City
Wealth management firms in Grants Pass, Oregon
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Grants Pass, Oregon reported $9.4 billion in regulatory assets under management; the largest by assets was Kingsview Wealth Management, LLC, with $9.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $9.4 billion
- Average per firm
- $1.9 billion
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | SEC | $9.0 billion | 31,932 |
| 2 | Welch Investment Group, LLC | SEC | $263.8 million | 973 |
| 3 | Rogue Advisors, LLC | State | $80.0 million | 345 |
| 4 | Purpose First Financial, LLC | State | $60.5 million | 426 |
| 5 | Rogue Russell Investments | State | $550,000 | 2 |
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.