City
Wealth management firms in Ashland, Oregon
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Ashland, Oregon reported $638.5 million in regulatory assets under management; the largest by assets was Retirement Planning Specialists, Inc., with $370.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $638.5 million
- Average per firm
- $127.7 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Retirement Planning Specialists, Inc. | SEC | $370.6 million | 1,651 |
| 2 | Koenig Investment Advisory, LLC | SEC | $258.2 million | 599 |
| 3 | Schultz and Associates Inc. | State | $8.5 million | 49 |
| 4 | True Purpose Advisors, LLC | State | $1.2 million | 12 |
| 5 | Nagel & Padilla, LLC | State | $0 | 0 |
Wealth management firms in Oregon, including every city.
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.