{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the fastest client growth over one year in Oregon","lead":"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.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the fastest client growth over one year","how_it_is_computed":"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.","unit":"pct","scope":"Oregon","firms_listed":100,"rows":[{"rank":1,"crd":152930,"firm":"Jones & Associates Premier Financial Solutions","city":"Jacksonville","state":"OR","value":0.940298507462687,"base_value":536,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152930/"},{"rank":2,"crd":309647,"firm":"44 Wealth Management LLC","city":"Eugene","state":"OR","value":0.689956331877729,"base_value":229,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309647/"},{"rank":3,"crd":306816,"firm":"Icon Financial Services LLC","city":"Portland","state":"OR","value":0.637147335423198,"base_value":2552,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306816/"},{"rank":4,"crd":322424,"firm":"Crown Point Wealth Advisors","city":"Hood River","state":"OR","value":0.52027027027027,"base_value":444,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322424/"},{"rank":5,"crd":149937,"firm":"CS Planning Corp","city":"Portland","state":"OR","value":0.488849557522124,"base_value":2825,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149937/"},{"rank":6,"crd":288462,"firm":"Allium Financial Advisors, LLC","city":"Lake Oswego","state":"OR","value":0.446428571428571,"base_value":168,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288462/"},{"rank":7,"crd":146844,"firm":"Skyline Financial Northwest","city":"Portland","state":"OR","value":0.34,"base_value":100,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146844/"},{"rank":8,"crd":144377,"firm":"Orca Investment Management, LLC","city":"Lake Oswego","state":"OR","value":0.3,"base_value":280,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144377/"},{"rank":9,"crd":282312,"firm":"Aerodigm Wealth LLC","city":"Lake Oswego","state":"OR","value":0.292079207920792,"base_value":202,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282312/"},{"rank":10,"crd":148107,"firm":"Kingsview Wealth Management, LLC","city":"Grants Pass","state":"OR","value":0.224897999800975,"base_value":10049,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148107/"},{"rank":11,"crd":330809,"firm":"Integrity Wealth LLC","city":"Eugene","state":"OR","value":0.218905472636816,"base_value":201,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/330809/"},{"rank":12,"crd":170807,"firm":"Encompass Wealth Advisors, LLC","city":"Portland","state":"OR","value":0.217588395285585,"base_value":1103,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170807/"},{"rank":13,"crd":162985,"firm":"Fidelis IM","city":"Medford","state":"OR","value":0.165254237288136,"base_value":236,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/162985/"},{"rank":14,"crd":331349,"firm":"Panoramic Capital Partners LLC","city":"Lake Oswego","state":"OR","value":0.164285714285714,"base_value":140,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331349/"},{"rank":15,"crd":290254,"firm":"Go Wealth Management","city":"Eugene","state":"OR","value":0.163677130044843,"base_value":446,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290254/"},{"rank":16,"crd":281073,"firm":"Aluman","city":"Portland","state":"OR","value":0.145985401459854,"base_value":137,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281073/"},{"rank":17,"crd":290001,"firm":"Range Financial Group, LLC","city":"Tigard","state":"OR","value":0.140845070422535,"base_value":355,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290001/"},{"rank":18,"crd":133009,"firm":"Headwater Investment Consulting,inc.","city":"McMinnville","state":"OR","value":0.13859649122807,"base_value":570,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133009/"},{"rank":19,"crd":313124,"firm":"Axiom Wealth Strategies, LLC","city":"Bend","state":"OR","value":0.129411764705882,"base_value":255,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/313124/"},{"rank":20,"crd":148858,"firm":"Strategic Financial Partners, Ltd","city":"Bend","state":"OR","value":0.111436950146627,"base_value":341,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148858/"},{"rank":21,"crd":152127,"firm":"Etesian Wealth Advisors, Inc.","city":"West Linn","state":"OR","value":0.105670103092784,"base_value":388,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152127/"},{"rank":22,"crd":111010,"firm":"Continuity Wealth Management, Corp.","city":"Portland","state":"OR","value":0.102040816326531,"base_value":245,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111010/"},{"rank":23,"crd":310146,"firm":"Optima Capital LLC","city":"Beaverton","state":"OR","value":0.0972447325769854,"base_value":617,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310146/"},{"rank":24,"crd":281873,"firm":"Copia Wealth Management","city":"Bend","state":"OR","value":0.0950570342205324,"base_value":263,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281873/"},{"rank":25,"crd":117127,"firm":"Mengis Capital Management, Inc.","city":"Portland","state":"OR","value":0.0948905109489051,"base_value":274,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117127/"},{"rank":26,"crd":297368,"firm":"Horst & Graben Wealth Management, LLC","city":"Portland","state":"OR","value":0.0861640430820216,"base_value":1207,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297368/"},{"rank":27,"crd":137963,"firm":"Pacific Coast Investment Advisors, LLC","city":"West Linn","state":"OR","value":0.0800000000000001,"base_value":100,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137963/"},{"rank":28,"crd":290694,"firm":"JGP Wealth Management, LLC","city":"Bend","state":"OR","value":0.0778523489932885,"base_value":745,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290694/"},{"rank":29,"crd":277111,"firm":"Connected Wealth Solutions, LLC","city":"La Grande","state":"OR","value":0.0743243243243243,"base_value":296,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/277111/"},{"rank":30,"crd":332426,"firm":"True Wealth Group","city":"Bend","state":"OR","value":0.0718954248366013,"base_value":153,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332426/"},{"rank":31,"crd":306441,"firm":"Newbore Wealth Management, Inc.","city":"Gladstone","state":"OR","value":0.0688259109311742,"base_value":494,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306441/"},{"rank":32,"crd":107438,"firm":"Sound Investment Management Inc","city":"Tualatin","state":"OR","value":0.0687022900763359,"base_value":131,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107438/"},{"rank":33,"crd":164947,"firm":"True Private Wealth Advisors, LLC","city":"Salem","state":"OR","value":0.0684563758389263,"base_value":1490,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164947/"},{"rank":34,"crd":306483,"firm":"NBC Capital Advisors","city":"Beaverton","state":"OR","value":0.0626753975678205,"base_value":2138,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306483/"},{"rank":35,"crd":154216,"firm":"SMB Financial Services, Inc.","city":"Portland","state":"OR","value":0.0614657210401892,"base_value":423,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154216/"},{"rank":36,"crd":139358,"firm":"Retirement Planning Specialists, Inc.","city":"Ashland","state":"OR","value":0.059047619047619,"base_value":1050,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139358/"},{"rank":37,"crd":104692,"firm":"Ferguson Wellman Capital Management, Inc.","city":"Portland","state":"OR","value":0.0575048732943471,"base_value":1026,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104692/"},{"rank":38,"crd":159419,"firm":"Sapient Private Wealth Management, LLC","city":"Eugene","state":"OR","value":0.052547770700637,"base_value":628,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159419/"},{"rank":39,"crd":290885,"firm":"True North Retirement Advisors, LLC","city":"Clackamas","state":"OR","value":0.0494505494505495,"base_value":364,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290885/"},{"rank":40,"crd":131699,"firm":"Grange Capital, LLC","city":"Beaverton","state":"OR","value":0.048582995951417,"base_value":247,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131699/"},{"rank":41,"crd":171336,"firm":"Stangier Wealth Management","city":"Clackamas","state":"OR","value":0.0420168067226891,"base_value":476,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171336/"},{"rank":42,"crd":109258,"firm":"Roehl & YI Investment Advisors, LLC","city":"Eugene","state":"OR","value":0.0416666666666667,"base_value":480,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109258/"},{"rank":43,"crd":114913,"firm":"Vista Capital Partners, Inc.","city":"Portland","state":"OR","value":0.0389408099688473,"base_value":642,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/114913/"},{"rank":44,"crd":306522,"firm":"MSP Wealth Management, LLC","city":"Klamath Falls","state":"OR","value":0.0349127182044888,"base_value":401,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306522/"},{"rank":45,"crd":316987,"firm":"Strada Financial Group LLC","city":"Boring","state":"OR","value":0.0339805825242718,"base_value":206,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316987/"},{"rank":46,"crd":155113,"firm":"Littlejohn Financial Services Inc","city":"Roseburg","state":"OR","value":0.0327272727272727,"base_value":550,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155113/"},{"rank":47,"crd":107793,"firm":"Vision Capital Management Inc","city":"Portland","state":"OR","value":0.0327022375215147,"base_value":1743,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107793/"},{"rank":48,"crd":318448,"firm":"Wagner Planning","city":"Lake Oswego","state":"OR","value":0.03,"base_value":200,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318448/"},{"rank":49,"crd":108298,"firm":"Silver Oak Advisory Group","city":"Portland","state":"OR","value":0.0293040293040292,"base_value":273,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108298/"},{"rank":50,"crd":168534,"firm":"Catalyst Financial NW Corporation","city":"Gresham","state":"OR","value":0.0279114533205005,"base_value":1039,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168534/"},{"rank":51,"crd":155446,"firm":"CGC Financial Services","city":"Lake Oswego","state":"OR","value":0.024892703862661,"base_value":1165,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155446/"},{"rank":52,"crd":117517,"firm":"Pinnacle Wealth Advisors","city":"Clackamas","state":"OR","value":0.0232273838630808,"base_value":818,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117517/"},{"rank":53,"crd":131006,"firm":"Welch Investment Group, LLC","city":"Grants Pass","state":"OR","value":0.0201511335012594,"base_value":397,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131006/"},{"rank":54,"crd":292600,"firm":"Keudell Morrison Wealth Management, LLC","city":"Salem","state":"OR","value":0.0187265917602997,"base_value":801,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/292600/"},{"rank":55,"crd":110489,"firm":"Becker Capital Management, Inc.","city":"Portland","state":"OR","value":0.0178784266984506,"base_value":839,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110489/"},{"rank":56,"crd":140339,"firm":"Cedar Mountain Advisors, LLC","city":"Lake Oswego","state":"OR","value":0.0148232611174459,"base_value":877,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140339/"},{"rank":57,"crd":309757,"firm":"Sittner & Nelson, LLC","city":"Eugene","state":"OR","value":0.0144628099173554,"base_value":484,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309757/"},{"rank":58,"crd":138433,"firm":"Physician Family Financial Advisors Inc","city":"Beaverton","state":"OR","value":0.00977995110024454,"base_value":409,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138433/"},{"rank":59,"crd":331566,"firm":"Highroad Wealth Advisors, LLC","city":"Coos Bay","state":"OR","value":0.00909090909090904,"base_value":110,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/331566/"},{"rank":60,"crd":309746,"firm":"Von Borstel & Associates","city":"The Dalles","state":"OR","value":0.00806451612903225,"base_value":496,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309746/"},{"rank":61,"crd":284468,"firm":"Wealth Advisors NW","city":"Portland","state":"OR","value":0.00655737704918025,"base_value":305,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284468/"},{"rank":62,"crd":310168,"firm":"Capital Financial Planners","city":"Salem","state":"OR","value":0.00454545454545463,"base_value":220,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310168/"},{"rank":63,"crd":160100,"firm":"Roi Financial","city":"Beaverton","state":"OR","value":0.00336700336700346,"base_value":297,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/160100/"},{"rank":64,"crd":108983,"firm":"Hurley Financial Group, Inc.","city":"Corvallis","state":"OR","value":0.00208333333333344,"base_value":480,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108983/"},{"rank":65,"crd":107980,"firm":"Auxier Asset Management","city":"Aurora","state":"OR","value":0,"base_value":506,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107980/"},{"rank":66,"crd":323146,"firm":"Price Financial Group Wealth Management, Inc.","city":"Portland","state":"OR","value":-0.00362976406533577,"base_value":551,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323146/"},{"rank":67,"crd":107777,"firm":"Progressive Investment Management Corporation","city":"Lake Oswego","state":"OR","value":-0.00564971751412424,"base_value":177,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107777/"},{"rank":68,"crd":139587,"firm":"JH Advisors","city":"Salem","state":"OR","value":-0.0067567567567568,"base_value":148,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139587/"},{"rank":69,"crd":155103,"firm":"Clarity Wealth Development, LLC","city":"Corvallis","state":"OR","value":-0.00851063829787235,"base_value":235,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155103/"},{"rank":70,"crd":335302,"firm":"Rooted Financial Group, LLC","city":"Tigard","state":"OR","value":-0.0116731517509727,"base_value":257,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335302/"},{"rank":71,"crd":138347,"firm":"Spectrum Strategic Capital Management, LLC","city":"Corvallis","state":"OR","value":-0.0126182965299685,"base_value":317,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138347/"},{"rank":72,"crd":323879,"firm":"Tradewinds Wealth Management","city":"Portland","state":"OR","value":-0.0150943396226415,"base_value":265,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323879/"},{"rank":73,"crd":115738,"firm":"Peregrine Asset Advisers, Inc.","city":"Portland","state":"OR","value":-0.0153846153846153,"base_value":520,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115738/"},{"rank":74,"crd":128483,"firm":"Cutler Investment Group","city":"Jacksonville","state":"OR","value":-0.0163191296464189,"base_value":1103,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128483/"},{"rank":75,"crd":171321,"firm":"Portland Private Wealth Management, Inc.","city":"Portland","state":"OR","value":-0.0255319148936171,"base_value":470,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171321/"},{"rank":76,"crd":323792,"firm":"Invera Wealth Advisors LLC","city":"Bend","state":"OR","value":-0.027972027972028,"base_value":143,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323792/"},{"rank":77,"crd":159378,"firm":"Tenbridge Partners LLC","city":"Portland","state":"OR","value":-0.0297297297297298,"base_value":370,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159378/"},{"rank":78,"crd":287686,"firm":"Cross Financial Advisors","city":"Portland","state":"OR","value":-0.0304280556988138,"base_value":1939,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287686/"},{"rank":79,"crd":137633,"firm":"Taurus Capital Advisors, LLC","city":"Lake Oswego","state":"OR","value":-0.0330882352941176,"base_value":544,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137633/"},{"rank":80,"crd":158455,"firm":"Northwest Quadrant Wealth Management","city":"Bend","state":"OR","value":-0.0342857142857143,"base_value":1050,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/158455/"},{"rank":81,"crd":148713,"firm":"Summa Global Advisors, LLC","city":"Clackamas","state":"OR","value":-0.0384615384615384,"base_value":130,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148713/"},{"rank":82,"crd":311422,"firm":"Koenig Investment Advisory, LLC","city":"Ashland","state":"OR","value":-0.0393442622950819,"base_value":305,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311422/"},{"rank":83,"crd":166610,"firm":"Cascade Financial Strategies","city":"Bend","state":"OR","value":-0.0502958579881657,"base_value":338,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166610/"},{"rank":84,"crd":164432,"firm":"Blue Water Wealth","city":"Portland","state":"OR","value":-0.052434456928839,"base_value":534,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164432/"},{"rank":85,"crd":165770,"firm":"JGC Tax & Wealth Management","city":"Salem","state":"OR","value":-0.0604651162790698,"base_value":215,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165770/"},{"rank":86,"crd":297414,"firm":"Inman Financial Services, Inc.","city":"Portland","state":"OR","value":-0.0786516853932584,"base_value":267,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297414/"},{"rank":87,"crd":318359,"firm":"Pace Financial Advisors","city":"Hillsboro","state":"OR","value":-0.0806809770540341,"base_value":1351,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318359/"},{"rank":88,"crd":147200,"firm":"Aldrich Wealth LP","city":"Lake Oswego","state":"OR","value":-0.0871080139372822,"base_value":861,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147200/"},{"rank":89,"crd":117294,"firm":"Cascade Investment Advisors, Inc.","city":"Oregon City","state":"OR","value":-0.0969387755102041,"base_value":196,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117294/"},{"rank":90,"crd":312005,"firm":"Capitol Family Office, Inc.","city":"Beaverton","state":"OR","value":-0.107913669064748,"base_value":139,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312005/"},{"rank":91,"crd":168256,"firm":"Tru Independence Asset Management, LLC","city":"Portland","state":"OR","value":-0.160190325138779,"base_value":1261,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168256/"},{"rank":92,"crd":167214,"firm":"Phillips and Company Advisors LLC","city":"Portland","state":"OR","value":-0.165245901639344,"base_value":1525,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167214/"},{"rank":93,"crd":299508,"firm":"Pearl Wealth LLC","city":"Portland","state":"OR","value":-0.2,"base_value":145,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299508/"},{"rank":94,"crd":309098,"firm":"Tru Independence Asset Management 2, LLC","city":"Portland","state":"OR","value":-0.223484848484849,"base_value":264,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309098/"},{"rank":95,"crd":147861,"firm":"Wellspring Advisors, Inc.","city":"Hillsboro","state":"OR","value":-0.232294617563739,"base_value":353,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147861/"},{"rank":96,"crd":173482,"firm":"Willamette Financial Advisors, LLC","city":"Portland","state":"OR","value":-0.282142857142857,"base_value":280,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173482/"},{"rank":97,"crd":171473,"firm":"Elevation Capital Advisory","city":"Bend","state":"OR","value":-0.332275132275132,"base_value":945,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171473/"},{"rank":98,"crd":145724,"firm":"Financial Investment Team (\"Fit\")","city":"Portland","state":"OR","value":-0.429378531073446,"base_value":531,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145724/"},{"rank":99,"crd":329666,"firm":"Veridan Wealth","city":"West Linn","state":"OR","value":-0.443645083932854,"base_value":417,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329666/"},{"rank":100,"crd":283958,"firm":"Oregon Pacific Wealth Management","city":"Medford","state":"OR","value":-0.511669658886894,"base_value":557,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283958/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the fastest client growth over one year, nationally","url":"https://advisoriq.com/ria/rankings/client-growth/"},{"title":"RIA market data for Oregon","url":"https://advisoriq.com/ria/states/oregon/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/client-growth/oregon/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/oregon/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}