# Newest independent RIAs in Oregon

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
Address: https://advisoriq.com/ria/rankings/newest/oregon/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/oregon/

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