Reported as registered
ROCK CREEK WEALTH MANAGEMENT
CRD 336666 · SEC 801-134659
HILLSBORO, OR
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
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 50 ms
Reported as registered
ROEHL & YI INVESTMENT ADVISORS, LLC
CRD 109258 · SEC 801-56145
EUGENE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ROI FINANCIAL
CRD 160100 · SEC 801-121903
BEAVERTON, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ROOTED FINANCIAL GROUP, LLC
CRD 335302 · SEC 801-132354
TIGARD, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RUTHERFORD INVESTMENT MANAGEMENT
CRD 167545 · SEC 801-117368
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RVK, INC.
CRD 18005 · SEC 801-27679
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAMARA CAPITAL
CRD 336178 · SEC 801-132735
BEAVERTON, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
CRD 159419 · SEC 801-72857
EUGENE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCOTT CAPITAL ADVISORS, LLC
CRD 307980 · SEC 801-119200
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SELLWOOD INVESTMENT PARTNERS LLC
CRD 164696 · SEC 801-76867
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SILVER OAK ADVISORY GROUP
CRD 108298 · SEC 801-39897
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SITTNER & NELSON, LLC
CRD 309757 · SEC 801-119243
EUGENE, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SKYLINE FINANCIAL NORTHWEST
CRD 146844 · SEC 801-133826
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SMB FINANCIAL SERVICES, INC.
CRD 154216 · SEC 801-116704
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SOARING INVESTMENT MANAGEMENT, LLC
CRD 305273 · SEC 801-135170
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SORTIS FUND MANAGER, LLC
CRD 315584 · SEC 801-123077
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SOUND INVESTMENT MANAGEMENT INC
CRD 107438 · SEC 801-46570
TUALATIN, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CRD 138347 · SEC 801-65858
CORVALLIS, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STANCORP INVESTMENT ADVISERS, INC.
CRD 110228 · SEC 801-57811
PORTLAND, OR
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STANGIER WEALTH MANAGEMENT
CRD 171336 · SEC 801-111889
CLACKAMAS, OR
Source release August 3, 2026 · retrieved August 18, 2026