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Independent RIAs in Oregon

As of October 2, 2026, 336 independent wealth management RIAs based in Oregon reported $100.6 billion in regulatory assets under management; the largest by assets was Ferguson Wellman Capital Management, Inc., with $10.7 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
336
SEC-registered
131
State-registered
205
Regulatory assets under management
$100.6 billion
Client accounts
192,863
Median firm size
$75.1 million
Broker-dealer affiliated firms, not included
4, with $3.3 billion

Oregon requires IAR continuing education, in effect since 2023. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Oregon.

Top firms in Oregon

Largest independent RIAs by assets under management

Rank Firm City RAUM
1 Ferguson Wellman Capital Management, Inc. Portland $10.7 billion
2 Kingsview Wealth Management, LLC Grants Pass $9.0 billion
3 Aldrich Wealth LP Lake Oswego $7.6 billion
4 Northside Capital Management LLC Hood River $6.9 billion
5 Becker Capital Management, Inc. Portland $5.7 billion
6 Vista Capital Partners, Inc. Portland $3.2 billion
7 Phillips and Company Advisors LLC Portland $2.7 billion
8 CS Planning Corp Portland $2.0 billion
9 Sapient Private Wealth Management, LLC Eugene $1.7 billion
10 Cutler Investment Group Jacksonville $1.5 billion

Top 100 in Oregon

Fastest-growing independent RIAs over one year

Rank Firm City Growth Starting value
1 Veridan Wealth West Linn 119.0% $304.6 million
2 Aerodigm Wealth LLC Lake Oswego 78.5% $819.9 million
3 CS Planning Corp Portland 54.9% $1.3 billion
4 True Wealth Group Bend 39.5% $108.5 million
5 Taurus Capital Advisors, LLC Lake Oswego 38.4% $167.2 million
6 Skyline Financial Northwest Portland 33.2% $111.3 million
7 Kingsview Wealth Management, LLC Grants Pass 32.8% $6.7 billion
8 Crown Point Wealth Advisors Hood River 31.2% $141.5 million
9 The Lam Group, Inc. Lake Oswego 30.7% $388.3 million
10 Optima Capital LLC Beaverton 29.7% $292.8 million

Top 100 in Oregon

Fastest-growing independent RIAs over three years

Rank Firm City Growth Starting value
1 Aerodigm Wealth LLC Lake Oswego 66.4% $317.8 million
2 CS Planning Corp Portland 53.5% $542.6 million
3 Pinnacle Wealth Advisors Clackamas 45.0% $180.3 million
4 Kingsview Wealth Management, LLC Grants Pass 35.7% $3.6 billion
5 Optima Capital LLC Beaverton 33.1% $161.1 million
6 Phillips and Company Advisors LLC Portland 31.5% $1.2 billion
7 Physician Family Financial Advisors Inc Beaverton 30.4% $128.5 million
8 Roi Financial Beaverton 27.9% $126.2 million
9 Blue Water Wealth Portland 26.6% $233.2 million
10 Taurus Capital Advisors, LLC Lake Oswego 25.2% $117.9 million

Top 100 in Oregon

Fastest-growing independent RIAs over five years

Rank Firm City Growth Starting value
1 Aerodigm Wealth LLC Lake Oswego 59.8% $140.6 million
2 CS Planning Corp Portland 41.3% $348.0 million
3 Kingsview Wealth Management, LLC Grants Pass 31.8% $2.3 billion
4 Optima Capital LLC Beaverton 30.1% $102.0 million
5 Pinnacle Wealth Advisors Clackamas 27.8% $161.3 million
6 Wealth Advisors NW Portland 22.1% $130.7 million
7 Range Financial Group, LLC Tigard 20.3% $162.3 million
8 Phillips and Company Advisors LLC Portland 19.1% $1.1 billion
9 Physician Family Financial Advisors Inc Beaverton 18.7% $120.7 million
10 Roi Financial Beaverton 17.8% $116.4 million

Top 100 in Oregon

Independent RIAs with the biggest asset gains over one year

Rank Firm City Increase
1 Kingsview Wealth Management, LLC Grants Pass $2.2 billion
2 Ferguson Wellman Capital Management, Inc. Portland $1.7 billion
3 Aldrich Wealth LP Lake Oswego $1.1 billion
4 Northside Capital Management LLC Hood River $1.1 billion
5 Becker Capital Management, Inc. Portland $742.7 million
6 CS Planning Corp Portland $694.6 million
7 Aerodigm Wealth LLC Lake Oswego $643.3 million
8 Vista Capital Partners, Inc. Portland $501.9 million
9 Phillips and Company Advisors LLC Portland $388.6 million
10 Veridan Wealth West Linn $362.6 million

Top 100 in Oregon

Independent RIAs with the most clients

Rank Firm City Most clients
1 Kingsview Wealth Management, LLC Grants Pass 12,309
2 CS Planning Corp Portland 4,206
3 Icon Financial Services LLC Portland 4,178
4 NBC Capital Advisors Beaverton 2,272
5 Cross Financial Advisors Portland 1,880
6 Vision Capital Management Inc Portland 1,800
7 True Private Wealth Advisors, LLC Salem 1,592
8 Encompass Wealth Advisors, LLC Portland 1,343
9 Horst & Graben Wealth Management, LLC Portland 1,311
10 Phillips and Company Advisors LLC Portland 1,273

Top 100 in Oregon

Independent RIAs with the fastest client growth over one year

Rank Firm City Growth Starting value
1 Jones & Associates Premier Financial Solutions Jacksonville 94.0% 536
2 44 Wealth Management LLC Eugene 69.0% 229
3 Icon Financial Services LLC Portland 63.7% 2,552
4 Crown Point Wealth Advisors Hood River 52.0% 444
5 CS Planning Corp Portland 48.9% 2,825
6 Allium Financial Advisors, LLC Lake Oswego 44.6% 168
7 Skyline Financial Northwest Portland 34.0% 100
8 Orca Investment Management, LLC Lake Oswego 30.0% 280
9 Aerodigm Wealth LLC Lake Oswego 29.2% 202
10 Kingsview Wealth Management, LLC Grants Pass 22.5% 10,049

Top 100 in Oregon

Independent RIAs with the most accounts

Rank Firm City Most accounts
1 Kingsview Wealth Management, LLC Grants Pass 31,932
2 CS Planning Corp Portland 9,340
3 Ferguson Wellman Capital Management, Inc. Portland 4,763
4 Icon Financial Services LLC Portland 4,178
5 Pace Financial Advisors Hillsboro 3,964
6 Horst & Graben Wealth Management, LLC Portland 3,442
7 Vista Capital Partners, Inc. Portland 3,380
8 JGP Wealth Management, LLC Bend 3,335
9 CGC Financial Services Lake Oswego 3,103
10 Pinnacle Wealth Advisors Clackamas 2,956

Top 100 in Oregon

Independent RIAs with the most advisory staff

Rank Firm City Most advisory staff
1 Kingsview Wealth Management, LLC Grants Pass 95
2 CS Planning Corp Portland 49
3 Ferguson Wellman Capital Management, Inc. Portland 31
4 Aldrich Wealth LP Lake Oswego 26
5 True Private Wealth Advisors, LLC Salem 22
6 Becker Capital Management, Inc. Portland 20
6 Vista Capital Partners, Inc. Portland 20
8 Cutler Investment Group Jacksonville 17
9 Pinnacle Wealth Advisors Clackamas 14
10 Phillips and Company Advisors LLC Portland 13

Top 100 in Oregon

Independent RIAs with the most high net worth clients

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

Top 100 in Oregon

Independent RIAs with the most CFP professionals

Rank Firm City Most CFP professionals
1 Kingsview Wealth Management, LLC Grants Pass 21
2 Ferguson Wellman Capital Management, Inc. Portland 9
2 Aldrich Wealth LP Lake Oswego 9
2 JGP Wealth Management, LLC Bend 9
5 Vista Capital Partners, Inc. Portland 8
6 Becker Capital Management, Inc. Portland 7
7 Vision Capital Management Inc Portland 5
7 Cutler Investment Group Jacksonville 5
9 Sapient Private Wealth Management, LLC Eugene 4
9 Range Financial Group, LLC Tigard 4

Top 100 in Oregon

Newest independent RIAs

Rank Firm City Amount
1 Washington Park Capital Management, LLC Portland $359.5 million
2 Capstone Wealth Management Group, Inc. Bend $243.0 million
3 Swiftwater Capital Lake Oswego $170.9 million
4 J.P. Capital Management, Inc. Eugene $166.6 million
5 Axia Wealth Management Inc Bend $148.0 million
6 Northwind Financial LLC Bend $142.2 million
7 Uplevel Wealth Portland $131.4 million
8 Lifelong Wealth Management Group, LLC Lake Oswego $121.7 million
9 Modernist Financial, LLC Portland $113.3 million
10 Soaring Investment Management, LLC Portland $112.5 million

Top 100 in Oregon

Over time

From the SEC's yearly files: SEC-registered independent RIAs based in Oregon, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
050100150201820202021202320242026131October 1, 2018: 81October 1, 2019: 78October 1, 2020: 94October 4, 2021: 109October 3, 2022: 112October 5, 2023: 108October 1, 2024: 113September 2, 2025: 121October 2, 2026: 131
Data table
As ofFirms
October 1, 201881
October 1, 201978
October 1, 202094
October 4, 2021109
October 3, 2022112
October 5, 2023108
October 1, 2024113
September 2, 2025121
October 2, 2026131
Regulatory assets under managementSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$25B$50B$75B$100B201820202021202320242026$94BOctober 1, 2018: $37.9 billionOctober 1, 2019: $35.9 billionOctober 1, 2020: $42.7 billionOctober 4, 2021: $54.9 billionOctober 3, 2022: $68.0 billionOctober 5, 2023: $58.3 billionOctober 1, 2024: $69.4 billionSeptember 2, 2025: $80.7 billionOctober 2, 2026: $94.0 billion
Data table
As ofRegulatory assets under management
October 1, 2018$37.9 billion
October 1, 2019$35.9 billion
October 1, 2020$42.7 billion
October 4, 2021$54.9 billion
October 3, 2022$68.0 billion
October 5, 2023$58.3 billion
October 1, 2024$69.4 billion
September 2, 2025$80.7 billion
October 2, 2026$94.0 billion
Client accountsSEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
050K100K150K200K201820202021202320242026172KOctober 1, 2018: 68,365October 1, 2019: 74,990October 1, 2020: 85,555October 4, 2021: 114,388October 3, 2022: 117,868October 5, 2023: 124,889October 1, 2024: 145,709September 2, 2025: 158,344October 2, 2026: 172,314
Data table
As ofClient accounts
October 1, 201868,365
October 1, 201974,990
October 1, 202085,555
October 4, 2021114,388
October 3, 2022117,868
October 5, 2023124,889
October 1, 2024145,709
September 2, 2025158,344
October 2, 2026172,314
Median firm size (RAUM)SEC-registered independent RIAs. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100M$200M$300M201820202021202320242026$253MOctober 1, 2018: $199.5 millionOctober 1, 2019: $209.9 millionOctober 1, 2020: $212.6 millionOctober 4, 2021: $217.6 millionOctober 3, 2022: $237.0 millionOctober 5, 2023: $213.2 millionOctober 1, 2024: $236.7 millionSeptember 2, 2025: $243.7 millionOctober 2, 2026: $252.9 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$199.5 million
October 1, 2019$209.9 million
October 1, 2020$212.6 million
October 4, 2021$217.6 million
October 3, 2022$237.0 million
October 5, 2023$213.2 million
October 1, 2024$236.7 million
September 2, 2025$243.7 million
October 2, 2026$252.9 million

The market in Oregon now

Headline figures

MeasureIndependent RIAsSEC-registeredState-registered
Firms336131205
Regulatory assets under management$100.6 billion$94.0 billion$6.6 billion
Accounts192,863172,31420,549
Clients89,95377,87512,078
Employees1,6221,317305
Advisory employees1,042772270
Investment adviser representatives1,061794267
Median RAUM$75.1 million$252.9 million$32.8 million
Average RAUM$326.5 million$717.3 million$37.3 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureIndependent RIAsSEC-registeredState-registered
Firms under $100 million1764172
RAUM of firms under $100 million$6.4 billion$308.8 million$6.1 billion
Firms $100 million to $250 million66615
RAUM of firms $100 million to $250 million$10.6 billion$10.0 billion$551.5 million
Firms $250 million to $500 million32320
RAUM of firms $250 million to $500 million$11.0 billion$11.0 billion$0
Firms $500 million to $1 billion17170
RAUM of firms $500 million to $1 billion$12.5 billion$12.5 billion$0
Firms $1 billion to $5 billion12120
RAUM of firms $1 billion to $5 billion$20.2 billion$20.2 billion$0
Firms $5 billion to $10 billion440
RAUM of firms $5 billion to $10 billion$29.2 billion$29.2 billion$0
Firms $10 billion and up110
RAUM of firms $10 billion and up$10.7 billion$10.7 billion$0

Concentration

How much of the market the largest advisers hold.

Concentration: independent RIAsAs of October 2, 2026.
Top 10 share of RAUM 50.7%
Top 100 share of RAUM 89.8%
MeasureIndependent RIAsSEC-registeredState-registered
Top 10 share of RAUM50.7%54.3%15.4%
Top 100 share of RAUM89.8%96.1%88.7%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: independent RIAsAs of October 2, 2026.
Charge a percentage of assets 94.3%
Charge hourly fees 56.8%
Charge subscription fees 0.9%
Charge fixed fees 55.7%
Receive commissions 2.1%
Charge performance-based fees 1.8%
Other compensation 4.5%
MeasureIndependent RIAsSEC-registeredState-registered
Charge a percentage of assets94.3%99.2%91.2%
Charge hourly fees56.8%55.7%57.6%
Charge subscription fees0.9%0.0%1.5%
Charge fixed fees55.7%62.6%51.2%
Receive commissions2.1%1.5%2.4%
Charge performance-based fees1.8%4.6%0.0%
Other compensation4.5%4.6%4.4%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureIndependent RIAsSEC-registeredState-registered
Have custody27.4%52.7%11.2%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureIndependent RIAsSEC-registeredState-registered
Broker-dealer affiliated1.5%3.8%0.0%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureIndependent RIAsSEC-registeredState-registered
New registrations291415
SuccessionsNo data0No data

Other measures

MeasureIndependent RIAsSEC-registeredState-registered
Firms reporting RAUM308131177
Discretionary RAUM$90.7 billion$84.7 billion$6.0 billion
CFP professionals29320291
25th percentile RAUM$27.7 million$154.3 million$10.5 million
75th percentile RAUM$212.6 million$505.4 million$60.5 million
90th percentile RAUM$545.0 million$1.2 billion$81.7 million
Average account size$521,494$545,333$321,594
Offer financial planning83.6%87.8%81.0%
RAUM growth, one yearNo data16.5%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

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.