DELAP WEALTH ADVISORY, LLC is a LAKE OSWEGO, Oregon based financial advisory firm with nearly $545,647,028 in assets under management and provides investment advisory services for 497 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 282312 | |
| SEC#: | 801-118278 | |
| Assets under Management: | $545,647,028 | |
| No. of Clients: | 497 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | 801-79198 | 24847 | 225 | $6,745,495,357 |
| CGC FINANCIAL SERVICES | 155446 | 801-78845 | 2857 | 14 | $664,670,956 |
| HORST & GRABEN WEALTH MANAGEMENT, LLC | 297368 | 801-113498 | 2482 | 7 | $649,922,265 |
| ALDRICH WEALTH LP | 147200 | 801-69190 | 2352 | 40 | $5,572,244,811 |
| ICON FINANCIAL SERVICES LLC | 306816 | 801-117987 | 2341 | 1 | $6,289,272 |
| NBC CAPITAL ADVISORS | 306483 | 801-117800 | 1995 | 5 | $563,658,467 |
| NORTHWEST QUADRANT WEALTH MANAGEMENT | 158455 | 801-72636 | 1741 | 6 | $533,960,987 |
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC | 168256 | 801-78748 | 1215 | 37 | $557,225,714 |
| ALLIUM FINANCIAL ADVISORS, LLC | 288462 | 801-110536 | 680 | 10 | $638,921,337 |
| NORTHSIDE CAPITAL MANAGEMENT LLC | 107784 | 801-56071 | 545 | 12 | $5,287,126,759 |
| PEREGRINE ASSET ADVISERS, INC. | 115738 | 801-60608 | 501 | 7 | $575,570,685 |
| DELAP WEALTH ADVISORY, LLC | 282312 | 801-118278 | 497 | 6 | $545,647,028 |
| PREISZ FINANCIAL | 144469 | 801-115031 | 475 | 9 | $552,892,135 |
| PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | 107777 | 801-32066 | 472 | 7 | $625,560,244 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | 313103 | 801-120586 | 4 | 8 | $533,049,638 |