Research Report · 2026-06-30
Largest Registered Investment Advisers in Portland
Portland SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
66
Total AUM
$148.86B
Median AUM
$526.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | GOVERNMENT PORTFOLIO ADVISORS LLC | PORTLAND | 170384 | $35.09B | 10 | 2026-03-31 | → |
| 2 | STANCORP INVESTMENT ADVISERS, INC. | PORTLAND | 110228 | $34.50B | 81 | 2026-03-31 | → |
| 3 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | PORTLAND | 104692 | $10.66B | 68 | 2026-06-30 | → |
| 4 | CAMPBELL GLOBAL, LLC | PORTLAND | 111944 | $7.02B | 144 | 2026-04-30 | → |
| 5 | FOCUS POINT SOLUTIONS, INC | PORTLAND | 131195 | $6.78B | 40 | 2025-06-30 | → |
| 6 | BECKER CAPITAL MANAGEMENT INC | PORTLAND | 110489 | $5.73B | 42 | 2026-03-31 | → |
| 7 | VISTA CAPITAL PARTNERS, INC. | PORTLAND | 114913 | $3.22B | 35 | 2026-03-31 | → |
| 8 | M HOLDINGS SECURITIES, INC. | PORTLAND | 43285 | $3.21B | 1,442 | 2026-03-31 | → |
| 9 | DESCHUTES INVESTMENT CONSULTING, LLC | PORTLAND | 155312 | $2.89B | 14 | 2026-03-31 | → |
| 10 | MULTNOMAH GROUP, INC. | PORTLAND | 132131 | $2.67B | 21 | 2026-03-31 | → |
| 11 | PHILLIPS AND COMPANY ADVISORS LLC | PORTLAND | 167214 | $2.66B | 19 | 2026-03-31 | → |
| 12 | VARIANT INVESTMENTS, LLC | PORTLAND | 289261 | $2.64B | 33 | 2026-05-31 | → |
| 13 | SELLWOOD INVESTMENT PARTNERS LLC | PORTLAND | 164696 | $2.28B | 16 | 2026-06-30 | → |
| 14 | TPG FINANCIAL ADVISORS, LLC | PORTLAND | 141153 | $2.22B | 21 | 2026-03-31 | → |
| 15 | CABLE HILL PARTNERS, LLC | PORTLAND | 168252 | $1.98B | 29 | 2025-03-31 | → |
| 16 | CS PLANNING CORP | PORTLAND | 149937 | $1.96B | 60 | 2026-06-30 | → |
| 17 | DVSM, LP | PORTLAND | 160800 | $1.89B | 24 | 2026-03-31 | → |
| 18 | DESCHUTES PORTFOLIO STRATEGY, LLC | PORTLAND | 155424 | $1.63B | 11 | 2026-03-31 | → |
| 19 | M FINANCIAL ASSET MANAGEMENT, INC. | PORTLAND | 136694 | $1.23B | 5 | 2026-03-31 | → |
| 20 | VISION CAPITAL MANAGEMENT, INC. | PORTLAND | 107793 | $1.23B | 13 | 2026-05-31 | → |
| 21 | SCOTT CAPITAL ADVISORS, LLC | PORTLAND | 307980 | $1.13B | 9 | 2026-02-28 | → |
| 22 | M FINANCIAL INVESTMENT ADVISERS INC | PORTLAND | 106648 | $1.01B | 3 | 2026-03-31 | → |
| 23 | HORST & GRABEN WEALTH MANAGEMENT, LLC | PORTLAND | 297368 | $920.1M | 10 | 2026-03-31 | → |
| 24 | MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | 117127 | $903.5M | 7 | 2026-02-28 | → |
| 25 | GREEN CITIES INVESTMENT MANAGEMENT, LLC | PORTLAND | 166263 | $875.0M | 16 | 2026-04-30 | → |
| 26 | R.V. KUHNS & ASSOCIATES, INC. | PORTLAND | 18005 | $827.9M | 127 | 2026-06-30 | → |
| 27 | EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | PORTLAND | 313103 | $808.9M | 5 | 2026-03-31 | → |
| 28 | PREISZ ASSOCIATES, INC. | PORTLAND | 144469 | $701.7M | 10 | 2026-03-31 | → |
| 29 | EFM INVESTMENTS & ADVISORY LLC | PORTLAND | 339744 | $680.0M | 13 | 2026-03-31 | → |
| 30 | ACM MANAGEMENT COMPANY, LLC | PORTLAND | 283037 | $650.1M | 18 | 2026-03-31 | → |
| 31 | EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC | PORTLAND | 182520 | $642.6M | 16 | 2026-04-30 | → |
| 32 | PEREGRINE ASSET ADVISERS, INC. | PORTLAND | 115738 | $611.0M | 8 | 2026-03-31 | → |
| 33 | THE H GROUP, INC. | PORTLAND | 106801 | $580.1M | 15 | 2025-03-31 | → |
| 34 | BLUE WATER WEALTH, INC. | PORTLAND | 164432 | $472.8M | 15 | 2026-03-31 | → |
| 35 | ENCOMPASS WEALTH ADVISORS, LLC | PORTLAND | 170807 | $472.8M | 5 | 2026-03-31 | → |
| 36 | SILVER OAK ADVISORY GROUP, INC. | PORTLAND | 108298 | $418.9M | 8 | 2026-06-30 | → |
| 37 | ZUNA, LLC | PORTLAND | 306113 | $411.3M | 6 | 2026-03-31 | → |
| 38 | CORDANT, INC. | PORTLAND | 152395 | $370.5M | 8 | 2026-03-31 | → |
| 39 | WASHINGTON PARK CAPITAL MANAGEMENT, LLC | PORTLAND | 338939 | $359.5M | 3 | 2026-03-31 | → |
| 40 | WEALTH ADVISORS NORTHWEST LLC | PORTLAND | 284468 | $354.3M | 8 | 2026-03-31 | → |
| 41 | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | PORTLAND | 168256 | $336.9M | 24 | 2026-03-31 | → |
| 42 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | PORTLAND | 309098 | $264.7M | 33 | 2026-06-30 | → |
| 43 | THE H GROUP WASHINGTON, INC. | PORTLAND | 300464 | $256.5M | 6 | 2025-03-31 | → |
| 44 | WD RUTHERFORD LLC | PORTLAND | 167545 | $250.0M | 4 | 2026-02-28 | → |
| 45 | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | PORTLAND | 171321 | $235.4M | 5 | 2026-06-30 | → |
| 46 | CONTINUITY WEALTH MANAGEMENT, CORP. | PORTLAND | 111010 | $214.3M | 4 | 2026-03-31 | → |
| 47 | FINANCIAL INVESTMENT TEAM, INC. | PORTLAND | 145724 | $209.1M | 5 | 2026-02-28 | → |
| 48 | SORTIS FUND MANAGER, LLC | PORTLAND | 315584 | $202.0M | 9 | 2026-03-31 | → |
| 49 | INMAN FINANCIAL SERVICES, INC. | PORTLAND | 297414 | $197.5M | 5 | 2026-04-30 | → |
| 50 | CLS FINANCIAL ADVISORS, INC. | PORTLAND | 152892 | $192.0M | 5 | 2026-03-31 | → |
| 51 | SMB FINANCIAL SERVICES, INC. | PORTLAND | 154216 | $177.8M | 5 | 2026-02-28 | → |
| 52 | PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. | PORTLAND | 323146 | $173.5M | 7 | 2026-04-30 | → |
| 53 | PEARL WEALTH LLC | PORTLAND | 299508 | $156.3M | 4 | 2026-03-31 | → |
| 54 | SKYLINE FINANCIAL NORTHWEST LLC | PORTLAND | 146844 | $148.3M | 3 | 2026-03-31 | → |
| 55 | TRADEWINDS ASSET MANAGEMENT, LLC | PORTLAND | 323879 | $135.1M | 4 | 2026-02-28 | → |
| 56 | UPLEVEL WEALTH LLC | PORTLAND | 312641 | $131.4M | 2 | 2026-06-30 | → |
| 57 | WILLAMETTE FINANCIAL ADVISORS, LLC | PORTLAND | 173482 | $117.5M | 3 | 2026-02-28 | → |
| 58 | INDEPENDENT PROGRESSIVE ADVISORS, LLC | PORTLAND | 139649 | $115.2M | 2 | 2025-04-30 | → |
| 59 | MODERNIST FINANCIAL, LLC | PORTLAND | 217511 | $113.3M | 5 | 2026-06-30 | → |
| 60 | SOARING INVESTMENT MANAGEMENT, LLC | PORTLAND | 305273 | $112.5M | 5 | 2026-03-31 | → |
| 61 | COMPASS INVESTMENT ADVISERS, LLC | PORTLAND | 131933 | $110.5M | 2 | 2026-03-31 | → |
| 62 | TENBRIDGE PARTNERS LLC | PORTLAND | 159378 | $110.0M | 5 | 2026-03-31 | → |
| 63 | XENA FINANCIAL PLANNING, LLC | PORTLAND | 333436 | $104.5M | 4 | 2026-04-30 | → |
| 64 | FAIRCHILD CAPITAL LLC | PORTLAND | 298428 | $102.8M | 2 | 2026-03-31 | → |
| 65 | ICON FINANCIAL SERVICES LLC | PORTLAND | 306816 | $19.7M | 3 | 2026-03-31 | → |
| 66 | BAXTER ACQUISITION INC. | PORTLAND | 334657 | $22,106 | 9 | 2025-09-30 | → |
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