Top RIA Firms in Oregon (2026)
40 SEC-registered investment advisory firms headquartered in Oregon — a combined $188.6B in assets under management, led by Government Portfolio Advisors LLC in Portland. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Government Portfolio Advisors LLC
Portland
AUM $35.1B · 76 accounts
Stancorp Investment Advisers, Inc.
Portland
AUM $34.5B · 96,128 accounts
Ferguson Wellman Capital Management, Inc.
Portland
AUM $10.7B · 4,763 accounts
Kingsview Wealth Management, LLC
Grants Pass
AUM $9B · 31,932 accounts
Northwest Capital Management Inc.
Lake Oswego
AUM $8.5B · 301 accounts
Aldrich Wealth LP
Lake Oswego
AUM $7.6B · 2,477 accounts
Campbell Global
Portland
AUM $7B · 20 accounts
Northside Capital Management LLC
Hood River
AUM $6.9B · 757 accounts
Focuspoint Solutions, Inc.
Portland
AUM $6.8B · 31,647 accounts
Jensen Investment Management Inc.
Lake Oswego
AUM $6.5B · 937 accounts
Becker Capital Management, Inc.
Portland
AUM $5.7B · 2,085 accounts
Vista Capital Partners, Inc.
Portland
AUM $3.2B · 3,380 accounts
M Holdings Securities, Inc.
Portland
AUM $3.2B · 8,115 accounts
Deschutes Investment Consulting, LLC
Portland
AUM $2.9B · 498 accounts
Variant Investments
Portland
AUM $2.8B · 4 accounts
Multnomah Group, Inc.
Portland
AUM $2.7B · 374 accounts
Phillips and Company Advisors LLC
Portland
AUM $2.7B · 2,675 accounts
Sellwood Investment Partners LLC
Portland
AUM $2.3B · 72 accounts
Human Investing
Lake Oswego
AUM $2.2B · 3,382 accounts
Tpg Financial Advisors, LLC
Portland
AUM $2.2B · 1,635 accounts
Cs Planning Corp
Portland
AUM $2B · 9,340 accounts
Endeavour Capital
Portland
AUM $1.9B · 6 accounts
Sapient Private Wealth Management, LLC
Eugene
AUM $1.7B · 662 accounts
Quest Investment Management, LLC
Lake Oswego
AUM $1.7B · 125 accounts
Matisse Capital
Portland
AUM $1.6B · 769 accounts
Cutler Investment Group
Jacksonville
AUM $1.5B · 1,847 accounts
Aerodigm Wealth LLC
Lake Oswego
AUM $1.5B · 819 accounts
Jgp Wealth Management, LLC
Bend
AUM $1.4B · 3,335 accounts
True Private Wealth Advisors, LLC
Salem
AUM $1.4B · 1,592 accounts
M Financial Asset Management, Inc.
Portland
AUM $1.2B · 1,998 accounts
Vision Capital Management Inc
Portland
AUM $1.2B · 1,800 accounts
Cedar Mountain Advisors, LLC
Lake Oswego
AUM $1.2B · 2,433 accounts
Scott Capital Advisors, LLC
Portland
AUM $1.1B · 828 accounts
Sittner & Nelson, LLC
Eugene
AUM $1B · 1,506 accounts
M Financial Investment Advisers Inc
Portland
AUM $1B · 4 accounts
Roehl & Yi Investment Advisors, LLC
Eugene
AUM $959M · 1,683 accounts
Auxier Asset Management
Aurora
AUM $946M · 506 accounts
Keudell Morrison Wealth Management, LLC
Salem
AUM $922M · 2,083 accounts
Horst & Graben Wealth Management, LLC
Portland
AUM $920M · 3,442 accounts
Mengis Capital Management, Inc.
Portland
AUM $903M · 766 accounts
How many RIA firms are in this Oregon directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Oregon, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in Oregon?
By regulatory assets under management, the largest firm in this Oregon directory is Government Portfolio Advisors LLC, headquartered in Portland, with approximately $35.1B in AUM.
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