City
Wealth management firms in Beaverton, Oregon
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Beaverton, Oregon reported $3.0 billion in regulatory assets under management; the largest by assets was NBC Capital Advisors, with $847.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $138.1 million
- SEC-registered, of those listed
- 8 of 22 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | NBC Capital Advisors | SEC | $847.5 million | 2,272 |
| 2 | Optima Capital LLC | SEC | $379.8 million | 1,581 |
| 3 | Physician Family Financial Advisors Inc | SEC | $284.9 million | 639 |
| 4 | Roi Financial | SEC | $264.2 million | 1,518 |
| 5 | Defined Wealth Management, LLC | SEC | $254.0 million | 557 |
| 6 | Grange Capital, LLC | SEC | $217.2 million | 745 |
| 7 | Capitol Family Office, Inc. | SEC | $136.1 million | 462 |
| 8 | Samara Capital | SEC | $123.0 million | 247 |
| 9 | Main Avenue Financial Services, LLC | State | $101.9 million | 241 |
| 10 | Erlandson Wealth Management | State | $67.7 million | 437 |
| 11 | Scout Asset Management | State | $67.4 million | 229 |
| 12 | Eldon Reese Advisory Group | State | $59.1 million | 302 |
| 13 | B P Financial Associates, LLC. | State | $55.5 million | 237 |
| 14 | Insight Advisors NW, LLC | State | $38.7 million | 113 |
| 15 | Clarity Financial, LLC | State | $38.3 million | 163 |
| 16 | Optimum Capital Strategies | State | $33.5 million | 104 |
| 17 | TMG Wealth Advisors, Inc. | State | $29.3 million | 165 |
| 18 | AIM Advisors | State | $18.0 million | 38 |
| 19 | Real Agency Wealth LLC | State | $16.0 million | 67 |
| 20 | Sunset Strategic Financial Advisors, LLC | State | $5.8 million | 23 |
| 21 | Innovator Wealth Advisor, LLC | State | $500,000 | 6 |
| 22 | Consolidated Financial Management Corp. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | 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.