City
Wealth management firms in Oregon City, Oregon
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Oregon City, Oregon reported $521.0 million in regulatory assets under management; the largest by assets was Cascade Investment Advisors, Inc., with $360.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $521.0 million
- Average per firm
- $104.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cascade Investment Advisors, Inc. | SEC | $360.4 million | 501 |
| 2 | Sherman, Young & Leavitt, LLC | State | $77.1 million | 356 |
| 3 | Integrated Retirement Strategies | State | $44.3 million | 33 |
| 4 | Burnside and Co. | State | $39.2 million | 100 |
| 5 | Keychain Asset Management | State | $50,000 | 4 |
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.