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RIA directory Rankings Fastest growing, 3 years Oregon
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 .