Registered investment advisers in Oregon

AUM: $35.1B
Per adviser: $5.8B
Advisers: 6

No reported disclosures

Stancorp Investment Advisers, INC.

Portland, OR · Est. 2000

AUM: $34.5B
Per adviser: $2.9B
Advisers: 12

No reported disclosures

Ferguson Wellman Capital Management, INC.

Portland, OR · Est. 1975

AUM: $10.7B
Per adviser: $344M
Advisers: 31

No reported disclosures

Kingsview Wealth Management, LLC

Grants Pass, OR · Est. 2014

NationalInternational

AUM: $9.0B
Per adviser: $94M
Advisers: 95

No reported disclosures

Northwest Capital Management INC.

Lake Oswego, OR · Est. 1999

AUM: $8.5B
Per adviser: $1.2B
Advisers: 7

No reported disclosures

Aldrich Wealth LP

Lake Oswego, OR · Est. 2008

AUM: $7.6B
Per adviser: $293M
Advisers: 26

No reported disclosures

Campbell Global

Portland, OR · Est. 2000

AUM: $7.0B
Per adviser: $227M
Advisers: 31

No reported disclosures

Northside Capital Management LLC

Hood River, OR · Est. 1998

AUM: $6.9B
Per adviser: $771M
Advisers: 9

No reported disclosures

Jensen Investment Management INC.

Lake Oswego, OR · Est. 1988

AUM: $6.5B
Per adviser: $463M
Advisers: 14

No reported disclosures

Becker Capital Management, INC.

Portland, OR · Est. 1977

AUM: $5.7B
Per adviser: $286M
Advisers: 20

No reported disclosures

Vista Capital Partners, INC.

Portland, OR · Est. 2001

AUM: $3.2B
Per adviser: $161M
Advisers: 20

No reported disclosures

M Holdings Securities, INC.

Portland, OR · Est. 2000

NationalInternational

AUM: $3.2B
Per adviser: $19M
Advisers: 171

Deschutes Investment Consulting, LLC

Portland, OR · Est. 2011

AUM: $2.9B
Per adviser: $289M
Advisers: 10

No reported disclosures

Multnomah Group, INC.

Portland, OR · Est. 2005

AUM: $2.7B
Per adviser: $167M
Advisers: 16

No reported disclosures

Phillips And Company Advisors LLC

Portland, OR · Est. 2011

AUM: $2.7B
Per adviser: $205M
Advisers: 13

No reported disclosures

Variant Investments

Portland, OR · Est. 2018

AUM: $2.6B
Per adviser: $82M
Advisers: 32

No reported disclosures

Sellwood Investment Partners LLC

Portland, OR · Est. 2012

AUM: $2.3B
Per adviser: $163M
Advisers: 14

No reported disclosures

Human Investing

Lake Oswego, OR · Est. 2004

AUM: $2.2B
Per adviser: $124M
Advisers: 18

No reported disclosures

Tpg Financial Advisors, LLC

Portland, OR · Est. 2012

AUM: $2.2B
Per adviser: $171M
Advisers: 13

No reported disclosures

Cs Planning Corp

Portland, OR · Est. 2009

National

AUM: $2.0B
Per adviser: $40M
Advisers: 49

No reported disclosures

Endeavour Capital

Portland, OR · Est. 2012

AUM: $1.9B
Per adviser: $118M
Advisers: 16

No reported disclosures

Sapient Private Wealth Management, LLC

Eugene, OR · Est. 2011

AUM: $1.7B
Per adviser: $145M
Advisers: 12

No reported disclosures

Quest Investment Management, LLC

Lake Oswego, OR · Est. 1985

AUM: $1.7B
Per adviser: $214M
Advisers: 8

No reported disclosures

Matisse Capital

Portland, OR · Est. 2010

AUM: $1.6B
Per adviser: $163M
Advisers: 10

No reported disclosures

Cutler Investment Group

Jacksonville, OR · Est. 2003

AUM: $1.5B
Per adviser: $86M
Advisers: 18

No reported disclosures

Aerodigm Wealth LLC

Lake Oswego, OR · Est. 2020

AUM: $1.5B
Per adviser: $293M
Advisers: 5

No reported disclosures

Jgp Wealth Management, LLC

Bend, OR · Est. 2018

AUM: $1.4B
Per adviser: $110M
Advisers: 13

No reported disclosures

True Private Wealth Advisors, LLC

Salem, OR · Est. 2012

AUM: $1.4B
Per adviser: $65M
Advisers: 22

No reported disclosures

M Financial Asset Management, INC.

Portland, OR · Est. 2006

AUM: $1.2B
Per adviser: $309M
Advisers: 4

No reported disclosures

Vision Capital Management INC

Portland, OR · Est. 1999

AUM: $1.2B
Per adviser: $154M
Advisers: 8

No reported disclosures

Cedar Mountain Advisors, LLC

Lake Oswego, OR · Est. 2008

AUM: $1.2B
Per adviser: $200M
Advisers: 6

No reported disclosures

Scott Capital Advisors, LLC

Portland, OR · Est. 2020

AUM: $1.1B
Per adviser: $283M
Advisers: 4

No reported disclosures

Sittner & Nelson, LLC

Eugene, OR · Est. 2020

AUM: $1.0B
Per adviser: $262M
Advisers: 4

No reported disclosures

M Financial Investment Advisers INC

Portland, OR · Est. 1995

AUM: $1.0B
Per adviser: —
Advisers: —

No reported disclosures

Roehl & Yi Investment Advisors, LLC

Eugene, OR · Est. 1999

AUM: $959M
Per adviser: $96M
Advisers: 10

No reported disclosures

Auxier Asset Management

Aurora, OR · Est. 1998

AUM: $946M
Per adviser: $158M
Advisers: 6

No reported disclosures

Keudell Morrison Wealth Management, LLC

Salem, OR · Est. 2018

AUM: $922M
Per adviser: $154M
Advisers: 6

No reported disclosures

Horst & Graben Wealth Management, LLC

Portland, OR · Est. 2018

AUM: $920M
Per adviser: $230M
Advisers: 4

No reported disclosures

Mengis Capital Management, INC.

Portland, OR · Est. 2001

AUM: $903M
Per adviser: $151M
Advisers: 6

No reported disclosures

Cgc Financial Services

Lake Oswego, OR · Est. 2013

AUM: $876M
Per adviser: $175M
Advisers: 5

No reported disclosures

Green Cities Investment Management, LLC

Portland, OR · Est. 2013

AUM: $875M
Per adviser: $80M
Advisers: 11

No reported disclosures

Nbc Capital Advisors

Beaverton, OR · Est. 2019

AUM: $847M
Per adviser: $212M
Advisers: 4

No reported disclosures

Rvk, INC.

Portland, OR · Est. 1986

AUM: $828M
Per adviser: $7M
Advisers: 111

Efg Asset Management (North America) Corp

Portland, OR · Est. 2021

AUM: $809M
Per adviser: $202M
Advisers: 4

No reported disclosures

Progressive Investment Management Corporation

Lake Oswego, OR · Est. 1988

AUM: $758M
Per adviser: $190M
Advisers: 4

No reported disclosures

Allium Financial Advisors, LLC

Lake Oswego, OR · Est. 2017

AUM: $734M
Per adviser: $183M
Advisers: 4

No reported disclosures

Preisz Financial

Portland, OR · Est. 2019

AUM: $702M
Per adviser: $88M
Advisers: 8

No reported disclosures

Von Borstel & Associates

The Dalles, OR · Est. 2020

AUM: $680M
Per adviser: $227M
Advisers: 3

Efm Investments & Advisory LLC

Portland, OR · Est. 2026

AUM: $680M
Per adviser: $136M
Advisers: 5

No reported disclosures

Veridan Wealth

West Linn, OR · Est. 2024

AUM: $667M
Per adviser: $167M
Advisers: 4

No reported disclosures

Acm Management Company, LLC

Portland, OR · Est. 2016

AUM: $650M
Per adviser: $54M
Advisers: 12

No reported disclosures

Equilibrium Capital Investment Management , LLC

Portland, OR · Est. 2015

AUM: $643M
Per adviser: $129M
Advisers: 5

No reported disclosures

Peregrine Asset Advisers, INC.

Portland, OR · Est. 2001

AUM: $611M
Per adviser: $102M
Advisers: 6

No reported disclosures

Northwest Quadrant Wealth Management

Bend, OR · Est. 2011

AUM: $580M
Per adviser: $193M
Advisers: 3

No reported disclosures

Pinnacle Wealth Advisors

Clackamas, OR · Est. 2019

AUM: $550M
Per adviser: $39M
Advisers: 14

No reported disclosures

Headwater Investment Consulting,INC.

Mcminnville, OR · Est. 2005

AUM: $543M
Per adviser: $109M
Advisers: 5

No reported disclosures

Northmarq Fund Management, LLC

Lake Oswego, OR · Est. 2009

AUM: $541M
Per adviser: $77M
Advisers: 7

No reported disclosures

801 West Capital Management, LLC

Lake Oswego, OR · Est. 2019

AUM: $516M
Per adviser: $129M
Advisers: 4

No reported disclosures

Etesian Wealth Advisors, INC.

West Linn, OR · Est. 2009

AUM: $503M
Per adviser: $84M
Advisers: 6

No reported disclosures

Pacific Ridge Capital Partners, LLC

Lake Oswego, OR · Est. 2013

AUM: $495M
Per adviser: $82M
Advisers: 6

No reported disclosures

44 Wealth Management LLC

Eugene, OR · Est. 2020

AUM: $487M
Per adviser: $122M
Advisers: 4

No reported disclosures

Cross Financial Advisors

Beaverton, OR · Est. 2017

AUM: $482M
Per adviser: $44M
Advisers: 11

No reported disclosures

Blue Water Wealth

Portland, OR · Est. 2018

AUM: $473M
Per adviser: $39M
Advisers: 12

No reported disclosures

Encompass Wealth Advisors, LLC

Portland, OR · Est. 2014

AUM: $473M
Per adviser: $158M
Advisers: 3

No reported disclosures

True North Retirement Advisors, LLC

Clackamas, OR · Est. 2018

AUM: $461M
Per adviser: $154M
Advisers: 3

No reported disclosures

Retirement Consulting Group, INC.

Lake Oswego, OR · Est. 2020

AUM: $457M
Per adviser: $457M
Advisers: 1

No reported disclosures

Cwc Advisors, LLC

Lake Oswego, OR · Est. 2003

AUM: $445M
Per adviser: $56M
Advisers: 8

No reported disclosures

Practice Financial Group

Jacksonville, OR · Est. 2020

AUM: $437M
Per adviser: $55M
Advisers: 8

No reported disclosures

Silver Oak Advisory Group

Portland, OR · Est. 1991

AUM: $419M
Per adviser: $60M
Advisers: 7

No reported disclosures

Zuna, LLC

Portland, OR · Est. 2019

AUM: $411M
Per adviser: $82M
Advisers: 5

No reported disclosures

Range Financial Group, LLC

Tigard, OR · Est. 2020

AUM: $408M
Per adviser: $58M
Advisers: 7

No reported disclosures

Hurley Financial Group, INC.

Corvallis, OR · Est. 2000

AUM: $407M
Per adviser: $203M
Advisers: 2

No reported disclosures

Panoramic Capital Partners LLC

Lake Oswego, OR · Est. 2024

AUM: $393M
Per adviser: $65M
Advisers: 6

No reported disclosures

Ims Capital Management

Clackamas, OR · Est. 1989

AUM: $381M
Per adviser: $54M
Advisers: 7

No reported disclosures

Optima Capital LLC

Beaverton, OR · Est. 2021

AUM: $380M
Per adviser: $54M
Advisers: 7

No reported disclosures

Retirement Planning Specialists, INC.

Ashland, OR · Est. 2006

AUM: $371M
Per adviser: $371M
Advisers: 1

No reported disclosures

Cordant Wealth Partners

Portland, OR · Est. 2010

AUM: $371M
Per adviser: $74M
Advisers: 5

No reported disclosures

Pace Financial Advisors

Hillsboro, OR · Est. 2022

AUM: $362M
Per adviser: $40M
Advisers: 9

No reported disclosures

Cascade Investment Advisors, INC.

Oregon City, OR · Est. 2004

AUM: $360M
Per adviser: $90M
Advisers: 4

No reported disclosures

Washington Park Capital Management, LLC

Portland, OR · Est. 2025

AUM: $359M
Per adviser: $120M
Advisers: 3

No reported disclosures

Bridge City Capital, LLC

Lake Oswego, OR · Est. 2015

AUM: $355M
Per adviser: $71M
Advisers: 5

No reported disclosures

Wealth Advisors Nw

Portland, OR · Est. 2021

AUM: $354M
Per adviser: $59M
Advisers: 6

No reported disclosures

Tru Independence Asset Management, LLC

Portland, OR · Est. 2013

AUM: $337M
Per adviser: $42M
Advisers: 8

No reported disclosures

4:8 Financial

Canby, OR · Est. 2025

AUM: $318M
Per adviser: $79M
Advisers: 4

No reported disclosures

Fidelis Im

Medford, OR · Est. 2020

AUM: $306M
Per adviser: $306M
Advisers: 1

No reported disclosures

Integrity Wealth LLC

Eugene, OR · Est. 2024

AUM: $305M
Per adviser: $61M
Advisers: 5

No reported disclosures

Stangier Wealth Management

Clackamas, OR · Est. 2017

AUM: $300M
Per adviser: $75M
Advisers: 4

No reported disclosures

Martin Capital Partners, LLC

Eugene, OR · Est. 2010

AUM: $290M
Per adviser: $73M
Advisers: 4

No reported disclosures

Physician Family Financial Advisors INC

Beaverton, OR · Est. 2020

AUM: $285M
Per adviser: $95M
Advisers: 3

Capital Financial Planners

Salem, OR · Est. 2020

AUM: $285M
Per adviser: $95M
Advisers: 3

No reported disclosures

Vergepointe Wealth Management, LLC

Lake Oswego, OR · Est. 2009

AUM: $283M
Per adviser: $71M
Advisers: 4

No reported disclosures

Spectrum Strategic Capital Management, LLC

Corvallis, OR · Est. 2006

AUM: $275M
Per adviser: $55M
Advisers: 5

No reported disclosures

Capstone Wealth Management Group, LLC

Bend, OR · Est. 2006

AUM: $266M
Per adviser: $53M
Advisers: 5

No reported disclosures

Tru Independence Asset Management 2, LLC

Portland, OR · Est. 2020

AUM: $265M
Per adviser: $88M
Advisers: 3

No reported disclosures

Roi Financial

Beaverton, OR · Est. 2021

AUM: $264M
Per adviser: $53M
Advisers: 5

No reported disclosures

Welch Investment Group, LLC

Grants Pass, OR · Est. 2017

AUM: $264M
Per adviser: $132M
Advisers: 2

No reported disclosures

Koenig Investment Advisory, LLC

Ashland, OR · Est. 2020

AUM: $258M
Per adviser: $86M
Advisers: 3

No reported disclosures

Sound Investment Management INC

Tualatin, OR · Est. 1994

AUM: $256M
Per adviser: $64M
Advisers: 4

No reported disclosures

Defined Wealth Management, LLC

Beaverton, OR · Est. 2020

AUM: $254M
Per adviser: $85M
Advisers: 3

No reported disclosures

Elevation Capital Advisory

Bend, OR · Est. 2020

AUM: $253M
Per adviser: $126M
Advisers: 2

No reported disclosures

Rutherford Investment Management

Portland, OR · Est. 2019

AUM: $250M
Per adviser: $62M
Advisers: 4

No reported disclosures

Capstone Wealth Management Group, INC.

Bend, OR · Est. 2026

AUM: $243M
Per adviser: $41M
Advisers: 6

No reported disclosures

Portland Private Wealth Management, INC.

Portland, OR · Est. 2020

AUM: $235M
Per adviser: $78M
Advisers: 3

No reported disclosures

Catalyst Financial Nw Corporation

Gresham, OR · Est. 2018

AUM: $233M
Per adviser: $117M
Advisers: 2

No reported disclosures

Taurus Capital Advisors, LLC

Lake Oswego, OR · Est. 2023

AUM: $231M
Per adviser: $58M
Advisers: 4

No reported disclosures

Msp Wealth Management, LLC

Klamath Falls, OR · Est. 2020

AUM: $228M
Per adviser: $38M
Advisers: 6

No reported disclosures

Jones & Associates Premier Financial Solutions

Jacksonville, OR · Est. 2020

AUM: $227M
Per adviser: $114M
Advisers: 2

No reported disclosures

Connected Wealth Solutions, LLC

La Grande, OR · Est. 2023

AUM: $226M
Per adviser: $113M
Advisers: 2

No reported disclosures

Foster & Wood, INC.

Lake Oswego, OR · Est. 2021

AUM: $219M
Per adviser: $73M
Advisers: 3

No reported disclosures

Grange Capital, LLC

Beaverton, OR · Est. 2021

AUM: $217M
Per adviser: $43M
Advisers: 5

No reported disclosures

Continuity Wealth Management, Corp.

Portland, OR · Est. 2001

AUM: $214M
Per adviser: $107M
Advisers: 2

No reported disclosures

Jh Advisors

Salem, OR · Est. 2018

AUM: $212M
Per adviser: $53M
Advisers: 4

No reported disclosures

Orca Investment Management, LLC

Lake Oswego, OR · Est. 2007

AUM: $212M
Per adviser: $71M
Advisers: 3

No reported disclosures

Financial Investment Team ("Fit")

Portland, OR · Est. 2018

AUM: $209M
Per adviser: $42M
Advisers: 5

No reported disclosures

Clarity Wealth Development, LLC

Corvallis, OR · Est. 2021

AUM: $209M
Per adviser: $42M
Advisers: 5

No reported disclosures

Go Wealth Management

Eugene, OR · Est. 2022

AUM: $208M
Per adviser: $23M
Advisers: 9

No reported disclosures

Sortis Fund Manager, LLC

Portland, OR · Est. 2022

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Clearview Wealth Advisors, LLC

Salem, OR · Est. 2019

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Newbore Wealth Management, INC.

Gladstone, OR · Est. 2021

AUM: $200M
Per adviser: $100M
Advisers: 2

No reported disclosures

Inman Financial Services, INC.

Portland, OR · Est. 2021

AUM: $197M
Per adviser: $66M
Advisers: 3

No reported disclosures

Cls Financial Advisors, INC.

Portland, OR · Est. 2022

AUM: $192M
Per adviser: $64M
Advisers: 3

No reported disclosures

Highroad Wealth Advisors, LLC

Coos Bay, OR · Est. 2024

AUM: $189M
Per adviser: $63M
Advisers: 3

No reported disclosures

Crown Point Wealth Advisors

Hood River, OR · Est. 2024

AUM: $186M
Per adviser: $62M
Advisers: 3

No reported disclosures

Smb Financial Services, INC.

Portland, OR · Est. 2019

AUM: $178M
Per adviser: $36M
Advisers: 5

No reported disclosures

Price Financial Group Wealth Management, INC.

Portland, OR · Est. 2022

AUM: $173M
Per adviser: $58M
Advisers: 3

No reported disclosures

Littlejohn Financial Services INC

Roseburg, OR · Est. 2021

AUM: $171M
Per adviser: $43M
Advisers: 4

No reported disclosures

North Forty Two & Co.

Lake Oswego, OR · Est. 2021

AUM: $168M
Per adviser: $168M
Advisers: 1

No reported disclosures

Strada Financial Group LLC

Boring, OR · Est. 2024

AUM: $159M
Per adviser: $80M
Advisers: 2

No reported disclosures

Copia Wealth Management

Bend, OR · Est. 2024

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

Oregon Pacific Wealth Management

Medford, OR · Est. 2021

AUM: $156M
Per adviser: $39M
Advisers: 4

No reported disclosures

Pearl Wealth LLC

Portland, OR · Est. 2021

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Wellspring Advisors, INC.

Hillsboro, OR · Est. 2021

AUM: $152M
Per adviser: $76M
Advisers: 2

No reported disclosures

True Wealth Group

Bend, OR · Est. 2024

AUM: $151M
Per adviser: $76M
Advisers: 2

No reported disclosures

Cascade Financial Strategies

Bend, OR · Est. 2025

AUM: $151M
Per adviser: $50M
Advisers: 3

No reported disclosures

Skyline Financial Northwest

Portland, OR · Est. 2025

AUM: $148M
Per adviser: $49M
Advisers: 3

No reported disclosures

Wagner Planning

Lake Oswego, OR · Est. 2022

AUM: $145M
Per adviser: $72M
Advisers: 2

No reported disclosures

Summa Global Advisors, LLC

Clackamas, OR · Est. 2010

AUM: $144M
Per adviser: $72M
Advisers: 2

No reported disclosures

Capitol Family Office, INC.

Beaverton, OR · Est. 2021

AUM: $136M
Per adviser: $68M
Advisers: 2

No reported disclosures

Tradewinds Wealth Management

Portland, OR · Est. 2023

AUM: $135M
Per adviser: $34M
Advisers: 4

No reported disclosures

Jgc Tax & Wealth Management

Salem, OR · Est. 2025

AUM: $132M
Per adviser: $44M
Advisers: 3

No reported disclosures

Axiom Wealth Strategies, LLC

Bend, OR · Est. 2025

AUM: $125M
Per adviser: $62M
Advisers: 2

No reported disclosures

Samara Capital

Beaverton, OR · Est. 2025

AUM: $123M
Per adviser: $62M
Advisers: 2

No reported disclosures

Pacific Coast Investment Advisors, LLC

West Linn, OR · Est. 2024

AUM: $122M
Per adviser: $122M
Advisers: 1

Lifelong Wealth Management Group, LLC

Lake Oswego, OR · Est. 2026

AUM: $122M
Per adviser: $61M
Advisers: 2

No reported disclosures

Willamette Financial Advisors, LLC

Portland, OR · Est. 2017

AUM: $117M
Per adviser: $59M
Advisers: 2

No reported disclosures

Modernist Financial, LLC

Portland, OR · Est. 2026

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Soaring Investment Management, LLC

Portland, OR · Est. 2026

AUM: $113M
Per adviser: $38M
Advisers: 3

No reported disclosures

Compass Investment Advisers, LLC

Portland, OR · Est. 2024

AUM: $111M
Per adviser: $55M
Advisers: 2

No reported disclosures

Tenbridge Partners LLC

Portland, OR · Est. 2025

AUM: $110M
Per adviser: $55M
Advisers: 2

No reported disclosures

Rooted Financial Group, LLC

Tigard, OR · Est. 2025

AUM: $109M
Per adviser: $54M
Advisers: 2

No reported disclosures

Northwind Financial LLC

Bend, OR · Est. 2026

AUM: $105M
Per adviser: $53M
Advisers: 2

No reported disclosures

Xena Financial Planning, LLC

Portland, OR · Est. 2025

AUM: $104M
Per adviser: $52M
Advisers: 2

No reported disclosures

Fairchild Capital LLC

Portland, OR · Est. 2026

AUM: $103M
Per adviser: $103M
Advisers: 1

No reported disclosures

Capstone Wealth Advisors, LLC

Salem, OR · Est. 2017

AUM: $102M
Per adviser: $51M
Advisers: 2

No reported disclosures

Rock Creek Wealth Management

Hillsboro, OR · Est. 2025

AUM: $101M
Per adviser: $34M
Advisers: 3

No reported disclosures

Icon Financial Services LLC

Portland, OR · Est. 2020