Data / Investment advisers / Serving corporations and other businesses / Oregon
Investment advisers in Oregon serving corporations and other businesses: 80 firms
80 SEC registered investment advisers with a main office in Oregon report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $3.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is J.P. Morgan Natural Capital.
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.
- 80Advisers
- $3.6 billionAUM from this client type
- 79Advisers over $100 million
- November 2, 2026File date
Advisers in Oregon serving corporations and other businesses
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 |
|---|
| J.P. Morgan Natural Capital | Portland | 6 | $649.8 million | $7.02 billion | adviserinfo.sec.gov |
| Ferguson Wellman Capital Management, Inc. | Portland | 38 | $607.7 million | $10.66 billion | adviserinfo.sec.gov |
| Mengis Capital Management, Inc. | Portland | 20 | $250.9 million | $903.5 million | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | 10 | $198.6 million | $5.73 billion | adviserinfo.sec.gov |
| M Holdings Securities, Inc. | Portland | 130 | $163.8 million | $3.21 billion | adviserinfo.sec.gov |
| Jensen Investment Management Inc. | Lake Oswego | 13 | $128.4 million | $6.48 billion | adviserinfo.sec.gov |
| Kingsview Wealth Management, LLC | Grants Pass | 127 | $123.8 million | $8.96 billion | adviserinfo.sec.gov |
| Auxier Asset Management | Aurora | 20 | $107.3 million | $946.1 million | adviserinfo.sec.gov |
| Deschutes Investment Consulting, LLC | Portland | 8 | $100.5 million | $2.89 billion | adviserinfo.sec.gov |
| Phillips and Company Advisors LLC | Portland | 19 | $98.8 million | $2.66 billion | adviserinfo.sec.gov |
| Keudell Morrison Wealth Management, LLC | Salem | 33 | $98 million | $921.5 million | adviserinfo.sec.gov |
| Vista Capital Partners, Inc. | Portland | 4 | $92.1 million | $3.22 billion | adviserinfo.sec.gov |
| JGP Wealth Management, LLC | Bend | 32 | $80.7 million | $1.43 billion | adviserinfo.sec.gov |
| NBC Capital Advisors | Beaverton | 57 | $74.3 million | $847.5 million | adviserinfo.sec.gov |
| Quest Investment Management, LLC | Lake Oswego | 6 | $73.9 million | $1.71 billion | adviserinfo.sec.gov |
| Vision Capital Management Inc | Portland | 17 | $73.6 million | $1.23 billion | adviserinfo.sec.gov |
| Aldrich Wealth LP | Lake Oswego | 15 | $59.9 million | $7.62 billion | adviserinfo.sec.gov |
| Scott Capital Advisors, LLC | Portland | Fewer than 5 | $57.9 million | $1.13 billion | adviserinfo.sec.gov |
| M Financial Asset Management, Inc. | Portland | 17 | $51.9 million | $1.23 billion | adviserinfo.sec.gov |
| Sapient Private Wealth Management, LLC | Eugene | 13 | $49.1 million | $1.75 billion | adviserinfo.sec.gov |
| 44 Wealth Management LLC | Eugene | 10 | $45.1 million | $487.4 million | adviserinfo.sec.gov |
| Sellwood Investment Partners LLC | Portland | 5 | $40 million | $2.28 billion | adviserinfo.sec.gov |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | 19 | $39.9 million | $494.6 million | adviserinfo.sec.gov |
| Roehl & Yi Investment Advisors, LLC | Eugene | 20 | $38.8 million | $959.4 million | adviserinfo.sec.gov |
| Defined Wealth Management, LLC | Beaverton | 13 | $36.9 million | $254 million | adviserinfo.sec.gov |
| Multnomah Group, Inc. | Portland | Fewer than 5 | $35.1 million | $2.67 billion | adviserinfo.sec.gov |
| Cutler Investment Group | Jacksonville | 26 | $34 million | $1.54 billion | adviserinfo.sec.gov |
| Bridge City Capital, LLC | Lake Oswego | 1 | $20.6 million | $354.7 million | adviserinfo.sec.gov |
| Aerodigm Wealth LLC | Lake Oswego | 9 | $20.3 million | $1.46 billion | adviserinfo.sec.gov |
| Allium Financial Advisors, LLC | Lake Oswego | 7 | $19.9 million | $733.5 million | adviserinfo.sec.gov |
| Martin Capital Partners, LLC | Eugene | 6 | $17 million | $290.5 million | adviserinfo.sec.gov |
| Peregrine Asset Advisers, Inc. | Portland | 28 | $13.9 million | $611 million | adviserinfo.sec.gov |
| Headwater Investment Consulting,Inc. | McMinnville | 19 | $13.1 million | $543 million | adviserinfo.sec.gov |
| CS Planning Corp | Portland | 10 | $11.5 million | $1.96 billion | adviserinfo.sec.gov |
| TPG Financial Advisors, LLC | Portland | Fewer than 5 | $10.4 million | $2.22 billion | adviserinfo.sec.gov |
| Grange Capital, LLC | Beaverton | Fewer than 5 | $9.9 million | $217.2 million | adviserinfo.sec.gov |
| Capital Financial Planners | Salem | Fewer than 5 | $9.5 million | $284.8 million | adviserinfo.sec.gov |
| Cross Financial Advisors | Portland | 14 | $7.7 million | $481.8 million | adviserinfo.sec.gov |
| SMB Financial Services, Inc. | Portland | 8 | $6.9 million | $177.8 million | adviserinfo.sec.gov |
| Samara Capital | Beaverton | 4 | $5.9 million | $123 million | adviserinfo.sec.gov |
| Crown Point Wealth Advisors | Hood River | 22 | $5.7 million | $185.5 million | adviserinfo.sec.gov |
| Cedar Mountain Advisors, LLC | Lake Oswego | 7 | $5.2 million | $1.20 billion | adviserinfo.sec.gov |
| Continuity Wealth Management, Corp. | Portland | Fewer than 5 | $5.2 million | $214.3 million | adviserinfo.sec.gov |
| Northwest Capital Management Inc. | Lake Oswego | 3 | $4.4 million | $8.52 billion | adviserinfo.sec.gov |
| Etesian Wealth Advisors, Inc. | West Linn | 14 | $4.2 million | $503.3 million | adviserinfo.sec.gov |
| 4:8 Financial | Canby | 4 | $4 million | $338.3 million | adviserinfo.sec.gov |
| Washington Park Capital Management, LLC | Portland | 3 | $4 million | $359.5 million | adviserinfo.sec.gov |
| Northwest Quadrant Wealth Management | Bend | 5 | $3.8 million | $579.7 million | adviserinfo.sec.gov |
| Zuna, LLC | Portland | Fewer than 5 | $3.6 million | $411.3 million | adviserinfo.sec.gov |
| Wealth Advisors NW | Portland | 3 | $3.6 million | $354.3 million | adviserinfo.sec.gov |
| Connected Wealth Solutions, LLC | LA Grande | 6 | $3 million | $226.4 million | adviserinfo.sec.gov |
| Taurus Capital Advisors, LLC | Lake Oswego | 5 | $2.8 million | $231.4 million | adviserinfo.sec.gov |
| True Private Wealth Advisors, LLC | Salem | 5 | $2.6 million | $1.43 billion | adviserinfo.sec.gov |
| Axiom Wealth Strategies, LLC | Bend | 5 | $1.5 million | $124.7 million | adviserinfo.sec.gov |
| Oregon Pacific Wealth Management | Medford | 3 | $1.4 million | $156.3 million | adviserinfo.sec.gov |
| Price Financial Group Wealth Management, Inc. | Portland | 1 | $1.2 million | $173.5 million | adviserinfo.sec.gov |
| Elevation Capital Advisory | Bend | Fewer than 5 | $989,226 | $252.9 million | adviserinfo.sec.gov |
| Tru Independence Asset Management 2, LLC | Portland | 4 | $947,849 | $92.7 million | adviserinfo.sec.gov |
| MSP Wealth Management, LLC | Klamath Falls | Fewer than 5 | $947,274 | $228.5 million | adviserinfo.sec.gov |
| CGC Financial Services | Lake Oswego | 3 | $899,462 | $875.8 million | adviserinfo.sec.gov |
| Blue Water Wealth | Portland | 1 | $876,735 | $472.8 million | adviserinfo.sec.gov |
| Portland Private Wealth Management, Inc. | Portland | 5 | $705,022 | $235.4 million | adviserinfo.sec.gov |
| Koenig Investment Advisory, LLC | Ashland | Fewer than 5 | $669,096 | $258.2 million | adviserinfo.sec.gov |
| Integrity Wealth LLC | Eugene | Fewer than 5 | $653,460 | $304.8 million | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | Fewer than 5 | $631,615 | $392.7 million | adviserinfo.sec.gov |
| Welch Investment Group, LLC | Grants Pass | Fewer than 5 | $630,277 | $263.8 million | adviserinfo.sec.gov |
| Spectrum Strategic Capital Management, LLC | Corvallis | 1 | $567,574 | $275.4 million | adviserinfo.sec.gov |
| JH Advisors | Salem | 3 | $488,485 | $212 million | adviserinfo.sec.gov |
| Rock Creek Wealth Management | Hillsboro | 1 | $307,000 | $101.1 million | adviserinfo.sec.gov |
| Axia Wealth Management Inc | Bend | 1 | $202,359 | $148 million | adviserinfo.sec.gov |
| Orca Investment Management, LLC | Lake Oswego | Fewer than 5 | $137,658 | $211.7 million | adviserinfo.sec.gov |
| Tru Independence Asset Management, LLC | Portland | 3 | $127,231 | $336.9 million | adviserinfo.sec.gov |
| Pacific Coast Investment Advisors, LLC | West Linn | 3 | $113,746 | $122.2 million | adviserinfo.sec.gov |
| Optima Capital LLC | Beaverton | 1 | $106,863 | $379.8 million | adviserinfo.sec.gov |
| Von Borstel & Associates | The Dalles | 1 | $90,000 | $680.2 million | adviserinfo.sec.gov |
| Hurley Financial Group, Inc. | Corvallis | Fewer than 5 | $80,238 | $406.5 million | adviserinfo.sec.gov |
| J.P. Capital Management, Inc. | Eugene | Fewer than 5 | $36,845 | $166.6 million | adviserinfo.sec.gov |
| Soaring Investment Management, LLC | Portland | 1 | $26,100 | $112.5 million | adviserinfo.sec.gov |
| Range Financial Group, LLC | Tigard | 1 | $57 | $408.1 million | adviserinfo.sec.gov |
| RVK, Inc. | Portland | 19 | Not listed | $827.9 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.