Research Report · 2026-06-30
Institutional Registered Investment Advisers in Oregon
SEC-registered investment advisers in Oregon ranked by reported institutional client assets.
Firms
130
Total AUM
$209.17B
Median AUM
$407.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | GOVERNMENT PORTFOLIO ADVISORS LLC | PORTLAND | 170384 | $35.09B | 10 | 2026-03-31 | → |
| 2 | STANCORP INVESTMENT ADVISERS, INC. | PORTLAND | 110228 | $34.50B | 81 | 2026-03-31 | → |
| 3 | NORTHWEST CAPITAL MANAGEMENT INC | LAKE OSWEGO | 108091 | $8.52B | 11 | 2026-05-31 | → |
| 4 | FOCUS POINT SOLUTIONS, INC | PORTLAND | 131195 | $6.78B | 40 | 2025-06-30 | → |
| 5 | CAMPBELL GLOBAL, LLC | PORTLAND | 111944 | $7.02B | 144 | 2026-04-30 | → |
| 6 | ALDRICH WEALTH, LIMITED PARTNERSHIP | LAKE OSWEGO | 147200 | $7.62B | 42 | 2026-03-31 | → |
| 7 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | PORTLAND | 104692 | $10.66B | 68 | 2026-06-30 | → |
| 8 | MULTNOMAH GROUP, INC. | PORTLAND | 132131 | $2.67B | 21 | 2026-03-31 | → |
| 9 | DESCHUTES INVESTMENT CONSULTING, LLC | PORTLAND | 155312 | $2.89B | 14 | 2026-03-31 | → |
| 10 | SELLWOOD INVESTMENT PARTNERS LLC | PORTLAND | 164696 | $2.28B | 16 | 2026-06-30 | → |
| 11 | BECKER CAPITAL MANAGEMENT INC | PORTLAND | 110489 | $5.73B | 42 | 2026-03-31 | → |
| 12 | TPG FINANCIAL ADVISORS, LLC | PORTLAND | 141153 | $2.22B | 21 | 2026-03-31 | → |
| 13 | HUMAN INVESTING, LLC | LAKE OSWEGO | 133017 | $2.22B | 28 | 2026-03-31 | → |
| 14 | QUEST INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 110640 | $1.71B | 9 | 2026-03-31 | → |
| 15 | DESCHUTES PORTFOLIO STRATEGY, LLC | PORTLAND | 155424 | $1.63B | 11 | 2026-03-31 | → |
| 16 | PHILLIPS AND COMPANY ADVISORS LLC | PORTLAND | 167214 | $2.66B | 19 | 2026-03-31 | → |
| 17 | R.V. KUHNS & ASSOCIATES, INC. | PORTLAND | 18005 | $827.9M | 127 | 2026-06-30 | → |
| 18 | PREISZ ASSOCIATES, INC. | PORTLAND | 144469 | $701.7M | 10 | 2026-03-31 | → |
| 19 | CUTLER INVESTMENT COUNSEL, LLC | JACKSONVILLE | 128483 | $1.54B | 24 | 2026-03-31 | → |
| 20 | ZUNA, LLC | PORTLAND | 306113 | $411.3M | 6 | 2026-03-31 | → |
| 21 | CABLE HILL PARTNERS, LLC | PORTLAND | 168252 | $1.98B | 29 | 2025-03-31 | → |
| 22 | KINGSVIEW WEALTH MANAGEMENT, LLC | GRANTS PASS | 148107 | $8.96B | 285 | 2026-06-30 | → |
| 23 | CEDAR MOUNTAIN ADVISORS, LLC | LAKE OSWEGO | 140339 | $1.20B | 10 | 2026-03-31 | → |
| 24 | RETIREMENT CONSULTING GROUP, INC. | LAKE OSWEGO | 311184 | $457.0M | 4 | 2026-03-31 | → |
| 25 | MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | 117127 | $903.5M | 7 | 2026-02-28 | → |
| 26 | BRIDGE CITY CAPITAL, LLC | LAKE OSWEGO | 148828 | $354.7M | 6 | 2026-04-30 | → |
| 27 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | LAKE OSWEGO | 152154 | $494.6M | 10 | 2026-04-30 | → |
| 28 | JENSEN INVESTMENT MANAGEMENT INC | LAKE OSWEGO | 105281 | $6.48B | 36 | 2026-03-31 | → |
| 29 | PFG INVESTMENTS, LLC | JACKSONVILLE | 289256 | $436.8M | 28 | 2026-03-31 | → |
| 30 | VISTA CAPITAL PARTNERS, INC. | PORTLAND | 114913 | $3.22B | 35 | 2026-03-31 | → |
| 31 | CWC ADVISORS, LLC | LAKE OSWEGO | 127739 | $445.3M | 9 | 2026-04-30 | → |
| 32 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC | EUGENE | 159419 | $1.75B | 15 | 2026-03-31 | → |
| 33 | M HOLDINGS SECURITIES, INC. | PORTLAND | 43285 | $3.21B | 1,442 | 2026-03-31 | → |
| 34 | FOSTER & WOOD, INC. | LAKE OSWEGO | 165362 | $218.7M | 3 | 2026-03-31 | → |
| 35 | SCOTT CAPITAL ADVISORS, LLC | PORTLAND | 307980 | $1.13B | 9 | 2026-02-28 | → |
| 36 | AUXIER ASSET MANAGEMENT LLC | AURORA | 107980 | $946.1M | 11 | 2026-03-31 | → |
| 37 | VISION CAPITAL MANAGEMENT, INC. | PORTLAND | 107793 | $1.23B | 13 | 2026-05-31 | → |
| 38 | KEUDELL MORRISON WEALTH MANAGEMENT, LLC | SALEM | 292600 | $921.5M | 11 | 2026-03-31 | → |
| 39 | BNC WEALTH MANAGEMENT, LLC | BEAVERTON | 306483 | $847.5M | 5 | 2026-03-31 | → |
| 40 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | PORTLAND | 309098 | $264.7M | 33 | 2026-06-30 | → |
| 41 | IMS CAPITAL MANAGEMENT LLC | CLACKAMAS | 105939 | $380.9M | 9 | 2026-03-31 | → |
| 42 | MARTIN CAPITAL PARTNERS, LLC | EUGENE | 153452 | $290.5M | 4 | 2026-03-31 | → |
| 43 | 44 WEALTH MANAGEMENT LLC | EUGENE | 309647 | $487.4M | 5 | 2026-03-31 | → |
| 44 | JGP WEALTH MANAGEMENT, LLC | BEND | 290694 | $1.43B | 23 | 2026-02-28 | → |
| 45 | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC | EUGENE | 290254 | $208.4M | 9 | 2026-02-28 | → |
| 46 | FIDELIS IM, LLC | MEDFORD | 162985 | $306.1M | 3 | 2026-03-31 | → |
| 47 | PINNACLE WEALTH ADVISORS, LLC | CLACKAMAS | 117517 | $549.7M | 21 | 2026-06-30 | → |
| 48 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | LAKE OSWEGO | 107777 | $758.3M | 8 | 2026-03-31 | → |
| 49 | SITTNER & NELSON, LLC | EUGENE | 309757 | $1.05B | 6 | 2026-03-31 | → |
| 50 | HORST & GRABEN WEALTH MANAGEMENT, LLC | PORTLAND | 297368 | $920.1M | 10 | 2026-03-31 | → |
| 51 | ROEHL & YI INVESTMENT ADVISORS, LLC | EUGENE | 109258 | $959.4M | 16 | 2026-03-31 | → |
| 52 | THE H GROUP, INC. | PORTLAND | 106801 | $580.1M | 15 | 2025-03-31 | → |
| 53 | M FINANCIAL ASSET MANAGEMENT, INC. | PORTLAND | 136694 | $1.23B | 5 | 2026-03-31 | → |
| 54 | HEADWATER INVESTMENT CONSULTING,INC. | MCMINNVILLE | 133009 | $543.0M | 7 | 2026-03-31 | → |
| 55 | ASCENT CAPITAL MANAGEMENT, LLC | BEND | 131423 | $445.6M | 6 | 2025-06-30 | → |
| 56 | TRUE NORTH RETIREMENT ADVISORS, LLC | CLACKAMAS | 290885 | $460.9M | 7 | 2026-03-31 | → |
| 57 | ETESIAN WEALTH ADVISORS, INC. | WEST LINN | 152127 | $503.3M | 8 | 2026-03-31 | → |
| 58 | ALLIUM FINANCIAL ADVISORS, LLC | LAKE OSWEGO | 288462 | $733.5M | 10 | 2026-03-31 | → |
| 59 | DEFINED WEALTH MANAGEMENT, LLC | BEAVERTON | 306779 | $254.0M | 4 | 2026-06-30 | → |
| 60 | SPRINGWATER WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 167539 | $203.9M | 2 | 2026-03-31 | → |
| 61 | JAMISON HANSON ADVISORS LLC | SALEM | 139587 | $212.0M | 4 | 2026-03-31 | → |
| 62 | TRUE PRIVATE WEALTH ADVISORS, LLC | SALEM | 164947 | $1.43B | 22 | 2026-05-31 | → |
| 63 | CATALYST FINANCIAL NW CORPORATION | GRESHAM | 168534 | $233.4M | 4 | 2026-02-28 | → |
| 64 | PEREGRINE ASSET ADVISERS, INC. | PORTLAND | 115738 | $611.0M | 8 | 2026-03-31 | → |
| 65 | CGC FINANCIAL SERVICES, LLC | LAKE OSWEGO | 155446 | $875.8M | 13 | 2026-03-31 | → |
| 66 | AERODIGM WEALTH LLC | LAKE OSWEGO | 282312 | $1.46B | 9 | 2026-05-31 | → |
| 67 | JGC WEALTH MANAGEMENT, LLC | SALEM | 165770 | $132.0M | 3 | 2026-03-31 | → |
| 68 | INTEGRITY WEALTH LLC | EUGENE | 330809 | $304.8M | 6 | 2026-06-30 | → |
| 69 | TAURUS CAPITAL ADVISORS, LLC | LAKE OSWEGO | 137633 | $231.4M | 5 | 2026-03-31 | → |
| 70 | CARLSON FINANCIAL, INC. | CANBY | 335831 | $318.0M | 8 | 2026-04-30 | → |
| 71 | MSP WEALTH MANAGEMENT, LLC | KLAMATH FALLS | 306522 | $228.5M | 6 | 2026-03-31 | → |
| 72 | ENCOMPASS WEALTH ADVISORS, LLC | PORTLAND | 170807 | $472.8M | 5 | 2026-03-31 | → |
| 73 | WELCH INVESTMENT GROUP, LLC | GRANTS PASS | 131006 | $263.8M | 3 | 2026-03-31 | → |
| 74 | SKYLINE FINANCIAL NORTHWEST LLC | PORTLAND | 146844 | $148.3M | 3 | 2026-03-31 | → |
| 75 | CROSS FINANCIAL ADVISORS, LLC | BEAVERTON | 287686 | $481.8M | 12 | 2026-03-31 | → |
| 76 | SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC | CORVALLIS | 138347 | $275.4M | 7 | 2026-03-31 | → |
| 77 | GRANGE CAPITAL, LLC | BEAVERTON | 131699 | $217.2M | 6 | 2026-03-31 | → |
| 78 | CS PLANNING CORP | PORTLAND | 149937 | $1.96B | 60 | 2026-06-30 | → |
| 79 | AXIA WEALTH MANAGEMENT INC | BEND | 155890 | $148.0M | 3 | 2026-06-30 | → |
| 80 | CAPITAL FINANCIAL PLANNERS, LLC | SALEM | 310168 | $284.8M | 5 | 2026-03-31 | → |
| 81 | NORTHWEST QUADRANT, LLC | BEND | 158455 | $579.7M | 3 | 2026-03-31 | → |
| 82 | PURE PORTFOLIOS HOLDINGS LLC | LAKE OSWEGO | 311002 | $360.5M | 6 | 2025-01-31 | → |
| 83 | LITTLEJOHN FINANCIAL SERVICES, INC | ROSEBURG | 155113 | $171.3M | 8 | 2026-02-28 | → |
| 84 | SILVER OAK ADVISORY GROUP, INC. | PORTLAND | 108298 | $418.9M | 8 | 2026-06-30 | → |
| 85 | ROI FINANCIAL ADVISORS, LLC | BEAVERTON | 160100 | $264.2M | 8 | 2026-03-31 | → |
| 86 | SMB FINANCIAL SERVICES, INC. | PORTLAND | 154216 | $177.8M | 5 | 2026-02-28 | → |
| 87 | PANORAMIC CAPITAL PARTNERS LLC | LAKE OSWEGO | 331349 | $392.7M | 7 | 2026-03-31 | → |
| 88 | CPWA LLC | HOOD RIVER | 322424 | $185.5M | 3 | 2026-03-31 | → |
| 89 | OREGON PACIFIC WEALTH MANAGEMENT, LLC | MEDFORD | 283958 | $156.3M | 5 | 2026-01-31 | → |
| 90 | WEALTH ADVISORS NORTHWEST LLC | PORTLAND | 284468 | $354.3M | 8 | 2026-03-31 | → |
| 91 | ORCA INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 144377 | $211.7M | 7 | 2026-05-31 | → |
| 92 | SAMARA INVESTMENT MANAGEMENT, LLC | BEAVERTON | 336178 | $123.0M | 2 | 2026-03-31 | → |
| 93 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PORTLAND | 323146 | $173.5M | 7 | 2026-04-30 | → |
| 94 | INMAN FINANCIAL SERVICES, INC. | PORTLAND | 297414 | $197.5M | 5 | 2026-04-30 | → |
| 95 | HURLEY FINANCIAL GROUP, INC. | CORVALLIS | 108983 | $406.5M | 6 | 2026-03-31 | → |
| 96 | INDEPENDENT PROGRESSIVE ADVISORS, LLC | PORTLAND | 139649 | $115.2M | 2 | 2025-04-30 | → |
| 97 | RANGE FINANCIAL GROUP, LLC | TIGARD | 290001 | $408.1M | 9 | 2026-06-30 | → |
| 98 | CONTINUITY WEALTH MANAGEMENT, CORP. | PORTLAND | 111010 | $214.3M | 4 | 2026-03-31 | → |
| 99 | MY LEGACY ADVISORS, LLC | BEND | 290675 | $333.1M | 10 | 2025-11-30 | → |
| 100 | CONNECTED WEALTH SOLUTIONS, LLC | LA GRANDE | 277111 | $226.4M | 3 | 2026-02-28 | → |
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