# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/oregon/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Oregon
- firms_listed: 93
- rows: rank: 1, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 0.663592877369568, base_value: 317812809, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 2, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 0.534612696489099, base_value: 542566766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 3, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 0.449942711740555, base_value: 180335359, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 4, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 0.357047863093685, base_value: 3584124096, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 5, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 0.330956254370041, base_value: 161081006, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 6, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, state: OR, value: 0.315023127764658, base_value: 1171903143, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167214/; rank: 7, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 0.303878050349552, base_value: 128502677, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 8, crd: 160100, firm: Roi Financial, city: Beaverton, state: OR, value: 0.279312530195931, base_value: 126162601, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160100/; rank: 9, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 0.265600966195913, base_value: 233232890, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 10, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, state: OR, value: 0.252188811051007, base_value: 117872102, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137633/; rank: 11, crd: 152127, firm: Etesian Wealth Advisors, Inc., city: West Linn, state: OR, value: 0.248866494706499, base_value: 258408400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152127/; rank: 12, crd: 290254, firm: Go Wealth Management, city: Eugene, state: OR, value: 0.241496006901386, base_value: 108928654, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290254/; rank: 13, crd: 318359, firm: Pace Financial Advisors, city: Hillsboro, state: OR, value: 0.237412121390291, base_value: 191111267, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318359/; rank: 14, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 0.234903912410914, base_value: 106214766, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 15, crd: 167545, firm: Rutherford Investment Management, city: Portland, state: OR, value: 0.234399500945387, base_value: 132906296, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167545/; rank: 16, crd: 277111, firm: Connected Wealth Solutions, LLC, city: La Grande, state: OR, value: 0.228212587625238, base_value: 122196484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277111/; rank: 17, crd: 168534, firm: Catalyst Financial NW Corporation, city: Gresham, state: OR, value: 0.220147307433616, base_value: 128500000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168534/; rank: 18, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 0.210725362350733, base_value: 229937383, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 19, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 0.206734365089851, base_value: 231338565, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 20, crd: 284468, firm: Wealth Advisors NW, city: Portland, state: OR, value: 0.200592505374703, base_value: 204705009, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284468/; rank: 21, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, state: OR, value: 0.196924760112575, base_value: 494237935, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306483/; rank: 22, crd: 133009, firm: Headwater Investment Consulting,inc., city: McMinnville, state: OR, value: 0.193394843621638, base_value: 319468000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133009/; rank: 23, crd: 131699, firm: Grange Capital, LLC, city: Beaverton, state: OR, value: 0.190202823618314, base_value: 128831000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131699/; rank: 24, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 0.190164987935307, base_value: 285800326, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 25, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 0.188600746380986, base_value: 281546072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 26, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 0.186449715373715, base_value: 183305940, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 27, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 0.186135201744872, base_value: 4563375940, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 28, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 0.18477411854359, base_value: 118729480, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 29, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 0.1843589729375, base_value: 125573337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 30, crd: 323146, firm: Price Financial Group Wealth Management, Inc., city: Portland, state: OR, value: 0.182039782033889, base_value: 105033008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323146/; rank: 31, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 0.181124129729601, base_value: 726914201, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 32, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 0.172208407451818, base_value: 888913792, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 33, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 0.16808931651619, base_value: 577286655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 34, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 0.166240684790095, base_value: 1100577156, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 35, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 0.166156077731251, base_value: 462524222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 36, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, state: OR, value: 0.162183150557591, base_value: 323241095, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128055/; rank: 37, crd: 306779, firm: Defined Wealth Management, LLC, city: Beaverton, state: OR, value: 0.160459377087655, base_value: 162510318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306779/; rank: 38, crd: 306522, firm: MSP Wealth Management, LLC, city: Klamath Falls, state: OR, value: 0.158020290988988, base_value: 147114376, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306522/; rank: 39, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 0.157796194501725, base_value: 675616132, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 40, crd: 155113, firm: Littlejohn Financial Services Inc, city: Roseburg, state: OR, value: 0.155845544588137, base_value: 110904590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155113/; rank: 41, crd: 145724, firm: Financial Investment Team ("Fit"), city: Portland, state: OR, value: 0.155395402848135, base_value: 135598297, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145724/; rank: 42, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 0.155011870320284, base_value: 2090204250, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 43, crd: 144377, firm: Orca Investment Management, LLC, city: Lake Oswego, state: OR, value: 0.154979515759007, base_value: 137374270, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144377/; rank: 44, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 0.15438771837658, base_value: 147842060, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 45, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 0.151300395347826, base_value: 445723829, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 46, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 0.150677196837368, base_value: 139179424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 47, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 0.146089114293632, base_value: 947770664, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 48, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 0.144092511300713, base_value: 4635685999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 49, crd: 107777, firm: Progressive Investment Management Corporation, city: Lake Oswego, state: OR, value: 0.143777486402969, base_value: 506785910, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107777/; rank: 50, crd: 139358, firm: Retirement Planning Specialists, Inc., city: Ashland, state: OR, value: 0.143577489430723, base_value: 247797523, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139358/; rank: 51, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 0.143416466949296, base_value: 184201686, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 52, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 0.142798432649487, base_value: 7145593038, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 53, crd: 158455, firm: Northwest Quadrant Wealth Management, city: Bend, state: OR, value: 0.139323101974608, base_value: 391987288, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158455/; rank: 54, crd: 290885, firm: True North Retirement Advisors, LLC, city: Clackamas, state: OR, value: 0.13595593163284, base_value: 314419926, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290885/; rank: 55, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 0.135875871659318, base_value: 3906617526, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 56, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 0.135120031887293, base_value: 1054066040, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 57, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 0.133600124613025, base_value: 122053671, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 58, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 0.132942203484376, base_value: 633687617, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 59, crd: 107438, firm: Sound Investment Management Inc, city: Tualatin, state: OR, value: 0.127534814091741, base_value: 178238297, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107438/; rank: 60, crd: 148858, firm: Strategic Financial Partners, Ltd, city: Bend, state: OR, value: 0.126875949602657, base_value: 224406717, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148858/; rank: 61, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 0.126437863128201, base_value: 210197274, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 62, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 0.126181693081819, base_value: 860220711, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 63, crd: 131006, firm: Welch Investment Group, LLC, city: Grants Pass, state: OR, value: 0.122789249258997, base_value: 186368716, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131006/; rank: 64, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 0.122706740401565, base_value: 618868674, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 65, crd: 299508, firm: Pearl Wealth LLC, city: Portland, state: OR, value: 0.119536900251798, base_value: 111421857, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299508/; rank: 66, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 0.116966897943914, base_value: 204339899, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 67, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 0.113453035449014, base_value: 303481379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 68, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 0.1114071195223, base_value: 698816109, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 69, crd: 152892, firm: CLS Financial Advisors, Inc., city: Portland, state: OR, value: 0.103835530790154, base_value: 142748501, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152892/; rank: 70, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 0.102749296148757, base_value: 192528325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 71, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 0.101503278448635, base_value: 160353601, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 72, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 0.100478554676085, base_value: 212588004, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 73, crd: 117294, firm: Cascade Investment Advisors, Inc., city: Oregon City, state: OR, value: 0.0970229443813277, base_value: 273000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117294/; rank: 74, crd: 171473, firm: Elevation Capital Advisory, city: Bend, state: OR, value: 0.0967115289758897, base_value: 191721424, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171473/; rank: 75, crd: 117127, firm: Mengis Capital Management, Inc., city: Portland, state: OR, value: 0.0929664240256749, base_value: 691985168, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117127/; rank: 76, crd: 148417, firm: North Forty Two & Co., city: Lake Oswego, state: OR, value: 0.0921024104726098, base_value: 128917293, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148417/; rank: 77, crd: 107980, firm: Auxier Asset Management, city: Aurora, state: OR, value: 0.0758554595744665, base_value: 759734090, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107980/; rank: 78, crd: 323879, firm: Tradewinds Wealth Management, city: Portland, state: OR, value: 0.0724006780995918, base_value: 109515139, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323879/; rank: 79, crd: 115738, firm: Peregrine Asset Advisers, Inc., city: Portland, state: OR, value: 0.0663078138112871, base_value: 503952999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115738/; rank: 80, crd: 323792, firm: Invera Wealth Advisors LLC, city: Bend, state: OR, value: 0.0661883738128177, base_value: 201194193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323792/; rank: 81, crd: 148713, firm: Summa Global Advisors, LLC, city: Clackamas, state: OR, value: 0.0655044748957678, base_value: 119143035, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148713/; rank: 82, crd: 283958, firm: Oregon Pacific Wealth Management, city: Medford, state: OR, value: 0.0501497437677167, base_value: 135000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283958/; rank: 83, crd: 136694, firm: M Financial Asset Management, Inc., city: Portland, state: OR, value: 0.0363443520844227, base_value: 1109239271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136694/; rank: 84, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 0.033457180055132, base_value: 441552209, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 85, crd: 106327, firm: MCS Family Wealth Advisors, city: Bend, state: OR, value: 0.0113029428439055, base_value: 157228932, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106327/; rank: 86, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 0.0112028063419696, base_value: 227696582, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 87, crd: 312005, firm: Capitol Family Office, Inc., city: Beaverton, state: OR, value: 0.00707354738846622, base_value: 133242408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312005/; rank: 88, crd: 173482, firm: Willamette Financial Advisors, LLC, city: Portland, state: OR, value: -0.0153908688406016, base_value: 123085191, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173482/; rank: 89, crd: 309098, firm: Tru Independence Asset Management 2, LLC, city: Portland, state: OR, value: -0.0299700584493569, base_value: 101550665, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309098/; rank: 90, crd: 153452, firm: Martin Capital Partners, LLC, city: Eugene, state: OR, value: -0.0385461018161275, base_value: 326838652, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153452/; rank: 91, crd: 147861, firm: Wellspring Advisors, Inc., city: Hillsboro, state: OR, value: -0.107199583480664, base_value: 213834376, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147861/; rank: 92, crd: 168256, firm: Tru Independence Asset Management, LLC, city: Portland, state: OR, value: -0.131529568702355, base_value: 514249450, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168256/; rank: 93, crd: 287670, firm: Capstone Wealth Advisors, LLC, city: Salem, state: OR, value: -0.460625729836536, base_value: 652418704, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287670/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [RIA market data for Oregon](https://advisoriq.com/ria/states/oregon/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-3-year/oregon/

License: https://advisoriq.com/license/