Phillips And Company Advisors LLC

Phillips And Company Advisors LLC (CRD# 167214) is a financial advisory firm headquartered in Portland, OR. They manage $979,416,528 in 2,011 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    979
    MILLION
  • Total Number of Accounts
    2,011
    ACCOUNTS
  • Average Account Value
    $487,030
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, WA, WI

Financial Advisors at Phillips And Company Advisors LLC
Showing 1 - 10 of 17 top financial advisors.
1
Daniel C. Colwill
CRD#: 3208498
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Daniel Colwill (CRD# 3208498) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 13 years of experience in the finance industry.

2
Thomas S. Edwards
CRD#: 2667879
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Thomas Edwards (CRD# 2667879) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 22 years of experience in the finance industry.

3
Evan T. Elken
CRD#: 5761105
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Evan Elken (CRD# 5761105) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 7 years of experience in the finance industry.

4
Michael F. Goodrich
CRD#: 2601331
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Michael Goodrich (CRD# 2601331) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 22 years of experience in the finance industry.

5
Michael S. Hardy
CRD#: 3267784
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Michael Hardy (CRD# 3267784) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 18 years of experience in the finance industry.

6
Mark T. Loewen
CRD#: 2899549
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Mark Loewen (CRD# 2899549) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 20 years of experience in the finance industry.

7
George E. Macdonald
CRD#: 2477453
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

George Macdonald (CRD# 2477453) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 23 years of experience in the finance industry.

8
Stacy A. Noll
CRD#: 4766908
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Stacy Noll (CRD# 4766908) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 13 years of experience in the finance industry.

9
Chad J. Parlow
CRD#: 3263875
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Chad Parlow (CRD# 3263875) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 18 years of experience in the finance industry.

10
Matthew M. Schmidt
CRD#: 2776776
1300 Sw Fifth Ave, Suite 2100, Portland, OR 97201
93
Wealthminder
score

Matthew Schmidt (CRD# 2776776) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.