Written by investor.com
April 06, 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 April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Oregon are as follows:
- Must be rated 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 |
|
$25.7 million | 33 | 1 | $779,324 |
| Allen Capital Management |
|
$157.7 million | 102 | 4 | $1.5 million |
| Allos Investment Advisors |
|
$43.4 million | 389 | 6 | $111,661 |
| Apella Capital |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Arcadia Investment Advisors |
|
$227.3 million | 284 | 2 | $800,437 |
| Arnerich Massena |
|
$2.1 billion | 277 | 4 | $7.5 million |
| Ascent Capital Management |
|
$348.6 million | 358 | 6 | $973,756 |
| Ashton Thomas Private Wealth |
|
$2.0 billion | 1,784 | 37 | $1.1 million |
| ASI Wealth Management & Consulting Services |
|
$1.5 billion | 412 | 9 | $3.6 million |
| Axia Wealth Management |
|
$65.1 million | 130 | 3 | $500,961 |
| Baker Ellis Asset Management |
|
$750.6 million | 319 | 6 | $2.4 million |
| Black Diamond Financial |
|
$545.9 million | 254 | 9 | $2.1 million |
| Blair Investments |
|
$12.0 million | 6 | 1 | $2.0 million |
| Brighton Jones |
|
$9.5 billion | 2,681 | 132 | $3.5 million |
| Burgess Financial Planning |
|
$56.3 million | 221 | 1 | $254,850 |
| Cable Hill Partners |
|
$1.3 billion | 655 | 16 | $2.0 million |
| Cairn Investment Group |
|
$290.6 million | 323 | 4 | $899,776 |
| Capstone Wealth Management Group |
|
$184.4 million | 278 | 4 | $663,260 |
| Cascade Financial Strategies |
|
$78.6 million | 164 | 1 | $479,390 |
| Cascadia Financial Planner |
|
$2.0 million | 20 | 1 | $100,000 |
| CGC Financial Services |
|
$618.9 million | 3,084 | 4 | $200,670 |
| Clarity Financial |
|
$19.5 million | 40 | 1 | $487,500 |
| Compass Investment Advisers |
|
$76.0 million | 58 | 2 | $1.3 million |
| Consolidated Financial Management Corp |
|
$0.0 | 64 | 3 | $0.0 |
| Cordant |
|
$243.1 million | 126 | 5 | $1.9 million |
| D. Mattersdorff |
|
$39.9 million | 11 | 1 | $3.6 million |
| Erlandson Wealth Management |
|
$53.3 million | 110 | 2 | $484,188 |
| Etesian Wealth Advisors |
|
$258.4 million | 249 | 4 | $1.0 million |
| Evergreen Capital Management |
|
$3.9 billion | 992 | 19 | $3.9 million |
| Ferguson Wellman Capital Management |
|
$7.1 billion | 943 | 23 | $7.6 million |
| Gabriel Capital |
|
$42.5 million | 52 | 1 | $816,604 |
| Government Portfolio Advisors |
|
$16.7 billion | 62 | 6 | $269.8 million |
| Gratke Wealth |
|
$36.5 million | 105 | 1 | $347,619 |
| Greycourt & Co |
|
$6.4 billion | 41 | 1 | $156.2 million |
| Harbour Investment Management |
|
$367.9 million | 190 | 4 | $1.9 million |
| Harfst and Associates |
|
$581.7 million | 514 | 4 | $1.1 million |
| Headwater Investment Consulting |
|
$319.5 million | 508 | 5 | $628,874 |
| Human Investing |
|
$1.4 billion | 928 | 10 | $1.5 million |
| Insight Advisors NW |
|
$28.8 million | 77 | 1 | $373,482 |
| Insight Investment Solutions |
|
$23.8 million | 54 | 1 | $441,254 |
| Integrity Financial Corporation |
|
$462.7 million | 1,474 | 18 | $313,916 |
| Jensen Investment Management |
|
$13.1 billion | 425 | 6 | $30.7 million |
| Jerry J Davis CPA PC |
|
$20.7 million | 61 | 1 | $339,805 |
| JGC Wealth Management |
|
$88.7 million | 214 | 4 | $414,510 |
| Journey Tree Financial Planning & Investments |
|
$82.4 million | 90 | 3 | $915,622 |
| JR Snell Capital Management |
|
$27.2 million | 73 | 4 | $373,155 |
| Madrona Wealth Management |
|
$46.5 million | 66 | 1 | $704,045 |
| Main Avenue Financial Services |
|
$67.1 million | 75 | 2 | $894,862 |
| Martin Capital Partners |
|
$326.8 million | 179 | 4 | $1.8 million |
| Maxwell Financial Group |
|
$8.0 million | 87 | 4 | $92,344 |
| MCS Family Wealth Advisors |
|
$157.2 million | 71 | 2 | $2.2 million |
| Meridian Financial Group |
|
$34.7 million | 106 | 2 | $327,416 |
| Miller Financial Group |
|
$65.3 million | 192 | 2 | $340,044 |
| Miracle Mile Advisors |
|
$4.1 billion | 1,797 | 37 | $2.3 million |
| Mission Wealth Management |
|
$5.0 billion | 2,385 | 56 | $2.1 million |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Multnomah Group |
|
$1.0 billion | 150 | 13 | $7.0 million |
| NEPC |
|
$63.6 billion | 417 | 1 | $152.5 million |
| Northside Capital Management |
|
$4.6 billion | 40 | 2 | $115.9 million |
| Northwest Capital Management |
|
$5.5 billion | 492 | 8 | $11.1 million |
| Northwest Investment Counselors |
|
$534.0 million | 341 | 5 | $1.6 million |
| Optimum Capital Strategies |
|
$34.5 million | 79 | 3 | $436,670 |
| Orca Investment Management |
|
$137.4 million | 275 | 4 | $499,542 |
| Pacific Coast Investment Advisors |
|
$86.5 million | 95 | 1 | $910,970 |
| Pacific Ridge Capital Partners |
|
$405.0 million | 52 | 7 | $7.8 million |
| Palisades Hudson Asset Management |
|
$1.4 billion | 153 | 9 | $9.0 million |
| Palouse Capital Management |
|
$271.9 million | 860 | 3 | $316,147 |
| Patten & Daves Capital Management |
|
$36.0 million | 125 | 2 | $288,000 |
| Pecaut & Co |
|
$268.8 million | 196 | 4 | $1.4 million |
| Peregrine Asset Advisers |
|
$310.0 million | 322 | 2 | $962,794 |
| Progressive Investment Management Corporation |
|
$506.8 million | 187 | 3 | $2.7 million |
| Quest Investment Management |
|
$1.5 billion | 93 | 4 | $16.2 million |
| Rain Capital Management |
|
$376.0 million | 183 | 3 | $2.1 million |
| Roehl & Yi Investment Advisors |
|
$698.8 million | 1,545 | 10 | $452,308 |
| Rogue Advisors |
|
$39.2 million | 81 | 2 | $483,901 |
| Savage and Company Wealth Management |
|
$57.8 million | 70 | 1 | $825,714 |
| Schulmerich & Associates Asset Management |
|
$115.0 million | 314 | 2 | $366,242 |
| Seacrest Wealth Management |
|
$1.1 billion | 1,824 | 43 | $611,177 |
| Sellwood Consulting |
|
$1.3 billion | 54 | 7 | $23.6 million |
| Silver Oak Advisory Group |
|
$303.5 million | 177 | 4 | $1.7 million |
| Skyline Financial Northwest |
|
$80.2 million | 106 | 3 | $756,577 |
| Sound Investment Management |
|
$178.2 million | 115 | 4 | $1.5 million |
| Springwater Wealth Management |
|
$170.8 million | 150 | 3 | $1.1 million |
| Strategic Wealth Partners |
|
$795.8 million | 956 | 19 | $832,461 |
| Summa Global Advisors |
|
$119.1 million | 130 | 3 | $916,484 |
| Taurus Capital Management |
|
$117.9 million | 225 | 3 | $523,876 |
| The H Group |
|
$828.6 million | 1,167 | 11 | $710,039 |
| THE Legacy Group |
|
$55.0 million | 125 | 1 | $439,795 |
| The Martin Worley Group |
|
$260.3 million | 269 | 5 | $967,557 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| Three Oaks Capital Management |
|
$36.7 million | 65 | 1 | $564,439 |
| Timepiece Financial Planning |
|
$45.9 million | 130 | 1 | $353,172 |
| Titus Financial |
|
$37.9 million | 115 | 1 | $329,875 |
| TPG Financial Advisors |
|
$1.3 billion | 581 | 7 | $2.3 million |
| True Private Wealth Advisors |
|
$947.8 million | 1,359 | 10 | $697,402 |
| Vision Capital Management |
|
$860.2 million | 592 | 9 | $1.5 million |
| Vista Capital Partners |
|
$2.1 billion | 545 | 18 | $3.8 million |
| Washington Capital Management |
|
$6.7 billion | 70 | 8 | $95.8 million |
| WBH Financial Services |
|
$25.4 million | 52 | 0 | $489,375 |
| Whitewater Wealth |
|
$33.5 million | 32 | 1 | $1.0 million |
More Top Firms by State
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investor.com
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