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Data / Investment advisers / $1 billion to $10 billion in AUM / Oregon

Investment advisers in Oregon with $1 billion to $10 billion in AUM: 31 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

31 SEC registered investment advisers in Oregon report between $1 billion and $10 billion in regulatory assets under management, $96.9 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Kingsview Wealth Management, LLC with $9 billion.

The request: Every investment adviser in Oregon with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in OregonWatch new advisers in Oregon

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 31Advisers
  • 31SEC registered
  • $96.9 billionTotal AUM
  • 31Advisers over $100 million
  • 5Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Kingsview Wealth Management, LLCGrants Pass$8.96 billion31,932285Not listed(312) 870-6701monarchfunds.comadviserinfo.sec.gov
Northwest Capital Management Inc.Lake Oswego$8.52 billion30111Not listed(503) 597-1616adviserinfo.sec.gov
Aldrich Wealth LPLake Oswego$7.62 billion2,47742Not listed(503) 620-5329adviserinfo.sec.gov
J.P. Morgan Natural CapitalPortland$7.02 billion201443(503) 275-9675adviserinfo.sec.gov
Northside Capital Management LLCHood River$6.94 billion75717Not listed(541) 387-2080northsidecap.comadviserinfo.sec.gov
Jensen Investment Management Inc.Lake Oswego$6.48 billion93736Not listed(503) 726-4384adviserinfo.sec.gov
Becker Capital Management, Inc.Portland$5.73 billion2,085421(503) 223-1720adviserinfo.sec.gov
Vista Capital Partners, Inc.Portland$3.22 billion3,38035Not listed(503) 772-9500adviserinfo.sec.gov
M Holdings Securities, Inc.Portland$3.21 billion8,1151,442Not listed(800) 656-6960mfin.comadviserinfo.sec.gov
Deschutes Investment Consulting, LLCPortland$2.89 billion49814Not listed(503) 224-3700deschutesinvestment.comadviserinfo.sec.gov
Multnomah Group, Inc.Portland$2.67 billion37421Not listed(503) 772-0159adviserinfo.sec.gov
Phillips and Company Advisors LLCPortland$2.66 billion2,67519Not listed(503) 224-0858phillipsandco.comadviserinfo.sec.gov
Variant InvestmentsPortland$2.64 billion4331(503) 563-0700variantinvestments.comadviserinfo.sec.gov
Sellwood Investment Partners LLCPortland$2.28 billion7216Not listed(503) 596-2880adviserinfo.sec.gov
Human InvestingLake Oswego$2.22 billion3,38228Not listed(503) 905-3100humaninvesting.comadviserinfo.sec.gov
TPG Financial Advisors, LLCPortland$2.22 billion1,63521Not listed(503) 241-9550thepartnersgroup.comadviserinfo.sec.gov
CS Planning CorpPortland$1.96 billion9,34060Not listed(503) 292-5853adviserinfo.sec.gov
Endeavour CapitalPortland$1.89 billion6247(503) 223-2721adviserinfo.sec.gov
Sapient Private Wealth Management, LLCEugene$1.75 billion66215Not listed(541) 762-0300adviserinfo.sec.gov
Quest Investment Management, LLCLake Oswego$1.71 billion1259Not listed(503) 221-0158questinvestment.comadviserinfo.sec.gov
Matisse CapitalPortland$1.63 billion769111(503) 210-3000adviserinfo.sec.gov
Cutler Investment GroupJacksonville$1.54 billion1,84723Not listed(541) 770-9000adviserinfo.sec.gov
Aerodigm Wealth LLCLake Oswego$1.46 billion8199Not listed(503) 697-4118delapwa.comadviserinfo.sec.gov
JGP Wealth Management, LLCBend$1.43 billion3,33523Not listed(503) 446-6450adviserinfo.sec.gov
True Private Wealth Advisors, LLCSalem$1.43 billion1,59222Not listed(503) 400-3311adviserinfo.sec.gov
M Financial Asset Management, Inc.Portland$1.23 billion1,9985Not listed(503) 232-6960mfinwealth.comadviserinfo.sec.gov
Vision Capital Management IncPortland$1.23 billion1,80013Not listed(503) 221-5656adviserinfo.sec.gov
Cedar Mountain Advisors, LLCLake Oswego$1.20 billion2,43310Not listed(503) 224-6868cmapdx.comadviserinfo.sec.gov
Scott Capital Advisors, LLCPortland$1.13 billion8289Not listed(503) 487-0860scottcapitaladvisors.comadviserinfo.sec.gov
Sittner & Nelson, LLCEugene$1.05 billion1,5066Not listed(541) 636-4001sittnerandnelson.comadviserinfo.sec.gov
M Financial Investment Advisers IncPortland$1.01 billion43Not listed(503) 232-6960mfin.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.