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Ranking, Oregon

Fastest-growing independent RIAs over three years in Oregon

As of October 2, 2026, Aerodigm Wealth LLC ranked #1 in Oregon in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 66.4%, from a base of $317.8 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in Oregon
Rank Firm City Growth Starting value
1 Aerodigm Wealth LLC Lake Oswego 66.4% $317.8 million
2 CS Planning Corp Portland 53.5% $542.6 million
3 Pinnacle Wealth Advisors Clackamas 45.0% $180.3 million
4 Kingsview Wealth Management, LLC Grants Pass 35.7% $3.6 billion
5 Optima Capital LLC Beaverton 33.1% $161.1 million
6 Phillips and Company Advisors LLC Portland 31.5% $1.2 billion
7 Physician Family Financial Advisors Inc Beaverton 30.4% $128.5 million
8 Roi Financial Beaverton 27.9% $126.2 million
9 Blue Water Wealth Portland 26.6% $233.2 million
10 Taurus Capital Advisors, LLC Lake Oswego 25.2% $117.9 million
11 Etesian Wealth Advisors, Inc. West Linn 24.9% $258.4 million
12 Go Wealth Management Eugene 24.1% $108.9 million
13 Pace Financial Advisors Hillsboro 23.7% $191.1 million
14 Newbore Wealth Management, Inc. Gladstone 23.5% $106.2 million
15 Rutherford Investment Management Portland 23.4% $132.9 million
16 Connected Wealth Solutions, LLC La Grande 22.8% $122.2 million
17 Catalyst Financial NW Corporation Gresham 22.0% $128.5 million
18 Range Financial Group, LLC Tigard 21.1% $229.9 million
19 Hurley Financial Group, Inc. Corvallis 20.7% $231.3 million
20 Wealth Advisors NW Portland 20.1% $204.7 million
21 NBC Capital Advisors Beaverton 19.7% $494.2 million
22 Headwater Investment Consulting,inc. McMinnville 19.3% $319.5 million
23 Grange Capital, LLC Beaverton 19.0% $128.8 million
24 Cross Financial Advisors Portland 19.0% $285.8 million
25 Encompass Wealth Advisors, LLC Portland 18.9% $281.5 million
26 Fidelis IM Medford 18.6% $183.3 million
27 Aldrich Wealth LP Lake Oswego 18.6% $4.6 billion
28 Inman Financial Services, Inc. Portland 18.5% $118.7 million
29 Clarity Wealth Development, LLC Corvallis 18.4% $125.6 million
30 Price Financial Group Wealth Management, Inc. Portland 18.2% $105.0 million
31 Cedar Mountain Advisors, LLC Lake Oswego 18.1% $726.9 million
32 JGP Wealth Management, LLC Bend 17.2% $888.9 million
33 Horst & Graben Wealth Management, LLC Portland 16.8% $577.3 million
34 Sapient Private Wealth Management, LLC Eugene 16.6% $1.1 billion
35 Allium Financial Advisors, LLC Lake Oswego 16.6% $462.5 million
36 The Lam Group, Inc. Lake Oswego 16.2% $323.2 million
37 Defined Wealth Management, LLC Beaverton 16.0% $162.5 million
38 MSP Wealth Management, LLC Klamath Falls 15.8% $147.1 million
39 Sittner & Nelson, LLC Eugene 15.8% $675.6 million
40 Littlejohn Financial Services Inc Roseburg 15.6% $110.9 million
41 Financial Investment Team ("Fit") Portland 15.5% $135.6 million
42 Vista Capital Partners, Inc. Portland 15.5% $2.1 billion
43 Orca Investment Management, LLC Lake Oswego 15.5% $137.4 million
44 Jones & Associates Premier Financial Solutions Jacksonville 15.4% $147.8 million
45 Von Borstel & Associates The Dalles 15.1% $445.7 million
46 JH Advisors Salem 15.1% $139.2 million
47 True Private Wealth Advisors, LLC Salem 14.6% $947.8 million
48 Northside Capital Management LLC Hood River 14.4% $4.6 billion
49 Progressive Investment Management Corporation Lake Oswego 14.4% $506.8 million
50 Retirement Planning Specialists, Inc. Ashland 14.4% $247.8 million
51 Spectrum Strategic Capital Management, LLC Corvallis 14.3% $184.2 million
52 Ferguson Wellman Capital Management, Inc. Portland 14.3% $7.1 billion
53 Northwest Quadrant Wealth Management Bend 13.9% $392.0 million
54 True North Retirement Advisors, LLC Clackamas 13.6% $314.4 million
55 Becker Capital Management, Inc. Portland 13.6% $3.9 billion
56 Cutler Investment Group Jacksonville 13.5% $1.1 billion
57 SMB Financial Services, Inc. Portland 13.4% $122.1 million
58 Keudell Morrison Wealth Management, LLC Salem 13.3% $633.7 million
59 Sound Investment Management Inc Tualatin 12.8% $178.2 million
60 Strategic Financial Partners, Ltd Bend 12.7% $224.4 million
61 Stangier Wealth Management Clackamas 12.6% $210.2 million
62 Vision Capital Management Inc Portland 12.6% $860.2 million
63 Welch Investment Group, LLC Grants Pass 12.3% $186.4 million
64 CGC Financial Services Lake Oswego 12.3% $618.9 million
65 Pearl Wealth LLC Portland 12.0% $111.4 million
66 Capital Financial Planners Salem 11.7% $204.3 million
67 Silver Oak Advisory Group Portland 11.3% $303.5 million
68 Roehl & YI Investment Advisors, LLC Eugene 11.1% $698.8 million
69 CLS Financial Advisors, Inc. Portland 10.4% $142.7 million
70 Koenig Investment Advisory, LLC Ashland 10.3% $192.5 million
71 Continuity Wealth Management, Corp. Portland 10.2% $160.4 million
72 Vergepointe Wealth Management, LLC Lake Oswego 10.0% $212.6 million
73 Cascade Investment Advisors, Inc. Oregon City 9.7% $273.0 million
74 Elevation Capital Advisory Bend 9.7% $191.7 million
75 Mengis Capital Management, Inc. Portland 9.3% $692.0 million
76 North Forty Two & Co. Lake Oswego 9.2% $128.9 million
77 Auxier Asset Management Aurora 7.6% $759.7 million
78 Tradewinds Wealth Management Portland 7.2% $109.5 million
79 Peregrine Asset Advisers, Inc. Portland 6.6% $504.0 million
80 Invera Wealth Advisors LLC Bend 6.6% $201.2 million
81 Summa Global Advisors, LLC Clackamas 6.6% $119.1 million
82 Oregon Pacific Wealth Management Medford 5.0% $135.0 million
83 M Financial Asset Management, Inc. Portland 3.6% $1.1 billion
84 44 Wealth Management LLC Eugene 3.3% $441.6 million
85 MCS Family Wealth Advisors Bend 1.1% $157.2 million
86 Portland Private Wealth Management, Inc. Portland 1.1% $227.7 million
87 Capitol Family Office, Inc. Beaverton 0.7% $133.2 million
88 Willamette Financial Advisors, LLC Portland -1.5% $123.1 million
89 Tru Independence Asset Management 2, LLC Portland -3.0% $101.6 million
90 Martin Capital Partners, LLC Eugene -3.9% $326.8 million
91 Wellspring Advisors, Inc. Hillsboro -10.7% $213.8 million
92 Tru Independence Asset Management, LLC Portland -13.2% $514.2 million
93 Capstone Wealth Advisors, LLC Salem -46.1% $652.4 million

93 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 3 years 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.