City
Wealth management firms in Hillsboro, Oregon
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Hillsboro, Oregon reported $746.8 million in regulatory assets under management; the largest by assets was Pace Financial Advisors, with $362.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $746.8 million
- Average per firm
- $106.7 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Pace Financial Advisors | SEC | $362.1 million | 3,964 |
| 2 | Wellspring Advisors, Inc. | SEC | $152.2 million | 717 |
| 3 | Rock Creek Wealth Management | SEC | $101.1 million | 477 |
| 4 | Independent Investment Advisors | State | $68.5 million | 144 |
| 5 | Gratke Wealth, LLC | State | $27.0 million | 40 |
| 6 | Head to Toe Financial Planning | State | $23.3 million | 54 |
| 7 | Acentrus Financial Partners LLC | State | $12.5 million | 60 |
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.