Best Financial Advisor Firms Oregon 2023

investor.com is committed to the highest ethical standards and reviews services independently. Learn How We Make Money
investor.com

Written by investor.com

September 08, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Oregon.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oregon are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • 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
ADB Capital Management 5/5 Stars $25.7 million 33 1 $779,324
Allen Capital Management 5/5 Stars $157.7 million 102 4 $1.5 million
Allos Investment Advisors 5/5 Stars $43.4 million 389 6 $111,661
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Arcadia Investment Advisors 5/5 Stars $227.3 million 284 2 $800,437
Arnerich Massena 5/5 Stars $2.1 billion 277 6 $7.5 million
Ascent Capital 5/5 Stars $348.6 million 358 6 $973,756
Ashton Thomas Private Wealth 5/5 Stars $2.0 billion 1,784 37 $1.1 million
ASI Wealth Management & Consulting Services 5/5 Stars $1.5 billion 412 9 $3.6 million
Axia Wealth Management 5/5 Stars $65.1 million 130 3 $500,961
Baker Ellis Asset Management 5/5 Stars $750.6 million 319 6 $2.4 million
Black Diamond Financial 5/5 Stars $545.9 million 254 9 $2.1 million
Blair Investments 5/5 Stars $12.0 million 6 1 $2.0 million
Brighton Jones 5/5 Stars $9.5 billion 2,681 132 $3.5 million
Burgess Financial Planning 5/5 Stars $56.3 million 221 1 $254,850
Cable Hill Partners 5/5 Stars $1.3 billion 655 16 $2.0 million
Cairn Investment Group 5/5 Stars $290.6 million 323 4 $899,776
Capstone Wealth Management Group 5/5 Stars $184.4 million 278 4 $663,260
Cascade Financial Strategies 5/5 Stars $78.6 million 164 2 $479,390
Cascadia Financial Planner 5/5 Stars $2.0 million 20 1 $100,000
CGC Financial Services 5/5 Stars $618.9 million 3,084 4 $200,670
Clarity Financial 5/5 Stars $21.2 million 44 1 $481,931
Compass Investment Advisers 5/5 Stars $76.0 million 58 2 $1.3 million
Consolidated Financial Management Corp 5/5 Stars $0.0 80 4 $0.0
Cordant Wealth Partners 5/5 Stars $243.1 million 126 5 $1.9 million
CS Planning Corp 5/5 Stars $542.6 million 1,335 43 $406,417
D. Mattersdorff 5/5 Stars $39.9 million 11 1 $3.6 million
Erlandson Wealth Management 5/5 Stars $53.3 million 110 2 $484,188
Etesian Wealth Advisors 5/5 Stars $258.4 million 249 4 $1.0 million
Evergreen Capital Management 5/5 Stars $3.9 billion 992 19 $3.9 million
Ferguson Wellman Capital Management 5/5 Stars $7.1 billion 943 23 $7.6 million
First Pacific Financial 5/5 Stars $1.1 billion 1,043 15 $1.1 million
Gabriel Capital 5/5 Stars $46.5 million 53 1 $877,573
Government Portfolio Advisors 5/5 Stars $16.7 billion 62 6 $269.8 million
Greycourt & Co 5/5 Stars $5.2 billion 37 1 $140.3 million
Harbour Investment Management 5/5 Stars $367.9 million 190 4 $1.9 million
Harfst and Associates 5/5 Stars $547.4 million 508 4 $1.1 million
Headwater Investment Consulting 5/5 Stars $319.5 million 508 5 $628,874
Human Investing 5/5 Stars $1.4 billion 928 10 $1.5 million
Insight Advisors NW 5/5 Stars $28.8 million 77 1 $373,482
Insight Investment Solutions 5/5 Stars $23.8 million 54 1 $441,254
Integrity Financial Corporation 5/5 Stars $462.7 million 1,474 18 $313,916
Jensen Investment Management 5/5 Stars $13.1 billion 425 6 $30.7 million
Jerry J Davis CPA PC 5/5 Stars $20.7 million 61 1 $339,805
JGC Wealth Management 5/5 Stars $88.7 million 214 4 $414,510
Journey Tree Financial Planning & Investments 5/5 Stars $82.4 million 90 3 $915,622
JR Snell Capital Management 5/5 Stars $27.2 million 73 3 $373,155
Madrona Wealth Management 5/5 Stars $46.5 million 66 1 $704,045
Main Avenue Financial Services 5/5 Stars $67.1 million 75 2 $894,862
Martin Capital Partners 5/5 Stars $326.8 million 179 4 $1.8 million
Maxwell Financial Group 5/5 Stars $8.0 million 87 4 $92,344
MCS Family Wealth Advisors 5/5 Stars $157.2 million 71 2 $2.2 million
Meridian Financial Group 5/5 Stars $34.7 million 106 2 $327,416
Miller Financial Group 5/5 Stars $65.3 million 192 2 $340,044
Miracle Mile Advisors 5/5 Stars $4.1 billion 1,797 37 $2.3 million
Modernist Financial 5/5 Stars $65.2 million 51 1 $1.3 million
Moss Adams Wealth Advisors 5/5 Stars $3.3 billion 1,213 22 $2.7 million
Multnomah Group 5/5 Stars $1.0 billion 150 13 $7.0 million
NEPC 5/5 Stars $63.6 billion 417 1 $152.5 million
Northside Capital Management 5/5 Stars $4.6 billion 40 2 $115.9 million
Northwest Capital Management 5/5 Stars $5.5 billion 492 8 $11.1 million
Northwest Investment Counselors 5/5 Stars $534.0 million 341 5 $1.6 million
Optimum Capital Strategies 5/5 Stars $34.5 million 79 3 $436,670
Orca Investment Management 5/5 Stars $137.4 million 275 4 $499,542
Pacific Coast Investment Advisors 5/5 Stars $86.5 million 95 1 $910,970
Pacific Ridge Capital Partners 5/5 Stars $405.0 million 52 7 $7.8 million
Palisades Hudson Asset Management 5/5 Stars $1.4 billion 153 9 $9.0 million
Palouse Capital Management 5/5 Stars $271.9 million 860 3 $316,147
Patten & Daves Capital Management 5/5 Stars $36.0 million 125 2 $288,000
Pecaut Wealth Management 5/5 Stars $268.8 million 196 4 $1.4 million
Peregrine Asset Advisers 5/5 Stars $504.0 million 482 2 $1.0 million
Progressive Investment Management Corporation 5/5 Stars $506.8 million 187 3 $2.7 million
Quest Investment Management 5/5 Stars $1.5 billion 93 4 $16.2 million
Rain Capital Management 5/5 Stars $376.0 million 183 3 $2.1 million
Roehl & Yi Investment Advisors 5/5 Stars $698.8 million 1,545 10 $452,308
Rogue Advisors 5/5 Stars $39.2 million 81 2 $483,901
Schulmerich & Associates Asset Management 5/5 Stars $115.0 million 314 2 $366,242
Seacrest Wealth Management 5/5 Stars $1.1 billion 1,824 43 $611,177
Sellwood Consulting 5/5 Stars $1.3 billion 54 7 $23.6 million
Silver Oak Advisory Group 5/5 Stars $303.5 million 177 4 $1.7 million
Skyline Financial Northwest 5/5 Stars $80.2 million 106 3 $756,577
Sound Investment Management 5/5 Stars $178.2 million 115 4 $1.5 million
Springwater Wealth Management 5/5 Stars $170.8 million 150 2 $1.1 million
Stafford Capital Partners 5/5 Stars $1.5 billion 24 12 $61.6 million
Strategic Wealth Partners 5/5 Stars $795.8 million 956 19 $832,461
Summa Global Advisors 5/5 Stars $119.1 million 130 3 $916,484
The H Group 5/5 Stars $828.6 million 1,167 13 $710,039
THE Legacy Group 5/5 Stars $55.0 million 125 1 $439,795
The Martin Worley Group 5/5 Stars $260.3 million 269 5 $967,557
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
Three Oaks Wealth 5/5 Stars $36.7 million 65 2 $564,439
Timepiece Financial Planning 5/5 Stars $45.9 million 130 1 $353,172
Titus Financial 5/5 Stars $37.9 million 115 1 $329,875
TPG Financial Advisors 5/5 Stars $1.3 billion 581 7 $2.3 million
True Private Wealth Advisors 5/5 Stars $947.8 million 1,359 12 $697,402
Vision Capital Management 5/5 Stars $860.2 million 592 9 $1.5 million
Vista Capital Partners 5/5 Stars $2.1 billion 545 18 $3.8 million
Washington Capital Management 5/5 Stars $6.7 billion 70 8 $95.8 million
WBH Financial Services 5/5 Stars $25.4 million 52 1 $489,375
Whitewater Wealth 5/5 Stars $33.5 million 32 1 $1.0 million

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.

close