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 | |
|---|---|---|---|---|---|---|---|
| 101 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | PORTLAND | 338939 | $359.5M | 3 | 2026-03-31 | → |
| 102 | COPIA WEALTH MANAGEMENT, LLC | BEND | 281873 | $157.5M | 4 | 2026-02-28 | → |
| 103 | PACE FINANCIAL ADVISORS, INC. | HILLSBORO | 318359 | $362.1M | 9 | 2026-04-30 | → |
| 104 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | PORTLAND | 171321 | $235.4M | 5 | 2026-06-30 | → |
| 105 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | PORTLAND | 313103 | $808.9M | 5 | 2026-03-31 | → |
| 106 | VERGEPOINTE WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 151425 | $283.3M | 4 | 2026-03-31 | → |
| 107 | KOENIG INVESTMENT ADVISORY, LLC | ASHLAND | 311422 | $258.2M | 3 | 2026-02-28 | → |
| 108 | AXIOM WEALTH STRATEGIES, LLC | BEND | 313124 | $124.7M | 3 | 2026-03-31 | → |
| 109 | PEARL WEALTH LLC | PORTLAND | 299508 | $156.3M | 4 | 2026-03-31 | → |
| 110 | CASCADE FINANCIAL STRATEGIES, LLC | BEND | 166610 | $150.9M | 5 | 2026-03-31 | → |
| 111 | SKYLINER WEALTH, LLC | BEND | 332426 | $151.4M | 5 | 2026-03-31 | → |
| 112 | VERIDAN WEALTH LLC | WEST LINN | 329666 | $667.2M | 5 | 2026-06-30 | → |
| 113 | SUMMA GLOBAL ADVISORS, LLC | CLACKAMAS | 148713 | $144.1M | 2 | 2026-06-30 | → |
| 114 | WD RUTHERFORD LLC | PORTLAND | 167545 | $250.0M | 4 | 2026-02-28 | → |
| 115 | ROCK CREEK WEALTH MANAGEMENT, LLC | HILLSBORO | 336666 | $101.1M | 3 | 2026-03-31 | → |
| 116 | GRETCHEN STANGIER, INC. | CLACKAMAS | 171336 | $300.4M | 4 | 2026-01-31 | → |
| 117 | ELEVATION CAPITAL ADVISORY, LLC | BEND | 171473 | $252.9M | 8 | 2026-02-28 | → |
| 118 | WELLSPRING ADVISORS, INC. | HILLSBORO | 147861 | $152.2M | 5 | 2026-03-31 | → |
| 119 | FAIRCHILD CAPITAL LLC | PORTLAND | 298428 | $102.8M | 2 | 2026-03-31 | → |
| 120 | BLUE WATER WEALTH, INC. | PORTLAND | 164432 | $472.8M | 15 | 2026-03-31 | → |
| 121 | CLEARVIEW WEALTH ADVISORS, LLC | SALEM | 305737 | $201.8M | 5 | 2026-03-31 | → |
| 122 | J.P. CAPITAL MANAGEMENT, INC. | EUGENE | 142109 | $166.6M | 1 | 2026-06-30 | → |
| 123 | NORTH RIDGE WEALTH ADVISORS, INC. | BEAVERTON | 157516 | $216.0M | 3 | 2026-02-28 | → |
| 124 | HIGHROAD WEALTH ADVISORS, LLC | COOS BAY | 331566 | $188.5M | 3 | 2026-01-31 | → |
| 125 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | PORTLAND | 168256 | $336.9M | 24 | 2026-03-31 | → |
| 126 | PACIFIC COAST INVESTMENT ADVISORS, LLC | WEST LINN | 137963 | $122.2M | 1 | 2026-03-31 | → |
| 127 | OPTIMA CAPITAL LLC | BEAVERTON | 310146 | $379.8M | 7 | 2026-03-31 | → |
| 128 | VON BORSTEL & ASSOCIATES, INC. | THE DALLES | 309746 | $680.2M | 11 | 2026-03-31 | → |
| 129 | ROOTED FINANCIAL GROUP, LLC | TIGARD | 335302 | $108.7M | 3 | 2026-04-30 | → |
| 130 | SOARING INVESTMENT MANAGEMENT, LLC | PORTLAND | 305273 | $112.5M | 5 | 2026-03-31 | → |
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