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AdvisorIQ

Ranking, Oregon

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Oregon

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

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

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 M Holdings Securities, Inc. Broker-dealer affiliated Portland 24.6% 3,621
11 Kingsview Wealth Management, LLC Grants Pass 22.5% 10,049
12 Integrity Wealth LLC Eugene 21.9% 201
13 Encompass Wealth Advisors, LLC Portland 21.8% 1,103
14 Fidelis IM Medford 16.5% 236
15 Panoramic Capital Partners LLC Lake Oswego 16.4% 140
16 Go Wealth Management Eugene 16.4% 446
17 Aluman Portland 14.6% 137
18 Range Financial Group, LLC Tigard 14.1% 355
19 Headwater Investment Consulting,inc. McMinnville 13.9% 570
20 Axiom Wealth Strategies, LLC Bend 12.9% 255
21 Strategic Financial Partners, Ltd Bend 11.1% 341
22 Etesian Wealth Advisors, Inc. West Linn 10.6% 388
23 Continuity Wealth Management, Corp. Portland 10.2% 245
24 Optima Capital LLC Beaverton 9.7% 617
25 Copia Wealth Management Bend 9.5% 263
26 Mengis Capital Management, Inc. Portland 9.5% 274
27 Horst & Graben Wealth Management, LLC Portland 8.6% 1,207
28 Pacific Coast Investment Advisors, LLC West Linn 8.0% 100
29 JGP Wealth Management, LLC Bend 7.8% 745
30 Connected Wealth Solutions, LLC La Grande 7.4% 296
31 True Wealth Group Bend 7.2% 153
32 Newbore Wealth Management, Inc. Gladstone 6.9% 494
33 Sound Investment Management Inc Tualatin 6.9% 131
34 True Private Wealth Advisors, LLC Salem 6.8% 1,490
35 NBC Capital Advisors Beaverton 6.3% 2,138
36 SMB Financial Services, Inc. Portland 6.1% 423
37 Retirement Planning Specialists, Inc. Ashland 5.9% 1,050
38 Ferguson Wellman Capital Management, Inc. Portland 5.8% 1,026
39 Sapient Private Wealth Management, LLC Eugene 5.3% 628
40 True North Retirement Advisors, LLC Clackamas 4.9% 364
41 Grange Capital, LLC Beaverton 4.9% 247
42 Stangier Wealth Management Clackamas 4.2% 476
43 Roehl & YI Investment Advisors, LLC Eugene 4.2% 480
44 Vista Capital Partners, Inc. Portland 3.9% 642
45 MSP Wealth Management, LLC Klamath Falls 3.5% 401
46 Strada Financial Group LLC Boring 3.4% 206
47 Littlejohn Financial Services Inc Roseburg 3.3% 550
48 Vision Capital Management Inc Portland 3.3% 1,743
49 Wagner Planning Lake Oswego 3.0% 200
50 Silver Oak Advisory Group Portland 2.9% 273
51 Catalyst Financial NW Corporation Gresham 2.8% 1,039
52 CGC Financial Services Lake Oswego 2.5% 1,165
53 Pinnacle Wealth Advisors Clackamas 2.3% 818
54 Welch Investment Group, LLC Grants Pass 2.0% 397
55 Keudell Morrison Wealth Management, LLC Salem 1.9% 801
56 Becker Capital Management, Inc. Portland 1.8% 839
57 Cedar Mountain Advisors, LLC Lake Oswego 1.5% 877
58 Sittner & Nelson, LLC Eugene 1.4% 484
59 Physician Family Financial Advisors Inc Beaverton 1.0% 409
60 Highroad Wealth Advisors, LLC Coos Bay 0.9% 110
61 Von Borstel & Associates The Dalles 0.8% 496
62 Wealth Advisors NW Portland 0.7% 305
63 Capital Financial Planners Salem 0.5% 220
64 Roi Financial Beaverton 0.3% 297
65 Hurley Financial Group, Inc. Corvallis 0.2% 480
66 Auxier Asset Management Aurora 0.0% 506
67 Price Financial Group Wealth Management, Inc. Portland -0.4% 551
68 Progressive Investment Management Corporation Lake Oswego -0.6% 177
69 JH Advisors Salem -0.7% 148
70 Clarity Wealth Development, LLC Corvallis -0.9% 235
71 Rooted Financial Group, LLC Tigard -1.2% 257
72 Spectrum Strategic Capital Management, LLC Corvallis -1.3% 317
73 Tradewinds Wealth Management Portland -1.5% 265
74 Peregrine Asset Advisers, Inc. Portland -1.5% 520
75 Cutler Investment Group Jacksonville -1.6% 1,103
76 Portland Private Wealth Management, Inc. Portland -2.6% 470
77 Invera Wealth Advisors LLC Bend -2.8% 143
78 Tenbridge Partners LLC Portland -3.0% 370
79 Cross Financial Advisors Portland -3.0% 1,939
80 Taurus Capital Advisors, LLC Lake Oswego -3.3% 544
81 Northwest Quadrant Wealth Management Bend -3.4% 1,050
82 Summa Global Advisors, LLC Clackamas -3.8% 130
83 Koenig Investment Advisory, LLC Ashland -3.9% 305
84 Cascade Financial Strategies Bend -5.0% 338
85 Blue Water Wealth Portland -5.2% 534
86 JGC Tax & Wealth Management Salem -6.0% 215
87 Inman Financial Services, Inc. Portland -7.9% 267
88 Pace Financial Advisors Hillsboro -8.1% 1,351
89 Aldrich Wealth LP Lake Oswego -8.7% 861
90 Cascade Investment Advisors, Inc. Oregon City -9.7% 196
91 Capitol Family Office, Inc. Beaverton -10.8% 139
92 Tru Independence Asset Management, LLC Portland -16.0% 1,261
93 Phillips and Company Advisors LLC Portland -16.5% 1,525
94 Pearl Wealth LLC Portland -20.0% 145
95 Tru Independence Asset Management 2, LLC Portland -22.3% 264
96 Wellspring Advisors, Inc. Hillsboro -23.2% 353
97 Willamette Financial Advisors, LLC Portland -28.2% 280
98 Elevation Capital Advisory Bend -33.2% 945
99 Financial Investment Team ("Fit") Portland -42.9% 531
100 Veridan Wealth West Linn -44.4% 417

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.