Ranking, Oregon

Independent RIAs with the most advisory staff in Oregon

As of October 2, 2026, Kingsview Wealth Management, LLC ranked #1 in Oregon in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 95.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Independent RIAs with the most advisory staff in Oregon
Rank	Firm	City	Most advisory staff
1	Kingsview Wealth Management, LLC	Grants Pass	95
2	CS Planning Corp	Portland	49
3	Ferguson Wellman Capital Management, Inc.	Portland	31
4	Aldrich Wealth LP	Lake Oswego	26
5	True Private Wealth Advisors, LLC	Salem	22
6	Becker Capital Management, Inc.	Portland	20
6	Vista Capital Partners, Inc.	Portland	20
8	Cutler Investment Group	Jacksonville	17
9	Pinnacle Wealth Advisors	Clackamas	14
10	Phillips and Company Advisors LLC	Portland	13
10	JGP Wealth Management, LLC	Bend	13
12	Sapient Private Wealth Management, LLC	Eugene	12
12	Blue Water Wealth	Portland	12
14	Cross Financial Advisors	Portland	11
15	Roehl & YI Investment Advisors, LLC	Eugene	10
16	Northside Capital Management LLC	Hood River	9
16	Go Wealth Management	Eugene	9
16	Pace Financial Advisors	Hillsboro	9
19	Vision Capital Management Inc	Portland	8
19	Tru Independence Asset Management, LLC	Portland	8
21	Silver Oak Advisory Group	Portland	7
21	Range Financial Group, LLC	Tigard	7
21	Optima Capital LLC	Beaverton	7
24	Auxier Asset Management	Aurora	6
24	Peregrine Asset Advisers, Inc.	Portland	6
24	Mengis Capital Management, Inc.	Portland	6
24	Cedar Mountain Advisors, LLC	Lake Oswego	6
24	Strategic Financial Partners, Ltd	Bend	6
24	Etesian Wealth Advisors, Inc.	West Linn	6
24	Wealth Advisors NW	Portland	6
24	Keudell Morrison Wealth Management, LLC	Salem	6
24	MSP Wealth Management, LLC	Klamath Falls	6
24	Panoramic Capital Partners LLC	Lake Oswego	6
34	Grange Capital, LLC	Beaverton	5
34	Headwater Investment Consulting,inc.	McMinnville	5
34	Financial Investment Team ("Fit")	Portland	5
34	SMB Financial Services, Inc.	Portland	5
34	Clarity Wealth Development, LLC	Corvallis	5
34	CGC Financial Services	Lake Oswego	5
34	Roi Financial	Beaverton	5
34	Aerodigm Wealth LLC	Lake Oswego	5
34	Keturi Investment Management, LLC	Lake Oswego	5
34	Integrity Wealth LLC	Eugene	5
34	Capstone Wealth Management Group, Inc.	Bend	5
45	Sound Investment Management Inc	Tualatin	4
45	Progressive Investment Management Corporation	Lake Oswego	4
45	Cascade Investment Advisors, Inc.	Oregon City	4
45	M Financial Asset Management, Inc.	Portland	4
45	Taurus Capital Advisors, LLC	Lake Oswego	4
45	Spectrum Strategic Capital Management, LLC	Corvallis	4
45	JH Advisors	Salem	4
45	Vergepointe Wealth Management, LLC	Lake Oswego	4
45	Martin Capital Partners, LLC	Eugene	4
45	Littlejohn Financial Services Inc	Roseburg	4
45	Rutherford Investment Management	Portland	4
45	Stangier Wealth Management	Clackamas	4
45	Oregon Pacific Wealth Management	Medford	4
45	Allium Financial Advisors, LLC	Lake Oswego	4
45	Horst & Graben Wealth Management, LLC	Portland	4
45	NBC Capital Advisors	Beaverton	4
45	44 Wealth Management LLC	Eugene	4
45	Sittner & Nelson, LLC	Eugene	4
45	2260 West	Bend	4
45	Tradewinds Wealth Management	Portland	4
45	Veridan Wealth	West Linn	4
45	4:8 Financial	Canby	4
67	Physician Family Financial Advisors Inc	Beaverton	3
67	Orca Investment Management, LLC	Lake Oswego	3
67	Skyline Financial Northwest	Portland	3
67	Marquam Capital	Portland	3
67	CLS Financial Advisors, Inc.	Portland	3
67	Sherman, Young & Leavitt, LLC	Oregon City	3
67	Settlement Capital Advisors	West Linn	3
67	Axia Wealth Management Inc	Bend	3
67	Northwest Quadrant Wealth Management	Bend	3
67	JGC Tax & Wealth Management	Salem	3
67	Cascade Financial Strategies	Bend	3
67	Encompass Wealth Advisors, LLC	Portland	3
67	Portland Private Wealth Management, Inc.	Portland	3
67	Modernist Financial, LLC	Portland	3
67	Copia Wealth Management	Bend	3
67	Nagel & Padilla, LLC	Ashland	3
67	True North Retirement Advisors, LLC	Clackamas	3
67	Syman-Degler Group, LLC	Eugene	3
67	Inman Financial Services, Inc.	Portland	3
67	Soaring Investment Management, LLC	Portland	3
67	Defined Wealth Management, LLC	Beaverton	3
67	Icon Financial Services LLC	Portland	3
67	Tru Independence Asset Management 2, LLC	Portland	3
67	Von Borstel & Associates	The Dalles	3
67	Capital Financial Planners	Salem	3
67	Koenig Investment Advisory, LLC	Ashland	3
67	Smithbrook, LLC	Bend	3
67	Eldon Reese Advisory Group	Beaverton	3
67	Crown Point Wealth Advisors	Hood River	3
67	Price Financial Group Wealth Management, Inc.	Portland	3
67	The Freyr Group	Corvallis	3
67	Highroad Wealth Advisors, LLC	Coos Bay	3
67	True Wealth Group	Bend	3
67	Rock Creek Wealth Management	Hillsboro	3
67	Washington Park Capital Management, LLC	Portland	3

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

More rankings

Most advisory staff 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.