# Fastest-growing independent RIAs over five 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 five years, with 59.8%, from a base of $140.6 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/oregon/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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: 86
- rows: rank: 1, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 0.597556200958322, base_value: 140615057, 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: 0.413140258576547, base_value: 347955098, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 3, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 0.317575996870588, base_value: 2255745827, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 4, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 0.300729832933638, base_value: 102000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 5, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 0.277832076031772, base_value: 161348336, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 6, crd: 284468, firm: Wealth Advisors NW, city: Portland, state: OR, value: 0.220610029390283, base_value: 130746684, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284468/; rank: 7, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 0.202518706606746, base_value: 162288333, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 8, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, state: OR, value: 0.190516321996094, base_value: 1114333334, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167214/; rank: 9, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 0.187275505037844, base_value: 120744000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 10, crd: 160100, firm: Roi Financial, city: Beaverton, state: OR, value: 0.178003300638087, base_value: 116446934, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160100/; rank: 11, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, state: OR, value: 0.16579302557485, base_value: 393576687, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306483/; rank: 12, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 0.155011702106082, base_value: 750000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 13, crd: 131699, firm: Grange Capital, LLC, city: Beaverton, state: OR, value: 0.145118773801033, base_value: 110314000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131699/; rank: 14, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 0.141948659457673, base_value: 494025693, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 15, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 0.13975160226258, base_value: 104000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 16, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 0.138621053036992, base_value: 159966300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 17, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 0.135710828751931, base_value: 388209079, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 18, crd: 152127, firm: Etesian Wealth Advisors, Inc., city: West Linn, state: OR, value: 0.135012684339487, base_value: 267209008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152127/; rank: 19, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 0.133014786122546, base_value: 258051473, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 20, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 0.132266297193259, base_value: 112099738, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 21, crd: 168534, firm: Catalyst Financial NW Corporation, city: Gresham, state: OR, value: 0.131597180872276, base_value: 125800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168534/; rank: 22, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 0.128553668289062, base_value: 4159850754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 23, crd: 133009, firm: Headwater Investment Consulting,inc., city: McMinnville, state: OR, value: 0.127559669414874, base_value: 297908000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133009/; rank: 24, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 0.122322823706801, base_value: 588853675, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 25, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 0.122171280184655, base_value: 110960778, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 26, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 0.120316592663561, base_value: 385414432, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 27, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 0.11954729029597, base_value: 268823958, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 28, crd: 145724, firm: Financial Investment Team ("Fit"), city: Portland, state: OR, value: 0.118526218874431, base_value: 119458016, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145724/; rank: 29, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 0.1151400611566, base_value: 122966968, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 30, crd: 306779, firm: Defined Wealth Management, LLC, city: Beaverton, state: OR, value: 0.114157290813523, base_value: 147923861, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306779/; rank: 31, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 0.113475002228345, base_value: 1881679753, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 32, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 0.111134794407822, base_value: 543232740, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 33, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 0.111081833454744, base_value: 134314489, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 34, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 0.106958629499463, base_value: 861424440, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 35, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 0.105057492132458, base_value: 559208957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 36, crd: 306522, firm: MSP Wealth Management, LLC, city: Klamath Falls, state: OR, value: 0.102039269540311, base_value: 140545929, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306522/; rank: 37, crd: 115738, firm: Peregrine Asset Advisers, Inc., city: Portland, state: OR, value: 0.101478205995624, base_value: 376841103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115738/; rank: 38, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 0.101428402012107, base_value: 185339268, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 39, crd: 117127, firm: Mengis Capital Management, Inc., city: Portland, state: OR, value: 0.0999625640527999, base_value: 561083793, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117127/; rank: 40, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 0.0988222115561412, base_value: 3574014983, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 41, crd: 139358, firm: Retirement Planning Specialists, Inc., city: Ashland, state: OR, value: 0.0986764452430591, base_value: 231496637, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139358/; rank: 42, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 0.0984761080335446, base_value: 748887708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 43, crd: 158455, firm: Northwest Quadrant Wealth Management, city: Bend, state: OR, value: 0.0973134100499347, base_value: 364383968, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158455/; rank: 44, crd: 290885, firm: True North Retirement Advisors, LLC, city: Clackamas, state: OR, value: 0.0962190731752683, base_value: 291143931, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290885/; rank: 45, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 0.0959960571715603, base_value: 902222110, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 46, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 0.0924212037936605, base_value: 6854828294, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 47, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, state: OR, value: 0.0915130319465909, base_value: 327495749, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128055/; rank: 48, crd: 167545, firm: Rutherford Investment Management, city: Portland, state: OR, value: 0.0912961625633426, base_value: 161510078, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167545/; rank: 49, crd: 107438, firm: Sound Investment Management Inc, city: Tualatin, state: OR, value: 0.090567351112909, base_value: 165625974, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107438/; rank: 50, crd: 155113, firm: Littlejohn Financial Services Inc, city: Roseburg, state: OR, value: 0.0900344718417412, base_value: 111287854, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155113/; rank: 51, crd: 171473, firm: Elevation Capital Advisory, city: Bend, state: OR, value: 0.0898293664924179, base_value: 164496000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171473/; rank: 52, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 0.0897994033400022, base_value: 1135670197, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 53, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 0.0888914475218026, base_value: 186016363, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 54, crd: 299508, firm: Pearl Wealth LLC, city: Portland, state: OR, value: 0.0848248659205566, base_value: 104060875, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299508/; rank: 55, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 0.0842991329190192, base_value: 584321596, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 56, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 0.0829071405869337, base_value: 317469042, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 57, crd: 131006, firm: Welch Investment Group, LLC, city: Grants Pass, state: OR, value: 0.0793953894324824, base_value: 180038322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131006/; rank: 58, crd: 148858, firm: Strategic Financial Partners, Ltd, city: Bend, state: OR, value: 0.0756145654902542, base_value: 223039000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148858/; rank: 59, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 0.0728498606519039, base_value: 864451314, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 60, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 0.072756461298326, base_value: 294877791, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 61, crd: 148417, firm: North Forty Two & Co., city: Lake Oswego, state: OR, value: 0.0703506934167597, base_value: 119528316, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148417/; rank: 62, crd: 117294, firm: Cascade Investment Advisors, Inc., city: Oregon City, state: OR, value: 0.0699397129378794, base_value: 257047416, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117294/; rank: 63, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 0.0687088993916871, base_value: 153723042, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 64, crd: 107777, firm: Progressive Investment Management Corporation, city: Lake Oswego, state: OR, value: 0.0671081784818552, base_value: 548033266, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107777/; rank: 65, crd: 107980, firm: Auxier Asset Management, city: Aurora, state: OR, value: 0.0640200512994178, base_value: 693704221, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107980/; rank: 66, crd: 144377, firm: Orca Investment Management, LLC, city: Lake Oswego, state: OR, value: 0.063962935665743, base_value: 155237181, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144377/; rank: 67, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 0.0601321686207246, base_value: 363964862, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 68, crd: 283958, firm: Oregon Pacific Wealth Management, city: Medford, state: OR, value: 0.0561074345086989, base_value: 119000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283958/; rank: 69, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 0.0546245016381386, base_value: 136282853, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 70, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 0.0540071698099005, base_value: 217803914, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 71, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 0.0526254249762677, base_value: 199781708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 72, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 0.0503053608454493, base_value: 215441328, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 73, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 0.0486306747350405, base_value: 320605000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 74, crd: 136694, firm: M Financial Asset Management, Inc., city: Portland, state: OR, value: 0.0449092919142946, base_value: 991161754, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136694/; rank: 75, crd: 153452, firm: Martin Capital Partners, LLC, city: Eugene, state: OR, value: 0.0447601000412721, base_value: 233365103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153452/; rank: 76, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 0.0445111032787338, base_value: 189367744, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 77, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 0.0350483798322556, base_value: 5843784476, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 78, crd: 173482, firm: Willamette Financial Advisors, LLC, city: Portland, state: OR, value: 0.0325917127149693, base_value: 100081592, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173482/; rank: 79, crd: 312005, firm: Capitol Family Office, Inc., city: Beaverton, state: OR, value: -0.00048667951575565, base_value: 136421590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312005/; rank: 80, crd: 106327, firm: MCS Family Wealth Advisors, city: Bend, state: OR, value: -0.0200406816532738, base_value: 179943450, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106327/; rank: 81, crd: 136549, firm: Scott Conyers Capital Management, Inc., city: Aurora, state: OR, value: -0.0381671508533166, base_value: 117470400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136549/; rank: 82, crd: 147861, firm: Wellspring Advisors, Inc., city: Hillsboro, state: OR, value: -0.0692004570432024, base_value: 217801000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147861/; rank: 83, crd: 309098, firm: Tru Independence Asset Management 2, LLC, city: Portland, state: OR, value: -0.0794928589070106, base_value: 140249842, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309098/; rank: 84, crd: 148713, firm: Summa Global Advisors, LLC, city: Clackamas, state: OR, value: -0.101573048768197, base_value: 246218474, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148713/; rank: 85, crd: 168256, firm: Tru Independence Asset Management, LLC, city: Portland, state: OR, value: -0.105910550296928, base_value: 589568260, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168256/; rank: 86, crd: 287670, firm: Capstone Wealth Advisors, LLC, city: Salem, state: OR, value: -0.290159125322556, base_value: 568057190, 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 five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-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-5-year/oregon/

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