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Data / Investment advisers / $100 million to $500 million in AUM / Oregon

Investment advisers in Oregon with $100 million to $500 million in AUM: 94 firms

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

94 SEC registered investment advisers in Oregon report between $100 million and $500 million in regulatory assets under management, $22.9 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Pacific Ridge Capital Partners, LLC with $495 million.

The request: Every investment adviser in Oregon with AUM in the range $100 million to $500 million, 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.

  • 94Advisers
  • 94SEC registered
  • $22.9 billionTotal AUM
  • 94Advisers over $100 million
  • 4Manage 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
Pacific Ridge Capital Partners, LLCLake Oswego$494.6 million5510Not listed(503) 886-8970pacificridgecapital.comadviserinfo.sec.gov
44 Wealth Management LLCEugene$487.4 million1,1765Not listed(541) 359-038844weatlh.comadviserinfo.sec.gov
Cross Financial AdvisorsPortland$481.8 million2,90712Not listed(503) 430-0563crossfinancialmgmt.comadviserinfo.sec.gov
Blue Water WealthPortland$472.8 million1,20615Not listed(503) 296-8700bluewaterwealth.comadviserinfo.sec.gov
Encompass Wealth Advisors, LLCPortland$472.8 million1,3435Not listed(971) 371-3451instagramadviserinfo.sec.gov
True North Retirement Advisors, LLCClackamas$460.9 million1,1407Not listed(503) 387-6869truenorthretirementadvisors.comadviserinfo.sec.gov
Retirement Consulting Group, Inc.Lake Oswego$457 million1924Not listed(503) 225-1700retirementconsulting.comadviserinfo.sec.gov
CWC Advisors, LLCLake Oswego$445.3 million1,18991(503) 968-0950cwcgroup.comadviserinfo.sec.gov
Practice Financial GroupJacksonville$436.8 million1,98428Not listed(541) 973-2602pfg-investments.comadviserinfo.sec.gov
Silver Oak Advisory GroupPortland$418.9 million7388Not listed(503) 242-1715adviserinfo.sec.gov
Zuna, LLCPortland$411.3 million606Not listed(971) 339-5701teamzuna.comadviserinfo.sec.gov
Range Financial Group, LLCTigard$408.1 million1,3659Not listed(503) 482-4400rangefinancialgroup.comadviserinfo.sec.gov
Hurley Financial Group, Inc.Corvallis$406.5 million1,5356Not listed(541) 757-2331hurleyfinancial.comadviserinfo.sec.gov
Panoramic Capital Partners LLCLake Oswego$392.7 million7127Not listed(503) 937-7819adviserinfo.sec.gov
Optima Capital LLCBeaverton$379.8 million1,5817Not listed(503) 270-1314premier.networkadviserinfo.sec.gov
Retirement Planning Specialists, Inc.Ashland$370.6 million1,6512Not listed(541) 482-0138retirementplanningspecialists.comadviserinfo.sec.gov
Pace Financial AdvisorsHillsboro$362.1 million3,9649Not listed(971) 727-8434pace-fa.comadviserinfo.sec.gov
Cascade Investment Advisors, Inc.Oregon City$360.4 million5017Not listed(503) 417-1950cascadeinvestors.comadviserinfo.sec.gov
Washington Park Capital Management, LLCPortland$359.5 million3173Not listed(503) 222-9917waparkadvisors.comadviserinfo.sec.gov
Bridge City Capital, LLCLake Oswego$354.7 million406Not listed(503) 265-8554bridgecitycap.comadviserinfo.sec.gov
Wealth Advisors NWPortland$354.3 million1,1549Not listed(971) 249-9930adviserinfo.sec.gov
4:8 FinancialCanby$338.3 million1,9699Not listed(503) 266-484848financial.comadviserinfo.sec.gov
Tru Independence Asset Management, LLCPortland$336.9 million1,05924Not listed(971) 371-3444adviserinfo.sec.gov
Fidelis IMMedford$306.1 million5963Not listed(541) 770-1311fidelisim.comadviserinfo.sec.gov
Integrity Wealth LLCEugene$304.8 million8316Not listed(541) 650-6061integritywealthnw.comadviserinfo.sec.gov
Stangier Wealth ManagementClackamas$300.4 million1,5124Not listed(503) 257-0057stangierwealthmanagement.comadviserinfo.sec.gov
Martin Capital Partners, LLCEugene$290.5 million5074Not listed(541) 636-4170martincp.comadviserinfo.sec.gov
Physician Family Financial Advisors IncBeaverton$284.9 million6394Not listed(541) 463-0899adviserinfo.sec.gov
Capital Financial PlannersSalem$284.8 million5755Not listed(503) 585-1067capfina.comadviserinfo.sec.gov
Vergepointe Wealth Management, LLCLake Oswego$283.3 million2154Not listed(503) 684-0100vergepointe.comadviserinfo.sec.gov
Spectrum Strategic Capital Management, LLCCorvallis$275.4 million7546Not listed(541) 248-2052adviserinfo.sec.gov
Roi FinancialBeaverton$264.2 million1,5188Not listed(503) 941-5925adviserinfo.sec.gov
Welch Investment Group, LLCGrants Pass$263.8 million9733Not listed(541) 474-6616welchig.comadviserinfo.sec.gov
Koenig Investment Advisory, LLCAshland$258.2 million5993Not listed(541) 608-0551adviserinfo.sec.gov
Sound Investment Management IncTualatin$255.5 million1404Not listed(503) 691-7030simiusa.comadviserinfo.sec.gov
Defined Wealth Management, LLCBeaverton$254 million5574Not listed(503) 444-7895adviserinfo.sec.gov
Elevation Capital AdvisoryBend$252.9 million1,4718Not listed(541) 728-0321elevationcapitalstrategies.comadviserinfo.sec.gov
Rutherford Investment ManagementPortland$250 million1264Not listed(503) 452-1210rutherfordinvestment.comadviserinfo.sec.gov
Capstone Wealth Management Group, Inc.Bend$243 million6055Not listed(541) 330-0266capstonewmg.comadviserinfo.sec.gov
Portland Private Wealth Management, Inc.Portland$235.4 million9165Not listed(503) 405-9472portlandprivatewm.comadviserinfo.sec.gov
Catalyst Financial NW CorporationGresham$233.4 million1,0684Not listed(503) 661-9010catalyst-nw.comadviserinfo.sec.gov
Taurus Capital Advisors, LLCLake Oswego$231.4 million2635Not listed(503) 756-2972adviserinfo.sec.gov
MSP Wealth Management, LLCKlamath Falls$228.5 million8726Not listed(541) 884-4164mspwealth.comadviserinfo.sec.gov
Jones & Associates Premier Financial SolutionsJacksonville$227.4 million1,3683Not listed(541) 500-4321jonescares.orgadviserinfo.sec.gov
Connected Wealth Solutions, LLCLA Grande$226.4 million7213Not listed(541) 963-7800connectedwealthllc.comadviserinfo.sec.gov
Foster & Wood, Inc.Lake Oswego$218.7 million2223Not listed(503) 785-9844fosterandwood.comadviserinfo.sec.gov
Grange Capital, LLCBeaverton$217.2 million7456Not listed(971) 708-6659adviserinfo.sec.gov
Continuity Wealth Management, Corp.Portland$214.3 million6134Not listed(503) 244-8905adviserinfo.sec.gov
JH AdvisorsSalem$212 million4144Not listed(503) 391-1040jhadvisors.comadviserinfo.sec.gov
Orca Investment Management, LLCLake Oswego$211.7 million5577Not listed(503) 582-9500orcaim.comadviserinfo.sec.gov
Financial Investment Team ("Fit")Portland$209.1 million8705Not listed(503) 906-5205fi-team.comadviserinfo.sec.gov
Clarity Wealth Development, LLCCorvallis$208.6 million7125Not listed(541) 753-1898adviserinfo.sec.gov
Go Wealth ManagementEugene$208.4 million5199Not listed(541) 338-7631adviserinfo.sec.gov
Sortis Fund Manager, LLCPortland$202 million694(503) 512-5432sortis.comadviserinfo.sec.gov
Newbore Wealth Management, Inc.Gladstone$200 million8633Not listed(503) 657-3143newbore-wealth.comadviserinfo.sec.gov
Inman Financial Services, Inc.Portland$197.5 million6255Not listed(503) 906-2650adviserinfo.sec.gov
CLS Financial Advisors, Inc.Portland$192 million3295Not listed(503) 244-8879clsadvisors.comadviserinfo.sec.gov
Highroad Wealth Advisors, LLCCoos Bay$188.5 million3183Not listed(541) 266-7623highroadwa.comadviserinfo.sec.gov
Crown Point Wealth AdvisorsHood River$185.5 million1,2743Not listed(541) 386-2792adviserinfo.sec.gov
Stonepine Capital Management, LLCBend$181 million141(541) 647-5673stonepinecap.comadviserinfo.sec.gov
SMB Financial Services, Inc.Portland$177.8 million7625Not listed(503) 387-3222adviserinfo.sec.gov
Price Financial Group Wealth Management, Inc.Portland$173.5 million1,3407Not listed(503) 253-3000pricefg.comadviserinfo.sec.gov
Littlejohn Financial Services IncRoseburg$171.3 million1,2368Not listed(541) 375-0898adviserinfo.sec.gov
North Forty Two & Co.Lake Oswego$167.9 million2632Not listed(503) 417-2970adviserinfo.sec.gov
J.P. Capital Management, Inc.Eugene$166.6 million1621Not listed(541) 343-2064adviserinfo.sec.gov
Strada Financial Group LLCBoring$159.2 million2134Not listed(503) 667-5355stradafg.comadviserinfo.sec.gov
Copia Wealth ManagementBend$157.5 million8504Not listed(541) 647-2545copiawealthmanagement.comadviserinfo.sec.gov
Oregon Pacific Wealth ManagementMedford$156.3 million5305Not listed(541) 858-0166oregonpacificwealth.comadviserinfo.sec.gov
Wellspring Advisors, Inc.Hillsboro$152.2 million7175Not listed(503) 714-9531adviserinfo.sec.gov
True Wealth GroupBend$151.4 million5576Not listed(541) 588-5008mytruewealthgroup.comadviserinfo.sec.gov
Cascade Financial StrategiesBend$150.9 million6055Not listed(541) 678-5475cascadefs.comadviserinfo.sec.gov
Skyline Financial NorthwestPortland$148.3 million6103Not listed(888) 739-7369skylinefinancialnw.comadviserinfo.sec.gov
Axia Wealth Management IncBend$148 million4843Not listed(541) 647-1500axiawealth.comadviserinfo.sec.gov
Wagner PlanningLake Oswego$144.7 million3975Not listed(503) 342-0038wagnerplanning.comadviserinfo.sec.gov
Summa Global Advisors, LLCClackamas$144.1 million3522Not listed(503) 636-2022adviserinfo.sec.gov
Northwind Financial LLCBend$142.2 million3612Not listed(541) 318-7871northwindfinancial.comadviserinfo.sec.gov
Capitol Family Office, Inc.Beaverton$136.1 million4622Not listed(503) 897-0236capitolcfo.comadviserinfo.sec.gov
Tradewinds Wealth ManagementPortland$135.1 million26141(503) 673-2828adviserinfo.sec.gov
JGC Tax & Wealth ManagementSalem$132 million4953Not listed(503) 390-7880app.modestspark.comadviserinfo.sec.gov
Uplevel WealthPortland$131.4 million2202Not listed(503) 308-9067uplevelwealth.comadviserinfo.sec.gov
Axiom Wealth Strategies, LLCBend$124.7 million2833Not listed(541) 389-7777adviserinfo.sec.gov
Samara CapitalBeaverton$123 million2472Not listed(503) 912-4815samara-capital.comadviserinfo.sec.gov
Pacific Coast Investment Advisors, LLCWest Linn$122.2 million3121Not listed(503) 968-2500pacificcoastia.comadviserinfo.sec.gov
Lifelong Wealth Management Group, LLCLake Oswego$121.7 million1872Not listed(503) 747-6534llwmg.comadviserinfo.sec.gov
Willamette Financial Advisors, LLCPortland$117.5 million4883Not listed(503) 747-0306wfinadv.comadviserinfo.sec.gov
Modernist Financial, LLCPortland$113.3 million2645Not listed(971) 544-7417adviserinfo.sec.gov
Soaring Investment Management, LLCPortland$112.5 million4645Not listed(503) 433-7946soaringinvestmentmanagement.comadviserinfo.sec.gov
Compass Investment Advisers, LLCPortland$110.5 million2412Not listed(503) 473-8422compassadv.netadviserinfo.sec.gov
Tenbridge Partners LLCPortland$110 million6005Not listed(971) 277-1077tenbridgepartners.comadviserinfo.sec.gov
Rooted Financial Group, LLCTigard$108.7 million6633Not listed(503) 207-2067adviserinfo.sec.gov
Xena Financial Planning, LLCPortland$104.5 million3843Not listed(503) 714-7357xenafp.comadviserinfo.sec.gov
Fairchild Capital LLCPortland$102.8 million3222Not listed(503) 828-3796adviserinfo.sec.gov
Capstone Wealth Advisors, LLCSalem$102.4 million4223Not listed(503) 967-1980capstonewealthadvisors.comadviserinfo.sec.gov
Rock Creek Wealth ManagementHillsboro$101.1 million4773Not listed(503) 505-7000rockcreekwm.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.