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Best Financial Advisor Firms Oregon 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Oregon.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Oregon, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
ASI Wealth Management & Consulting Services 1997 View Locations
Aegis Financial Advisory 2006 View Locations
Alberty Asset Management 2009 View Locations
Allen Capital Management 2006 View Locations
Arcadia Investment Advisors 1999 View Locations
Arnerich Massena 2002 View Locations
Ascent Capital Management 2004 View Locations
Auxier Asset Management 1998 View Locations
Avier Wealth Advisors 2012 View Locations
Baker Ellis Asset Management 2002 View Locations
Blair Investments 2007 View Locations
Brighton Jones 2000 $800,000 View Locations
CGC Financial Services 2013 View Locations
CLS Financial Advisors 2010 View Locations
Cable Hill Partners 2013 View Locations
Cairn Investment Group 2007 View Locations
Callan 1973 View Locations
Capstone Wealth Management Group 2006 View Locations
Cascade Investment Advisors 2004 View Locations
Cascadia Financial Planner 2011 View Locations
Churchill Management Group 1967 View Locations
Clarity Financial 2014 View Locations
Consolidated Financial Management Corp 1985 View Locations
Cordant 2010 View Locations
Cutler Investment Counsel 2003 View Locations
D. Mattersdorff 1999 View Locations
Dollinger Management 2010 View Locations
Erlandson Wealth Management 2012 View Locations
Etesian Wealth Advisors 2009 View Locations
Evergreen Capital Management 1983 View Locations
Ferguson Wellman Capital Management 1975 View Locations
Fidelis IM 2012 View Locations
Gabriel Capital 2007 View Locations
Gamble Jones Investment Counsel 1990 View Locations
Government Portfolio Advisors 2014 View Locations
Gratke Wealth 2012 View Locations
Greycourt & Co 2001 View Locations
Harbour Investment Management 1991 View Locations
Harfst and Associates 2010 View Locations
Headwater Investment Consulting 2005 View Locations
Human Investing 2004 View Locations
Hyas Group 2009 View Locations
Independent Progressive Advisors 2007 View Locations
Insight Advisors NW 2012 View Locations
Insight Investment Solutions 2012 View Locations
JGC Wealth Management 2012 View Locations
JR Snell Capital Management 2002 View Locations
Jaffe Financial Services 2005 View Locations
Jerry J Davis CPA PC 2009 View Locations
Journey Tree Financial Planning & Investments 2010 View Locations
Lewellyn Financial Management 2011 View Locations
MCS Family Wealth Advisors 1990 View Locations
Madrona Wealth Management 2014 View Locations
Main Avenue Financial Services 2009 View Locations
Martin Capital Partners 2010 View Locations
Meridian Financial Group 2011 View Locations
Mission Wealth Management 2002 View Locations
Moss Adams Wealth Advisors 2000 View Locations
Multnomah Group 2005 View Locations
NEPC 1990 View Locations
North Forty TWO & CO 2011 View Locations
Northside Capital Management 1998 View Locations
Northwest Capital Management 1999 View Locations
Northwest Investment Counselors 1999 View Locations
Northwest Quadrant Wealth Management 2011 View Locations
Optimum Capital Strategies 2009 View Locations
Orca Investment Management 2007 View Locations
Oswego Wealth Advisors 2014 View Locations
Pacific Ridge Capital Partners 2013 View Locations
Palisades Hudson Asset Management 1998 View Locations
Peregrine Asset Advisers 2001 View Locations
Progressive Investment Management Corporation 1988 View Locations
Quest Investment Management 1985 View Locations
Rain Capital Management 2011 View Locations
Roehl & Yi Investment Advisors 1999 View Locations
Rogue Advisors 2005 View Locations
Savage and Company Wealth Management 2013 View Locations
Sellwood Consulting 2012 View Locations
Silver Oak Advisory Group 1991 View Locations
Skyline Financial Northwest 2008 View Locations
Smart Investor 2003 View Locations
Sound Investment Management 1994 View Locations
Springwater Wealth Management 2014 View Locations
Summa Global Advisors 2010 View Locations
THE Legacy Group 2006 View Locations
TPG Financial Advisors 2012 View Locations
Taurus Capital Management 2005 View Locations
The Martin Worley Group 2014 View Locations
Thompson Advisory Services 2009 View Locations
Three Oaks Capital Management 2014 View Locations
Tiedemann Advisors 2009 View Locations
Titus Financial 2011 View Locations
Trillium Asset Management 1982 View Locations
True Private Wealth Advisors 2012 View Locations
Tygh Capital Management 2004 View Locations
VergePointe Wealth Management 2009 View Locations
Vision Capital Management 1999 View Locations
Vista Capital Partners 2001 View Locations
Washington Capital Management 1978 View Locations
Whitewater Wealth 2014 View Locations


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