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AdvisorIQ

Ranking, Oregon

Wealth firms with the most high net worth clients, 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 high net worth clients, including broker-dealer firms, with 2,209.

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

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Kingsview Wealth Management, LLC Grants Pass 2,209
2 Vision Capital Management Inc Portland 1,119
3 NBC Capital Advisors Beaverton 900
4 Ferguson Wellman Capital Management, Inc. Portland 865
5 Tru Independence Asset Management, LLC Portland 609
6 Encompass Wealth Advisors, LLC Portland 601
7 Cross Financial Advisors Portland 548
8 CS Planning Corp Portland 541
9 Becker Capital Management, Inc. Portland 519
10 Vista Capital Partners, Inc. Portland 450
11 Aldrich Wealth LP Lake Oswego 387
12 JGP Wealth Management, LLC Bend 379
13 Cutler Investment Group Jacksonville 366
14 True Private Wealth Advisors, LLC Salem 357
15 Northwest Quadrant Wealth Management Bend 336
16 Sapient Private Wealth Management, LLC Eugene 325
17 NW Advisory Wilsonville 261
18 Von Borstel & Associates The Dalles 258
19 Cedar Mountain Advisors, LLC Lake Oswego 239
20 Blue Water Wealth Portland 218
21 Horst & Graben Wealth Management, LLC Portland 217
22 CGC Financial Services Lake Oswego 208
23 Sittner & Nelson, LLC Eugene 189
24 Headwater Investment Consulting,inc. McMinnville 185
25 Keudell Morrison Wealth Management, LLC Salem 178
26 Phillips and Company Advisors LLC Portland 176
27 Roehl & YI Investment Advisors, LLC Eugene 175
28 Allium Financial Advisors, LLC Lake Oswego 171
29 Physician Family Financial Advisors Inc Beaverton 160
29 Catalyst Financial NW Corporation Gresham 160
31 Aerodigm Wealth LLC Lake Oswego 158
32 Newbore Wealth Management, Inc. Gladstone 150
33 Progressive Investment Management Corporation Lake Oswego 141
34 Silver Oak Advisory Group Portland 140
35 Burgess Financial Planning Portland 137
36 44 Wealth Management LLC Eugene 136
37 Hurley Financial Group, Inc. Corvallis 135
38 Mengis Capital Management, Inc. Portland 130
38 Range Financial Group, LLC Tigard 130
40 Crown Point Wealth Advisors Hood River 126
41 Tru Independence Asset Management 2, LLC Portland 125
42 True North Retirement Advisors, LLC Clackamas 124
43 Integrity Wealth LLC Eugene 120
44 Auxier Asset Management Aurora 119
45 Grange Capital, LLC Beaverton 116
46 Koenig Investment Advisory, LLC Ashland 114
47 Wealth Advisors NW Portland 105
48 Stangier Wealth Management Clackamas 101
48 Panoramic Capital Partners LLC Lake Oswego 101
50 Washington Park Capital Management, LLC Portland 97
51 Veridan Wealth West Linn 95
52 Capital Financial Planners Salem 92
53 Lookahead Wealth LLC West Linn 87
54 Spectrum Strategic Capital Management, LLC Corvallis 86
54 Strategic Financial Partners, Ltd Bend 86
56 Clarity Wealth Development, LLC Corvallis 81
56 Optima Capital LLC Beaverton 81
58 Vergepointe Wealth Management, LLC Lake Oswego 80
58 Sherman, Young & Leavitt, LLC Oregon City 80
58 Roi Financial Beaverton 80
58 Capstone Wealth Management Group, Inc. Bend 80
62 Continuity Wealth Management, Corp. Portland 79
62 Pace Financial Advisors Hillsboro 79
64 M Holdings Securities, Inc. Broker-dealer affiliated Portland 78
64 True Wealth Group Bend 78
66 Skyline Financial Northwest Portland 77
66 Axia Wealth Management Inc Bend 77
68 Pinnacle Wealth Advisors Clackamas 74
69 Connected Wealth Solutions, LLC La Grande 69
69 Axiom Wealth Strategies, LLC Bend 69
69 Wagner Planning Lake Oswego 69
69 Highroad Wealth Advisors, LLC Coos Bay 69
69 4:8 Financial Canby 69
74 Welch Investment Group, LLC Grants Pass 66
75 Inman Financial Services, Inc. Portland 65
76 Fidelis IM Medford 63
76 Blueprint Financial Advisors, LLC Portland 63
78 Cascade Investment Advisors, Inc. Oregon City 62
79 Elevation Capital Advisory Bend 61
80 Northside Capital Management LLC Hood River 60
80 Portland Private Wealth Management, Inc. Portland 60
80 Soaring Investment Management, LLC Portland 60
80 MSP Wealth Management, LLC Klamath Falls 60
84 JH Advisors Salem 58
85 Copia Wealth Management Bend 57
85 Oswego Private Wealth Management Lake Oswego 57
87 SMB Financial Services, Inc. Portland 55
88 MCS Family Wealth Advisors Bend 54
88 The Lam Group, Inc. Lake Oswego 54
90 Jones & Associates Premier Financial Solutions Jacksonville 52
91 Peregrine Asset Advisers, Inc. Portland 51
91 Xena Financial Planning, LLC Portland 51
93 Eldon Reese Advisory Group Beaverton 50
94 Somerset Wealth Management, LLC Broker-dealer affiliated Portland 49
95 Executive Investment Services, LLC Lake Oswego 48
96 Taurus Capital Advisors, LLC Lake Oswego 47
96 Erlandson Wealth Management Beaverton 47
96 Rutherford Investment Management Portland 47
99 Wellspring Advisors, Inc. Hillsboro 46
99 Pearl Wealth LLC Portland 46
99 Strada Financial Group LLC Boring 46

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

More rankings

Most high net worth clients 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.