# Fastest-growing independent RIAs over one year in Oregon

As of October 2, 2026, Veridan Wealth ranked #1 in Oregon in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 119.0%, from a base of $304.6 million.

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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: 100
- rows: rank: 1, crd: 329666, firm: Veridan Wealth, city: West Linn, state: OR, value: 1.19013195403731, base_value: 304646230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329666/; rank: 2, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 0.784586995404236, base_value: 819926324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 3, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 0.548599751763884, base_value: 1266223484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 4, crd: 332426, firm: True Wealth Group, city: Bend, state: OR, value: 0.395082898195148, base_value: 108531615, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332426/; rank: 5, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, state: OR, value: 0.384000293460367, base_value: 167218492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137633/; rank: 6, crd: 146844, firm: Skyline Financial Northwest, city: Portland, state: OR, value: 0.332328443383344, base_value: 111276530, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146844/; rank: 7, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 0.327867333227786, base_value: 6745495357, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 8, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, state: OR, value: 0.311536572407375, base_value: 141463083, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322424/; rank: 9, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, state: OR, value: 0.306819083279963, base_value: 388270885, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128055/; rank: 10, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 0.297071123319513, base_value: 292800549, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 11, crd: 281873, firm: Copia Wealth Management, city: Bend, state: OR, value: 0.282627734632486, base_value: 122808687, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281873/; rank: 12, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 0.271013092791092, base_value: 321067599, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 13, crd: 316987, firm: Strada Financial Group LLC, city: Boring, state: OR, value: 0.264598584294117, base_value: 125903270, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316987/; rank: 14, crd: 168534, firm: Catalyst Financial NW Corporation, city: Gresham, state: OR, value: 0.263100649350649, base_value: 184800000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168534/; rank: 15, crd: 290254, firm: Go Wealth Management, city: Eugene, state: OR, value: 0.258427137374416, base_value: 165634211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290254/; rank: 16, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 0.256024389187398, base_value: 243739814, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 17, crd: 323146, firm: Price Financial Group Wealth Management, Inc., city: Portland, state: OR, value: 0.254608374062998, base_value: 138265523, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323146/; rank: 18, crd: 166610, firm: Cascade Financial Strategies, city: Bend, state: OR, value: 0.252214877208997, base_value: 120487492, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166610/; rank: 19, crd: 313124, firm: Axiom Wealth Strategies, LLC, city: Bend, state: OR, value: 0.246206077432045, base_value: 100084739, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313124/; rank: 20, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 0.245582876005554, base_value: 228691735, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 21, crd: 331349, firm: Panoramic Capital Partners LLC, city: Lake Oswego, state: OR, value: 0.238660072767033, base_value: 317010588, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331349/; rank: 22, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 0.235425535563542, base_value: 161907819, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 23, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 0.234608150558558, base_value: 171753824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 24, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 0.233303369537948, base_value: 1415517164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 25, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 0.230501087954728, base_value: 384236117, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 26, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 0.223189053400259, base_value: 170550860, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 27, crd: 165770, firm: JGC Tax & Wealth Management, city: Salem, state: OR, value: 0.212584518373744, base_value: 108883277, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165770/; rank: 28, crd: 277111, firm: Connected Wealth Solutions, LLC, city: La Grande, state: OR, value: 0.212106718918823, base_value: 186783489, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277111/; rank: 29, crd: 160100, firm: Roi Financial, city: Beaverton, state: OR, value: 0.19795181657815, base_value: 220506423, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160100/; rank: 30, crd: 148858, firm: Strategic Financial Partners, Ltd, city: Bend, state: OR, value: 0.194650169242786, base_value: 268796391, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148858/; rank: 31, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, state: OR, value: 0.192736128650751, base_value: 710546092, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306483/; rank: 32, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 0.191848035473047, base_value: 5824740140, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 33, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 0.191357624205223, base_value: 461414534, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 34, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 0.1877981253384, base_value: 737318031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 35, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 0.186482497011811, base_value: 1206737488, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 36, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 0.186472408331309, base_value: 180625248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 37, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 0.185970447042626, base_value: 8992352428, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 38, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 0.184602587483549, base_value: 2718788300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 39, crd: 306522, firm: MSP Wealth Management, LLC, city: Klamath Falls, state: OR, value: 0.183655065504582, base_value: 193009400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306522/; rank: 40, crd: 281073, firm: Aluman, city: Portland, state: OR, value: 0.183555556338609, base_value: 114083373, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281073/; rank: 41, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 0.180160153567847, base_value: 576356064, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 42, crd: 284468, firm: Wealth Advisors NW, city: Portland, state: OR, value: 0.180076805988597, base_value: 300196123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284468/; rank: 43, crd: 152127, firm: Etesian Wealth Advisors, Inc., city: West Linn, state: OR, value: 0.179250688524903, base_value: 426823705, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152127/; rank: 44, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 0.177708108523221, base_value: 6466230295, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 45, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 0.176860863119062, base_value: 1309990254, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 46, crd: 330809, firm: Integrity Wealth LLC, city: Eugene, state: OR, value: 0.170966452501275, base_value: 260316725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330809/; rank: 47, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, state: OR, value: 0.170718592472378, base_value: 2276351775, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167214/; rank: 48, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 0.168503313131654, base_value: 243693606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 49, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 0.165104343442178, base_value: 257860000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 50, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 0.165082533911352, base_value: 899994121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 51, crd: 133009, firm: Headwater Investment Consulting,inc., city: McMinnville, state: OR, value: 0.164482714248949, base_value: 466280000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133009/; rank: 52, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 0.164064107826181, base_value: 169624407, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 53, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 0.159802890297414, base_value: 350508773, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 54, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 0.157061359384196, base_value: 196560708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 55, crd: 167545, firm: Rutherford Investment Management, city: Portland, state: OR, value: 0.155444134480965, base_value: 216353445, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167545/; rank: 56, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 0.155079510131648, base_value: 796540374, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 57, crd: 144377, firm: Orca Investment Management, LLC, city: Lake Oswego, state: OR, value: 0.153945542828056, base_value: 183418412, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144377/; rank: 58, crd: 306779, firm: Defined Wealth Management, LLC, city: Beaverton, state: OR, value: 0.153334455348315, base_value: 220199080, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306779/; rank: 59, crd: 152892, firm: CLS Financial Advisors, Inc., city: Portland, state: OR, value: 0.15159735554611, base_value: 166718581, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152892/; rank: 60, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 0.150208609697278, base_value: 418897353, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 61, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 0.149059325299988, base_value: 4982543115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 62, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 0.148040289973913, base_value: 638921337, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 63, crd: 139358, firm: Retirement Planning Specialists, Inc., city: Ashland, state: OR, value: 0.14520673382952, base_value: 323601005, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139358/; rank: 64, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 0.14472909141074, base_value: 1073328261, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 65, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 0.143871769553614, base_value: 413314010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 66, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 0.13347420505448, base_value: 812993072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 67, crd: 318448, firm: Wagner Planning, city: Lake Oswego, state: OR, value: 0.131414959066144, base_value: 127933708, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318448/; rank: 68, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 0.131413284492548, base_value: 1261064067, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 69, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 0.126266932791191, base_value: 371968725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 70, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 0.125240849101971, base_value: 1064447606, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 71, crd: 145724, firm: Financial Investment Team ("Fit"), city: Portland, state: OR, value: 0.122010171207013, base_value: 186401476, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145724/; rank: 72, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 0.118364956009228, base_value: 857825360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 73, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 0.109118250936671, base_value: 160307060, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 74, crd: 107980, firm: Auxier Asset Management, city: Aurora, state: OR, value: 0.106155448513878, base_value: 855277871, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107980/; rank: 75, crd: 131006, firm: Welch Investment Group, LLC, city: Grants Pass, state: OR, value: 0.106012533807249, base_value: 238510609, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131006/; rank: 76, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 0.10472437580596, base_value: 249260230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 77, crd: 331566, firm: Highroad Wealth Advisors, LLC, city: Coos Bay, state: OR, value: 0.102755822544082, base_value: 170956327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331566/; rank: 78, crd: 137963, firm: Pacific Coast Investment Advisors, LLC, city: West Linn, state: OR, value: 0.0982273565950722, base_value: 111251930, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137963/; rank: 79, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 0.0929954571904605, base_value: 445903792, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 80, crd: 131699, firm: Grange Capital, LLC, city: Beaverton, state: OR, value: 0.0909195073211857, base_value: 199108866, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131699/; rank: 81, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 0.0900757245031221, base_value: 259912303, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 82, crd: 155113, firm: Littlejohn Financial Services Inc, city: Roseburg, state: OR, value: 0.0900486360742034, base_value: 157109720, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155113/; rank: 83, crd: 117294, firm: Cascade Investment Advisors, Inc., city: Oregon City, state: OR, value: 0.0888844259818731, base_value: 331000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117294/; rank: 84, crd: 158455, firm: Northwest Quadrant Wealth Management, city: Bend, state: OR, value: 0.085683323527155, base_value: 533960987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158455/; rank: 85, crd: 107777, firm: Progressive Investment Management Corporation, city: Lake Oswego, state: OR, value: 0.082806385963559, base_value: 700322944, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107777/; rank: 86, crd: 335302, firm: Rooted Financial Group, LLC, city: Tigard, state: OR, value: 0.0827162645463242, base_value: 100377248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335302/; rank: 87, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 0.0732968031151591, base_value: 240549891, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 88, crd: 131933, firm: Compass Investment Advisers, LLC, city: Portland, state: OR, value: 0.0720349085537424, base_value: 103091753, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131933/; rank: 89, crd: 290885, firm: True North Retirement Advisors, LLC, city: Clackamas, state: OR, value: 0.0714065241702466, base_value: 430170105, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290885/; rank: 90, crd: 159378, firm: Tenbridge Partners LLC, city: Portland, state: OR, value: 0.0648374141927373, base_value: 103291519, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159378/; rank: 91, crd: 115738, firm: Peregrine Asset Advisers, Inc., city: Portland, state: OR, value: 0.0615467933360783, base_value: 575570685, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115738/; rank: 92, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 0.0603818173743875, base_value: 222028660, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 93, crd: 107438, firm: Sound Investment Management Inc, city: Tualatin, state: OR, value: 0.0531049197261604, base_value: 242615902, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107438/; rank: 94, crd: 148417, firm: North Forty Two & Co., city: Lake Oswego, state: OR, value: 0.0516368396275246, base_value: 159674470, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148417/; rank: 95, crd: 171473, firm: Elevation Capital Advisory, city: Bend, state: OR, value: 0.0486384896096097, base_value: 241169331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171473/; rank: 96, crd: 299508, firm: Pearl Wealth LLC, city: Portland, state: OR, value: 0.0484161371535186, base_value: 149125507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299508/; rank: 97, crd: 106327, firm: MCS Family Wealth Advisors, city: Bend, state: OR, value: 0.0374216108783876, base_value: 156754850, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106327/; rank: 98, crd: 323792, firm: Invera Wealth Advisors LLC, city: Bend, state: OR, value: 0.0329996448825547, base_value: 236057116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323792/; rank: 99, crd: 148713, firm: Summa Global Advisors, LLC, city: Clackamas, state: OR, value: 0.028848820412519, base_value: 140082192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148713/; rank: 100, crd: 117127, firm: Mengis Capital Management, Inc., city: Portland, state: OR, value: 0.00489671050683094, base_value: 899074796, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117127/

## 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/oregon/

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