Cedar Mountain Advisors, LLC

Cedar Mountain Advisors, LLC (CRD# 140339) is a financial advisory firm headquartered in Portland, OR. They manage $409,248,925 in 1,804 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    1,804
    ACCOUNTS
  • Average Account Value
    $226,856
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Cedar Mountain Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard R. Rogers
CRD#: 2962167
1750 Sw Harbor Way, Ste 340, Portland, OR 97201
100
Wealthminder
score
Richard Rogers (CRD# 2962167) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 18 years of experience in the finance industry.
2
Bradley D. Patrick
CRD#: 2201228
1750 Sw Harbor Way, Suite 340, Portland, OR 97201
96
Wealthminder
score

Bradley Patrick (CRD# 2201228) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 24 years of experience in the finance industry.

3
Mary K. Beaudoin
CRD#: 1006797
1750 Sw Harbor Way, Suite 340, Portland, OR 97201
93
Wealthminder
score

Mary Beaudoin (CRD# 1006797) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 5 years of experience in the finance industry.

4
Todd V. Smithpeter
CRD#: 2386385
1750 Sw Harbor Way, Suite 340, Portland, OR 97201
93
Wealthminder
score

Todd Smithpeter (CRD# 2386385) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 12 years of experience in the finance industry.

5
Adam L. Woods
CRD#: 3070064
1750 Sw Harbor Way, Suite 340, Portland, OR 97201
93
Wealthminder
score

Adam Woods (CRD# 3070064) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 18 years of experience in the finance industry.

6
Daniel J. Nance
CRD#: 2675638
1750 Sw Harbor Way, Suite 340, Portland, OR 97201
86
Wealthminder
score

Daniel Nance (CRD# 2675638) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 19 years of experience in the finance industry. Daniel Nance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Nathan Coffey
CRD#: 5700069
1750 Sw Harbor Way, Ste 340, Portland, OR 97201
73
Wealthminder
score

Nathan Coffey (CRD# 5700069) is an Investment Advisor Representative working at Cedar Mountain Advisors, LLC in Portland, OR and has over 4 years of experience in the finance industry. Nathan Coffey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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