IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

City

Independent RIAs in Portland, Oregon

As of October 2, 2026, 100 independent wealth management RIAs with their main office in Portland, Oregon reported $37.2 billion in regulatory assets under management; the largest by assets was Ferguson Wellman Capital Management, Inc., with $10.7 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
100
Regulatory assets under management
$37.2 billion
Average per firm
$372.0 million
SEC-registered, of those listed
40 of 100 (40.0%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Ferguson Wellman Capital Management, Inc. SEC $10.7 billion 4,763
2 Becker Capital Management, Inc. SEC $5.7 billion 2,085
3 Vista Capital Partners, Inc. SEC $3.2 billion 3,380
4 Phillips and Company Advisors LLC SEC $2.7 billion 2,675
5 CS Planning Corp SEC $2.0 billion 9,340
6 M Financial Asset Management, Inc. SEC $1.2 billion 1,998
7 Vision Capital Management Inc SEC $1.2 billion 1,800
8 Horst & Graben Wealth Management, LLC SEC $920.1 million 3,442
9 Mengis Capital Management, Inc. SEC $903.5 million 766
10 Peregrine Asset Advisers, Inc. SEC $611.0 million 476
11 Cross Financial Advisors SEC $481.8 million 2,907
12 Blue Water Wealth SEC $472.8 million 1,206
13 Encompass Wealth Advisors, LLC SEC $472.8 million 1,343
14 Silver Oak Advisory Group SEC $418.9 million 738
15 Washington Park Capital Management, LLC SEC $359.5 million 317
16 Wealth Advisors NW SEC $354.3 million 1,154
17 Tru Independence Asset Management, LLC SEC $336.9 million 1,059
18 Rutherford Investment Management SEC $250.0 million 126
19 Portland Private Wealth Management, Inc. SEC $235.4 million 916
20 Continuity Wealth Management, Corp. SEC $214.3 million 613
21 Financial Investment Team ("Fit") SEC $209.1 million 870
22 Inman Financial Services, Inc. SEC $197.5 million 625
23 CLS Financial Advisors, Inc. SEC $192.0 million 329
24 SMB Financial Services, Inc. SEC $177.8 million 762
25 Price Financial Group Wealth Management, Inc. SEC $173.5 million 1,340
26 Pearl Wealth LLC SEC $156.3 million 337
27 Skyline Financial Northwest SEC $148.3 million 610
28 Tradewinds Wealth Management SEC $135.1 million 261
29 Aluman SEC $135.0 million 403
30 Laurelhurst Asset Management LLC State $133.1 million 35
31 Uplevel Wealth SEC $131.4 million 220
32 Willamette Financial Advisors, LLC SEC $117.5 million 488
33 Modernist Financial, LLC SEC $113.3 million 264
34 Soaring Investment Management, LLC SEC $112.5 million 464
35 Compass Investment Advisers, LLC SEC $110.5 million 241
36 Tenbridge Partners LLC SEC $110.0 million 600
37 Venture Forth Financial SEC $105.0 million 310
38 Xena Financial Planning, LLC SEC $104.5 million 384
39 Fairchild Capital LLC SEC $102.8 million 322
40 Ravensview Capital Management, LLC State $95.5 million 60
41 Tru Independence Asset Management 2, LLC SEC $92.7 million 205
42 Gabriel Capital, LLC State $91.7 million 138
43 Burgess Financial Planning State $91.3 million 132
44 Interactive Wealth Advisors State $91.3 million 224
45 Seagrass Financial, LLC State $85.5 million 178
46 Miller Financial Group, LLC State $82.8 million 461
47 Dobson Asset Management LLC State $72.0 million 85
48 Pilot Wealth Management State $71.3 million 287
49 Birch Elliott Financial, LLC State $62.7 million 209
50 Raaf Investment Advisors, LLC State $62.5 million 89
51 Rain or Shine Planning, LLC State $58.4 million 174
52 RX Investment Solutions LLC State $53.6 million 61
53 Pacific Capital Works, Inc. State $52.8 million 30
54 Apm Wealth State $47.4 million 426
55 Moneywise Financial Advisors State $42.4 million 61
56 Ciclo Wealth LLC State $41.8 million 248
57 Blue River Capital Management State $41.5 million 136
58 Marquam Capital State $41.2 million 281
59 Cognitiant Registered Investment Advisors State $40.0 million 78
60 Doty Equity Advisors, Inc. State $37.3 million 26
61 Vintage Asset Management, LLC State $33.7 million 110
62 Vessel Wealth Advisors LLC State $32.0 million 143
63 Watershed Wealth Planning LLC State $31.2 million 93
64 Sunnybranch Wealth LLC State $30.8 million 51
65 Sykes Financial Services State $30.6 million 169
66 Rubicon Global Group, Rubicon Global Advisors State $30.0 million 65
67 Blueprint Financial Advisors, LLC State $29.7 million 135
68 Trihelix Wealth Collective State $25.0 million 293
69 Icon Financial Services LLC SEC $19.7 million 4,178
70 Hunter Investment Services LLC State $18.0 million 103
71 Ponderosa Investment Group, LLC State $17.1 million 74
72 MKG Financial Group, Inc. State $16.0 million 101
73 Westlake Wealth Management, LLC State $15.6 million 57
74 Mark Sharp Retirement State $15.0 million 20
75 Oregon Financial Products & Services, LLC State $14.2 million 75
76 1B - Inbundance Wealth Management State $12.1 million 114
77 Neil A Rue, CFA Investment Advisor State $10.8 million 6
78 RWW Investment Advisors Inc. State $10.7 million 21
79 Pathlight Financial Planning LLC State $9.0 million 33
80 Paradise Advisor Group LLC State $8.0 million 36
81 Rio Financial Planning State $7.7 million 59
82 Kawasaki Financial, LLC State $7.5 million 3
83 MP Townsend Financial State $5.4 million 46
84 Zen Trends Capital LLC State $3.9 million 16
85 Duncan, Dean Bryan State $3.2 million 14
86 Compound Insight State $2.9 million 7
87 Pinestar Capital Advisors LLC State $1.7 million 13
88 Total Assets Management, Inc. State $1.3 million 22
89 Orchid Wealth Management State $1.3 million 1
90 Shared Prosperity Group State $680,248 4
91 Apex Retirement Advisors, LLC State $0 0
92 Cuthbert Financial Guidance State $0 0
93 Financial Planning Northwest State $0 0
94 Fluence Wealth Management LLC State $0 0
95 Iambic Financial L.L.C State $0 0
96 Longstream Capital Management LLC State $0 0
97 Next Play Wealth State $0 0
98 Old Growth Financial LLC State $0 0
99 Pyles Financial Planning, LLC State $0 0
100 Rostad Capital Management, Inc. State $0 0

Independent RIAs 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.