Research Report · 2026-06-30
Largest Registered Investment Advisers in Oregon
Oregon SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
171
Total AUM
$231.16B
Median AUM
$354.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | ROI FINANCIAL ADVISORS, LLC | BEAVERTON | 160100 | $264.2M | 8 | 2026-03-31 | → |
| 102 | WELCH INVESTMENT GROUP, LLC | GRANTS PASS | 131006 | $263.8M | 3 | 2026-03-31 | → |
| 103 | KOENIG INVESTMENT ADVISORY, LLC | ASHLAND | 311422 | $258.2M | 3 | 2026-02-28 | → |
| 104 | THE H GROUP WASHINGTON, INC. | PORTLAND | 300464 | $256.5M | 6 | 2025-03-31 | → |
| 105 | SOUND INVESTMENT MANAGEMENT INC | TUALATIN | 107438 | $255.5M | 4 | 2026-04-30 | → |
| 106 | DEFINED WEALTH MANAGEMENT, LLC | BEAVERTON | 306779 | $254.0M | 4 | 2026-06-30 | → |
| 107 | ELEVATION CAPITAL ADVISORY, LLC | BEND | 171473 | $252.9M | 8 | 2026-02-28 | → |
| 108 | WD RUTHERFORD LLC | PORTLAND | 167545 | $250.0M | 4 | 2026-02-28 | → |
| 109 | CAPSTONE WEALTH MANAGEMENT GROUP, INC. | BEND | 340135 | $243.0M | 6 | 2026-06-30 | → |
| 110 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | PORTLAND | 171321 | $235.4M | 5 | 2026-06-30 | → |
| 111 | CATALYST FINANCIAL NW CORPORATION | GRESHAM | 168534 | $233.4M | 4 | 2026-02-28 | → |
| 112 | TAURUS CAPITAL ADVISORS, LLC | LAKE OSWEGO | 137633 | $231.4M | 5 | 2026-03-31 | → |
| 113 | MSP WEALTH MANAGEMENT, LLC | KLAMATH FALLS | 306522 | $228.5M | 6 | 2026-03-31 | → |
| 114 | JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC | JACKSONVILLE | 152930 | $227.4M | 3 | 2026-04-30 | → |
| 115 | CONNECTED WEALTH SOLUTIONS, LLC | LA GRANDE | 277111 | $226.4M | 3 | 2026-02-28 | → |
| 116 | FOSTER & WOOD, INC. | LAKE OSWEGO | 165362 | $218.7M | 3 | 2026-03-31 | → |
| 117 | GRANGE CAPITAL, LLC | BEAVERTON | 131699 | $217.2M | 6 | 2026-03-31 | → |
| 118 | NORTH RIDGE WEALTH ADVISORS, INC. | BEAVERTON | 157516 | $216.0M | 3 | 2026-02-28 | → |
| 119 | CONTINUITY WEALTH MANAGEMENT, CORP. | PORTLAND | 111010 | $214.3M | 4 | 2026-03-31 | → |
| 120 | JAMISON HANSON ADVISORS LLC | SALEM | 139587 | $212.0M | 4 | 2026-03-31 | → |
| 121 | ORCA INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | 144377 | $211.7M | 7 | 2026-05-31 | → |
| 122 | FINANCIAL INVESTMENT TEAM, INC. | PORTLAND | 145724 | $209.1M | 5 | 2026-02-28 | → |
| 123 | CLARITY WEALTH DEVELOPMENT, LLC | CORVALLIS | 155103 | $208.6M | 5 | 2026-03-31 | → |
| 124 | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC | EUGENE | 290254 | $208.4M | 9 | 2026-02-28 | → |
| 125 | SPRINGWATER WEALTH MANAGEMENT, LLC | LAKE OSWEGO | 167539 | $203.9M | 2 | 2026-03-31 | → |
| 126 | SORTIS FUND MANAGER, LLC | PORTLAND | 315584 | $202.0M | 9 | 2026-03-31 | → |
| 127 | CLEARVIEW WEALTH ADVISORS, LLC | SALEM | 305737 | $201.8M | 5 | 2026-03-31 | → |
| 128 | NEWBORE WEALTH MANAGEMENT, INC. | GLADSTONE | 306441 | $200.0M | 3 | 2026-03-31 | → |
| 129 | INMAN FINANCIAL SERVICES, INC. | PORTLAND | 297414 | $197.5M | 5 | 2026-04-30 | → |
| 130 | CLS FINANCIAL ADVISORS, INC. | PORTLAND | 152892 | $192.0M | 5 | 2026-03-31 | → |
| 131 | HIGHROAD WEALTH ADVISORS, LLC | COOS BAY | 331566 | $188.5M | 3 | 2026-01-31 | → |
| 132 | CPWA LLC | HOOD RIVER | 322424 | $185.5M | 3 | 2026-03-31 | → |
| 133 | STONEPINE CAPITAL MANAGEMENT, LLC | BEND | 139891 | $181.0M | 4 | 2026-06-30 | → |
| 134 | SMB FINANCIAL SERVICES, INC. | PORTLAND | 154216 | $177.8M | 5 | 2026-02-28 | → |
| 135 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PORTLAND | 323146 | $173.5M | 7 | 2026-04-30 | → |
| 136 | LITTLEJOHN FINANCIAL SERVICES, INC | ROSEBURG | 155113 | $171.3M | 8 | 2026-02-28 | → |
| 137 | NORTH FORTY TWO & CO. | LAKE OSWEGO | 148417 | $167.9M | 2 | 2026-03-31 | → |
| 138 | J.P. CAPITAL MANAGEMENT, INC. | EUGENE | 142109 | $166.6M | 1 | 2026-06-30 | → |
| 139 | STRADA FINANCIAL GROUP LLC | BORING | 316987 | $159.2M | 4 | 2026-03-31 | → |
| 140 | COPIA WEALTH MANAGEMENT, LLC | BEND | 281873 | $157.5M | 4 | 2026-02-28 | → |
| 141 | OREGON PACIFIC WEALTH MANAGEMENT, LLC | MEDFORD | 283958 | $156.3M | 5 | 2026-01-31 | → |
| 142 | PEARL WEALTH LLC | PORTLAND | 299508 | $156.3M | 4 | 2026-03-31 | → |
| 143 | WELLSPRING ADVISORS, INC. | HILLSBORO | 147861 | $152.2M | 5 | 2026-03-31 | → |
| 144 | SKYLINER WEALTH, LLC | BEND | 332426 | $151.4M | 5 | 2026-03-31 | → |
| 145 | CASCADE FINANCIAL STRATEGIES, LLC | BEND | 166610 | $150.9M | 5 | 2026-03-31 | → |
| 146 | SKYLINE FINANCIAL NORTHWEST LLC | PORTLAND | 146844 | $148.3M | 3 | 2026-03-31 | → |
| 147 | AXIA WEALTH MANAGEMENT INC | BEND | 155890 | $148.0M | 3 | 2026-06-30 | → |
| 148 | WAGNER FINANCIAL, LLC | LAKE OSWEGO | 318448 | $144.7M | 5 | 2026-03-31 | → |
| 149 | SUMMA GLOBAL ADVISORS, LLC | CLACKAMAS | 148713 | $144.1M | 2 | 2026-06-30 | → |
| 150 | CAPITOL FAMILY OFFICE, INC. | BEAVERTON | 312005 | $136.1M | 2 | 2026-03-31 | → |
| 151 | TRADEWINDS ASSET MANAGEMENT, LLC | PORTLAND | 323879 | $135.1M | 4 | 2026-02-28 | → |
| 152 | JGC WEALTH MANAGEMENT, LLC | SALEM | 165770 | $132.0M | 3 | 2026-03-31 | → |
| 153 | UPLEVEL WEALTH LLC | PORTLAND | 312641 | $131.4M | 2 | 2026-06-30 | → |
| 154 | AXIOM WEALTH STRATEGIES, LLC | BEND | 313124 | $124.7M | 3 | 2026-03-31 | → |
| 155 | SAMARA INVESTMENT MANAGEMENT, LLC | BEAVERTON | 336178 | $123.0M | 2 | 2026-03-31 | → |
| 156 | PACIFIC COAST INVESTMENT ADVISORS, LLC | WEST LINN | 137963 | $122.2M | 1 | 2026-03-31 | → |
| 157 | LIFELONG WEALTH MANAGEMENT GROUP, LLC | LAKE OSWEGO | 291661 | $121.7M | 2 | 2026-06-30 | → |
| 158 | WILLAMETTE FINANCIAL ADVISORS, LLC | PORTLAND | 173482 | $117.5M | 3 | 2026-02-28 | → |
| 159 | INDEPENDENT PROGRESSIVE ADVISORS, LLC | PORTLAND | 139649 | $115.2M | 2 | 2025-04-30 | → |
| 160 | MODERNIST FINANCIAL, LLC | PORTLAND | 217511 | $113.3M | 5 | 2026-06-30 | → |
| 161 | SOARING INVESTMENT MANAGEMENT, LLC | PORTLAND | 305273 | $112.5M | 5 | 2026-03-31 | → |
| 162 | COMPASS INVESTMENT ADVISERS, LLC | PORTLAND | 131933 | $110.5M | 2 | 2026-03-31 | → |
| 163 | TENBRIDGE PARTNERS LLC | PORTLAND | 159378 | $110.0M | 5 | 2026-03-31 | → |
| 164 | ROOTED FINANCIAL GROUP, LLC | TIGARD | 335302 | $108.7M | 3 | 2026-04-30 | → |
| 165 | NORTHWIND FINANCIAL LLC | BEND | 342069 | $105.4M | 2 | 2026-06-30 | → |
| 166 | XENA FINANCIAL PLANNING, LLC | PORTLAND | 333436 | $104.5M | 4 | 2026-04-30 | → |
| 167 | FAIRCHILD CAPITAL LLC | PORTLAND | 298428 | $102.8M | 2 | 2026-03-31 | → |
| 168 | CAPSTONE WEALTH ADVISORS, LLC | SALEM | 287670 | $102.4M | 3 | 2026-03-31 | → |
| 169 | ROCK CREEK WEALTH MANAGEMENT, LLC | HILLSBORO | 336666 | $101.1M | 3 | 2026-03-31 | → |
| 170 | ICON FINANCIAL SERVICES LLC | PORTLAND | 306816 | $19.7M | 3 | 2026-03-31 | → |
| 171 | BAXTER ACQUISITION INC. | PORTLAND | 334657 | $22,106 | 9 | 2025-09-30 | → |
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