City
Wealth management firms in Tigard, Oregon
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Tigard, Oregon reported $908.6 million in regulatory assets under management; the largest by assets was Range Financial Group, LLC, with $408.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $908.6 million
- Average per firm
- $101.0 million
- SEC-registered, of those listed
- 2 of 9 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Range Financial Group, LLC | SEC | $408.1 million | 1,365 |
| 2 | Rooted Financial Group, LLC | SEC | $108.7 million | 663 |
| 3 | Clarity Capital Management LLC | State | $84.4 million | 461 |
| 4 | Brightwood Ventures, LLC | State | $80.9 million | 91 |
| 5 | McKelvey Wealth Management, LLC | State | $59.3 million | 195 |
| 6 | Peterson Wealth Management | State | $54.0 million | 100 |
| 7 | Mulligan Capital, Inc | State | $40.0 million | 136 |
| 8 | Eugenio Financial | State | $37.8 million | 148 |
| 9 | Insight Financial | State | $35.4 million | 109 |
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.