Top RIAs in Oregon
Every SEC-registered RIA with a main office in Oregon, by regulatory AUM, from Form ADV
157 RIAs registered with the SEC are headquartered in Oregon, the 23rd most of any state, managing $219.0B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Government Portfolio Advisors LLC in Portland at $35.1B. 34 firms report $1 billion or more.
157
SEC-registered RIAs
$219.0B
Regulatory AUM
34
Firms at $1B and above
$354.7M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in Oregon, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 157 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Government Portfolio Advisors LLCCRD 170384 | Portland | $35.1B | 6 | 76 | n.d. | 0% | Aug 2026 |
| 2 | Stancorp Investment Advisers, Inc.CRD 110228 | Portland | $34.5B | 12 | 96,128 | 93,316 | 14% | Mar 2026 |
| 3 | Ferguson Wellman Capital Management, Inc.CRD 104692 | Portland | $10.7B | 31 | 4,763 | 951 | 74% | Jun 2026 |
| 4 | Kingsview Wealth Management, LLCCRD 148107 | Grants Pass | $9.0B | 95 | 31,932 | 12,143 | 95% | Jul 2026 |
| 5 | Northwest Capital Management Inc.CRD 108091 | Lake Oswego | $8.5B | 7 | 301 | 93 | 1% | May 2026 |
| 6 | Aldrich Wealth LPCRD 147200 | Lake Oswego | $7.6B | 26 | 2,477 | 651 | 64% | Mar 2026 |
| 7 | Campbell GlobalCRD 111944 | Portland | $7.0B | 31 | 20 | 0 | 0% | Apr 2026 |
| 8 | Northside Capital Management LLCCRD 107784 | Hood River | $6.9B | 9 | 757 | 60 | 100% | Mar 2026 |
| 9 | Jensen Investment Management Inc.CRD 105281 | Lake Oswego | $6.5B | 14 | 937 | 370 | 9% | Mar 2026 |
| 10 | Becker Capital Management, Inc.CRD 110489 | Portland | $5.7B | 20 | 2,085 | 745 | 66% | Mar 2026 |
| 11 | Vista Capital Partners, Inc.CRD 114913 | Portland | $3.2B | 20 | 3,380 | 651 | 94% | Mar 2026 |
| 12 | M Holdings Securities, Inc.CRD 43285 | Portland | $3.2B | 171 | 8,115 | 4,368 | 95% | Mar 2026 |
| 13 | Deschutes Investment Consulting, LLCCRD 155312 | Portland | $2.9B | 10 | 498 | 403 | 17% | Mar 2026 |
| 14 | Multnomah Group, Inc.CRD 132131 | Portland | $2.7B | 16 | 374 | 129 | 6% | Jul 2026 |
| 15 | Phillips and Company Advisors LLCCRD 167214 | Portland | $2.7B | 13 | 2,675 | 1,110 | 70% | Mar 2026 |
| 16 | Variant InvestmentsCRD 289261 | Portland | $2.6B | 32 | 4 | 0 | 0% | May 2026 |
| 17 | Sellwood Investment Partners LLCCRD 164696 | Portland | $2.3B | 14 | 72 | 11 | 6% | Jun 2026 |
| 18 | Human InvestingCRD 133017 | Lake Oswego | $2.2B | 18 | 3,382 | 1,267 | 41% | Mar 2026 |
| 19 | TPG Financial Advisors, LLCCRD 141153 | Portland | $2.2B | 13 | 1,635 | 545 | 41% | Mar 2026 |
| 20 | CS Planning CorpCRD 149937 | Portland | $2.0B | 49 | 9,340 | 4,190 | 99% | Jun 2026 |
| 21 | Endeavour CapitalCRD 160800 | Portland | $1.9B | 16 | 6 | 0 | 0% | Mar 2026 |
| 22 | Sapient Private Wealth Management, LLCCRD 159419 | Eugene | $1.7B | 12 | 662 | 609 | 90% | Mar 2026 |
| 23 | Quest Investment Management, LLCCRD 110640 | Lake Oswego | $1.7B | 8 | 125 | 78 | 6% | Mar 2026 |
| 24 | Matisse CapitalCRD 155424 | Portland | $1.6B | 10 | 769 | 307 | 26% | Jul 2026 |
| 25 | Cutler Investment GroupCRD 128483 | Jacksonville | $1.5B | 17 | 1,847 | 949 | 64% | Aug 2026 |
| 26 | Aerodigm Wealth LLCCRD 282312 | Lake Oswego | $1.5B | 5 | 819 | 212 | 84% | Jul 2026 |
| 27 | JGP Wealth Management, LLCCRD 290694 | Bend | $1.4B | 13 | 3,335 | 771 | 94% | Feb 2026 |
| 28 | True Private Wealth Advisors, LLCCRD 164947 | Salem | $1.4B | 22 | 1,592 | 1,576 | 98% | May 2026 |
| 29 | M Financial Asset Management, Inc.CRD 136694 | Portland | $1.2B | 4 | 1,998 | 995 | 95% | Mar 2026 |
| 30 | Vision Capital Management IncCRD 107793 | Portland | $1.2B | 8 | 1,800 | 1,755 | 89% | Aug 2026 |
| 31 | Cedar Mountain Advisors, LLCCRD 140339 | Lake Oswego | $1.2B | 6 | 2,433 | 832 | 68% | Mar 2026 |
| 32 | Scott Capital Advisors, LLCCRD 307980 | Portland | $1.1B | 4 | 828 | 279 | 29% | Feb 2026 |
| 33 | Sittner & Nelson, LLCCRD 309757 | Eugene | $1.0B | 4 | 1,506 | 455 | 93% | Mar 2026 |
| 34 | M Financial Investment Advisers IncCRD 106648 | Portland | $1.0B | 0 | 4 | 0 | 0% | Mar 2026 |
| 35 | Roehl & YI Investment Advisors, LLCCRD 109258 | Eugene | $959.4M | 10 | 1,683 | 460 | 93% | Mar 2026 |
| 36 | Auxier Asset ManagementCRD 107980 | Aurora | $946.1M | 6 | 506 | 466 | 52% | Mar 2026 |
| 37 | Keudell Morrison Wealth Management, LLCCRD 292600 | Salem | $921.5M | 6 | 2,083 | 766 | 87% | Jul 2026 |
| 38 | Horst & Graben Wealth Management, LLCCRD 297368 | Portland | $920.1M | 4 | 3,442 | 1,299 | 92% | Mar 2026 |
| 39 | Mengis Capital Management, Inc.CRD 117127 | Portland | $903.5M | 6 | 766 | 263 | 64% | Jul 2026 |
| 40 | CGC Financial ServicesCRD 155446 | Lake Oswego | $875.8M | 5 | 3,103 | 1,140 | 97% | Aug 2026 |
| 41 | Green Cities Investment Management, LLCCRD 166263 | Portland | $875.0M | 11 | 4 | 0 | 0% | Apr 2026 |
| 42 | NBC Capital AdvisorsCRD 306483 | Beaverton | $847.5M | 4 | 2,272 | 2,183 | 85% | Aug 2026 |
| 43 | RVK, Inc.CRD 18005 | Portland | $827.9M | 111 | 35 | 7 | 7% | Jun 2026 |
| 44 | EFG Asset Management (North America) CorpCRD 313103 | Portland | $808.9M | 4 | 15 | n.d. | 0% | Mar 2026 |
| 45 | Progressive Investment Management CorporationCRD 107777 | Lake Oswego | $758.3M | 4 | 473 | 167 | 90% | Mar 2026 |
| 46 | Allium Financial Advisors, LLCCRD 288462 | Lake Oswego | $733.5M | 4 | 934 | 232 | 94% | Jul 2026 |
| 47 | Preisz FinancialCRD 144469 | Portland | $701.7M | 8 | 352 | 244 | 22% | Mar 2026 |
| 48 | VON Borstel & AssociatesCRD 309746 | The Dalles | $680.2M | 3 | 2,070 | 499 | 100% | Mar 2026 |
| 49 | EFM Investments & Advisory LLCCRD 339744 | Portland | $680.0M | 5 | 9 | n.d. | 0% | Mar 2026 |
| 50 | Veridan WealthCRD 329666 | West Linn | $667.2M | 4 | 724 | 232 | 100% | Jul 2026 |
02 · By city
Where in Oregon the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Portland60 · $139.3B
- Lake Oswego24 · $36.2B
- Bend12 · $3.8B
- Beaverton8 · $2.5B
- Eugene8 · $5.2B
- Salem6 · $3.1B
- Clackamas4 · $1.5B
- Corvallis3 · $890.5M
- Hillsboro3 · $615.4M
- Jacksonville3 · $2.2B
- West Linn3 · $1.3B
- Ashland2 · $628.8M
- Grants Pass2 · $9.2B
- Hood River2 · $7.1B
- Medford2 · $462.5M
- Tigard2 · $516.8M
- Aurora1 · $946.1M
- Boring1 · $159.2M
- Canby1 · $318.0M
- Coos Bay1 · $188.5M
- Gladstone1 · $200.0M
- Gresham1 · $233.4M
- Klamath Falls1 · $228.5M
- La Grande1 · $226.4M
- Mcminnville1 · $543.0M
03 · Questions
Questions people ask about RIAs in Oregon
- How many RIAs are in Oregon?
- 157 RIAs registered with the SEC list a main office in Oregon in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in Oregon?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in Oregon is Government Portfolio Advisors LLC in Portland, at $35.1B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many Oregon RIAs manage more than $1 billion?
- 34 of the 157 SEC-registered RIAs headquartered in Oregon report regulatory assets under management of $1 billion or more. The median firm in the state reports $354.7M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.