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AdvisorIQ

Ranking, Oregon

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Oregon

As of October 2, 2026, Kingsview Wealth Management, LLC ranked #1 in Oregon in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $2.2 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Kingsview Wealth Management, LLC Grants Pass $2.2 billion
2 Ferguson Wellman Capital Management, Inc. Portland $1.7 billion
3 Aldrich Wealth LP Lake Oswego $1.1 billion
4 Northside Capital Management LLC Hood River $1.1 billion
5 Becker Capital Management, Inc. Portland $742.7 million
6 CS Planning Corp Portland $694.6 million
7 Aerodigm Wealth LLC Lake Oswego $643.3 million
8 Vista Capital Partners, Inc. Portland $501.9 million
9 Phillips and Company Advisors LLC Portland $388.6 million
10 Veridan Wealth West Linn $362.6 million
11 Sapient Private Wealth Management, LLC Eugene $330.2 million
12 Cutler Investment Group Jacksonville $231.7 million
13 JGP Wealth Management, LLC Bend $225.0 million
14 Martin Capital Partners, LLC Eugene $194.6 million
15 True Private Wealth Advisors, LLC Salem $165.7 million
16 Vision Capital Management Inc Portland $155.3 million
17 Sittner & Nelson, LLC Eugene $148.6 million
18 CGC Financial Services Lake Oswego $138.5 million
19 NBC Capital Advisors Beaverton $136.9 million
20 Cedar Mountain Advisors, LLC Lake Oswego $133.3 million
21 Horst & Graben Wealth Management, LLC Portland $123.5 million
22 Samara Capital Beaverton $123.0 million
23 The Lam Group, Inc. Lake Oswego $119.1 million
24 Keudell Morrison Wealth Management, LLC Salem $108.5 million
25 Von Borstel & Associates The Dalles $103.8 million
26 Roehl & YI Investment Advisors, LLC Eugene $101.5 million
27 Allium Financial Advisors, LLC Lake Oswego $94.6 million
28 Auxier Asset Management Aurora $90.8 million
29 Blue Water Wealth Portland $88.6 million
30 Pinnacle Wealth Advisors Clackamas $88.3 million
31 Range Financial Group, LLC Tigard $87.0 million
32 Optima Capital LLC Beaverton $87.0 million
33 Headwater Investment Consulting,inc. McMinnville $76.7 million
34 Etesian Wealth Advisors, Inc. West Linn $76.5 million
35 Panoramic Capital Partners LLC Lake Oswego $75.7 million
36 Taurus Capital Advisors, LLC Lake Oswego $64.2 million
37 Cross Financial Advisors Portland $62.9 million
38 Fidelis IM Medford $62.4 million
39 Encompass Wealth Advisors, LLC Portland $59.5 million
40 Progressive Investment Management Corporation Lake Oswego $58.0 million
41 Physician Family Financial Advisors Inc Beaverton $56.2 million
42 Hurley Financial Group, Inc. Corvallis $56.0 million
43 Wealth Advisors NW Portland $54.1 million
44 Strategic Financial Partners, Ltd Bend $52.3 million
45 Catalyst Financial NW Corporation Gresham $48.6 million
46 Retirement Planning Specialists, Inc. Ashland $47.0 million
47 Silver Oak Advisory Group Portland $47.0 million
48 Northwest Quadrant Wealth Management Bend $45.8 million
49 Integrity Wealth LLC Eugene $44.5 million
50 Crown Point Wealth Advisors Hood River $44.1 million
51 Roi Financial Beaverton $43.6 million
52 True Wealth Group Bend $42.9 million
53 Go Wealth Management Eugene $42.8 million
54 Stangier Wealth Management Clackamas $42.6 million
55 44 Wealth Management LLC Eugene $41.5 million
56 Capital Financial Planners Salem $41.1 million
57 JH Advisors Salem $40.3 million
58 Connected Wealth Solutions, LLC La Grande $39.6 million
59 Newbore Wealth Management, Inc. Gladstone $38.1 million
60 Clarity Wealth Development, LLC Corvallis $38.1 million
61 Skyline Financial Northwest Portland $37.0 million
62 MSP Wealth Management, LLC Klamath Falls $35.4 million
63 Peregrine Asset Advisers, Inc. Portland $35.4 million
64 Price Financial Group Wealth Management, Inc. Portland $35.2 million
65 Copia Wealth Management Bend $34.7 million
66 Defined Wealth Management, LLC Beaverton $33.8 million
67 Continuity Wealth Management, Corp. Portland $33.7 million
68 Rutherford Investment Management Portland $33.6 million
69 Strada Financial Group LLC Boring $33.3 million
70 Jones & Associates Premier Financial Solutions Jacksonville $30.9 million
71 True North Retirement Advisors, LLC Clackamas $30.7 million
72 Cascade Financial Strategies Bend $30.4 million
73 Cascade Investment Advisors, Inc. Oregon City $29.4 million
74 Orca Investment Management, LLC Lake Oswego $28.2 million
75 Inman Financial Services, Inc. Portland $27.8 million
76 Spectrum Strategic Capital Management, LLC Corvallis $26.1 million
77 Welch Investment Group, LLC Grants Pass $25.3 million
78 CLS Financial Advisors, Inc. Portland $25.3 million
79 Axiom Wealth Strategies, LLC Bend $24.6 million
80 Vergepointe Wealth Management, LLC Lake Oswego $23.4 million
81 JGC Tax & Wealth Management Salem $23.1 million
82 Financial Investment Team ("Fit") Portland $22.7 million
83 Sundowner Capital Management LLC Bend $22.2 million
84 Aluman Portland $20.9 million
85 Grange Capital, LLC Beaverton $18.1 million
86 Koenig Investment Advisory, LLC Ashland $17.6 million
87 Highroad Wealth Advisors, LLC Coos Bay $17.6 million
88 SMB Financial Services, Inc. Portland $17.5 million
89 Wagner Planning Lake Oswego $16.8 million
90 Littlejohn Financial Services Inc Roseburg $14.1 million
91 Portland Private Wealth Management, Inc. Portland $13.4 million
92 Icon Financial Services LLC Portland $13.0 million
93 Sound Investment Management Inc Tualatin $12.9 million
94 Elevation Capital Advisory Bend $11.7 million
95 Pacific Coast Investment Advisors, LLC West Linn $10.9 million
96 Rooted Financial Group, LLC Tigard $8.3 million
97 North Forty Two & Co. Lake Oswego $8.2 million
98 Invera Wealth Advisors LLC Bend $7.8 million
99 Compass Investment Advisers, LLC Portland $7.4 million
100 Pearl Wealth LLC Portland $7.2 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.