# Independent RIAs with the most high net worth clients 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 high net worth clients, with 2,209.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Oregon
- firms_listed: 101
- rows: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, state: OR, value: 2209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148107/; rank: 2, crd: 107793, firm: Vision Capital Management Inc, city: Portland, state: OR, value: 1119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107793/; rank: 3, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, state: OR, value: 900, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306483/; rank: 4, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, state: OR, value: 865, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104692/; rank: 5, crd: 168256, firm: Tru Independence Asset Management, LLC, city: Portland, state: OR, value: 609, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168256/; rank: 6, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, state: OR, value: 601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170807/; rank: 7, crd: 287686, firm: Cross Financial Advisors, city: Portland, state: OR, value: 548, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287686/; rank: 8, crd: 149937, firm: CS Planning Corp, city: Portland, state: OR, value: 541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149937/; rank: 9, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, state: OR, value: 519, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110489/; rank: 10, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, state: OR, value: 450, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114913/; rank: 11, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, state: OR, value: 387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147200/; rank: 12, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, state: OR, value: 379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290694/; rank: 13, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, state: OR, value: 366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128483/; rank: 14, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, state: OR, value: 357, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164947/; rank: 15, crd: 158455, firm: Northwest Quadrant Wealth Management, city: Bend, state: OR, value: 336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158455/; rank: 16, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, state: OR, value: 325, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159419/; rank: 17, crd: 309480, firm: NW Advisory, city: Wilsonville, state: OR, value: 261, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309480/; rank: 18, crd: 309746, firm: Von Borstel & Associates, city: The Dalles, state: OR, value: 258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309746/; rank: 19, crd: 140339, firm: Cedar Mountain Advisors, LLC, city: Lake Oswego, state: OR, value: 239, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140339/; rank: 20, crd: 164432, firm: Blue Water Wealth, city: Portland, state: OR, value: 218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164432/; rank: 21, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, state: OR, value: 217, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297368/; rank: 22, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, state: OR, value: 208, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155446/; rank: 23, crd: 309757, firm: Sittner & Nelson, LLC, city: Eugene, state: OR, value: 189, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309757/; rank: 24, crd: 133009, firm: Headwater Investment Consulting,inc., city: McMinnville, state: OR, value: 185, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133009/; rank: 25, crd: 292600, firm: Keudell Morrison Wealth Management, LLC, city: Salem, state: OR, value: 178, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292600/; rank: 26, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, state: OR, value: 176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167214/; rank: 27, crd: 109258, firm: Roehl & YI Investment Advisors, LLC, city: Eugene, state: OR, value: 175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109258/; rank: 28, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, state: OR, value: 171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288462/; rank: 29, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, state: OR, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138433/; rank: 29, crd: 168534, firm: Catalyst Financial NW Corporation, city: Gresham, state: OR, value: 160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168534/; rank: 31, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, state: OR, value: 158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282312/; rank: 32, crd: 306441, firm: Newbore Wealth Management, Inc., city: Gladstone, state: OR, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306441/; rank: 33, crd: 107777, firm: Progressive Investment Management Corporation, city: Lake Oswego, state: OR, value: 141, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107777/; rank: 34, crd: 108298, firm: Silver Oak Advisory Group, city: Portland, state: OR, value: 140, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108298/; rank: 35, crd: 143984, firm: Burgess Financial Planning, city: Portland, state: OR, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143984/; rank: 36, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, state: OR, value: 136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309647/; rank: 37, crd: 108983, firm: Hurley Financial Group, Inc., city: Corvallis, state: OR, value: 135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108983/; rank: 38, crd: 117127, firm: Mengis Capital Management, Inc., city: Portland, state: OR, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117127/; rank: 38, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, state: OR, value: 130, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290001/; rank: 40, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, state: OR, value: 126, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322424/; rank: 41, crd: 309098, firm: Tru Independence Asset Management 2, LLC, city: Portland, state: OR, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309098/; rank: 42, crd: 290885, firm: True North Retirement Advisors, LLC, city: Clackamas, state: OR, value: 124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290885/; rank: 43, crd: 330809, firm: Integrity Wealth LLC, city: Eugene, state: OR, value: 120, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330809/; rank: 44, crd: 107980, firm: Auxier Asset Management, city: Aurora, state: OR, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107980/; rank: 45, crd: 131699, firm: Grange Capital, LLC, city: Beaverton, state: OR, value: 116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131699/; rank: 46, crd: 311422, firm: Koenig Investment Advisory, LLC, city: Ashland, state: OR, value: 114, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311422/; rank: 47, crd: 284468, firm: Wealth Advisors NW, city: Portland, state: OR, value: 105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284468/; rank: 48, crd: 171336, firm: Stangier Wealth Management, city: Clackamas, state: OR, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171336/; rank: 48, crd: 331349, firm: Panoramic Capital Partners LLC, city: Lake Oswego, state: OR, value: 101, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331349/; rank: 50, crd: 338939, firm: Washington Park Capital Management, LLC, city: Portland, state: OR, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338939/; rank: 51, crd: 329666, firm: Veridan Wealth, city: West Linn, state: OR, value: 95, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329666/; rank: 52, crd: 310168, firm: Capital Financial Planners, city: Salem, state: OR, value: 92, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310168/; rank: 53, crd: 285724, firm: Lookahead Wealth LLC, city: West Linn, state: OR, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285724/; rank: 54, crd: 138347, firm: Spectrum Strategic Capital Management, LLC, city: Corvallis, state: OR, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138347/; rank: 54, crd: 148858, firm: Strategic Financial Partners, Ltd, city: Bend, state: OR, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148858/; rank: 56, crd: 155103, firm: Clarity Wealth Development, LLC, city: Corvallis, state: OR, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155103/; rank: 56, crd: 310146, firm: Optima Capital LLC, city: Beaverton, state: OR, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310146/; rank: 58, crd: 151425, firm: Vergepointe Wealth Management, LLC, city: Lake Oswego, state: OR, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151425/; rank: 58, crd: 152955, firm: Sherman, Young & Leavitt, LLC, city: Oregon City, state: OR, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152955/; rank: 58, crd: 160100, firm: Roi Financial, city: Beaverton, state: OR, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160100/; rank: 58, crd: 340135, firm: Capstone Wealth Management Group, Inc., city: Bend, state: OR, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340135/; rank: 62, crd: 111010, firm: Continuity Wealth Management, Corp., city: Portland, state: OR, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111010/; rank: 62, crd: 318359, firm: Pace Financial Advisors, city: Hillsboro, state: OR, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318359/; rank: 64, crd: 332426, firm: True Wealth Group, city: Bend, state: OR, value: 78, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332426/; rank: 65, crd: 146844, firm: Skyline Financial Northwest, city: Portland, state: OR, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146844/; rank: 65, crd: 155890, firm: Axia Wealth Management Inc, city: Bend, state: OR, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155890/; rank: 67, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, state: OR, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117517/; rank: 68, crd: 277111, firm: Connected Wealth Solutions, LLC, city: La Grande, state: OR, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277111/; rank: 68, crd: 313124, firm: Axiom Wealth Strategies, LLC, city: Bend, state: OR, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313124/; rank: 68, crd: 318448, firm: Wagner Planning, city: Lake Oswego, state: OR, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318448/; rank: 68, crd: 331566, firm: Highroad Wealth Advisors, LLC, city: Coos Bay, state: OR, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331566/; rank: 68, crd: 335831, firm: 4:8 Financial, city: Canby, state: OR, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335831/; rank: 73, crd: 131006, firm: Welch Investment Group, LLC, city: Grants Pass, state: OR, value: 66, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131006/; rank: 74, crd: 297414, firm: Inman Financial Services, Inc., city: Portland, state: OR, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297414/; rank: 75, crd: 162985, firm: Fidelis IM, city: Medford, state: OR, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162985/; rank: 75, crd: 171331, firm: Blueprint Financial Advisors, LLC, city: Portland, state: OR, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171331/; rank: 77, crd: 117294, firm: Cascade Investment Advisors, Inc., city: Oregon City, state: OR, value: 62, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117294/; rank: 78, crd: 171473, firm: Elevation Capital Advisory, city: Bend, state: OR, value: 61, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171473/; rank: 79, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, state: OR, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107784/; rank: 79, crd: 171321, firm: Portland Private Wealth Management, Inc., city: Portland, state: OR, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171321/; rank: 79, crd: 305273, firm: Soaring Investment Management, LLC, city: Portland, state: OR, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305273/; rank: 79, crd: 306522, firm: MSP Wealth Management, LLC, city: Klamath Falls, state: OR, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306522/; rank: 83, crd: 139587, firm: JH Advisors, city: Salem, state: OR, value: 58, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139587/; rank: 84, crd: 281873, firm: Copia Wealth Management, city: Bend, state: OR, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281873/; rank: 84, crd: 317174, firm: Oswego Private Wealth Management, city: Lake Oswego, state: OR, value: 57, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317174/; rank: 86, crd: 154216, firm: SMB Financial Services, Inc., city: Portland, state: OR, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154216/; rank: 87, crd: 106327, firm: MCS Family Wealth Advisors, city: Bend, state: OR, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106327/; rank: 87, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, state: OR, value: 54, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128055/; rank: 89, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, state: OR, value: 52, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152930/; rank: 90, crd: 115738, firm: Peregrine Asset Advisers, Inc., city: Portland, state: OR, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115738/; rank: 90, crd: 333436, firm: Xena Financial Planning, LLC, city: Portland, state: OR, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333436/; rank: 92, crd: 322069, firm: Eldon Reese Advisory Group, city: Beaverton, state: OR, value: 50, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322069/; rank: 93, crd: 152410, firm: Executive Investment Services, LLC, city: Lake Oswego, state: OR, value: 48, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152410/; rank: 94, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, state: OR, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137633/; rank: 94, crd: 157724, firm: Erlandson Wealth Management, city: Beaverton, state: OR, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157724/; rank: 94, crd: 167545, firm: Rutherford Investment Management, city: Portland, state: OR, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167545/; rank: 97, crd: 147861, firm: Wellspring Advisors, Inc., city: Hillsboro, state: OR, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147861/; rank: 97, crd: 299508, firm: Pearl Wealth LLC, city: Portland, state: OR, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299508/; rank: 97, crd: 316987, firm: Strada Financial Group LLC, city: Boring, state: OR, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316987/; rank: 100, crd: 159378, firm: Tenbridge Partners LLC, city: Portland, state: OR, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159378/; rank: 100, crd: 312005, firm: Capitol Family Office, Inc., city: Beaverton, state: OR, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312005/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/oregon/

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