City
Wealth management firms in Clackamas, Oregon
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Clackamas, Oregon reported $1.5 billion in regulatory assets under management; the largest by assets was Pinnacle Wealth Advisors, with $549.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $291.8 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pinnacle Wealth Advisors | SEC | $549.7 million | 2,956 |
| 2 | True North Retirement Advisors, LLC | SEC | $460.9 million | 1,140 |
| 3 | Stangier Wealth Management | SEC | $300.4 million | 1,512 |
| 4 | Summa Global Advisors, LLC | SEC | $144.1 million | 352 |
| 5 | Strategic Finance Inc. | State | $3.7 million | 47 |
Wealth management firms in Oregon, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.