Research Report · 2026-06-30
Institutional Registered Investment Advisers in Portland
SEC-registered investment advisers in Portland ranked by reported institutional client assets.
Firms
45
Total AUM
$138.41B
Median AUM
$808.9M
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 | FOCUS POINT SOLUTIONS, INC | PORTLAND | 131195 | $6.78B | 40 | 2025-06-30 | → |
| 4 | CAMPBELL GLOBAL, LLC | PORTLAND | 111944 | $7.02B | 144 | 2026-04-30 | → |
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | PORTLAND | 104692 | $10.66B | 68 | 2026-06-30 | → |
| 6 | MULTNOMAH GROUP, INC. | PORTLAND | 132131 | $2.67B | 21 | 2026-03-31 | → |
| 7 | DESCHUTES INVESTMENT CONSULTING, LLC | PORTLAND | 155312 | $2.89B | 14 | 2026-03-31 | → |
| 8 | SELLWOOD INVESTMENT PARTNERS LLC | PORTLAND | 164696 | $2.28B | 16 | 2026-06-30 | → |
| 9 | BECKER CAPITAL MANAGEMENT INC | PORTLAND | 110489 | $5.73B | 42 | 2026-03-31 | → |
| 10 | TPG FINANCIAL ADVISORS, LLC | PORTLAND | 141153 | $2.22B | 21 | 2026-03-31 | → |
| 11 | DESCHUTES PORTFOLIO STRATEGY, LLC | PORTLAND | 155424 | $1.63B | 11 | 2026-03-31 | → |
| 12 | PHILLIPS AND COMPANY ADVISORS LLC | PORTLAND | 167214 | $2.66B | 19 | 2026-03-31 | → |
| 13 | R.V. KUHNS & ASSOCIATES, INC. | PORTLAND | 18005 | $827.9M | 127 | 2026-06-30 | → |
| 14 | PREISZ ASSOCIATES, INC. | PORTLAND | 144469 | $701.7M | 10 | 2026-03-31 | → |
| 15 | ZUNA, LLC | PORTLAND | 306113 | $411.3M | 6 | 2026-03-31 | → |
| 16 | CABLE HILL PARTNERS, LLC | PORTLAND | 168252 | $1.98B | 29 | 2025-03-31 | → |
| 17 | MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | 117127 | $903.5M | 7 | 2026-02-28 | → |
| 18 | VISTA CAPITAL PARTNERS, INC. | PORTLAND | 114913 | $3.22B | 35 | 2026-03-31 | → |
| 19 | M HOLDINGS SECURITIES, INC. | PORTLAND | 43285 | $3.21B | 1,442 | 2026-03-31 | → |
| 20 | SCOTT CAPITAL ADVISORS, LLC | PORTLAND | 307980 | $1.13B | 9 | 2026-02-28 | → |
| 21 | VISION CAPITAL MANAGEMENT, INC. | PORTLAND | 107793 | $1.23B | 13 | 2026-05-31 | → |
| 22 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | PORTLAND | 309098 | $264.7M | 33 | 2026-06-30 | → |
| 23 | HORST & GRABEN WEALTH MANAGEMENT, LLC | PORTLAND | 297368 | $920.1M | 10 | 2026-03-31 | → |
| 24 | THE H GROUP, INC. | PORTLAND | 106801 | $580.1M | 15 | 2025-03-31 | → |
| 25 | M FINANCIAL ASSET MANAGEMENT, INC. | PORTLAND | 136694 | $1.23B | 5 | 2026-03-31 | → |
| 26 | PEREGRINE ASSET ADVISERS, INC. | PORTLAND | 115738 | $611.0M | 8 | 2026-03-31 | → |
| 27 | ENCOMPASS WEALTH ADVISORS, LLC | PORTLAND | 170807 | $472.8M | 5 | 2026-03-31 | → |
| 28 | SKYLINE FINANCIAL NORTHWEST LLC | PORTLAND | 146844 | $148.3M | 3 | 2026-03-31 | → |
| 29 | CS PLANNING CORP | PORTLAND | 149937 | $1.96B | 60 | 2026-06-30 | → |
| 30 | SILVER OAK ADVISORY GROUP, INC. | PORTLAND | 108298 | $418.9M | 8 | 2026-06-30 | → |
| 31 | SMB FINANCIAL SERVICES, INC. | PORTLAND | 154216 | $177.8M | 5 | 2026-02-28 | → |
| 32 | WEALTH ADVISORS NORTHWEST LLC | PORTLAND | 284468 | $354.3M | 8 | 2026-03-31 | → |
| 33 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PORTLAND | 323146 | $173.5M | 7 | 2026-04-30 | → |
| 34 | INMAN FINANCIAL SERVICES, INC. | PORTLAND | 297414 | $197.5M | 5 | 2026-04-30 | → |
| 35 | INDEPENDENT PROGRESSIVE ADVISORS, LLC | PORTLAND | 139649 | $115.2M | 2 | 2025-04-30 | → |
| 36 | CONTINUITY WEALTH MANAGEMENT, CORP. | PORTLAND | 111010 | $214.3M | 4 | 2026-03-31 | → |
| 37 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | PORTLAND | 338939 | $359.5M | 3 | 2026-03-31 | → |
| 38 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | PORTLAND | 171321 | $235.4M | 5 | 2026-06-30 | → |
| 39 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | PORTLAND | 313103 | $808.9M | 5 | 2026-03-31 | → |
| 40 | PEARL WEALTH LLC | PORTLAND | 299508 | $156.3M | 4 | 2026-03-31 | → |
| 41 | WD RUTHERFORD LLC | PORTLAND | 167545 | $250.0M | 4 | 2026-02-28 | → |
| 42 | FAIRCHILD CAPITAL LLC | PORTLAND | 298428 | $102.8M | 2 | 2026-03-31 | → |
| 43 | BLUE WATER WEALTH, INC. | PORTLAND | 164432 | $472.8M | 15 | 2026-03-31 | → |
| 44 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | PORTLAND | 168256 | $336.9M | 24 | 2026-03-31 | → |
| 45 | SOARING INVESTMENT MANAGEMENT, LLC | PORTLAND | 305273 | $112.5M | 5 | 2026-03-31 | → |
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