Data / Investment advisers / Serving charitable organizations / Oregon
Investment advisers in Oregon serving charitable organizations: 83 firms
83 SEC registered investment advisers with a main office in Oregon report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $7.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Sellwood Investment Partners LLC.
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.
- 83Advisers
- $7.5 billionAUM from this client type
- 83Advisers over $100 million
- November 2, 2026File date
Advisers in Oregon serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Sellwood Investment Partners LLC | Portland | 36 | $1.52 billion | $2.28 billion | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | 75 | $1.50 billion | $5.73 billion | adviserinfo.sec.gov |
| Stancorp Investment Advisers, Inc. | Portland | 141 | $1.23 billion | $34.50 billion | adviserinfo.sec.gov |
| Ferguson Wellman Capital Management, Inc. | Portland | 58 | $971.8 million | $10.66 billion | adviserinfo.sec.gov |
| Aldrich Wealth LP | Lake Oswego | 3 | $311.2 million | $7.62 billion | adviserinfo.sec.gov |
| RVK, Inc. | Portland | 26 | $265.7 million | $827.9 million | adviserinfo.sec.gov |
| Kingsview Wealth Management, LLC | Grants Pass | 18 | $260.2 million | $8.96 billion | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | Fewer than 5 | $206.3 million | $445.3 million | adviserinfo.sec.gov |
| Matisse Capital | Portland | 10 | $165 million | $1.63 billion | adviserinfo.sec.gov |
| Phillips and Company Advisors LLC | Portland | 10 | $109.4 million | $2.66 billion | adviserinfo.sec.gov |
| Vista Capital Partners, Inc. | Portland | 8 | $101.1 million | $3.22 billion | adviserinfo.sec.gov |
| Scott Capital Advisors, LLC | Portland | Fewer than 5 | $84.1 million | $1.13 billion | adviserinfo.sec.gov |
| Mengis Capital Management, Inc. | Portland | 14 | $72.4 million | $903.5 million | adviserinfo.sec.gov |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | Fewer than 5 | $54.7 million | $494.6 million | adviserinfo.sec.gov |
| Human Investing | Lake Oswego | 8 | $48.8 million | $2.22 billion | adviserinfo.sec.gov |
| Bridge City Capital, LLC | Lake Oswego | 5 | $41.3 million | $354.7 million | adviserinfo.sec.gov |
| Progressive Investment Management Corporation | Lake Oswego | 7 | $39.2 million | $758.3 million | adviserinfo.sec.gov |
| Headwater Investment Consulting,Inc. | McMinnville | 42 | $36.1 million | $543 million | adviserinfo.sec.gov |
| Multnomah Group, Inc. | Portland | Fewer than 5 | $34.7 million | $2.67 billion | adviserinfo.sec.gov |
| Etesian Wealth Advisors, Inc. | West Linn | Fewer than 5 | $32.9 million | $503.3 million | adviserinfo.sec.gov |
| 44 Wealth Management LLC | Eugene | 15 | $30.3 million | $487.4 million | adviserinfo.sec.gov |
| Vision Capital Management Inc | Portland | 19 | $26.7 million | $1.23 billion | adviserinfo.sec.gov |
| CGC Financial Services | Lake Oswego | 7 | $25.6 million | $875.8 million | adviserinfo.sec.gov |
| Cutler Investment Group | Jacksonville | 12 | $24.1 million | $1.54 billion | adviserinfo.sec.gov |
| True Private Wealth Advisors, LLC | Salem | 6 | $23.9 million | $1.43 billion | adviserinfo.sec.gov |
| Allium Financial Advisors, LLC | Lake Oswego | 4 | $23.6 million | $733.5 million | adviserinfo.sec.gov |
| Sapient Private Wealth Management, LLC | Eugene | 23 | $20.2 million | $1.75 billion | adviserinfo.sec.gov |
| Keudell Morrison Wealth Management, LLC | Salem | 12 | $19.5 million | $921.5 million | adviserinfo.sec.gov |
| Roehl & Yi Investment Advisors, LLC | Eugene | 8 | $16.8 million | $959.4 million | adviserinfo.sec.gov |
| MSP Wealth Management, LLC | Klamath Falls | Fewer than 5 | $15.3 million | $228.5 million | adviserinfo.sec.gov |
| Zuna, LLC | Portland | 1 | $14.8 million | $411.3 million | adviserinfo.sec.gov |
| Auxier Asset Management | Aurora | 10 | $13.1 million | $946.1 million | adviserinfo.sec.gov |
| Peregrine Asset Advisers, Inc. | Portland | 7 | $12.8 million | $611 million | adviserinfo.sec.gov |
| Retirement Consulting Group, Inc. | Lake Oswego | 2 | $9.1 million | $457 million | adviserinfo.sec.gov |
| Taurus Capital Advisors, LLC | Lake Oswego | 5 | $8.2 million | $231.4 million | adviserinfo.sec.gov |
| Silver Oak Advisory Group | Portland | 3 | $7.8 million | $418.9 million | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | Fewer than 5 | $6.2 million | $392.7 million | adviserinfo.sec.gov |
| Orca Investment Management, LLC | Lake Oswego | 5 | $6 million | $211.7 million | adviserinfo.sec.gov |
| Inman Financial Services, Inc. | Portland | 3 | $5.9 million | $197.5 million | adviserinfo.sec.gov |
| Rutherford Investment Management | Portland | 1 | $5.7 million | $250 million | adviserinfo.sec.gov |
| Deschutes Investment Consulting, LLC | Portland | Fewer than 5 | $5.7 million | $2.89 billion | adviserinfo.sec.gov |
| Aerodigm Wealth LLC | Lake Oswego | 1 | $5.1 million | $1.46 billion | adviserinfo.sec.gov |
| Welch Investment Group, LLC | Grants Pass | 6 | $4.5 million | $263.8 million | adviserinfo.sec.gov |
| Littlejohn Financial Services Inc | Roseburg | 5 | $4.3 million | $171.3 million | adviserinfo.sec.gov |
| Oregon Pacific Wealth Management | Medford | 3 | $4 million | $156.3 million | adviserinfo.sec.gov |
| Quest Investment Management, LLC | Lake Oswego | 2 | $3.6 million | $1.71 billion | adviserinfo.sec.gov |
| JGP Wealth Management, LLC | Bend | Fewer than 5 | $3.3 million | $1.43 billion | adviserinfo.sec.gov |
| JH Advisors | Salem | 1 | $2.9 million | $212 million | adviserinfo.sec.gov |
| TPG Financial Advisors, LLC | Portland | Fewer than 5 | $2.8 million | $2.22 billion | adviserinfo.sec.gov |
| Skyline Financial Northwest | Portland | 1 | $2.5 million | $148.3 million | adviserinfo.sec.gov |
| Cross Financial Advisors | Portland | 11 | $2.4 million | $481.8 million | adviserinfo.sec.gov |
| Pinnacle Wealth Advisors | Clackamas | 3 | $2 million | $549.7 million | adviserinfo.sec.gov |
| Capital Financial Planners | Salem | Fewer than 5 | $1.8 million | $284.8 million | adviserinfo.sec.gov |
| Jensen Investment Management Inc. | Lake Oswego | 1 | $1.8 million | $6.48 billion | adviserinfo.sec.gov |
| Sittner & Nelson, LLC | Eugene | Fewer than 5 | $1.7 million | $1.05 billion | adviserinfo.sec.gov |
| Cascade Financial Strategies | Bend | 2 | $1.6 million | $150.9 million | adviserinfo.sec.gov |
| Veridan Wealth | West Linn | Fewer than 5 | $1.5 million | $667.2 million | adviserinfo.sec.gov |
| Summa Global Advisors, LLC | Clackamas | Fewer than 5 | $1.4 million | $144.1 million | adviserinfo.sec.gov |
| Connected Wealth Solutions, LLC | LA Grande | Fewer than 5 | $1.3 million | $226.4 million | adviserinfo.sec.gov |
| NBC Capital Advisors | Beaverton | 18 | $1.1 million | $847.5 million | adviserinfo.sec.gov |
| Koenig Investment Advisory, LLC | Ashland | Fewer than 5 | $1.1 million | $258.2 million | adviserinfo.sec.gov |
| 4:8 Financial | Canby | 4 | $955,984 | $338.3 million | adviserinfo.sec.gov |
| Horst & Graben Wealth Management, LLC | Portland | Fewer than 5 | $955,522 | $920.1 million | adviserinfo.sec.gov |
| Wellspring Advisors, Inc. | Hillsboro | Fewer than 5 | $889,508 | $152.2 million | adviserinfo.sec.gov |
| Range Financial Group, LLC | Tigard | 1 | $850,219 | $408.1 million | adviserinfo.sec.gov |
| Axiom Wealth Strategies, LLC | Bend | 6 | $806,925 | $124.7 million | adviserinfo.sec.gov |
| Rock Creek Wealth Management | Hillsboro | 3 | $728,102 | $101.1 million | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | 5 | $724,844 | $283.3 million | adviserinfo.sec.gov |
| True North Retirement Advisors, LLC | Clackamas | Fewer than 5 | $695,442 | $460.9 million | adviserinfo.sec.gov |
| J.P. Capital Management, Inc. | Eugene | Fewer than 5 | $652,364 | $166.6 million | adviserinfo.sec.gov |
| Crown Point Wealth Advisors | Hood River | Fewer than 5 | $633,241 | $185.5 million | adviserinfo.sec.gov |
| Northwest Quadrant Wealth Management | Bend | 5 | $631,053 | $579.7 million | adviserinfo.sec.gov |
| Cedar Mountain Advisors, LLC | Lake Oswego | 13 | $607,804 | $1.20 billion | adviserinfo.sec.gov |
| Integrity Wealth LLC | Eugene | Fewer than 5 | $575,957 | $304.8 million | adviserinfo.sec.gov |
| M Financial Asset Management, Inc. | Portland | 2 | $380,807 | $1.23 billion | adviserinfo.sec.gov |
| JGC Tax & Wealth Management | Salem | Fewer than 5 | $352,239 | $132 million | adviserinfo.sec.gov |
| Highroad Wealth Advisors, LLC | Coos Bay | 1 | $339,016 | $188.5 million | adviserinfo.sec.gov |
| Axia Wealth Management Inc | Bend | 3 | $247,239 | $148 million | adviserinfo.sec.gov |
| Northwest Capital Management Inc. | Lake Oswego | 1 | $168,685 | $8.52 billion | adviserinfo.sec.gov |
| Hurley Financial Group, Inc. | Corvallis | 7 | $140,413 | $406.5 million | adviserinfo.sec.gov |
| Samara Capital | Beaverton | 1 | $133,441 | $123 million | adviserinfo.sec.gov |
| Rooted Financial Group, LLC | Tigard | Fewer than 5 | $42,304 | $108.7 million | adviserinfo.sec.gov |
| Martin Capital Partners, LLC | Eugene | 1 | $26,089 | $290.5 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.