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AdvisorIQ

Ranking, Oregon

Independent RIAs with the fastest client growth over one year in Oregon

As of October 2, 2026, Jones & Associates Premier Financial Solutions ranked #1 in Oregon in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 94.0%, from a base of 536.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Jones & Associates Premier Financial Solutions Jacksonville 94.0% 536
2 44 Wealth Management LLC Eugene 69.0% 229
3 Icon Financial Services LLC Portland 63.7% 2,552
4 Crown Point Wealth Advisors Hood River 52.0% 444
5 CS Planning Corp Portland 48.9% 2,825
6 Allium Financial Advisors, LLC Lake Oswego 44.6% 168
7 Skyline Financial Northwest Portland 34.0% 100
8 Orca Investment Management, LLC Lake Oswego 30.0% 280
9 Aerodigm Wealth LLC Lake Oswego 29.2% 202
10 Kingsview Wealth Management, LLC Grants Pass 22.5% 10,049
11 Integrity Wealth LLC Eugene 21.9% 201
12 Encompass Wealth Advisors, LLC Portland 21.8% 1,103
13 Fidelis IM Medford 16.5% 236
14 Panoramic Capital Partners LLC Lake Oswego 16.4% 140
15 Go Wealth Management Eugene 16.4% 446
16 Aluman Portland 14.6% 137
17 Range Financial Group, LLC Tigard 14.1% 355
18 Headwater Investment Consulting,inc. McMinnville 13.9% 570
19 Axiom Wealth Strategies, LLC Bend 12.9% 255
20 Strategic Financial Partners, Ltd Bend 11.1% 341
21 Etesian Wealth Advisors, Inc. West Linn 10.6% 388
22 Continuity Wealth Management, Corp. Portland 10.2% 245
23 Optima Capital LLC Beaverton 9.7% 617
24 Copia Wealth Management Bend 9.5% 263
25 Mengis Capital Management, Inc. Portland 9.5% 274
26 Horst & Graben Wealth Management, LLC Portland 8.6% 1,207
27 Pacific Coast Investment Advisors, LLC West Linn 8.0% 100
28 JGP Wealth Management, LLC Bend 7.8% 745
29 Connected Wealth Solutions, LLC La Grande 7.4% 296
30 True Wealth Group Bend 7.2% 153
31 Newbore Wealth Management, Inc. Gladstone 6.9% 494
32 Sound Investment Management Inc Tualatin 6.9% 131
33 True Private Wealth Advisors, LLC Salem 6.8% 1,490
34 NBC Capital Advisors Beaverton 6.3% 2,138
35 SMB Financial Services, Inc. Portland 6.1% 423
36 Retirement Planning Specialists, Inc. Ashland 5.9% 1,050
37 Ferguson Wellman Capital Management, Inc. Portland 5.8% 1,026
38 Sapient Private Wealth Management, LLC Eugene 5.3% 628
39 True North Retirement Advisors, LLC Clackamas 4.9% 364
40 Grange Capital, LLC Beaverton 4.9% 247
41 Stangier Wealth Management Clackamas 4.2% 476
42 Roehl & YI Investment Advisors, LLC Eugene 4.2% 480
43 Vista Capital Partners, Inc. Portland 3.9% 642
44 MSP Wealth Management, LLC Klamath Falls 3.5% 401
45 Strada Financial Group LLC Boring 3.4% 206
46 Littlejohn Financial Services Inc Roseburg 3.3% 550
47 Vision Capital Management Inc Portland 3.3% 1,743
48 Wagner Planning Lake Oswego 3.0% 200
49 Silver Oak Advisory Group Portland 2.9% 273
50 Catalyst Financial NW Corporation Gresham 2.8% 1,039
51 CGC Financial Services Lake Oswego 2.5% 1,165
52 Pinnacle Wealth Advisors Clackamas 2.3% 818
53 Welch Investment Group, LLC Grants Pass 2.0% 397
54 Keudell Morrison Wealth Management, LLC Salem 1.9% 801
55 Becker Capital Management, Inc. Portland 1.8% 839
56 Cedar Mountain Advisors, LLC Lake Oswego 1.5% 877
57 Sittner & Nelson, LLC Eugene 1.4% 484
58 Physician Family Financial Advisors Inc Beaverton 1.0% 409
59 Highroad Wealth Advisors, LLC Coos Bay 0.9% 110
60 Von Borstel & Associates The Dalles 0.8% 496
61 Wealth Advisors NW Portland 0.7% 305
62 Capital Financial Planners Salem 0.5% 220
63 Roi Financial Beaverton 0.3% 297
64 Hurley Financial Group, Inc. Corvallis 0.2% 480
65 Auxier Asset Management Aurora 0.0% 506
66 Price Financial Group Wealth Management, Inc. Portland -0.4% 551
67 Progressive Investment Management Corporation Lake Oswego -0.6% 177
68 JH Advisors Salem -0.7% 148
69 Clarity Wealth Development, LLC Corvallis -0.9% 235
70 Rooted Financial Group, LLC Tigard -1.2% 257
71 Spectrum Strategic Capital Management, LLC Corvallis -1.3% 317
72 Tradewinds Wealth Management Portland -1.5% 265
73 Peregrine Asset Advisers, Inc. Portland -1.5% 520
74 Cutler Investment Group Jacksonville -1.6% 1,103
75 Portland Private Wealth Management, Inc. Portland -2.6% 470
76 Invera Wealth Advisors LLC Bend -2.8% 143
77 Tenbridge Partners LLC Portland -3.0% 370
78 Cross Financial Advisors Portland -3.0% 1,939
79 Taurus Capital Advisors, LLC Lake Oswego -3.3% 544
80 Northwest Quadrant Wealth Management Bend -3.4% 1,050
81 Summa Global Advisors, LLC Clackamas -3.8% 130
82 Koenig Investment Advisory, LLC Ashland -3.9% 305
83 Cascade Financial Strategies Bend -5.0% 338
84 Blue Water Wealth Portland -5.2% 534
85 JGC Tax & Wealth Management Salem -6.0% 215
86 Inman Financial Services, Inc. Portland -7.9% 267
87 Pace Financial Advisors Hillsboro -8.1% 1,351
88 Aldrich Wealth LP Lake Oswego -8.7% 861
89 Cascade Investment Advisors, Inc. Oregon City -9.7% 196
90 Capitol Family Office, Inc. Beaverton -10.8% 139
91 Tru Independence Asset Management, LLC Portland -16.0% 1,261
92 Phillips and Company Advisors LLC Portland -16.5% 1,525
93 Pearl Wealth LLC Portland -20.0% 145
94 Tru Independence Asset Management 2, LLC Portland -22.3% 264
95 Wellspring Advisors, Inc. Hillsboro -23.2% 353
96 Willamette Financial Advisors, LLC Portland -28.2% 280
97 Elevation Capital Advisory Bend -33.2% 945
98 Financial Investment Team ("Fit") Portland -42.9% 531
99 Veridan Wealth West Linn -44.4% 417
100 Oregon Pacific Wealth Management Medford -51.2% 557

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

More rankings

Client growth 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.