New Advisers Weekly

Newly registered investment advisers in Oregon

4 adviser firms in Oregon had a first registration approved in the last 30 days, 5 in the last 90 and 32 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

LAURELHURST ASSET MANAGEMENT LLC

Portland · approved 2026-11-09

SEC-registeredalso notice-filed in 1 states

ERAS WEALTH PARTNERS

OR · city not in the state feed · approved 2026-11-04

State-registered

MAGNOLIA GROVE WEALTH PLANNING, LLC

OR · city not in the state feed · approved 2026-10-30

State-registered

A.M.FINTELLIGENCE

OR · city not in the state feed · approved 2026-10-19

State-registered

The paid lists

The 4 above are the last 30 days in Oregon, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (28)

FirmCitySegmentApproved
INTEGRITY INVESTINGHappy ValleyState-registered2026-09-14
AXIA WEALTH MANAGEMENT INCBendSEC-registered2026-08-06
UPLEVEL WEALTHPortlandSEC-registered2026-08-05
STONEPINE CAPITAL MANAGEMENT, LLCBendSEC-registered2026-07-22
J.P. CAPITAL MANAGEMENT, INC.EugeneSEC-registered2026-07-13
WORRY-IN-ORDER—State-registered2026-05-18
NODE BY MESH LLCPortlandExempt reporting2026-05-11
NORTHWIND FINANCIAL LLCBendSEC-registered2026-05-06
MARTIN CAPITAL MANAGEMENT LLCCentral PointState-registered2026-05-05
RETIREMENT STRATEGY ADVISORS LLCBendState-registered2026-05-01
ORCHID WEALTH MANAGEMENT—State-registered2026-04-28
EDGEWOOD WEALTH MANAGEMENT—State-registered2026-04-23
BROWNING CAPITAL MANAGEMENT LLC—State-registered2026-04-21
LIFELONG WEALTH MANAGEMENT GROUP, LLCLake OswegoSEC-registered2026-04-21
MESH VENTURES LLCPortlandExempt reporting2026-04-01
MODERNIST FINANCIAL, LLCPortlandSEC-registered2026-03-02
CAPSTONE WEALTH MANAGEMENT GROUP, INC.BendSEC-registered2026-02-27
FAIRCHILD CAPITAL LLCPortlandSEC-registered2026-02-27
CRESSCILA WEALTH MANAGEMENT—State-registered2026-02-02
STONEHOLT WEALTH—State-registered2026-01-27
CASCARA FINANCIAL PLANNING LLC—State-registered2026-01-23
EFM INVESTMENTS & ADVISORY LLCPortlandSEC-registered2026-01-23
SOARING INVESTMENT MANAGEMENT, LLCPortlandSEC-registered2026-01-15
IAMBIC FINANCIAL L.L.C—State-registered2026-01-09
WASHINGTON PARK CAPITAL MANAGEMENT, LLCPortlandSEC-registered2025-12-19
XENA FINANCIAL PLANNING, LLCPortlandSEC-registered2025-12-12
ROCK CREEK WEALTH MANAGEMENTHillsboroSEC-registered2025-11-19
MAR FINANCIAL—State-registered2025-11-17

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.