | 2 | 0 |
| Samara Capital | $123.0 million | 2 | 0 |