{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Newest independent RIAs in Oregon","lead":"As of October 2, 2026, Washington Park Capital Management, LLC ranked #1 in Oregon in AdvisorIQ's ranking of newest independent RIAs, with $359.5 million.","as_of":"2026-10-02","facts":{"ranking":"Newest independent RIAs","how_it_is_computed":"Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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":"usd","scope":"Oregon","firms_listed":29,"rows":[{"rank":1,"crd":338939,"firm":"Washington Park Capital Management, LLC","city":"Portland","state":"OR","value":359458316,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338939/"},{"rank":2,"crd":340135,"firm":"Capstone Wealth Management Group, Inc.","city":"Bend","state":"OR","value":243000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340135/"},{"rank":3,"crd":329458,"firm":"Swiftwater Capital","city":"Lake Oswego","state":"OR","value":170887842,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329458/"},{"rank":4,"crd":142109,"firm":"J.P. Capital Management, Inc.","city":"Eugene","state":"OR","value":166598986,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142109/"},{"rank":5,"crd":155890,"firm":"Axia Wealth Management Inc","city":"Bend","state":"OR","value":148002969,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155890/"},{"rank":6,"crd":342069,"firm":"Northwind Financial LLC","city":"Bend","state":"OR","value":142241176,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342069/"},{"rank":7,"crd":312641,"firm":"Uplevel Wealth","city":"Portland","state":"OR","value":131386334,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312641/"},{"rank":8,"crd":291661,"firm":"Lifelong Wealth Management Group, LLC","city":"Lake Oswego","state":"OR","value":121740000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/291661/"},{"rank":9,"crd":217511,"firm":"Modernist Financial, LLC","city":"Portland","state":"OR","value":113275149,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/217511/"},{"rank":10,"crd":305273,"firm":"Soaring Investment Management, LLC","city":"Portland","state":"OR","value":112516204,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305273/"},{"rank":11,"crd":283315,"firm":"Venture Forth Financial","city":"Portland","state":"OR","value":105011667,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283315/"},{"rank":12,"crd":333436,"firm":"Xena Financial Planning, LLC","city":"Portland","state":"OR","value":104461476,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333436/"},{"rank":13,"crd":298428,"firm":"Fairchild Capital LLC","city":"Portland","state":"OR","value":102789935,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298428/"},{"rank":14,"crd":336666,"firm":"Rock Creek Wealth Management","city":"Hillsboro","state":"OR","value":101145657,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336666/"},{"rank":15,"crd":169271,"firm":"Browning Capital Management LLC","city":"Sisters","state":"OR","value":45353061,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169271/"},{"rank":16,"crd":342229,"firm":"Diamond Peak Wealth Management LLC","city":"Bend","state":"OR","value":29907044,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342229/"},{"rank":17,"crd":338746,"firm":"Mar Financial","city":"Lake Oswego","state":"OR","value":22209872,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338746/"},{"rank":18,"crd":283963,"firm":"Orchid Wealth Management","city":"Portland","state":"OR","value":1300000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283963/"},{"rank":19,"crd":338743,"firm":"Shared Prosperity Group","city":"Portland","state":"OR","value":680248,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338743/"},{"rank":20,"crd":337759,"firm":"Walsh Financial LLC","city":"Sublimity","state":"OR","value":45085,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337759/"},{"rank":21,"crd":338265,"firm":"Iambic Financial L.L.C","city":"Portland","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338265/"},{"rank":21,"crd":339239,"firm":"Next Play Wealth","city":"Portland","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339239/"},{"rank":21,"crd":339300,"firm":"Cascara Financial Planning LLC","city":"Lake Oswego","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339300/"},{"rank":21,"crd":339914,"firm":"Cresscila Wealth Management","city":"Bend","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339914/"},{"rank":21,"crd":340276,"firm":"Integrity Investing","city":"Happy Valley","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340276/"},{"rank":21,"crd":340321,"firm":"Stoneholt Wealth","city":"Lake Oswego","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340321/"},{"rank":21,"crd":341116,"firm":"Edgewood Wealth Management","city":"Bend","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341116/"},{"rank":21,"crd":341228,"firm":"Worry-in-Order","city":"Lake Oswego","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341228/"},{"rank":21,"crd":343957,"firm":"Practice First Investment Advisors LLC","city":"Jacksonville","state":"OR","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343957/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Newest independent RIAs, nationally","url":"https://advisoriq.com/ria/rankings/newest/"},{"title":"RIA market data for Oregon","url":"https://advisoriq.com/ria/states/oregon/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/newest/oregon/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/oregon/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}