# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/oregon/

## Facts

- state: Oregon
- code: OR
- population: Independent wealth management RIAs: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 192863, firms: 336, median_raum: 75050410, raum: 100576986449, advisory_employees: 1042, avg_account: 521494.462125965, band_100m_250m: 66, band_100m_250m_raum: 10591159495, band_10b_plus: 1, band_10b_plus_raum: 10664664229, band_1b_5b: 12, band_1b_5b_raum: 20165379461, band_250m_500m: 32, band_250m_500m_raum: 11043069928, band_500m_1b: 17, band_500m_1b_raum: 12507116438, band_5b_10b: 4, band_5b_10b_raum: 29239897504, band_lt100m: 176, band_lt100m_raum: 6365699394, bd_affiliated_share: 0.0148809523809524, cfp_professionals: 293, clients: 89953, custody_share: 0.273809523809524, employees: 1622, fee_aum_pct_share: 0.943452380952381, fee_commissions_share: 0.0208333333333333, fee_fixed_share: 0.556547619047619, fee_hourly_share: 0.568452380952381, fee_other_share: 0.0446428571428571, fee_performance_share: 0.0178571428571429, fee_subscription_share: 0.00892857142857143, financial_planning_share: 0.836309523809524, firms_with_raum: 308, iars: 1061, mean_raum: 326548657.301948, new_firms: 29, p25_raum: 27738496.5, p75_raum: 212613221.5, p90_raum: 544995416.9, raum_discretionary: 90727796431, top100_share: 0.897899743166324, top10_share: 0.507457284792285, independent_sec: accounts: 172314, firms: 131, median_raum: 252899443, raum: 93968548465, advisory_employees: 772, avg_account: 545333.219964716, band_100m_250m: 61, band_100m_250m_raum: 10039627998, band_10b_plus: 1, band_10b_plus_raum: 10664664229, band_1b_5b: 12, band_1b_5b_raum: 20165379461, band_250m_500m: 32, band_250m_500m_raum: 11043069928, band_500m_1b: 17, band_500m_1b_raum: 12507116438, band_5b_10b: 4, band_5b_10b_raum: 29239897504, band_lt100m: 4, band_lt100m_raum: 308792907, bd_affiliated_share: 0.0381679389312977, cfp_professionals: 202, clients: 77875, custody_share: 0.526717557251908, employees: 1317, fee_aum_pct_share: 0.99236641221374, fee_commissions_share: 0.0152671755725191, fee_fixed_share: 0.625954198473282, fee_hourly_share: 0.557251908396947, fee_other_share: 0.0458015267175573, fee_performance_share: 0.0458015267175573, fee_subscription_share: 0, financial_planning_share: 0.877862595419847, firms_with_raum: 131, iars: 794, mean_raum: 717317163.854962, new_firms: 14, p25_raum: 154259832.5, p75_raum: 505365975, p90_raum: 1234631893, raum_discretionary: 84699742165, raum_growth_1y: 0.164803245817793, successions: 0, top100_share: 0.961045496351756, top10_share: 0.543144757365387, state: accounts: 20549, firms: 205, median_raum: 32800000, raum: 6608437984, advisory_employees: 270, avg_account: 321594.140055477, band_100m_250m: 5, band_100m_250m_raum: 551531497, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 172, band_lt100m_raum: 6056906487, bd_affiliated_share: 0, cfp_professionals: 91, clients: 12078, custody_share: 0.11219512195122, employees: 305, fee_aum_pct_share: 0.91219512195122, fee_commissions_share: 0.024390243902439, fee_fixed_share: 0.51219512195122, fee_hourly_share: 0.575609756097561, fee_other_share: 0.0439024390243902, fee_performance_share: 0, fee_subscription_share: 0.0146341463414634, financial_planning_share: 0.809756097560976, firms_with_raum: 177, iars: 267, mean_raum: 37335807.819209, new_firms: 15, p25_raum: 10469572, p75_raum: 60527034, p90_raum: 81690414.8, raum_discretionary: 6028054266, top100_share: 0.88728702988461, top10_share: 0.153810752474484
- broker_dealer_affiliated_not_included: firms: 4, raum: 3308152785
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 81; as_of: 2019-10-01, value: 78; as_of: 2020-10-01, value: 94; as_of: 2021-10-04, value: 109; as_of: 2022-10-03, value: 112; as_of: 2023-10-05, value: 108; as_of: 2024-10-01, value: 113; as_of: 2025-09-02, value: 121; as_of: 2026-10-02, value: 131, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 37909287693; as_of: 2019-10-01, value: 35863170875; as_of: 2020-10-01, value: 42698432580; as_of: 2021-10-04, value: 54947317025; as_of: 2022-10-03, value: 67950961513; as_of: 2023-10-05, value: 58330001606; as_of: 2024-10-01, value: 69380282391; as_of: 2025-09-02, value: 80673322986; as_of: 2026-10-02, value: 93968548465, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 68365; as_of: 2019-10-01, value: 74990; as_of: 2020-10-01, value: 85555; as_of: 2021-10-04, value: 114388; as_of: 2022-10-03, value: 117868; as_of: 2023-10-05, value: 124889; as_of: 2024-10-01, value: 145709; as_of: 2025-09-02, value: 158344; as_of: 2026-10-02, value: 172314, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 199543000; as_of: 2019-10-01, value: 209916251; as_of: 2020-10-01, value: 212590312; as_of: 2021-10-04, value: 217608443; as_of: 2022-10-03, value: 236988314; as_of: 2023-10-05, value: 213211190; as_of: 2024-10-01, value: 236672647.5; as_of: 2025-09-02, value: 243739814; as_of: 2026-10-02, value: 252899443
- top_10: largest: rank: 1, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, value: 10664664229; rank: 2, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 8957122931; rank: 3, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, value: 7615331850; rank: 4, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, value: 6942205093; rank: 5, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, value: 5725237630; rank: 6, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, value: 3220683655; rank: 7, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, value: 2664967346; rank: 8, crd: 149937, firm: CS Planning Corp, city: Portland, value: 1960873373; rank: 9, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, value: 1745762088; rank: 10, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, value: 1541676261, fastest-growing: rank: 1, crd: 329666, firm: Veridan Wealth, city: West Linn, value: 1.19013195403731; rank: 2, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, value: 0.784586995404236; rank: 3, crd: 149937, firm: CS Planning Corp, city: Portland, value: 0.548599751763884; rank: 4, crd: 332426, firm: True Wealth Group, city: Bend, value: 0.395082898195148; rank: 5, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, value: 0.384000293460367; rank: 6, crd: 146844, firm: Skyline Financial Northwest, city: Portland, value: 0.332328443383344; rank: 7, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 0.327867333227786; rank: 8, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, value: 0.311536572407375; rank: 9, crd: 128055, firm: The Lam Group, Inc., city: Lake Oswego, value: 0.306819083279963; rank: 10, crd: 310146, firm: Optima Capital LLC, city: Beaverton, value: 0.297071123319513, fastest-growing-3-year: rank: 1, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, value: 0.663592877369568; rank: 2, crd: 149937, firm: CS Planning Corp, city: Portland, value: 0.534612696489099; rank: 3, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, value: 0.449942711740555; rank: 4, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 0.357047863093685; rank: 5, crd: 310146, firm: Optima Capital LLC, city: Beaverton, value: 0.330956254370041; rank: 6, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, value: 0.315023127764658; rank: 7, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, value: 0.303878050349552; rank: 8, crd: 160100, firm: Roi Financial, city: Beaverton, value: 0.279312530195931; rank: 9, crd: 164432, firm: Blue Water Wealth, city: Portland, value: 0.265600966195913; rank: 10, crd: 137633, firm: Taurus Capital Advisors, LLC, city: Lake Oswego, value: 0.252188811051007, fastest-growing-5-year: rank: 1, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, value: 0.597556200958322; rank: 2, crd: 149937, firm: CS Planning Corp, city: Portland, value: 0.413140258576547; rank: 3, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 0.317575996870588; rank: 4, crd: 310146, firm: Optima Capital LLC, city: Beaverton, value: 0.300729832933638; rank: 5, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, value: 0.277832076031772; rank: 6, crd: 284468, firm: Wealth Advisors NW, city: Portland, value: 0.220610029390283; rank: 7, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, value: 0.202518706606746; rank: 8, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, value: 0.190516321996094; rank: 9, crd: 138433, firm: Physician Family Financial Advisors Inc, city: Beaverton, value: 0.187275505037844; rank: 10, crd: 160100, firm: Roi Financial, city: Beaverton, value: 0.178003300638087, biggest-asset-gains: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 2211627574; rank: 2, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, value: 1672311801; rank: 3, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, value: 1149101555; rank: 4, crd: 107784, firm: Northside Capital Management LLC, city: Hood River, value: 1117464953; rank: 5, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, value: 742694515; rank: 6, crd: 149937, firm: CS Planning Corp, city: Portland, value: 694649889; rank: 7, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, value: 643303531; rank: 8, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, value: 501895355; rank: 9, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, value: 388615571; rank: 10, crd: 329666, firm: Veridan Wealth, city: West Linn, value: 362569213, most-clients: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 12309; rank: 2, crd: 149937, firm: CS Planning Corp, city: Portland, value: 4206; rank: 3, crd: 306816, firm: Icon Financial Services LLC, city: Portland, value: 4178; rank: 4, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, value: 2272; rank: 5, crd: 287686, firm: Cross Financial Advisors, city: Portland, value: 1880; rank: 6, crd: 107793, firm: Vision Capital Management Inc, city: Portland, value: 1800; rank: 7, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, value: 1592; rank: 8, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, value: 1343; rank: 9, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, value: 1311; rank: 10, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, value: 1273, client-growth: rank: 1, crd: 152930, firm: Jones & Associates Premier Financial Solutions, city: Jacksonville, value: 0.940298507462687; rank: 2, crd: 309647, firm: 44 Wealth Management LLC, city: Eugene, value: 0.689956331877729; rank: 3, crd: 306816, firm: Icon Financial Services LLC, city: Portland, value: 0.637147335423198; rank: 4, crd: 322424, firm: Crown Point Wealth Advisors, city: Hood River, value: 0.52027027027027; rank: 5, crd: 149937, firm: CS Planning Corp, city: Portland, value: 0.488849557522124; rank: 6, crd: 288462, firm: Allium Financial Advisors, LLC, city: Lake Oswego, value: 0.446428571428571; rank: 7, crd: 146844, firm: Skyline Financial Northwest, city: Portland, value: 0.34; rank: 8, crd: 144377, firm: Orca Investment Management, LLC, city: Lake Oswego, value: 0.3; rank: 9, crd: 282312, firm: Aerodigm Wealth LLC, city: Lake Oswego, value: 0.292079207920792; rank: 10, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 0.224897999800975, most-accounts: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 31932; rank: 2, crd: 149937, firm: CS Planning Corp, city: Portland, value: 9340; rank: 3, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, value: 4763; rank: 4, crd: 306816, firm: Icon Financial Services LLC, city: Portland, value: 4178; rank: 5, crd: 318359, firm: Pace Financial Advisors, city: Hillsboro, value: 3964; rank: 6, crd: 297368, firm: Horst & Graben Wealth Management, LLC, city: Portland, value: 3442; rank: 7, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, value: 3380; rank: 8, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, value: 3335; rank: 9, crd: 155446, firm: CGC Financial Services, city: Lake Oswego, value: 3103; rank: 10, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, value: 2956, most-advisory-staff: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 95; rank: 2, crd: 149937, firm: CS Planning Corp, city: Portland, value: 49; rank: 3, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, value: 31; rank: 4, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, value: 26; rank: 5, crd: 164947, firm: True Private Wealth Advisors, LLC, city: Salem, value: 22; rank: 6, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, value: 20; rank: 6, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, value: 20; rank: 8, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, value: 17; rank: 9, crd: 117517, firm: Pinnacle Wealth Advisors, city: Clackamas, value: 14; rank: 10, crd: 167214, firm: Phillips and Company Advisors LLC, city: Portland, value: 13, most-hnw-clients: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 2209; rank: 2, crd: 107793, firm: Vision Capital Management Inc, city: Portland, value: 1119; rank: 3, crd: 306483, firm: NBC Capital Advisors, city: Beaverton, value: 900; rank: 4, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, value: 865; rank: 5, crd: 168256, firm: Tru Independence Asset Management, LLC, city: Portland, value: 609; rank: 6, crd: 170807, firm: Encompass Wealth Advisors, LLC, city: Portland, value: 601; rank: 7, crd: 287686, firm: Cross Financial Advisors, city: Portland, value: 548; rank: 8, crd: 149937, firm: CS Planning Corp, city: Portland, value: 541; rank: 9, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, value: 519; rank: 10, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, value: 450, most-cfp-professionals: rank: 1, crd: 148107, firm: Kingsview Wealth Management, LLC, city: Grants Pass, value: 21; rank: 2, crd: 104692, firm: Ferguson Wellman Capital Management, Inc., city: Portland, value: 9; rank: 2, crd: 147200, firm: Aldrich Wealth LP, city: Lake Oswego, value: 9; rank: 2, crd: 290694, firm: JGP Wealth Management, LLC, city: Bend, value: 9; rank: 5, crd: 114913, firm: Vista Capital Partners, Inc., city: Portland, value: 8; rank: 6, crd: 110489, firm: Becker Capital Management, Inc., city: Portland, value: 7; rank: 7, crd: 107793, firm: Vision Capital Management Inc, city: Portland, value: 5; rank: 7, crd: 128483, firm: Cutler Investment Group, city: Jacksonville, value: 5; rank: 9, crd: 159419, firm: Sapient Private Wealth Management, LLC, city: Eugene, value: 4; rank: 9, crd: 290001, firm: Range Financial Group, LLC, city: Tigard, value: 4, newest: rank: 1, crd: 338939, firm: Washington Park Capital Management, LLC, city: Portland, value: 359458316; rank: 2, crd: 340135, firm: Capstone Wealth Management Group, Inc., city: Bend, value: 243000000; rank: 3, crd: 329458, firm: Swiftwater Capital, city: Lake Oswego, value: 170887842; rank: 4, crd: 142109, firm: J.P. Capital Management, Inc., city: Eugene, value: 166598986; rank: 5, crd: 155890, firm: Axia Wealth Management Inc, city: Bend, value: 148002969; rank: 6, crd: 342069, firm: Northwind Financial LLC, city: Bend, value: 142241176; rank: 7, crd: 312641, firm: Uplevel Wealth, city: Portland, value: 131386334; rank: 8, crd: 291661, firm: Lifelong Wealth Management Group, LLC, city: Lake Oswego, value: 121740000; rank: 9, crd: 217511, firm: Modernist Financial, LLC, city: Portland, value: 113275149; rank: 10, crd: 305273, firm: Soaring Investment Management, LLC, city: Portland, value: 112516204
- cities: name: Portland, independent_rias: 100, raum: 37196642414, url: https://advisoriq.com/ria/states/oregon/portland/; name: Lake Oswego, independent_rias: 37, raum: 15599851361, url: https://advisoriq.com/ria/states/oregon/lake-oswego/; name: Grants Pass, independent_rias: 5, raum: 9362008424, url: https://advisoriq.com/ria/states/oregon/grants-pass/; name: Eugene, independent_rias: 23, raum: 5640720325, url: https://advisoriq.com/ria/states/oregon/eugene/; name: Bend, independent_rias: 37, raum: 4940616180, url: https://advisoriq.com/ria/states/oregon/bend/; name: Salem, independent_rias: 10, raum: 3194204533, url: https://advisoriq.com/ria/states/oregon/salem/; name: Beaverton, independent_rias: 21, raum: 3038174458, url: https://advisoriq.com/ria/states/oregon/beaverton/; name: West Linn, independent_rias: 9, raum: 1715031957, url: https://advisoriq.com/ria/states/oregon/west-linn/; name: Clackamas, independent_rias: 5, raum: 1458853984, url: https://advisoriq.com/ria/states/oregon/clackamas/; name: Corvallis, independent_rias: 6, raum: 1035759660, url: https://advisoriq.com/ria/states/oregon/corvallis/; name: Tigard, independent_rias: 9, raum: 908604206, url: https://advisoriq.com/ria/states/oregon/tigard/; name: Hillsboro, independent_rias: 7, raum: 746821905, url: https://advisoriq.com/ria/states/oregon/hillsboro/; name: Ashland, independent_rias: 5, raum: 638487163, url: https://advisoriq.com/ria/states/oregon/ashland/; name: Oregon City, independent_rias: 5, raum: 520971911, url: https://advisoriq.com/ria/states/oregon/oregon-city/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Oregon](https://advisoriq.com/ria/rankings/largest/oregon/)
- [Fastest-growing independent RIAs over one year in Oregon](https://advisoriq.com/ria/rankings/fastest-growing/oregon/)
- [Fastest-growing independent RIAs over three years in Oregon](https://advisoriq.com/ria/rankings/fastest-growing-3-year/oregon/)
- [Fastest-growing independent RIAs over five years in Oregon](https://advisoriq.com/ria/rankings/fastest-growing-5-year/oregon/)
- [IAR CE in Oregon](https://advisoriq.com/ce/iar/oregon/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/oregon/

License: https://advisoriq.com/license/