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AdvisorIQ

Ranking, Oregon

Largest wealth firms by assets under management, including broker-dealer firms in Oregon

As of October 2, 2026, Ferguson Wellman Capital Management, Inc. ranked #1 in Oregon in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $10.7 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.

Rank Firm City RAUM
1 Ferguson Wellman Capital Management, Inc. Portland $10.7 billion
2 Kingsview Wealth Management, LLC Grants Pass $9.0 billion
3 Aldrich Wealth LP Lake Oswego $7.6 billion
4 Northside Capital Management LLC Hood River $6.9 billion
5 Becker Capital Management, Inc. Portland $5.7 billion
6 Vista Capital Partners, Inc. Portland $3.2 billion
7 M Holdings Securities, Inc. Broker-dealer affiliated Portland $3.2 billion
8 Phillips and Company Advisors LLC Portland $2.7 billion
9 CS Planning Corp Portland $2.0 billion
10 Sapient Private Wealth Management, LLC Eugene $1.7 billion
11 Cutler Investment Group Jacksonville $1.5 billion
12 Aerodigm Wealth LLC Lake Oswego $1.5 billion
13 JGP Wealth Management, LLC Bend $1.4 billion
14 True Private Wealth Advisors, LLC Salem $1.4 billion
15 M Financial Asset Management, Inc. Portland $1.2 billion
16 Vision Capital Management Inc Portland $1.2 billion
17 Cedar Mountain Advisors, LLC Lake Oswego $1.2 billion
18 Sittner & Nelson, LLC Eugene $1.0 billion
19 Roehl & YI Investment Advisors, LLC Eugene $959.4 million
20 Auxier Asset Management Aurora $946.1 million
21 Keudell Morrison Wealth Management, LLC Salem $921.5 million
22 Horst & Graben Wealth Management, LLC Portland $920.1 million
23 Mengis Capital Management, Inc. Portland $903.5 million
24 CGC Financial Services Lake Oswego $875.8 million
25 NBC Capital Advisors Beaverton $847.5 million
26 Progressive Investment Management Corporation Lake Oswego $758.3 million
27 Allium Financial Advisors, LLC Lake Oswego $733.5 million
28 Von Borstel & Associates The Dalles $680.2 million
29 Veridan Wealth West Linn $667.2 million
30 Peregrine Asset Advisers, Inc. Portland $611.0 million
31 Northwest Quadrant Wealth Management Bend $579.7 million
32 Pinnacle Wealth Advisors Clackamas $549.7 million
33 Headwater Investment Consulting,inc. McMinnville $543.0 million
34 The Lam Group, Inc. Lake Oswego $507.4 million
35 Etesian Wealth Advisors, Inc. West Linn $503.3 million
36 44 Wealth Management LLC Eugene $487.4 million
37 Cross Financial Advisors Portland $481.8 million
38 Blue Water Wealth Portland $472.8 million
39 Encompass Wealth Advisors, LLC Portland $472.8 million
40 True North Retirement Advisors, LLC Clackamas $460.9 million
41 Silver Oak Advisory Group Portland $418.9 million
42 Range Financial Group, LLC Tigard $408.1 million
43 Hurley Financial Group, Inc. Corvallis $406.5 million
44 Panoramic Capital Partners LLC Lake Oswego $392.7 million
45 Optima Capital LLC Beaverton $379.8 million
46 Retirement Planning Specialists, Inc. Ashland $370.6 million
47 Pace Financial Advisors Hillsboro $362.1 million
48 Cascade Investment Advisors, Inc. Oregon City $360.4 million
49 Washington Park Capital Management, LLC Portland $359.5 million
50 Wealth Advisors NW Portland $354.3 million
51 Tru Independence Asset Management, LLC Portland $336.9 million
52 Strategic Financial Partners, Ltd Bend $321.1 million
53 4:8 Financial Canby $318.0 million
54 Fidelis IM Medford $306.1 million
55 Integrity Wealth LLC Eugene $304.8 million
56 Stangier Wealth Management Clackamas $300.4 million
57 Martin Capital Partners, LLC Eugene $290.5 million
58 Physician Family Financial Advisors Inc Beaverton $284.9 million
59 Capital Financial Planners Salem $284.8 million
60 Vergepointe Wealth Management, LLC Lake Oswego $283.3 million
61 Spectrum Strategic Capital Management, LLC Corvallis $275.4 million
62 Roi Financial Beaverton $264.2 million
63 Welch Investment Group, LLC Grants Pass $263.8 million
64 Koenig Investment Advisory, LLC Ashland $258.2 million
65 Sound Investment Management Inc Tualatin $255.5 million
66 Defined Wealth Management, LLC Beaverton $254.0 million
67 Elevation Capital Advisory Bend $252.9 million
68 Rutherford Investment Management Portland $250.0 million
69 Invera Wealth Advisors LLC Bend $243.8 million
70 Capstone Wealth Management Group, Inc. Bend $243.0 million
71 Portland Private Wealth Management, Inc. Portland $235.4 million
72 Catalyst Financial NW Corporation Gresham $233.4 million
73 Taurus Capital Advisors, LLC Lake Oswego $231.4 million
74 MSP Wealth Management, LLC Klamath Falls $228.5 million
75 Jones & Associates Premier Financial Solutions Jacksonville $227.4 million
76 Connected Wealth Solutions, LLC La Grande $226.4 million
77 Grange Capital, LLC Beaverton $217.2 million
78 Continuity Wealth Management, Corp. Portland $214.3 million
79 JH Advisors Salem $212.0 million
80 Orca Investment Management, LLC Lake Oswego $211.7 million
81 Financial Investment Team ("Fit") Portland $209.1 million
82 Clarity Wealth Development, LLC Corvallis $208.6 million
83 Go Wealth Management Eugene $208.4 million
84 Newbore Wealth Management, Inc. Gladstone $200.0 million
85 Inman Financial Services, Inc. Portland $197.5 million
86 CLS Financial Advisors, Inc. Portland $192.0 million
87 Highroad Wealth Advisors, LLC Coos Bay $188.5 million
88 Crown Point Wealth Advisors Hood River $185.5 million
89 SMB Financial Services, Inc. Portland $177.8 million
90 Price Financial Group Wealth Management, Inc. Portland $173.5 million
91 Littlejohn Financial Services Inc Roseburg $171.3 million
92 Swiftwater Capital Lake Oswego $170.9 million
93 North Forty Two & Co. Lake Oswego $167.9 million
94 J.P. Capital Management, Inc. Eugene $166.6 million
95 MCS Family Wealth Advisors Bend $162.6 million
96 Strada Financial Group LLC Boring $159.2 million
97 Copia Wealth Management Bend $157.5 million
98 Oregon Pacific Wealth Management Medford $156.3 million
99 Pearl Wealth LLC Portland $156.3 million
100 Wellspring Advisors, Inc. Hillsboro $152.2 million

Showing the top 100. Figures are as firms reported them on Form ADV.

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Largest 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.