Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Oregon.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Oregon, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oregon are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Oregon.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Aegis Financial Advisory |
|
$0.0 | 29 | 1 | $0.0 |
| Alberty Asset Management |
|
$60.8 million | 51 | 1 | $1.2 million |
| Allen Capital Management |
|
$178.2 million | 102 | 4 | $1.7 million |
| Allos Investment Advisors |
|
$44.2 million | 364 | 7 | $121,357 |
| Arcadia Investment Advisors |
|
$263.4 million | 280 | 2 | $940,856 |
| Arnerich Massena |
|
$2.7 billion | 297 | 5 | $9.3 million |
| Ascent Capital Management |
|
$372.5 million | 347 | 5 | $1.1 million |
| ASI Wealth Management & Consulting Services |
|
$1.6 billion | 403 | 9 | $4.1 million |
 Avier Wealth Advisors
|
|
$671.3 million | 516 | 11 | $1.3 million |
| Axia Wealth Management |
|
$57.9 million | 118 | 3 | $490,569 |
| Baker Ellis Asset Management |
|
$751.2 million | 294 | 6 | $2.6 million |
| Blair Investments |
|
$12.0 million | 6 | 1 | $2.0 million |
| Burgess Financial Planning |
|
$59.8 million | 376 | 1 | $159,056 |
| Cable Hill Partners |
|
$1.5 billion | 653 | 13 | $2.3 million |
| Cairn Investment Group |
|
$295.1 million | 323 | 3 | $913,681 |
| Callan |
|
$18.2 billion | 616 | 152 | $29.5 million |
| Capstone Wealth Management Group |
|
$198.9 million | 267 | 4 | $745,004 |
| Cascadia Financial Planner |
|
$2.0 million | 20 | 1 | $100,000 |
| CGC Financial Services |
|
$676.5 million | 1,068 | 4 | $633,437 |
| Clarity Financial |
|
$19.5 million | 40 | 1 | $487,500 |
| CLS Financial Advisors |
|
$112.8 million | 67 | 3 | $1.7 million |
| Compass Investment Advisers |
|
$75.6 million | 55 | 2 | $1.4 million |
| Consolidated Financial Management Corp |
|
$0.0 | 64 | 3 | $0.0 |
| Cordant |
|
$259.5 million | 111 | 4 | $2.3 million |
| D. Mattersdorff |
|
$52.3 million | 11 | 1 | $4.8 million |
| Directional Financial Services |
|
$8.2 million | 39 | 6 | $211,146 |
| Empirical Wealth Management |
|
$4.2 billion | 1,532 | 31 | $2.7 million |
| Erlandson Wealth Management |
|
$59.2 million | 105 | 2 | $563,809 |
| Etesian Wealth Advisors |
|
$292.7 million | 185 | 4 | $1.6 million |
| Evergreen Capital Management |
|
$3.9 billion | 915 | 17 | $4.3 million |
| Ferguson Wellman Capital Management |
|
$8.2 billion | 913 | 24 | $9.0 million |
| Fortitude Advisory Group |
|
$337.4 million | 593 | 10 | $568,894 |
| Gabriel Capital |
|
$50.0 million | 52 | 1 | $960,763 |
| Government Portfolio Advisors |
|
$12.7 billion | 53 | 5 | $239.3 million |
| Gratke Wealth |
|
$36.5 million | 105 | 1 | $347,619 |
| Greycourt & Co |
|
$6.3 billion | 46 | 1 | $137.5 million |
| Harbour Investment Management |
|
$406.9 million | 185 | 4 | $2.2 million |
| Harfst and Associates |
|
$583.7 million | 499 | 3 | $1.2 million |
| Headwater Investment Consulting |
|
$353.2 million | 420 | 3 | $840,902 |
| Human Investing |
|
$1.6 billion | 798 | 10 | $2.1 million |
| Independent Progressive Advisors |
|
$96.0 million | 117 | 3 | $820,755 |
| Insight Advisors NW |
|
$32.0 million | 83 | 1 | $385,142 |
| Insight Investment Solutions |
|
$20.1 million | 51 | 1 | $395,087 |
| Jensen Investment Management |
|
$14.5 billion | 417 | 5 | $34.8 million |
| Jerry J Davis CPA PC |
|
$22.7 million | 27 | 1 | $840,136 |
| JGC Wealth Management |
|
$91.1 million | 212 | 5 | $429,550 |
| Journey Tree Financial Planning & Investments |
|
$88.5 million | 91 | 3 | $972,417 |
| JR Snell Capital Management |
|
$31.1 million | 78 | 4 | $398,359 |
| Lewellyn Financial Management |
|
$122.9 million | 251 | 2 | $489,819 |
| Madrona Wealth Management |
|
$52.9 million | 60 | 1 | $881,782 |
| Main Avenue Financial Services |
|
$71.4 million | 78 | 2 | $915,712 |
| Martin Capital Partners |
|
$272.3 million | 84 | 3 | $3.2 million |
 MCS Family Wealth Advisors
|
|
$165.6 million | 66 | 2 | $2.5 million |
 Mercer Global Advisors
|
|
$34.0 billion | 20,297 | 299 | $1.7 million |
| Meridian Financial Group |
|
$31.4 million | 88 | 2 | $357,133 |
| Mission Wealth Management |
|
$4.8 billion | 2,042 | 40 | $2.4 million |
| Moss Adams Wealth Advisors |
|
$3.6 billion | 1,194 | 19 | $3.0 million |
| Multnomah Group |
|
$1.3 billion | 152 | 10 | $8.6 million |
| NEPC |
|
$69.7 billion | 403 | 1 | $173.0 million |
| Northside Capital Management |
|
$5.6 billion | 35 | 2 | $161.0 million |
| Northwest Capital Management |
|
$6.5 billion | 478 | 8 | $13.6 million |
| Northwest Investment Counselors |
|
$601.2 million | 343 | 5 | $1.8 million |
| Optimum Capital Strategies |
|
$37.3 million | 72 | 3 | $518,564 |
| Orca Investment Management |
|
$172.9 million | 279 | 4 | $619,582 |
| Pacific Coast Investment Advisors |
|
$91.6 million | 95 | 1 | $964,167 |
| Pacific Ridge Capital Partners |
|
$539.5 million | 53 | 7 | $10.2 million |
| Palisades Hudson Asset Management |
|
$1.5 billion | 145 | 9 | $10.3 million |
| Patten & Daves Capital Management |
|
$39.0 million | 130 | 2 | $300,000 |
| Peregrine Asset Advisers |
|
$378.8 million | 331 | 3 | $1.1 million |
| Price Financial Group Wealth Management |
|
$105.0 million | 462 | 3 | $227,309 |
| Progressive Investment Management Corporation |
|
$646.1 million | 184 | 3 | $3.5 million |
| Quest Investment Management |
|
$1.8 billion | 94 | 4 | $19.2 million |
| Rain Capital Management |
|
$437.2 million | 192 | 3 | $2.3 million |
| Roehl & Yi Investment Advisors |
|
$746.6 million | 506 | 8 | $1.5 million |
| Rogue Advisors |
|
$50.2 million | 95 | 2 | $528,210 |
| Savage and Company Wealth Management |
|
$62.0 million | 76 | 2 | $815,789 |
| Scout Asset Management |
|
$47.6 million | 107 | 1 | $445,259 |
| Seacrest Wealth Management |
|
$1.4 billion | 1,783 | 43 | $791,777 |
| Sellwood Consulting |
|
$1.1 billion | 41 | 7 | $27.5 million |
| Silver Oak Advisory Group |
|
$342.8 million | 174 | 3 | $2.0 million |
| Skyline Financial Northwest |
|
$103.1 million | 144 | 4 | $716,069 |
| Smart Investor |
|
$682.7 million | 570 | 9 | $1.2 million |
| Sound Investment Management |
|
$196.9 million | 110 | 4 | $1.8 million |
| Springwater Wealth Management |
|
$190.9 million | 151 | 3 | $1.3 million |
| Strategic Wealth Partners |
|
$721.1 million | 684 | 9 | $1.1 million |
| Summa Global Advisors |
|
$140.7 million | 135 | 3 | $1.0 million |
| Taurus Capital Management |
|
$104.3 million | 199 | 2 | $524,351 |
| THE Legacy Group |
|
$55.0 million | 125 | 1 | $439,795 |
| The Martin Worley Group |
|
$285.7 million | 256 | 5 | $1.1 million |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| Three Oaks Capital Management |
|
$37.7 million | 71 | 1 | $530,401 |
| Timepiece Financial Planning |
|
$46.3 million | 117 | 2 | $396,071 |
| Titus Financial |
|
$44.3 million | 87 | 1 | $508,801 |
| TPG Financial Advisors |
|
$1.3 billion | 553 | 6 | $2.3 million |
| True Private Wealth Advisors |
|
$1.1 billion | 1,332 | 10 | $790,444 |
| Vision Capital Management |
|
$1.0 billion | 549 | 10 | $1.9 million |
| Vista Capital Partners |
|
$2.7 billion | 525 | 17 | $5.1 million |
| Wagner Planning |
|
$108.6 million | 187 | 1 | $580,514 |
| Washington Capital Management |
|
$6.5 billion | 72 | 9 | $90.8 million |
| Whitewater Wealth |
|
$35.0 million | 22 | 1 | $1.6 million |
More Top Firms by State
About the Editorial Team
investor.com
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