# Largest independent RIAs by assets under management in Oregon

As of October 2, 2026, Ferguson Wellman Capital Management, Inc. ranked #1 in Oregon in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $10.7 billion.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Oregon
- firms_listed: 100
- rows: rank: 1, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 10664664229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 2, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 8957122931, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 3, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 7615331850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 4, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 6942205093, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 5, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 5725237630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 6, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 3220683655, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 7, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, state: OR, value: 2664967346, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167214/; rank: 8, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 1960873373, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 9, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 1745762088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 10, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 1541676261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 11, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 1463229855, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 12, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 1431772908, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 13, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 1426784638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 14, crd: 136694, firm: M Financial Asset Management, Inc., city: Portland, state: OR, value: 1234631893, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136694/; rank: 15, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 1228670085, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 16, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 1197759928, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 17, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 1048567431, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 18, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 959361821, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 19, crd: 107980, firm: Auxier Asset Management, city: Aurora, state: OR, value: 946070277, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107980/; rank: 20, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 921506676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 21, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 920067465, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 22, crd: 117127, firm: Mengis Capital Management, Inc., city: Portland, state: OR, value: 903477305, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117127/; rank: 23, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 875784975, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 24, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, state: OR, value: 847493995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306483/; rank: 25, crd: 107777, firm: Progressive Investment Management Corporation, city: Lake Oswego, state: OR, value: 758314156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107777/; rank: 26, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 733507437, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 27, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 680192461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 28, crd: 329666, firm: Veridan Wealth, city: West Linn, state: OR, value: 667215443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329666/; rank: 29, crd: 115738, firm: Peregrine Asset Advisers, Inc., city: Portland, state: OR, value: 610995215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115738/; rank: 30, crd: 158455, firm: Northwest Quadrant Wealth Management, city: Bend, state: OR, value: 579712539, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158455/; rank: 31, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 549709723, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 32, crd: 133009, firm: Headwater Investment Consulting,inc., city: McMinnville, state: OR, value: 542975000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133009/; rank: 33, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, state: OR, value: 507399802, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128055/; rank: 34, crd: 152127, firm: Etesian Wealth Advisors, Inc., city: West Linn, state: OR, value: 503332148, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152127/; rank: 35, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 487370819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 36, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 481819342, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 37, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 472802960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 38, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 472778228, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 39, crd: 290885, firm: True North Retirement Advisors, LLC, city: Clackamas, state: OR, value: 460887057, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290885/; rank: 40, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 418936075, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 41, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 408081122, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 42, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 406521088, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 43, crd: 331349, firm: Panoramic Capital Partners LLC, city: Lake Oswego, state: OR, value: 392668358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331349/; rank: 44, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 379783137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 45, crd: 139358, firm: Retirement Planning Specialists, Inc., city: Ashland, state: OR, value: 370590050, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139358/; rank: 46, crd: 318359, firm: Pace Financial Advisors, city: Hillsboro, state: OR, value: 362100721, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318359/; rank: 47, crd: 117294, firm: Cascade Investment Advisors, Inc., city: Oregon City, state: OR, value: 360420745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117294/; rank: 48, crd: 338939, firm: Washington Park Capital Management, LLC, city: Portland, state: OR, value: 359458316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338939/; rank: 49, crd: 284468, firm: Wealth Advisors NW, city: Portland, state: OR, value: 354254482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284468/; rank: 50, crd: 168256, firm: Tru Independence Asset Management, LLC, city: Portland, state: OR, value: 336851857, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168256/; rank: 51, crd: 148858, firm: Strategic Financial Partners, Ltd, city: Bend, state: OR, value: 321117654, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148858/; rank: 52, crd: 335831, firm: 4:8 Financial, city: Canby, state: OR, value: 317952000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335831/; rank: 53, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 306143151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 54, crd: 330809, firm: Integrity Wealth LLC, city: Eugene, state: OR, value: 304822152, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330809/; rank: 55, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 300433806, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 56, crd: 153452, firm: Martin Capital Partners, LLC, city: Eugene, state: OR, value: 290481718, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153452/; rank: 57, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 284854509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 58, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 284756786, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 59, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 283324092, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 60, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 275363852, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 61, crd: 160100, firm: Roi Financial, city: Beaverton, state: OR, value: 264156070, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160100/; rank: 62, crd: 131006, firm: Welch Investment Group, LLC, city: Grants Pass, state: OR, value: 263795723, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131006/; rank: 63, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 258181429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 64, crd: 107438, firm: Sound Investment Management Inc, city: Tualatin, state: OR, value: 255500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107438/; rank: 65, crd: 306779, firm: Defined Wealth Management, LLC, city: Beaverton, state: OR, value: 253963186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306779/; rank: 66, crd: 171473, firm: Elevation Capital Advisory, city: Bend, state: OR, value: 252899443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171473/; rank: 67, crd: 167545, firm: Rutherford Investment Management, city: Portland, state: OR, value: 249984319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167545/; rank: 68, crd: 323792, firm: Invera Wealth Advisors LLC, city: Bend, state: OR, value: 243846917, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323792/; rank: 69, crd: 340135, firm: Capstone Wealth Management Group, Inc., city: Bend, state: OR, value: 243000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340135/; rank: 70, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 235435154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 71, crd: 168534, firm: Catalyst Financial NW Corporation, city: Gresham, state: OR, value: 233421000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168534/; rank: 72, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, state: OR, value: 231430442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137633/; rank: 73, crd: 306522, firm: MSP Wealth Management, LLC, city: Klamath Falls, state: OR, value: 228456554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306522/; rank: 74, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 227432800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 75, crd: 277111, firm: Connected Wealth Solutions, LLC, city: La Grande, state: OR, value: 226401522, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277111/; rank: 76, crd: 131699, firm: Grange Capital, LLC, city: Beaverton, state: OR, value: 217211746, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131699/; rank: 77, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 214306873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 78, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 212048671, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 79, crd: 144377, firm: Orca Investment Management, LLC, city: Lake Oswego, state: OR, value: 211654859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144377/; rank: 80, crd: 145724, firm: Financial Investment Team ("Fit"), city: Portland, state: OR, value: 209144352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145724/; rank: 81, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 208615945, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 82, crd: 290254, firm: Go Wealth Management, city: Eugene, state: OR, value: 208438586, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290254/; rank: 83, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 200025054, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 84, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 197453684, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 85, crd: 152892, firm: CLS Financial Advisors, Inc., city: Portland, state: OR, value: 191992677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152892/; rank: 86, crd: 331566, firm: Highroad Wealth Advisors, LLC, city: Coos Bay, state: OR, value: 188523085, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331566/; rank: 87, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, state: OR, value: 185534007, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322424/; rank: 88, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 177799486, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 89, crd: 323146, firm: Price Financial Group Wealth Management, Inc., city: Portland, state: OR, value: 173469083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323146/; rank: 90, crd: 155113, firm: Littlejohn Financial Services Inc, city: Roseburg, state: OR, value: 171257236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155113/; rank: 91, crd: 329458, firm: Swiftwater Capital, city: Lake Oswego, state: OR, value: 170887842, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329458/; rank: 92, crd: 148417, firm: North Forty Two & Co., city: Lake Oswego, state: OR, value: 167919555, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148417/; rank: 93, crd: 142109, firm: J.P. Capital Management, Inc., city: Eugene, state: OR, value: 166598986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142109/; rank: 94, crd: 106327, firm: MCS Family Wealth Advisors, city: Bend, state: OR, value: 162620869, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106327/; rank: 95, crd: 316987, firm: Strada Financial Group LLC, city: Boring, state: OR, value: 159217097, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316987/; rank: 96, crd: 281873, firm: Copia Wealth Management, city: Bend, state: OR, value: 157517828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281873/; rank: 97, crd: 283958, firm: Oregon Pacific Wealth Management, city: Medford, state: OR, value: 156346247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283958/; rank: 98, crd: 299508, firm: Pearl Wealth LLC, city: Portland, state: OR, value: 156345588, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299508/; rank: 99, crd: 147861, firm: Wellspring Advisors, Inc., city: Hillsboro, state: OR, value: 152174077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147861/; rank: 100, crd: 332426, firm: True Wealth Group, city: Bend, state: OR, value: 151410600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332426/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/oregon/

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