# Independent RIAs with the biggest asset gains over one year in Oregon

As of October 2, 2026, Kingsview Wealth Management, LLC ranked #1 in Oregon in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $2.2 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/oregon/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Oregon
- firms_listed: 100
- rows: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 2211627574, base_value: 6745495357, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 2, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 1672311801, base_value: 8992352428, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 3, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 1149101555, base_value: 6466230295, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 4, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 1117464953, base_value: 5824740140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 5, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 742694515, base_value: 4982543115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 6, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 694649889, base_value: 1266223484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 7, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 643303531, base_value: 819926324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 8, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 501895355, base_value: 2718788300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 9, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, state: OR, value: 388615571, base_value: 2276351775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167214/; rank: 10, crd: 329666, firm: Veridan Wealth, city: West Linn, state: OR, value: 362569213, base_value: 304646230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329666/; rank: 11, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 330244924, base_value: 1415517164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 12, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 231686007, base_value: 1309990254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 13, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 225035420, base_value: 1206737488, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 14, crd: 153452, firm: Martin Capital Partners, LLC, city: Eugene, state: OR, value: 194550105, base_value: 95931613, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153452/; rank: 15, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 165720571, base_value: 1261064067, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 16, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 155341824, base_value: 1073328261, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 17, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 148573310, base_value: 899994121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 18, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 138466944, base_value: 737318031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 19, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, state: OR, value: 136947903, base_value: 710546092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306483/; rank: 20, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 133312322, base_value: 1064447606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 21, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 123527091, base_value: 796540374, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 22, crd: 336178, firm: Samara Capital, city: Beaverton, state: OR, value: 123004023, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336178/; rank: 23, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, state: OR, value: 119128917, base_value: 388270885, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128055/; rank: 24, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 108513604, base_value: 812993072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 25, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 103836397, base_value: 576356064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 26, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 101536461, base_value: 857825360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 27, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 94586100, base_value: 638921337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 28, crd: 107980, firm: Auxier Asset Management, city: Aurora, state: OR, value: 90792406, base_value: 855277871, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107980/; rank: 29, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 88566843, base_value: 384236117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 30, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 88295189, base_value: 461414534, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 31, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 87013523, base_value: 321067599, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 32, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 86982588, base_value: 292800549, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 33, crd: 133009, firm: Headwater Investment Consulting,inc., city: McMinnville, state: OR, value: 76695000, base_value: 466280000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133009/; rank: 34, crd: 152127, firm: Etesian Wealth Advisors, Inc., city: West Linn, state: OR, value: 76508443, base_value: 426823705, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152127/; rank: 35, crd: 331349, firm: Panoramic Capital Partners LLC, city: Lake Oswego, state: OR, value: 75657770, base_value: 317010588, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331349/; rank: 36, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, state: OR, value: 64211950, base_value: 167218492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137633/; rank: 37, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 62921989, base_value: 418897353, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 38, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 62403337, base_value: 243739814, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 39, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 59464218, base_value: 413314010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 40, crd: 107777, firm: Progressive Investment Management Corporation, city: Lake Oswego, state: OR, value: 57991212, base_value: 700322944, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107777/; rank: 41, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 56162774, base_value: 228691735, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 42, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 56012315, base_value: 350508773, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 43, crd: 284468, firm: Wealth Advisors NW, city: Portland, state: OR, value: 54058359, base_value: 300196123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284468/; rank: 44, crd: 148858, firm: Strategic Financial Partners, Ltd, city: Bend, state: OR, value: 52321263, base_value: 268796391, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148858/; rank: 45, crd: 168534, firm: Catalyst Financial NW Corporation, city: Gresham, state: OR, value: 48621000, base_value: 184800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168534/; rank: 46, crd: 139358, firm: Retirement Planning Specialists, Inc., city: Ashland, state: OR, value: 46989045, base_value: 323601005, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139358/; rank: 47, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 46967350, base_value: 371968725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 48, crd: 158455, firm: Northwest Quadrant Wealth Management, city: Bend, state: OR, value: 45751552, base_value: 533960987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158455/; rank: 49, crd: 330809, firm: Integrity Wealth LLC, city: Eugene, state: OR, value: 44505427, base_value: 260316725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330809/; rank: 50, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, state: OR, value: 44070924, base_value: 141463083, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322424/; rank: 51, crd: 160100, firm: Roi Financial, city: Beaverton, state: OR, value: 43649647, base_value: 220506423, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160100/; rank: 52, crd: 332426, firm: True Wealth Group, city: Bend, state: OR, value: 42878985, base_value: 108531615, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332426/; rank: 53, crd: 290254, firm: Go Wealth Management, city: Eugene, state: OR, value: 42804375, base_value: 165634211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290254/; rank: 54, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 42573806, base_value: 257860000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 55, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 41467027, base_value: 445903792, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 56, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 41063180, base_value: 243693606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 57, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 40294847, base_value: 171753824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 58, crd: 277111, firm: Connected Wealth Solutions, LLC, city: La Grande, state: OR, value: 39618033, base_value: 186783489, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277111/; rank: 59, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 38117235, base_value: 161907819, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 60, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 38065085, base_value: 170550860, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 61, crd: 146844, firm: Skyline Financial Northwest, city: Portland, state: OR, value: 36980356, base_value: 111276530, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146844/; rank: 62, crd: 306522, firm: MSP Wealth Management, LLC, city: Klamath Falls, state: OR, value: 35447154, base_value: 193009400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306522/; rank: 63, crd: 115738, firm: Peregrine Asset Advisers, Inc., city: Portland, state: OR, value: 35424530, base_value: 575570685, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115738/; rank: 64, crd: 323146, firm: Price Financial Group Wealth Management, Inc., city: Portland, state: OR, value: 35203560, base_value: 138265523, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323146/; rank: 65, crd: 281873, firm: Copia Wealth Management, city: Bend, state: OR, value: 34709141, base_value: 122808687, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281873/; rank: 66, crd: 306779, firm: Defined Wealth Management, LLC, city: Beaverton, state: OR, value: 33764106, base_value: 220199080, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306779/; rank: 67, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 33681625, base_value: 180625248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 68, crd: 167545, firm: Rutherford Investment Management, city: Portland, state: OR, value: 33630874, base_value: 216353445, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167545/; rank: 69, crd: 316987, firm: Strada Financial Group LLC, city: Boring, state: OR, value: 33313827, base_value: 125903270, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316987/; rank: 70, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 30872092, base_value: 196560708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 71, crd: 290885, firm: True North Retirement Advisors, LLC, city: Clackamas, state: OR, value: 30716952, base_value: 430170105, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290885/; rank: 72, crd: 166610, firm: Cascade Financial Strategies, city: Bend, state: OR, value: 30388738, base_value: 120487492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166610/; rank: 73, crd: 117294, firm: Cascade Investment Advisors, Inc., city: Oregon City, state: OR, value: 29420745, base_value: 331000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117294/; rank: 74, crd: 144377, firm: Orca Investment Management, LLC, city: Lake Oswego, state: OR, value: 28236447, base_value: 183418412, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144377/; rank: 75, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 27829277, base_value: 169624407, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 76, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 26103622, base_value: 249260230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 77, crd: 131006, firm: Welch Investment Group, LLC, city: Grants Pass, state: OR, value: 25285114, base_value: 238510609, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131006/; rank: 78, crd: 152892, firm: CLS Financial Advisors, Inc., city: Portland, state: OR, value: 25274096, base_value: 166718581, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152892/; rank: 79, crd: 313124, firm: Axiom Wealth Strategies, LLC, city: Bend, state: OR, value: 24641471, base_value: 100084739, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313124/; rank: 80, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 23411789, base_value: 259912303, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 81, crd: 165770, firm: JGC Tax & Wealth Management, city: Salem, state: OR, value: 23146899, base_value: 108883277, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165770/; rank: 82, crd: 145724, firm: Financial Investment Team ("Fit"), city: Portland, state: OR, value: 22742876, base_value: 186401476, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145724/; rank: 83, crd: 146253, firm: Sundowner Capital Management LLC, city: Bend, state: OR, value: 22196402, base_value: 77462166, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146253/; rank: 84, crd: 281073, firm: Aluman, city: Portland, state: OR, value: 20940637, base_value: 114083373, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281073/; rank: 85, crd: 131699, firm: Grange Capital, LLC, city: Beaverton, state: OR, value: 18102880, base_value: 199108866, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131699/; rank: 86, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 17631538, base_value: 240549891, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 87, crd: 331566, firm: Highroad Wealth Advisors, LLC, city: Coos Bay, state: OR, value: 17566758, base_value: 170956327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331566/; rank: 88, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 17492426, base_value: 160307060, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 89, crd: 318448, firm: Wagner Planning, city: Lake Oswego, state: OR, value: 16812403, base_value: 127933708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318448/; rank: 90, crd: 155113, firm: Littlejohn Financial Services Inc, city: Roseburg, state: OR, value: 14147516, base_value: 157109720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155113/; rank: 91, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 13406494, base_value: 222028660, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 92, crd: 306816, firm: Icon Financial Services LLC, city: Portland, state: OR, value: 12983478, base_value: 6759728, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306816/; rank: 93, crd: 107438, firm: Sound Investment Management Inc, city: Tualatin, state: OR, value: 12884098, base_value: 242615902, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107438/; rank: 94, crd: 171473, firm: Elevation Capital Advisory, city: Bend, state: OR, value: 11730112, base_value: 241169331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171473/; rank: 95, crd: 137963, firm: Pacific Coast Investment Advisors, LLC, city: West Linn, state: OR, value: 10927983, base_value: 111251930, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137963/; rank: 96, crd: 335302, firm: Rooted Financial Group, LLC, city: Tigard, state: OR, value: 8302831, base_value: 100377248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335302/; rank: 97, crd: 148417, firm: North Forty Two & Co., city: Lake Oswego, state: OR, value: 8245085, base_value: 159674470, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148417/; rank: 98, crd: 323792, firm: Invera Wealth Advisors LLC, city: Bend, state: OR, value: 7789801, base_value: 236057116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323792/; rank: 99, crd: 131933, firm: Compass Investment Advisers, LLC, city: Portland, state: OR, value: 7426205, base_value: 103091753, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131933/; rank: 100, crd: 299508, firm: Pearl Wealth LLC, city: Portland, state: OR, value: 7220081, base_value: 149125507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299508/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Oregon](https://advisoriq.com/ria/states/oregon/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/oregon/

License: https://advisoriq.com/license/