A complete list of active advisors currently associated with Cognitiant Registered Investment Advisors

Warmer can help you find a great advisor at Cognitiant Registered Investment Advisors or one who fits your needs even better.

Cognitiant Incorporated provides investment advisory and portfolio management services primarily to individual (non‑high‑net‑worth) clients and charges fees based on a percentage of assets under management. The firm manages roughly $40 million in client assets across about 82 client relationships and operates with a small advisory team of two advisors. Investment recommendations and model allocations are subject to a formal supervisory process overseen by a designated compliance officer, and the firm documents routine review of financial plans and client communications. Its advisory personnel include at least one CFA charterholder, and the firm discloses that advisors do not receive third‑party sales incentives or commission‑based compensation. Distinctive features include the firm’s small scale and explicit disclosures limiting outside business activities and third‑party economic benefits — one supervised person’s outside administrative support for a real‑estate holding entity is reported to consume under 10% of professional time. Unlike many peers, Cognitiant does not emphasize high‑net‑worth clients, instead focusing on non‑HNW individuals.

To learn more about the advisors currently working at Cognitiant Registered Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Cognitiant Registered Investment Advisors's office locations.

Name	Location	Years of experience
William Campbell II	West Linn, OR	16
Shuaisong Feng	Portland, OR	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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