City
Wealth management firms in West Linn, Oregon
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in West Linn, Oregon reported $1.7 billion in regulatory assets under management; the largest by assets was Veridan Wealth, with $667.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $190.6 million
- SEC-registered, of those listed
- 3 of 9 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Veridan Wealth | SEC | $667.2 million | 724 |
| 2 | Etesian Wealth Advisors, Inc. | SEC | $503.3 million | 936 |
| 3 | Pacific Coast Investment Advisors, LLC | SEC | $122.2 million | 312 |
| 4 | Timberline Investment Management, LLC | State | $94.8 million | 123 |
| 5 | TWM Wealth Management Corp | State | $89.9 million | 453 |
| 6 | Settlement Capital Advisors | State | $88.0 million | 130 |
| 7 | JPS Global Investments, LLC | State | $74.4 million | 248 |
| 8 | Lookahead Wealth LLC | State | $45.4 million | 199 |
| 9 | Encompass Financial Planning | State | $29.8 million | 190 |
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.