Reported as registered
ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377 · SEC 801-68050
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
167 sourced firms · query 51 ms
Reported as registered
OREGON PACIFIC WEALTH MANAGEMENT
CRD 283958 · SEC 801-122222
MEDFORD, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACE FINANCIAL ADVISORS
CRD 318359 · SEC 801-123174
HILLSBORO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963 · SEC 801-131414
WEST LINN, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD 152154 · SEC 801-78126
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PANORAMIC CAPITAL PARTNERS LLC
CRD 331349 · SEC 801-130301
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEARL WEALTH LLC
CRD 299508 · SEC 801-121119
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEREGRINE ASSET ADVISERS, INC.
CRD 115738 · SEC 801-60608
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214 · SEC 801-63879
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433 · SEC 801-117856
BEAVERTON, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINNACLE WEALTH ADVISORS
CRD 117517 · SEC 801-116763
CLACKAMAS, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321 · SEC 801-118362
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRACTICE FINANCIAL GROUP
CRD 289256 · SEC 801-117949
JACKSONVILLE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PREISZ FINANCIAL
CRD 144469 · SEC 801-115031
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD 323146 · SEC 801-126661
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777 · SEC 801-32066
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640 · SEC 801-23659
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RANGE FINANCIAL GROUP, LLC
CRD 290001 · SEC 801-119404
TIGARD, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RETIREMENT CONSULTING GROUP, INC.
CRD 311184 · SEC 801-119724
LAKE OSWEGO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RETIREMENT PLANNING SPECIALISTS, INC.
CRD 139358 · SEC 801-66205
ASHLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026