Data / Investment advisers / Serving high net worth individuals / Oregon

Investment advisers in Oregon serving high net worth individuals: 139 firms

Name: Investment advisers in Oregon serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

139 SEC registered investment advisers with a main office in Oregon report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $65.3 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ferguson Wellman Capital Management, Inc.

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139Advisers
$65.3 billionAUM from this client type
137Advisers over $100 million
November 2, 2026File date

Advisers in Oregon serving high net worth individuals

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
Ferguson Wellman Capital Management, Inc.	Portland	865	$7.88 billion	$10.66 billion	adviserinfo.sec.gov
Northside Capital Management LLC	Hood River	60	$6.94 billion	$6.94 billion	adviserinfo.sec.gov
Aldrich Wealth LP	Lake Oswego	387	$4.77 billion	$7.62 billion	adviserinfo.sec.gov
Becker Capital Management, Inc.	Portland	519	$3.57 billion	$5.73 billion	adviserinfo.sec.gov
Kingsview Wealth Management, LLC	Grants Pass	2,209	$3.02 billion	$8.96 billion	adviserinfo.sec.gov
Vista Capital Partners, Inc.	Portland	450	$2.24 billion	$3.22 billion	adviserinfo.sec.gov
Phillips and Company Advisors LLC	Portland	176	$1.61 billion	$2.66 billion	adviserinfo.sec.gov
Sapient Private Wealth Management, LLC	Eugene	325	$1.45 billion	$1.75 billion	adviserinfo.sec.gov
Aerodigm Wealth LLC	Lake Oswego	158	$1.22 billion	$1.46 billion	adviserinfo.sec.gov
JGP Wealth Management, LLC	Bend	379	$1.16 billion	$1.43 billion	adviserinfo.sec.gov
M Holdings Securities, Inc.	Portland	78	$1.15 billion	$3.21 billion	adviserinfo.sec.gov
CS Planning Corp	Portland	541	$1.06 billion	$1.96 billion	adviserinfo.sec.gov
Vision Capital Management Inc	Portland	1,119	$986.9 million	$1.23 billion	adviserinfo.sec.gov
True Private Wealth Advisors, LLC	Salem	357	$940.7 million	$1.43 billion	adviserinfo.sec.gov
Sittner & Nelson, LLC	Eugene	189	$839.5 million	$1.05 billion	adviserinfo.sec.gov
Cutler Investment Group	Jacksonville	366	$788 million	$1.54 billion	adviserinfo.sec.gov
Roehl & Yi Investment Advisors, LLC	Eugene	175	$772.4 million	$959.4 million	adviserinfo.sec.gov
Allium Financial Advisors, LLC	Lake Oswego	171	$668.3 million	$733.5 million	adviserinfo.sec.gov
Progressive Investment Management Corporation	Lake Oswego	141	$664.9 million	$758.3 million	adviserinfo.sec.gov
TPG Financial Advisors, LLC	Portland	176	$639.5 million	$2.22 billion	adviserinfo.sec.gov
Cedar Mountain Advisors, LLC	Lake Oswego	239	$596.4 million	$1.20 billion	adviserinfo.sec.gov
Keudell Morrison Wealth Management, LLC	Salem	178	$593.8 million	$921.5 million	adviserinfo.sec.gov
NBC Capital Advisors	Beaverton	900	$590.3 million	$847.5 million	adviserinfo.sec.gov
Veridan Wealth	West Linn	95	$587.9 million	$667.2 million	adviserinfo.sec.gov
Von Borstel & Associates	The Dalles	258	$561.6 million	$680.2 million	adviserinfo.sec.gov
Jensen Investment Management Inc.	Lake Oswego	154	$540.3 million	$6.48 billion	adviserinfo.sec.gov
Horst & Graben Wealth Management, LLC	Portland	217	$537.5 million	$920.1 million	adviserinfo.sec.gov
Mengis Capital Management, Inc.	Portland	130	$535.2 million	$903.5 million	adviserinfo.sec.gov
Human Investing	Lake Oswego	136	$480.6 million	$2.22 billion	adviserinfo.sec.gov
M Financial Asset Management, Inc.	Portland	35	$471.9 million	$1.23 billion	adviserinfo.sec.gov
CGC Financial Services	Lake Oswego	208	$461.2 million	$875.8 million	adviserinfo.sec.gov
Northwest Quadrant Wealth Management	Bend	336	$424.4 million	$579.7 million	adviserinfo.sec.gov
Blue Water Wealth	Portland	218	$404.4 million	$472.8 million	adviserinfo.sec.gov
Encompass Wealth Advisors, LLC	Portland	601	$403.9 million	$472.8 million	adviserinfo.sec.gov
Deschutes Investment Consulting, LLC	Portland	153	$403.1 million	$2.89 billion	adviserinfo.sec.gov
Peregrine Asset Advisers, Inc.	Portland	51	$399.5 million	$611 million	adviserinfo.sec.gov
Auxier Asset Management	Aurora	119	$389.4 million	$946.1 million	adviserinfo.sec.gov
Silver Oak Advisory Group	Portland	140	$378.4 million	$418.9 million	adviserinfo.sec.gov
44 Wealth Management LLC	Eugene	136	$375.3 million	$487.4 million	adviserinfo.sec.gov
Panoramic Capital Partners LLC	Lake Oswego	101	$355 million	$392.7 million	adviserinfo.sec.gov
Matisse Capital	Portland	116	$349.9 million	$1.63 billion	adviserinfo.sec.gov
True North Retirement Advisors, LLC	Clackamas	124	$324.2 million	$460.9 million	adviserinfo.sec.gov
Washington Park Capital Management, LLC	Portland	97	$305.6 million	$359.5 million	adviserinfo.sec.gov
Cross Financial Advisors	Portland	548	$304.4 million	$481.8 million	adviserinfo.sec.gov
Range Financial Group, LLC	Tigard	130	$295.7 million	$408.1 million	adviserinfo.sec.gov
Hurley Financial Group, Inc.	Corvallis	135	$287.1 million	$406.5 million	adviserinfo.sec.gov
Headwater Investment Consulting,Inc.	McMinnville	185	$286 million	$543 million	adviserinfo.sec.gov
Scott Capital Advisors, LLC	Portland	116	$277.8 million	$1.13 billion	adviserinfo.sec.gov
Cascade Investment Advisors, Inc.	Oregon City	62	$275.6 million	$360.4 million	adviserinfo.sec.gov
Tru Independence Asset Management, LLC	Portland	609	$266.1 million	$336.9 million	adviserinfo.sec.gov
Wealth Advisors NW	Portland	105	$265.4 million	$354.3 million	adviserinfo.sec.gov
Physician Family Financial Advisors Inc	Beaverton	160	$261.6 million	$284.9 million	adviserinfo.sec.gov
Integrity Wealth LLC	Eugene	120	$238.2 million	$304.8 million	adviserinfo.sec.gov
Rutherford Investment Management	Portland	47	$216 million	$250 million	adviserinfo.sec.gov
Vergepointe Wealth Management, LLC	Lake Oswego	80	$214.6 million	$283.3 million	adviserinfo.sec.gov
Koenig Investment Advisory, LLC	Ashland	114	$211.9 million	$258.2 million	adviserinfo.sec.gov
Roi Financial	Beaverton	80	$205.7 million	$264.2 million	adviserinfo.sec.gov
Pinnacle Wealth Advisors	Clackamas	74	$200.6 million	$549.7 million	adviserinfo.sec.gov
CWC Advisors, LLC	Lake Oswego	231	$199.7 million	$445.3 million	adviserinfo.sec.gov
Capstone Wealth Management Group, Inc.	Bend	80	$198 million	$243 million	adviserinfo.sec.gov
Capital Financial Planners	Salem	92	$197.8 million	$284.8 million	adviserinfo.sec.gov
Spectrum Strategic Capital Management, LLC	Corvallis	86	$187.5 million	$275.4 million	adviserinfo.sec.gov
Stangier Wealth Management	Clackamas	101	$186.4 million	$300.4 million	adviserinfo.sec.gov
Defined Wealth Management, LLC	Beaverton	44	$182.1 million	$254 million	adviserinfo.sec.gov
Optima Capital LLC	Beaverton	81	$178.7 million	$379.8 million	adviserinfo.sec.gov
Highroad Wealth Advisors, LLC	Coos Bay	69	$172.6 million	$188.5 million	adviserinfo.sec.gov
Grange Capital, LLC	Beaverton	116	$168 million	$217.2 million	adviserinfo.sec.gov
Connected Wealth Solutions, LLC	LA Grande	69	$166.6 million	$226.4 million	adviserinfo.sec.gov
North Forty Two & Co.	Lake Oswego	44	$162.8 million	$167.9 million	adviserinfo.sec.gov
Fidelis IM	Medford	63	$160.9 million	$306.1 million	adviserinfo.sec.gov
Etesian Wealth Advisors, Inc.	West Linn	19	$158.8 million	$503.3 million	adviserinfo.sec.gov
Welch Investment Group, LLC	Grants Pass	66	$157.6 million	$263.8 million	adviserinfo.sec.gov
Taurus Capital Advisors, LLC	Lake Oswego	47	$156.7 million	$231.4 million	adviserinfo.sec.gov
JH Advisors	Salem	58	$156.7 million	$212 million	adviserinfo.sec.gov
J.P. Capital Management, Inc.	Eugene	25	$156.4 million	$166.6 million	adviserinfo.sec.gov
Continuity Wealth Management, Corp.	Portland	79	$153.5 million	$214.3 million	adviserinfo.sec.gov
Clarity Wealth Development, LLC	Corvallis	81	$153.1 million	$208.6 million	adviserinfo.sec.gov
Sound Investment Management Inc	Tualatin	42	$152.5 million	$255.5 million	adviserinfo.sec.gov
CLS Financial Advisors, Inc.	Portland	44	$152.2 million	$192 million	adviserinfo.sec.gov
Pace Financial Advisors	Hillsboro	79	$138.7 million	$362.1 million	adviserinfo.sec.gov
4:8 Financial	Canby	62	$138.1 million	$338.3 million	adviserinfo.sec.gov
Inman Financial Services, Inc.	Portland	65	$137.1 million	$197.5 million	adviserinfo.sec.gov
Multnomah Group, Inc.	Portland	44	$131 million	$2.67 billion	adviserinfo.sec.gov
Martin Capital Partners, LLC	Eugene	35	$129.4 million	$290.5 million	adviserinfo.sec.gov
Sellwood Investment Partners LLC	Portland	11	$128 million	$2.28 billion	adviserinfo.sec.gov
Uplevel Wealth	Portland	39	$127.3 million	$131.4 million	adviserinfo.sec.gov
Crown Point Wealth Advisors	Hood River	126	$127.2 million	$185.5 million	adviserinfo.sec.gov
True Wealth Group	Bend	78	$126 million	$151.4 million	adviserinfo.sec.gov
Portland Private Wealth Management, Inc.	Portland	60	$125.1 million	$235.4 million	adviserinfo.sec.gov
MSP Wealth Management, LLC	Klamath Falls	60	$122.5 million	$228.5 million	adviserinfo.sec.gov
Catalyst Financial NW Corporation	Gresham	160	$122.3 million	$233.4 million	adviserinfo.sec.gov
Skyline Financial Northwest	Portland	77	$119.9 million	$148.3 million	adviserinfo.sec.gov
Summa Global Advisors, LLC	Clackamas	41	$114.8 million	$144.1 million	adviserinfo.sec.gov
Newbore Wealth Management, Inc.	Gladstone	150	$112.1 million	$200 million	adviserinfo.sec.gov
Axia Wealth Management Inc	Bend	77	$110.6 million	$148 million	adviserinfo.sec.gov
Modernist Financial, LLC	Portland	39	$107.6 million	$113.3 million	adviserinfo.sec.gov
Strada Financial Group LLC	Boring	46	$104.3 million	$159.2 million	adviserinfo.sec.gov
Retirement Consulting Group, Inc.	Lake Oswego	40	$104 million	$457 million	adviserinfo.sec.gov
Practice Financial Group	Jacksonville	36	$102.9 million	$436.8 million	adviserinfo.sec.gov
SMB Financial Services, Inc.	Portland	55	$100.8 million	$177.8 million	adviserinfo.sec.gov
Northwind Financial LLC	Bend	36	$96.5 million	$142.2 million	adviserinfo.sec.gov
Copia Wealth Management	Bend	57	$96.2 million	$157.5 million	adviserinfo.sec.gov
Wagner Planning	Lake Oswego	69	$96 million	$144.7 million	adviserinfo.sec.gov
Preisz Financial	Portland	49	$93 million	$701.7 million	adviserinfo.sec.gov
Elevation Capital Advisory	Bend	61	$92.8 million	$252.9 million	adviserinfo.sec.gov
Capitol Family Office, Inc.	Beaverton	45	$92.1 million	$136.1 million	adviserinfo.sec.gov
Financial Investment Team ("Fit")	Portland	24	$87.6 million	$209.1 million	adviserinfo.sec.gov
Jones & Associates Premier Financial Solutions	Jacksonville	52	$87 million	$227.4 million	adviserinfo.sec.gov
Orca Investment Management, LLC	Lake Oswego	38	$86.3 million	$211.7 million	adviserinfo.sec.gov
Xena Financial Planning, LLC	Portland	51	$85.8 million	$104.5 million	adviserinfo.sec.gov
Soaring Investment Management, LLC	Portland	60	$85.3 million	$112.5 million	adviserinfo.sec.gov
Compass Investment Advisers, LLC	Portland	25	$81.9 million	$110.5 million	adviserinfo.sec.gov
Tru Independence Asset Management 2, LLC	Portland	125	$81.3 million	$92.7 million	adviserinfo.sec.gov
Wellspring Advisors, Inc.	Hillsboro	46	$81.1 million	$152.2 million	adviserinfo.sec.gov
Lifelong Wealth Management Group, LLC	Lake Oswego	30	$80 million	$121.7 million	adviserinfo.sec.gov
Cascade Financial Strategies	Bend	40	$80 million	$150.9 million	adviserinfo.sec.gov
Oregon Pacific Wealth Management	Medford	36	$78.5 million	$156.3 million	adviserinfo.sec.gov
Samara Capital	Beaverton	21	$77 million	$123 million	adviserinfo.sec.gov
Capstone Wealth Advisors, LLC	Salem	32	$75 million	$102.4 million	adviserinfo.sec.gov
Northwest Capital Management Inc.	Lake Oswego	56	$74.6 million	$8.52 billion	adviserinfo.sec.gov
JGC Tax & Wealth Management	Salem	34	$73.2 million	$132 million	adviserinfo.sec.gov
Axiom Wealth Strategies, LLC	Bend	69	$69.8 million	$124.7 million	adviserinfo.sec.gov
Quest Investment Management, LLC	Lake Oswego	36	$65.5 million	$1.71 billion	adviserinfo.sec.gov
Willamette Financial Advisors, LLC	Portland	33	$64.4 million	$117.5 million	adviserinfo.sec.gov
Littlejohn Financial Services Inc	Roseburg	39	$63.4 million	$171.3 million	adviserinfo.sec.gov
Fairchild Capital LLC	Portland	27	$62 million	$102.8 million	adviserinfo.sec.gov
RVK, Inc.	Portland	7	$59.3 million	$827.9 million	adviserinfo.sec.gov
Tenbridge Partners LLC	Portland	45	$59.3 million	$110 million	adviserinfo.sec.gov
Go Wealth Management	Eugene	42	$52.1 million	$208.4 million	adviserinfo.sec.gov
Tradewinds Wealth Management	Portland	28	$47.9 million	$135.1 million	adviserinfo.sec.gov
Foster & Wood, Inc.	Lake Oswego	21	$37.2 million	$218.7 million	adviserinfo.sec.gov
Rooted Financial Group, LLC	Tigard	20	$36 million	$108.7 million	adviserinfo.sec.gov
Pacific Ridge Capital Partners, LLC	Lake Oswego	30	$34.9 million	$494.6 million	adviserinfo.sec.gov
Rock Creek Wealth Management	Hillsboro	23	$34.8 million	$101.1 million	adviserinfo.sec.gov
Bridge City Capital, LLC	Lake Oswego	22	$27.7 million	$354.7 million	adviserinfo.sec.gov
Price Financial Group Wealth Management, Inc.	Portland	15	$26.1 million	$173.5 million	adviserinfo.sec.gov
Pacific Coast Investment Advisors, LLC	West Linn	30	$22.3 million	$122.2 million	adviserinfo.sec.gov
Government Portfolio Advisors LLC	Portland	Fewer than 5	$20.1 million	$35.09 billion	adviserinfo.sec.gov
Icon Financial Services LLC	Portland	7	$168,245	$19.7 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.