Adviser Record

Investment advisers in OR

157 SEC-registered firms · $218.98 billion in regulatory assets · 12 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
44 Wealth Management LLCEugene$487.4 million0
4:8 FinancialCanby$318.0 million0
801 West Capital Management, LLCLake Oswego$515.9 million0
Acm Management Company, LLCPortland$650.1 million0
Aerodigm Wealth LLCLake Oswego$1.46 billion0
Aldrich Wealth LPLake Oswego$7.62 billion0
Allium Financial Advisors, LLCLake Oswego$733.5 million0
Auxier Asset ManagementAurora$946.1 million0
Axia Wealth Management IncBend$148.0 million0
Axiom Wealth Strategies, LLCBend$124.7 million0
Becker Capital Management, Inc.Portland$5.73 billion0
Blue Water WealthPortland$472.8 million0
Bridge City Capital, LLCLake Oswego$354.7 million0
Campbell GlobalPortland$7.02 billion8
Capital Financial PlannersSalem$284.8 million0
Capitol Family Office, Inc.Beaverton$136.1 million0
Capstone Wealth Advisors, LLCSalem$102.4 million0
Capstone Wealth Management Group, Inc.Bend$243.0 million0
Capstone Wealth Management Group, LLCBend$266.1 million0
Cascade Financial StrategiesBend$150.9 million0
Cascade Investment Advisors, Inc.Oregon City$360.4 million0
Catalyst Financial Nw CorporationGresham$233.4 million0
Cedar Mountain Advisors, LLCLake Oswego$1.20 billion0
Cgc Financial ServicesLake Oswego$875.8 million0
Clarity Wealth Development, LLCCorvallis$208.6 million0
Cls Financial Advisors, Inc.Portland$192.0 million0
Compass Investment Advisers, LLCPortland$110.5 million0
Connected Wealth Solutions, LLCLa Grande$226.4 million0
Continuity Wealth Management, Corp.Portland$214.3 million0
Copia Wealth ManagementBend$157.5 million1
Cross Financial AdvisorsPortland$481.8 million0
Crown Point Wealth AdvisorsHood River$185.5 million0
Cs Planning CorpPortland$1.96 billion0
Cutler Investment GroupJacksonville$1.54 billion4
Cwc Advisors, LLCLake Oswego$445.3 million0
Defined Wealth Management, LLCBeaverton$254.0 million0
Deschutes Investment Consulting, LLCPortland$2.89 billion0
Efg Asset Management (North America) CorpPortland$808.9 million0
Efm Investments & Advisory LLCPortland$680.0 million0
Elevation Capital AdvisoryBend$252.9 million0
Encompass Wealth Advisors, LLCPortland$472.8 million0
Endeavour CapitalPortland$1.89 billion0
Equilibrium Capital Investment Management , LLCPortland$642.6 million0
Etesian Wealth Advisors, Inc.West Linn$503.3 million0
Fairchild Capital LLCPortland$102.8 million0
Ferguson Wellman Capital Management, Inc.Portland$10.66 billion0
Fidelis ImMedford$306.1 million0
Financial Investment Team ("Fit")Portland$209.1 million0
Foster & Wood, Inc.Lake Oswego$218.7 million0
Go Wealth ManagementEugene$208.4 million0
Government Portfolio Advisors LLCPortland$35.09 billion0
Grange Capital, LLCBeaverton$217.2 million0
Green Cities Investment Management, LLCPortland$875.0 million0
Headwater Investment Consulting,inc.Mcminnville$543.0 million0
Highroad Wealth Advisors, LLCCoos Bay$188.5 million0
Horst & Graben Wealth Management, LLCPortland$920.1 million0
Human InvestingLake Oswego$2.22 billion0
Hurley Financial Group, Inc.Corvallis$406.5 million0
Icon Financial Services LLCPortland$19.7 million0
Inman Financial Services, Inc.Portland$197.5 million0
Integrity Wealth LLCEugene$304.8 million0
J.P. Capital Management, Inc.Eugene$166.6 million0
Jensen Investment Management Inc.Lake Oswego$6.48 billion0
Jgc Tax & Wealth ManagementSalem$132.0 million0
Jgp Wealth Management, LLCBend$1.43 billion0
Jh AdvisorsSalem$212.0 million0
Jones & Associates Premier Financial SolutionsJacksonville$227.4 million0
Keudell Morrison Wealth Management, LLCSalem$921.5 million0
Kingsview Wealth Management, LLCGrants Pass$8.96 billion2
Koenig Investment Advisory, LLCAshland$258.2 million0
Lifelong Wealth Management Group, LLCLake Oswego$121.7 million0
Littlejohn Financial Services IncRoseburg$171.3 million1
M Financial Asset Management, Inc.Portland$1.23 billion2
M Financial Investment Advisers IncPortland$1.01 billion0
M Holdings Securities, Inc.Portland$3.21 billion5
Martin Capital Partners, LLCEugene$290.5 million0
Matisse CapitalPortland$1.63 billion0
Mengis Capital Management, Inc.Portland$903.5 million0
Modernist Financial, LLCPortland$113.3 million0
Msp Wealth Management, LLCKlamath Falls$228.5 million0
Multnomah Group, Inc.Portland$2.67 billion0
Nbc Capital AdvisorsBeaverton$847.5 million0
Newbore Wealth Management, Inc.Gladstone$200.0 million0
North Forty Two & Co.Lake Oswego$167.9 million0
Northmarq Fund Management, LLCLake Oswego$541.3 million0
Northside Capital Management LLCHood River$6.94 billion0
Northwest Capital Management Inc.Lake Oswego$8.52 billion0
Northwest Quadrant Wealth ManagementBend$579.7 million0
Northwind Financial LLCBend$142.2 million0
Optima Capital LLCBeaverton$379.8 million0
Orca Investment Management, LLCLake Oswego$211.7 million1
Oregon Pacific Wealth ManagementMedford$156.3 million0
Pace Financial AdvisorsHillsboro$362.1 million0
Pacific Coast Investment Advisors, LLCWest Linn$122.2 million2
Pacific Ridge Capital Partners, LLCLake Oswego$494.6 million0
Panoramic Capital Partners LLCLake Oswego$392.7 million0
Pearl Wealth LLCPortland$156.3 million0
Peregrine Asset Advisers, Inc.Portland$611.0 million0
Phillips and Company Advisors LLCPortland$2.66 billion0
Physician Family Financial Advisors IncBeaverton$284.9 million2
Pinnacle Wealth AdvisorsClackamas$549.7 million0
Portland Private Wealth Management, Inc.Portland$235.4 million0
Practice Financial GroupJacksonville$436.8 million0
Preisz FinancialPortland$701.7 million0
Price Financial Group Wealth Management, Inc.Portland$173.5 million0
Progressive Investment Management CorporationLake Oswego$758.3 million0
Quest Investment Management, LLCLake Oswego$1.71 billion0
Range Financial Group, LLCTigard$408.1 million0
Retirement Consulting Group, Inc.Lake Oswego$457.0 million0
Retirement Planning Specialists, Inc.Ashland$370.6 million0
Rock Creek Wealth ManagementHillsboro$101.1 million0
Roehl & Yi Investment Advisors, LLCEugene$959.4 million0
Roi FinancialBeaverton$264.2 million0
Rooted Financial Group, LLCTigard$108.7 million0
Rutherford Investment ManagementPortland$250.0 million0
Rvk, Inc.Portland$827.9 million1
Samara CapitalBeaverton$123.0 million0
Sapient Private Wealth Management, LLCEugene$1.75 billion0
Scott Capital Advisors, LLCPortland$1.13 billion0
Sellwood Investment Partners LLCPortland$2.28 billion0
Silver Oak Advisory GroupPortland$418.9 million0
Sittner & Nelson, LLCEugene$1.05 billion0
Skyline Financial NorthwestPortland$148.3 million0
Smb Financial Services, Inc.Portland$177.8 million0
Soaring Investment Management, LLCPortland$112.5 million0
Sortis Fund Manager, LLCPortland$202.0 million0
Sound Investment Management IncTualatin$255.5 million0
Spectrum Strategic Capital Management, LLCCorvallis$275.4 million0
Stancorp Investment Advisers, Inc.Portland$34.50 billion0
Stangier Wealth ManagementClackamas$300.4 million0
Stonepine Capital Management, LLCBend$181.0 million0
Strada Financial Group LLCBoring$159.2 million0
Summa Global Advisors, LLCClackamas$144.1 million0
Taurus Capital Advisors, LLCLake Oswego$231.4 million0
Tenbridge Partners LLCPortland$110.0 million0
Tpg Financial Advisors, LLCPortland$2.22 billion0
Tradewinds Wealth ManagementPortland$135.1 million0
Tru Independence Asset Management 2, LLCPortland$264.7 million0
Tru Independence Asset Management, LLCPortland$336.9 million0
True North Retirement Advisors, LLCClackamas$460.9 million0
True Private Wealth Advisors, LLCSalem$1.43 billion0
True Wealth GroupBend$151.4 million0
Uplevel WealthPortland$131.4 million0
Variant InvestmentsPortland$2.64 billion0
Vergepointe Wealth Management, LLCLake Oswego$283.3 million0
Veridan WealthWest Linn$667.2 million0
Vision Capital Management IncPortland$1.23 billion0
Vista Capital Partners, Inc.Portland$3.22 billion0
Von Borstel & AssociatesThe Dalles$680.2 million1
Wagner PlanningLake Oswego$144.7 million0
Washington Park Capital Management, LLCPortland$359.5 million0
Wealth Advisors NwPortland$354.3 million0
Welch Investment Group, LLCGrants Pass$263.8 million0
Wellspring Advisors, Inc.Hillsboro$152.2 million0
Willamette Financial Advisors, LLCPortland$117.5 million0
Xena Financial Planning, LLCPortland$104.5 million0
Zuna, LLCPortland$411.3 million0