Best Financial Advisor Firms Oregon 2023

investor.com

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:

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

More Top Firms by State

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, retirement planning, and more.


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