Data / Investment advisers / Serving individuals / Oregon

Investment advisers in Oregon serving individuals: 134 firms

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

134 SEC registered investment advisers with a main office in Oregon report individuals among their clients in Form ADV item 5.D, and together they attribute $26.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Kingsview Wealth Management, 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.

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134Advisers
$26.4 billionAUM from this client type
132Advisers over $100 million
November 2, 2026File date

Advisers in Oregon serving 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
Kingsview Wealth Management, LLC	Grants Pass	9,934	$5.52 billion	$8.96 billion	adviserinfo.sec.gov
Stancorp Investment Advisers, Inc.	Portland	93,316	$5.00 billion	$34.50 billion	adviserinfo.sec.gov
M Holdings Securities, Inc.	Portland	4,290	$1.88 billion	$3.21 billion	adviserinfo.sec.gov
CS Planning Corp	Portland	3,649	$886.5 million	$1.96 billion	adviserinfo.sec.gov
Vista Capital Partners, Inc.	Portland	201	$773 million	$3.22 billion	adviserinfo.sec.gov
M Financial Asset Management, Inc.	Portland	960	$701.5 million	$1.23 billion	adviserinfo.sec.gov
True Private Wealth Advisors, LLC	Salem	1,219	$457.3 million	$1.43 billion	adviserinfo.sec.gov
Human Investing	Lake Oswego	1,131	$436.5 million	$2.22 billion	adviserinfo.sec.gov
CGC Financial Services	Lake Oswego	932	$388.2 million	$875.8 million	adviserinfo.sec.gov
Retirement Planning Specialists, Inc.	Ashland	556	$370.6 million	$370.6 million	adviserinfo.sec.gov
Horst & Graben Wealth Management, LLC	Portland	1,082	$313.5 million	$920.1 million	adviserinfo.sec.gov
Etesian Wealth Advisors, Inc.	West Linn	396	$299.4 million	$503.3 million	adviserinfo.sec.gov
Pinnacle Wealth Advisors	Clackamas	736	$273.1 million	$549.7 million	adviserinfo.sec.gov
TPG Financial Advisors, LLC	Portland	369	$263.2 million	$2.22 billion	adviserinfo.sec.gov
Phillips and Company Advisors LLC	Portland	934	$239.7 million	$2.66 billion	adviserinfo.sec.gov
Pace Financial Advisors	Hillsboro	1,161	$220.3 million	$362.1 million	adviserinfo.sec.gov
Cedar Mountain Advisors, LLC	Lake Oswego	593	$219 million	$1.20 billion	adviserinfo.sec.gov
Headwater Investment Consulting,Inc.	McMinnville	403	$207.3 million	$543 million	adviserinfo.sec.gov
Keudell Morrison Wealth Management, LLC	Salem	588	$204 million	$921.5 million	adviserinfo.sec.gov
Optima Capital LLC	Beaverton	590	$200.9 million	$379.8 million	adviserinfo.sec.gov
Cutler Investment Group	Jacksonville	583	$194.7 million	$1.54 billion	adviserinfo.sec.gov
Becker Capital Management, Inc.	Portland	226	$187.6 million	$5.73 billion	adviserinfo.sec.gov
Peregrine Asset Advisers, Inc.	Portland	390	$184.7 million	$611 million	adviserinfo.sec.gov
JGP Wealth Management, LLC	Bend	392	$184.5 million	$1.43 billion	adviserinfo.sec.gov
4:8 Financial	Canby	822	$175 million	$338.3 million	adviserinfo.sec.gov
Cross Financial Advisors	Portland	1,283	$163.6 million	$481.8 million	adviserinfo.sec.gov
Elevation Capital Advisory	Bend	570	$159.1 million	$252.9 million	adviserinfo.sec.gov
Northwest Quadrant Wealth Management	Bend	668	$145.3 million	$579.7 million	adviserinfo.sec.gov
Price Financial Group Wealth Management, Inc.	Portland	496	$141.4 million	$173.5 million	adviserinfo.sec.gov
Jones & Associates Premier Financial Solutions	Jacksonville	469	$140.4 million	$227.4 million	adviserinfo.sec.gov
Sittner & Nelson, LLC	Eugene	266	$138.2 million	$1.05 billion	adviserinfo.sec.gov
NBC Capital Advisors	Beaverton	1,283	$133.6 million	$847.5 million	adviserinfo.sec.gov
Roehl & Yi Investment Advisors, LLC	Eugene	285	$121.9 million	$959.4 million	adviserinfo.sec.gov
Financial Investment Team ("Fit")	Portland	279	$121.5 million	$209.1 million	adviserinfo.sec.gov
Orca Investment Management, LLC	Lake Oswego	321	$119.2 million	$211.7 million	adviserinfo.sec.gov
Von Borstel & Associates	The Dalles	241	$118.5 million	$680.2 million	adviserinfo.sec.gov
Hurley Financial Group, Inc.	Corvallis	332	$113.7 million	$406.5 million	adviserinfo.sec.gov
Stangier Wealth Management	Clackamas	395	$113.1 million	$300.4 million	adviserinfo.sec.gov
Vision Capital Management Inc	Portland	636	$109.9 million	$1.23 billion	adviserinfo.sec.gov
Sapient Private Wealth Management, LLC	Eugene	284	$109.8 million	$1.75 billion	adviserinfo.sec.gov
Aldrich Wealth LP	Lake Oswego	264	$109.3 million	$7.62 billion	adviserinfo.sec.gov
Portland Private Wealth Management, Inc.	Portland	379	$107.4 million	$235.4 million	adviserinfo.sec.gov
Range Financial Group, LLC	Tigard	270	$106.9 million	$408.1 million	adviserinfo.sec.gov
Auxier Asset Management	Aurora	347	$105.2 million	$946.1 million	adviserinfo.sec.gov
Sound Investment Management Inc	Tualatin	98	$103 million	$255.5 million	adviserinfo.sec.gov
Littlejohn Financial Services Inc	Roseburg	516	$100 million	$171.3 million	adviserinfo.sec.gov
Pacific Coast Investment Advisors, LLC	West Linn	75	$99.8 million	$122.2 million	adviserinfo.sec.gov
True North Retirement Advisors, LLC	Clackamas	241	$91 million	$460.9 million	adviserinfo.sec.gov
Welch Investment Group, LLC	Grants Pass	321	$91 million	$263.8 million	adviserinfo.sec.gov
MSP Wealth Management, LLC	Klamath Falls	354	$89.7 million	$228.5 million	adviserinfo.sec.gov
Newbore Wealth Management, Inc.	Gladstone	378	$88 million	$200 million	adviserinfo.sec.gov
Cascade Investment Advisors, Inc.	Oregon City	115	$84.9 million	$360.4 million	adviserinfo.sec.gov
Catalyst Financial NW Corporation	Gresham	894	$83.5 million	$233.4 million	adviserinfo.sec.gov
Wealth Advisors NW	Portland	194	$82.6 million	$354.3 million	adviserinfo.sec.gov
Tradewinds Wealth Management	Portland	232	$79.9 million	$135.1 million	adviserinfo.sec.gov
Veridan Wealth	West Linn	137	$77.8 million	$667.2 million	adviserinfo.sec.gov
Deschutes Investment Consulting, LLC	Portland	250	$77.3 million	$2.89 billion	adviserinfo.sec.gov
Capital Financial Planners	Salem	129	$75.7 million	$284.8 million	adviserinfo.sec.gov
Rooted Financial Group, LLC	Tigard	234	$72.6 million	$108.7 million	adviserinfo.sec.gov
Oregon Pacific Wealth Management	Medford	229	$71.6 million	$156.3 million	adviserinfo.sec.gov
Tru Independence Asset Management, LLC	Portland	447	$70.6 million	$336.9 million	adviserinfo.sec.gov
Wellspring Advisors, Inc.	Hillsboro	225	$70.2 million	$152.2 million	adviserinfo.sec.gov
SMB Financial Services, Inc.	Portland	381	$70.1 million	$177.8 million	adviserinfo.sec.gov
Go Wealth Management	Eugene	415	$69.9 million	$208.4 million	adviserinfo.sec.gov
Cascade Financial Strategies	Bend	267	$69.3 million	$150.9 million	adviserinfo.sec.gov
Blue Water Wealth	Portland	185	$67.6 million	$472.8 million	adviserinfo.sec.gov
Matisse Capital	Portland	191	$67.3 million	$1.63 billion	adviserinfo.sec.gov
Martin Capital Partners, LLC	Eugene	251	$66.2 million	$290.5 million	adviserinfo.sec.gov
Rock Creek Wealth Management	Hillsboro	214	$65.3 million	$101.1 million	adviserinfo.sec.gov
Preisz Financial	Portland	195	$61.2 million	$701.7 million	adviserinfo.sec.gov
Spectrum Strategic Capital Management, LLC	Corvallis	194	$61.2 million	$275.4 million	adviserinfo.sec.gov
Fidelis IM	Medford	183	$60 million	$306.1 million	adviserinfo.sec.gov
Copia Wealth Management	Bend	231	$58.1 million	$157.5 million	adviserinfo.sec.gov
Continuity Wealth Management, Corp.	Portland	191	$55.6 million	$214.3 million	adviserinfo.sec.gov
Connected Wealth Solutions, LLC	LA Grande	243	$55.6 million	$226.4 million	adviserinfo.sec.gov
Clarity Wealth Development, LLC	Corvallis	145	$55.5 million	$208.6 million	adviserinfo.sec.gov
Strada Financial Group LLC	Boring	167	$54.9 million	$159.2 million	adviserinfo.sec.gov
Taurus Capital Advisors, LLC	Lake Oswego	195	$54.9 million	$231.4 million	adviserinfo.sec.gov
Inman Financial Services, Inc.	Portland	169	$54.4 million	$197.5 million	adviserinfo.sec.gov
Encompass Wealth Advisors, LLC	Portland	671	$53.1 million	$472.8 million	adviserinfo.sec.gov
Willamette Financial Advisors, LLC	Portland	168	$53.1 million	$117.5 million	adviserinfo.sec.gov
Axiom Wealth Strategies, LLC	Bend	203	$52.6 million	$124.7 million	adviserinfo.sec.gov
Crown Point Wealth Advisors	Hood River	527	$52 million	$185.5 million	adviserinfo.sec.gov
Roi Financial	Beaverton	192	$50.9 million	$264.2 million	adviserinfo.sec.gov
Tenbridge Partners LLC	Portland	311	$50.7 million	$110 million	adviserinfo.sec.gov
Washington Park Capital Management, LLC	Portland	94	$49.8 million	$359.5 million	adviserinfo.sec.gov
Ferguson Wellman Capital Management, Inc.	Portland	86	$49.2 million	$10.66 billion	adviserinfo.sec.gov
Wagner Planning	Lake Oswego	134	$48.7 million	$144.7 million	adviserinfo.sec.gov
Practice Financial Group	Jacksonville	202	$48.5 million	$436.8 million	adviserinfo.sec.gov
Northwind Financial LLC	Bend	132	$45.8 million	$142.2 million	adviserinfo.sec.gov
Scott Capital Advisors, LLC	Portland	163	$45.5 million	$1.13 billion	adviserinfo.sec.gov
Capstone Wealth Management Group, Inc.	Bend	175	$45 million	$243 million	adviserinfo.sec.gov
Integrity Wealth LLC	Eugene	125	$44 million	$304.8 million	adviserinfo.sec.gov
Capitol Family Office, Inc.	Beaverton	79	$44 million	$136.1 million	adviserinfo.sec.gov
Koenig Investment Advisory, LLC	Ashland	179	$43.7 million	$258.2 million	adviserinfo.sec.gov
Mengis Capital Management, Inc.	Portland	133	$42.1 million	$903.5 million	adviserinfo.sec.gov
Samara Capital	Beaverton	68	$40 million	$123 million	adviserinfo.sec.gov
Fairchild Capital LLC	Portland	80	$39.9 million	$102.8 million	adviserinfo.sec.gov
CLS Financial Advisors, Inc.	Portland	43	$39.8 million	$192 million	adviserinfo.sec.gov
Lifelong Wealth Management Group, LLC	Lake Oswego	151	$38 million	$121.7 million	adviserinfo.sec.gov
Grange Capital, LLC	Beaverton	143	$37.2 million	$217.2 million	adviserinfo.sec.gov
Quest Investment Management, LLC	Lake Oswego	42	$36.6 million	$1.71 billion	adviserinfo.sec.gov
JGC Tax & Wealth Management	Salem	147	$36.2 million	$132 million	adviserinfo.sec.gov
Defined Wealth Management, LLC	Beaverton	93	$33.6 million	$254 million	adviserinfo.sec.gov
Silver Oak Advisory Group	Portland	50	$32.7 million	$418.9 million	adviserinfo.sec.gov
Multnomah Group, Inc.	Portland	85	$30.9 million	$2.67 billion	adviserinfo.sec.gov
Panoramic Capital Partners LLC	Lake Oswego	58	$30.8 million	$392.7 million	adviserinfo.sec.gov
Compass Investment Advisers, LLC	Portland	47	$27.9 million	$110.5 million	adviserinfo.sec.gov
Summa Global Advisors, LLC	Clackamas	84	$27.9 million	$144.1 million	adviserinfo.sec.gov
Capstone Wealth Advisors, LLC	Salem	93	$27.4 million	$102.4 million	adviserinfo.sec.gov
Soaring Investment Management, LLC	Portland	111	$27.2 million	$112.5 million	adviserinfo.sec.gov
Axia Wealth Management Inc	Bend	75	$26 million	$148 million	adviserinfo.sec.gov
JH Advisors	Salem	64	$23.9 million	$212 million	adviserinfo.sec.gov
True Wealth Group	Bend	86	$23.9 million	$151.4 million	adviserinfo.sec.gov
Physician Family Financial Advisors Inc	Beaverton	216	$23.2 million	$284.9 million	adviserinfo.sec.gov
Allium Financial Advisors, LLC	Lake Oswego	61	$21.7 million	$733.5 million	adviserinfo.sec.gov
Jensen Investment Management Inc.	Lake Oswego	216	$19.8 million	$6.48 billion	adviserinfo.sec.gov
Icon Financial Services LLC	Portland	4,171	$19.6 million	$19.7 million	adviserinfo.sec.gov
Aerodigm Wealth LLC	Lake Oswego	54	$19.2 million	$1.46 billion	adviserinfo.sec.gov
Xena Financial Planning, LLC	Portland	67	$18.7 million	$104.5 million	adviserinfo.sec.gov
Progressive Investment Management Corporation	Lake Oswego	26	$18 million	$758.3 million	adviserinfo.sec.gov
Highroad Wealth Advisors, LLC	Coos Bay	41	$15.5 million	$188.5 million	adviserinfo.sec.gov
44 Wealth Management LLC	Eugene	65	$15.3 million	$487.4 million	adviserinfo.sec.gov
Retirement Consulting Group, Inc.	Lake Oswego	33	$14.6 million	$457 million	adviserinfo.sec.gov
Skyline Financial Northwest	Portland	42	$13.1 million	$148.3 million	adviserinfo.sec.gov
J.P. Capital Management, Inc.	Eugene	18	$9.5 million	$166.6 million	adviserinfo.sec.gov
Foster & Wood, Inc.	Lake Oswego	47	$9.1 million	$218.7 million	adviserinfo.sec.gov
Northwest Capital Management Inc.	Lake Oswego	37	$8.9 million	$8.52 billion	adviserinfo.sec.gov
Tru Independence Asset Management 2, LLC	Portland	75	$8.8 million	$92.7 million	adviserinfo.sec.gov
Rutherford Investment Management	Portland	15	$7 million	$250 million	adviserinfo.sec.gov
Modernist Financial, LLC	Portland	9	$5.7 million	$113.3 million	adviserinfo.sec.gov
North Forty Two & Co.	Lake Oswego	30	$5.2 million	$167.9 million	adviserinfo.sec.gov
Uplevel Wealth	Portland	5	$4.1 million	$131.4 million	adviserinfo.sec.gov
Vergepointe Wealth Management, LLC	Lake Oswego	18	$3.5 million	$283.3 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.