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AdvisorIQ

Ranking, Oregon

Wealth firms with the most accounts, including broker-dealer firms in Oregon

As of October 2, 2026, Kingsview Wealth Management, LLC ranked #1 in Oregon in AdvisorIQ's ranking of wealth firms with the most accounts, including broker-dealer firms, with 31,932.

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

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Kingsview Wealth Management, LLC Grants Pass 31,932
2 CS Planning Corp Portland 9,340
3 M Holdings Securities, Inc. Broker-dealer affiliated Portland 8,115
4 Ferguson Wellman Capital Management, Inc. Portland 4,763
5 Icon Financial Services LLC Portland 4,178
6 Pace Financial Advisors Hillsboro 3,964
7 Horst & Graben Wealth Management, LLC Portland 3,442
8 Vista Capital Partners, Inc. Portland 3,380
9 JGP Wealth Management, LLC Bend 3,335
10 CGC Financial Services Lake Oswego 3,103
11 Pinnacle Wealth Advisors Clackamas 2,956
12 Cross Financial Advisors Portland 2,907
13 Phillips and Company Advisors LLC Portland 2,675
14 Aldrich Wealth LP Lake Oswego 2,477
15 Cedar Mountain Advisors, LLC Lake Oswego 2,433
16 NBC Capital Advisors Beaverton 2,272
17 Becker Capital Management, Inc. Portland 2,085
18 Keudell Morrison Wealth Management, LLC Salem 2,083
19 Von Borstel & Associates The Dalles 2,070
20 M Financial Asset Management, Inc. Portland 1,998
21 4:8 Financial Canby 1,884
22 Cutler Investment Group Jacksonville 1,847
23 Vision Capital Management Inc Portland 1,800
24 Northwest Quadrant Wealth Management Bend 1,771
25 Roehl & YI Investment Advisors, LLC Eugene 1,683
26 Retirement Planning Specialists, Inc. Ashland 1,651
27 True Private Wealth Advisors, LLC Salem 1,592
28 Optima Capital LLC Beaverton 1,581
29 Headwater Investment Consulting,inc. McMinnville 1,544
30 Hurley Financial Group, Inc. Corvallis 1,535
31 Roi Financial Beaverton 1,518
32 Stangier Wealth Management Clackamas 1,512
33 Sittner & Nelson, LLC Eugene 1,506
34 Elevation Capital Advisory Bend 1,471
35 Jones & Associates Premier Financial Solutions Jacksonville 1,368
36 Range Financial Group, LLC Tigard 1,365
37 Encompass Wealth Advisors, LLC Portland 1,343
38 Price Financial Group Wealth Management, Inc. Portland 1,340
39 Crown Point Wealth Advisors Hood River 1,274
40 Littlejohn Financial Services Inc Roseburg 1,236
41 Blue Water Wealth Portland 1,206
42 44 Wealth Management LLC Eugene 1,176
43 Wealth Advisors NW Portland 1,154
44 True North Retirement Advisors, LLC Clackamas 1,140
45 Catalyst Financial NW Corporation Gresham 1,068
46 Tru Independence Asset Management, LLC Portland 1,059
47 Welch Investment Group, LLC Grants Pass 973
48 Etesian Wealth Advisors, Inc. West Linn 936
49 Allium Financial Advisors, LLC Lake Oswego 934
50 Portland Private Wealth Management, Inc. Portland 916
51 Strategic Financial Partners, Ltd Bend 902
52 MSP Wealth Management, LLC Klamath Falls 872
53 Financial Investment Team ("Fit") Portland 870
54 Newbore Wealth Management, Inc. Gladstone 863
55 Copia Wealth Management Bend 850
56 Integrity Wealth LLC Eugene 831
57 Aerodigm Wealth LLC Lake Oswego 819
58 Mengis Capital Management, Inc. Portland 766
59 SMB Financial Services, Inc. Portland 762
60 Northside Capital Management LLC Hood River 757
61 Spectrum Strategic Capital Management, LLC Corvallis 754
62 Grange Capital, LLC Beaverton 745
63 Silver Oak Advisory Group Portland 738
64 Veridan Wealth West Linn 724
65 Connected Wealth Solutions, LLC La Grande 721
66 Wellspring Advisors, Inc. Hillsboro 717
67 Clarity Wealth Development, LLC Corvallis 712
67 Panoramic Capital Partners LLC Lake Oswego 712
69 Invera Wealth Advisors LLC Bend 689
70 Rooted Financial Group, LLC Tigard 663
71 Sapient Private Wealth Management, LLC Eugene 662
72 Physician Family Financial Advisors Inc Beaverton 639
73 Inman Financial Services, Inc. Portland 625
74 Continuity Wealth Management, Corp. Portland 613
75 Skyline Financial Northwest Portland 610
76 Cascade Financial Strategies Bend 605
76 Capstone Wealth Management Group, Inc. Bend 605
78 Syman-Degler Group, LLC Eugene 602
79 Tenbridge Partners LLC Portland 600
80 Koenig Investment Advisory, LLC Ashland 599
81 Fidelis IM Medford 596
82 Capital Financial Planners Salem 575
83 Orca Investment Management, LLC Lake Oswego 557
83 Defined Wealth Management, LLC Beaverton 557
83 True Wealth Group Bend 557
86 Oregon Pacific Wealth Management Medford 530
87 Go Wealth Management Eugene 519
88 Martin Capital Partners, LLC Eugene 507
89 Auxier Asset Management Aurora 506
90 Cascade Investment Advisors, Inc. Oregon City 501
91 JGC Tax & Wealth Management Salem 495
92 Willamette Financial Advisors, LLC Portland 488
93 Axia Wealth Management Inc Bend 484
94 Rock Creek Wealth Management Hillsboro 477
95 Peregrine Asset Advisers, Inc. Portland 476
96 Progressive Investment Management Corporation Lake Oswego 473
97 Soaring Investment Management, LLC Portland 464
98 Capitol Family Office, Inc. Beaverton 462
99 Miller Financial Group, LLC Portland 461
99 Clarity Capital Management LLC Tigard 461

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

More rankings

Most accounts 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.