# Independent RIAs with the most CFP professionals 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 CFP professionals, with 21.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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.
- unit: count
- scope: Oregon
- firms_listed: 162
- rows: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 2, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 2, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 2, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 5, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 6, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 7, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 7, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 9, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 9, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 9, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 9, crd: 330809, firm: Integrity Wealth LLC, city: Eugene, state: OR, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330809/; rank: 13, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 13, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 13, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 13, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 13, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 13, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 13, crd: 168256, firm: Tru Independence Asset Management, LLC, city: Portland, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168256/; rank: 13, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 13, crd: 295679, firm: Syman-Degler Group, LLC, city: Eugene, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/295679/; rank: 13, crd: 305273, firm: Soaring Investment Management, LLC, city: Portland, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305273/; rank: 13, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 13, crd: 310460, firm: 2260 West, city: Bend, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310460/; rank: 13, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 13, crd: 340135, firm: Capstone Wealth Management Group, Inc., city: Bend, state: OR, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340135/; rank: 27, crd: 131574, firm: Integrated Capital Planning LLC, city: Bend, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131574/; rank: 27, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137633/; rank: 27, crd: 147861, firm: Wellspring Advisors, Inc., city: Hillsboro, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147861/; rank: 27, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 27, crd: 154979, firm: Goldmark Financial Planners, LLC, city: Salem, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154979/; rank: 27, crd: 159378, firm: Tenbridge Partners LLC, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159378/; rank: 27, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 27, crd: 167033, firm: Interactive Wealth Advisors, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167033/; rank: 27, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 27, crd: 281073, firm: Aluman, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281073/; rank: 27, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 27, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 27, crd: 290179, firm: Clarity Capital Management LLC, city: Tigard, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290179/; rank: 27, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 27, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 27, crd: 306779, firm: Defined Wealth Management, LLC, city: Beaverton, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306779/; rank: 27, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 27, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 27, crd: 312641, firm: Uplevel Wealth, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312641/; rank: 27, crd: 322439, firm: Planful Finance LLC, city: Lake Oswego, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322439/; rank: 27, crd: 323075, firm: Sunnybranch Wealth LLC, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323075/; rank: 27, crd: 323792, firm: Invera Wealth Advisors LLC, city: Bend, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323792/; rank: 27, crd: 330313, firm: The Freyr Group, city: Corvallis, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330313/; rank: 27, crd: 332426, firm: True Wealth Group, city: Bend, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332426/; rank: 27, crd: 333436, firm: Xena Financial Planning, LLC, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333436/; rank: 27, crd: 337883, firm: Trihelix Wealth Collective, city: Portland, state: OR, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337883/; rank: 53, crd: 106327, firm: MCS Family Wealth Advisors, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106327/; rank: 53, crd: 107438, firm: Sound Investment Management Inc, city: Tualatin, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107438/; rank: 53, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 53, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 53, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 53, crd: 130006, firm: Cuthbert Financial Guidance, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130006/; rank: 53, crd: 137602, firm: Aegis Financial Advisory, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137602/; rank: 53, crd: 137613, firm: Gabriel Capital, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137613/; rank: 53, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 53, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 53, crd: 139358, firm: Retirement Planning Specialists, Inc., city: Ashland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139358/; rank: 53, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 53, crd: 142969, firm: Integrated Retirement Strategies, city: Oregon City, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142969/; rank: 53, crd: 143260, firm: Eugenio Financial, city: Tigard, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143260/; rank: 53, crd: 143406, firm: Mulligan Capital, Inc, city: Tigard, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143406/; rank: 53, crd: 143984, firm: Burgess Financial Planning, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143984/; rank: 53, crd: 145724, firm: Financial Investment Team ("Fit"), city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145724/; rank: 53, crd: 146844, firm: Skyline Financial Northwest, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146844/; rank: 53, crd: 148713, firm: Summa Global Advisors, LLC, city: Clackamas, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148713/; rank: 53, crd: 150765, firm: Strategic Wealth Management, LLC, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150765/; rank: 53, crd: 151580, firm: Main Avenue Financial Services, LLC, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151580/; rank: 53, crd: 151626, firm: Trillium Valley Financial Planning, city: Sherwood, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151626/; rank: 53, crd: 152250, firm: Pacific Capital Works, Inc., city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152250/; rank: 53, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 53, crd: 154130, firm: Innovator Wealth Advisor, LLC, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154130/; rank: 53, crd: 154140, firm: Ascent Financial Advisors, city: Porland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154140/; rank: 53, crd: 154539, firm: Dollinger Management Inc., city: Wilsonville, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154539/; rank: 53, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 53, crd: 155113, firm: Littlejohn Financial Services Inc, city: Roseburg, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155113/; rank: 53, crd: 155293, firm: Burnside and Co., city: Oregon City, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155293/; rank: 53, crd: 155309, firm: RWW Investment Advisors Inc., city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155309/; rank: 53, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 53, crd: 155458, firm: Batley & Associates, city: Estacada, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155458/; rank: 53, crd: 155890, firm: Axia Wealth Management Inc, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155890/; rank: 53, crd: 156004, firm: Raaf Investment Advisors, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156004/; rank: 53, crd: 157724, firm: Erlandson Wealth Management, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157724/; rank: 53, crd: 158497, firm: Heissler Financial, LLC, city: Gresham, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158497/; rank: 53, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 53, crd: 164545, firm: Kleinsmith Resource Management, LLC, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164545/; rank: 53, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 53, crd: 165731, firm: Insight Advisors NW, LLC, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165731/; rank: 53, crd: 165770, firm: JGC Tax & Wealth Management, city: Salem, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165770/; rank: 53, crd: 166548, firm: B P Financial Associates, LLC., city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166548/; rank: 53, crd: 166610, firm: Cascade Financial Strategies, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166610/; rank: 53, crd: 170816, firm: Clarity Financial, LLC, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170816/; rank: 53, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 53, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 53, crd: 173482, firm: Willamette Financial Advisors, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173482/; rank: 53, crd: 175119, firm: Guiding Financial, LLC, city: Eugene, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175119/; rank: 53, crd: 217511, firm: Modernist Financial, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/217511/; rank: 53, crd: 281611, firm: Tandem Views Investment Services, LLC, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281611/; rank: 53, crd: 281760, firm: Rose City Investment Consulting LLC, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281760/; rank: 53, crd: 282071, firm: WBH Financial Services, LLC, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282071/; rank: 53, crd: 282122, firm: W.H. Lewis Financial, LLC., city: Eugene, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282122/; rank: 53, crd: 283958, firm: Oregon Pacific Wealth Management, city: Medford, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283958/; rank: 53, crd: 285724, firm: Lookahead Wealth LLC, city: West Linn, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285724/; rank: 53, crd: 285773, firm: Mark Sharp Retirement, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285773/; rank: 53, crd: 285980, firm: Watershed Wealth Planning LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285980/; rank: 53, crd: 287472, firm: Encompass Financial Planning, city: West Linn, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287472/; rank: 53, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 53, crd: 289340, firm: Apm Wealth, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289340/; rank: 53, crd: 289553, firm: Nagel & Padilla, LLC, city: Ashland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289553/; rank: 53, crd: 290254, firm: Go Wealth Management, city: Eugene, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290254/; rank: 53, crd: 291661, firm: Lifelong Wealth Management Group, LLC, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291661/; rank: 53, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 53, crd: 298428, firm: Fairchild Capital LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298428/; rank: 53, crd: 299713, firm: Vivifi Planning, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299713/; rank: 53, crd: 300046, firm: Birch Elliott Financial, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300046/; rank: 53, crd: 306686, firm: Davidson & Watson Financial, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306686/; rank: 53, crd: 309098, firm: Tru Independence Asset Management 2, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309098/; rank: 53, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 53, crd: 310901, firm: Empowering Finance, LLC, city: Sherwood, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310901/; rank: 53, crd: 311370, firm: Sherwood Wealth Management, city: Sherwood, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311370/; rank: 53, crd: 312016, firm: Ciclo Wealth LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312016/; rank: 53, crd: 312269, firm: Ryan Financial Solutions, LLC, city: Tualatin, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312269/; rank: 53, crd: 313025, firm: Old Growth Financial LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313025/; rank: 53, crd: 315281, firm: Dobson Asset Management LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315281/; rank: 53, crd: 316968, firm: Purpose First Financial, LLC, city: Grants Pass, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316968/; rank: 53, crd: 316987, firm: Strada Financial Group LLC, city: Boring, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316987/; rank: 53, crd: 317587, firm: Nest Financial Planning, LLC, city: Hood River, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317587/; rank: 53, crd: 317985, firm: Crossroads Wealth Planning, city: Tualatin, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317985/; rank: 53, crd: 318218, firm: Money Blossoms, city: Beavereton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318218/; rank: 53, crd: 318448, firm: Wagner Planning, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318448/; rank: 53, crd: 319415, firm: Gray Wealth Strategies LLC, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319415/; rank: 53, crd: 322069, firm: Eldon Reese Advisory Group, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322069/; rank: 53, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322424/; rank: 53, crd: 323657, firm: Collective Wealth Planning, city: Salem, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323657/; rank: 53, crd: 324177, firm: Financial Planning Northwest, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324177/; rank: 53, crd: 324413, firm: Vantage Wealth Management LLC, city: Corvallis, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324413/; rank: 53, crd: 327235, firm: Bruno Mountain Advisory, LLC, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327235/; rank: 53, crd: 327636, firm: Pathlight Financial Planning LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327636/; rank: 53, crd: 327703, firm: Rain or Shine Planning, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327703/; rank: 53, crd: 327852, firm: Tailored Financial Planning, city: Eugene, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327852/; rank: 53, crd: 329458, firm: Swiftwater Capital, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329458/; rank: 53, crd: 330291, firm: Viento Financial Group, LLC, city: Hood River, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330291/; rank: 53, crd: 332357, firm: Crest Financial, LLC, city: Elmira, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332357/; rank: 53, crd: 332911, firm: Harbor Horizon Financial, LLC, city: Wilsonville, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332911/; rank: 53, crd: 333111, firm: Rogue Russell Investments, city: Grants Pass, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333111/; rank: 53, crd: 333130, firm: TBG Investing, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333130/; rank: 53, crd: 334793, firm: Pyles Financial Planning, LLC, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334793/; rank: 53, crd: 336178, firm: Samara Capital, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336178/; rank: 53, crd: 336666, firm: Rock Creek Wealth Management, city: Hillsboro, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336666/; rank: 53, crd: 336780, firm: Holon Wealth Management, city: Eugene, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336780/; rank: 53, crd: 337219, firm: Real Agency Wealth LLC, city: Beaverton, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337219/; rank: 53, crd: 337539, firm: Alongside Financial Partners, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337539/; rank: 53, crd: 338265, firm: Iambic Financial L.L.C, city: Portland, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338265/; rank: 53, crd: 338746, firm: Mar Financial, city: Lake Oswego, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338746/; rank: 53, crd: 339914, firm: Cresscila Wealth Management, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339914/; rank: 53, crd: 342069, firm: Northwind Financial LLC, city: Bend, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342069/; rank: 53, crd: 343957, firm: Practice First Investment Advisors LLC, city: Jacksonville, state: OR, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343957/

## 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

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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/most-cfp-professionals/oregon/

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