City
Wealth management firms in Portland, Oregon
As of October 2, 2026, 103 wealth management firms, including broker-dealer firms, with their main office in Portland, Oregon reported $40.5 billion in regulatory assets under management; the largest by assets was Ferguson Wellman Capital Management, Inc., with $10.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 103
- Regulatory assets under management
- $40.5 billion
- Average per firm
- $393.3 million
- SEC-registered, of those listed
- 41 of 100 (41.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | M Holdings Securities, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.2 billion | 8,115 |
| 5 | Phillips and Company Advisors LLC | SEC | $2.7 billion | 2,675 |
| 6 | CS Planning Corp | SEC | $2.0 billion | 9,340 |
| 7 | M Financial Asset Management, Inc. | SEC | $1.2 billion | 1,998 |
| 8 | Vision Capital Management Inc | SEC | $1.2 billion | 1,800 |
| 9 | Horst & Graben Wealth Management, LLC | SEC | $920.1 million | 3,442 |
| 10 | Mengis Capital Management, Inc. | SEC | $903.5 million | 766 |
| 11 | Peregrine Asset Advisers, Inc. | SEC | $611.0 million | 476 |
| 12 | Cross Financial Advisors | SEC | $481.8 million | 2,907 |
| 13 | Blue Water Wealth | SEC | $472.8 million | 1,206 |
| 14 | Encompass Wealth Advisors, LLC | SEC | $472.8 million | 1,343 |
| 15 | Silver Oak Advisory Group | SEC | $418.9 million | 738 |
| 16 | Washington Park Capital Management, LLC | SEC | $359.5 million | 317 |
| 17 | Wealth Advisors NW | SEC | $354.3 million | 1,154 |
| 18 | Tru Independence Asset Management, LLC | SEC | $336.9 million | 1,059 |
| 19 | Rutherford Investment Management | SEC | $250.0 million | 126 |
| 20 | Portland Private Wealth Management, Inc. | SEC | $235.4 million | 916 |
| 21 | Continuity Wealth Management, Corp. | SEC | $214.3 million | 613 |
| 22 | Financial Investment Team ("Fit") | SEC | $209.1 million | 870 |
| 23 | Inman Financial Services, Inc. | SEC | $197.5 million | 625 |
| 24 | CLS Financial Advisors, Inc. | SEC | $192.0 million | 329 |
| 25 | SMB Financial Services, Inc. | SEC | $177.8 million | 762 |
| 26 | Price Financial Group Wealth Management, Inc. | SEC | $173.5 million | 1,340 |
| 27 | Pearl Wealth LLC | SEC | $156.3 million | 337 |
| 28 | Skyline Financial Northwest | SEC | $148.3 million | 610 |
| 29 | Tradewinds Wealth Management | SEC | $135.1 million | 261 |
| 30 | Aluman | SEC | $135.0 million | 403 |
| 31 | Laurelhurst Asset Management LLC | State | $133.1 million | 35 |
| 32 | Uplevel Wealth | SEC | $131.4 million | 220 |
| 33 | Willamette Financial Advisors, LLC | SEC | $117.5 million | 488 |
| 34 | Modernist Financial, LLC | SEC | $113.3 million | 264 |
| 35 | Soaring Investment Management, LLC | SEC | $112.5 million | 464 |
| 36 | Compass Investment Advisers, LLC | SEC | $110.5 million | 241 |
| 37 | Tenbridge Partners LLC | SEC | $110.0 million | 600 |
| 38 | Venture Forth Financial | SEC | $105.0 million | 310 |
| 39 | Xena Financial Planning, LLC | SEC | $104.5 million | 384 |
| 40 | Fairchild Capital LLC | SEC | $102.8 million | 322 |
| 41 | Ravensview Capital Management, LLC | State | $95.5 million | 60 |
| 42 | Tru Independence Asset Management 2, LLC | SEC | $92.7 million | 205 |
| 43 | Gabriel Capital, LLC | State | $91.7 million | 138 |
| 44 | Burgess Financial Planning | State | $91.3 million | 132 |
| 45 | Interactive Wealth Advisors | State | $91.3 million | 224 |
| 46 | Seagrass Financial, LLC | State | $85.5 million | 178 |
| 47 | Liberty Capital Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $84.5 million | 200 |
| 48 | Miller Financial Group, LLC | State | $82.8 million | 461 |
| 49 | Dobson Asset Management LLC | State | $72.0 million | 85 |
| 50 | Pilot Wealth Management | State | $71.3 million | 287 |
| 51 | Birch Elliott Financial, LLC | State | $62.7 million | 209 |
| 52 | Raaf Investment Advisors, LLC | State | $62.5 million | 89 |
| 53 | Rain or Shine Planning, LLC | State | $58.4 million | 174 |
| 54 | RX Investment Solutions LLC | State | $53.6 million | 61 |
| 55 | Pacific Capital Works, Inc. | State | $52.8 million | 30 |
| 56 | Apm Wealth | State | $47.4 million | 426 |
| 57 | Moneywise Financial Advisors | State | $42.4 million | 61 |
| 58 | Ciclo Wealth LLC | State | $41.8 million | 248 |
| 59 | Blue River Capital Management | State | $41.5 million | 136 |
| 60 | Marquam Capital | State | $41.2 million | 281 |
| 61 | Cognitiant Registered Investment Advisors | State | $40.0 million | 78 |
| 62 | Doty Equity Advisors, Inc. | State | $37.3 million | 26 |
| 63 | Vintage Asset Management, LLC | State | $33.7 million | 110 |
| 64 | Vessel Wealth Advisors LLC | State | $32.0 million | 143 |
| 65 | Watershed Wealth Planning LLC | State | $31.2 million | 93 |
| 66 | Sunnybranch Wealth LLC | State | $30.8 million | 51 |
| 67 | Sykes Financial Services | State | $30.6 million | 169 |
| 68 | Rubicon Global Group, Rubicon Global Advisors | State | $30.0 million | 65 |
| 69 | Blueprint Financial Advisors, LLC | State | $29.7 million | 135 |
| 70 | Trihelix Wealth Collective | State | $25.0 million | 293 |
| 71 | Icon Financial Services LLC | SEC | $19.7 million | 4,178 |
| 72 | Hunter Investment Services LLC | State | $18.0 million | 103 |
| 73 | Somerset Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $17.3 million | 105 |
| 74 | Ponderosa Investment Group, LLC | State | $17.1 million | 74 |
| 75 | MKG Financial Group, Inc. | State | $16.0 million | 101 |
| 76 | Westlake Wealth Management, LLC | State | $15.6 million | 57 |
| 77 | Mark Sharp Retirement | State | $15.0 million | 20 |
| 78 | Oregon Financial Products & Services, LLC | State | $14.2 million | 75 |
| 79 | 1B - Inbundance Wealth Management | State | $12.1 million | 114 |
| 80 | Neil A Rue, CFA Investment Advisor | State | $10.8 million | 6 |
| 81 | RWW Investment Advisors Inc. | State | $10.7 million | 21 |
| 82 | Pathlight Financial Planning LLC | State | $9.0 million | 33 |
| 83 | Paradise Advisor Group LLC | State | $8.0 million | 36 |
| 84 | Rio Financial Planning | State | $7.7 million | 59 |
| 85 | Kawasaki Financial, LLC | State | $7.5 million | 3 |
| 86 | MP Townsend Financial | State | $5.4 million | 46 |
| 87 | Zen Trends Capital LLC | State | $3.9 million | 16 |
| 88 | Duncan, Dean Bryan | State | $3.2 million | 14 |
| 89 | Compound Insight | State | $2.9 million | 7 |
| 90 | Pinestar Capital Advisors LLC | State | $1.7 million | 13 |
| 91 | Total Assets Management, Inc. | State | $1.3 million | 22 |
| 92 | Orchid Wealth Management | State | $1.3 million | 1 |
| 93 | Shared Prosperity Group | State | $680,248 | 4 |
| 94 | Apex Retirement Advisors, LLC | State | $0 | 0 |
| 95 | Cuthbert Financial Guidance | State | $0 | 0 |
| 96 | Financial Planning Northwest | State | $0 | 0 |
| 97 | Fluence Wealth Management LLC | State | $0 | 0 |
| 98 | Iambic Financial L.L.C | State | $0 | 0 |
| 99 | Longstream Capital Management LLC | State | $0 | 0 |
| 100 | Next Play Wealth | State | $0 | 0 |
Showing the 100 largest of 103 firms. Search by name to find another.
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.