Data / Investment advisers / Oregon
Investment advisers in Oregon: 164 firms, $218 billion in AUM
164 investment advisers have their main office in Oregon: 155 SEC registered and 9 exempt reporting. The registered advisers report $218 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Government Portfolio Advisors LLC with $35.1 billion.
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.
Get advisers in Oregon over $100 millionWatch new advisers in OregonGet private fund advisers in Oregon
- 164Advisers
- 155SEC registered
- 9Exempt reporting
- $218 billionTotal AUM
- 153Advisers over $100 million
- 23Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Government Portfolio Advisors LLC | Portland | $35.09 billion | 76 | 11 | Not listed | (503) 248-9973 | gpafixedincome.com | adviserinfo.sec.gov |
| Stancorp Investment Advisers, Inc. | Portland | $34.50 billion | 96,128 | 81 | Not listed | (800) 858-5420 | standard.com | adviserinfo.sec.gov |
| Ferguson Wellman Capital Management, Inc. | Portland | $10.66 billion | 4,763 | 68 | Not listed | (503) 226-1444 | adviserinfo.sec.gov | |
| Kingsview Wealth Management, LLC | Grants Pass | $8.96 billion | 31,932 | 285 | Not listed | (312) 870-6701 | monarchfunds.com | adviserinfo.sec.gov |
| Northwest Capital Management Inc. | Lake Oswego | $8.52 billion | 301 | 11 | Not listed | (503) 597-1616 | adviserinfo.sec.gov | |
| Aldrich Wealth LP | Lake Oswego | $7.62 billion | 2,477 | 42 | Not listed | (503) 620-5329 | adviserinfo.sec.gov | |
| J.P. Morgan Natural Capital | Portland | $7.02 billion | 20 | 144 | 3 | (503) 275-9675 | adviserinfo.sec.gov | |
| Northside Capital Management LLC | Hood River | $6.94 billion | 757 | 17 | Not listed | (541) 387-2080 | northsidecap.com | adviserinfo.sec.gov |
| Jensen Investment Management Inc. | Lake Oswego | $6.48 billion | 937 | 36 | Not listed | (503) 726-4384 | adviserinfo.sec.gov | |
| Becker Capital Management, Inc. | Portland | $5.73 billion | 2,085 | 42 | 1 | (503) 223-1720 | adviserinfo.sec.gov | |
| Vista Capital Partners, Inc. | Portland | $3.22 billion | 3,380 | 35 | Not listed | (503) 772-9500 | adviserinfo.sec.gov | |
| M Holdings Securities, Inc. | Portland | $3.21 billion | 8,115 | 1,442 | Not listed | (800) 656-6960 | mfin.com | adviserinfo.sec.gov |
| Deschutes Investment Consulting, LLC | Portland | $2.89 billion | 498 | 14 | Not listed | (503) 224-3700 | deschutesinvestment.com | adviserinfo.sec.gov |
| Multnomah Group, Inc. | Portland | $2.67 billion | 374 | 21 | Not listed | (503) 772-0159 | adviserinfo.sec.gov | |
| Phillips and Company Advisors LLC | Portland | $2.66 billion | 2,675 | 19 | Not listed | (503) 224-0858 | phillipsandco.com | adviserinfo.sec.gov |
| Variant Investments | Portland | $2.64 billion | 4 | 33 | 1 | (503) 563-0700 | variantinvestments.com | adviserinfo.sec.gov |
| Sellwood Investment Partners LLC | Portland | $2.28 billion | 72 | 16 | Not listed | (503) 596-2880 | adviserinfo.sec.gov | |
| Human Investing | Lake Oswego | $2.22 billion | 3,382 | 28 | Not listed | (503) 905-3100 | humaninvesting.com | adviserinfo.sec.gov |
| TPG Financial Advisors, LLC | Portland | $2.22 billion | 1,635 | 21 | Not listed | (503) 241-9550 | thepartnersgroup.com | adviserinfo.sec.gov |
| CS Planning Corp | Portland | $1.96 billion | 9,340 | 60 | Not listed | (503) 292-5853 | adviserinfo.sec.gov | |
| Endeavour Capital | Portland | $1.89 billion | 6 | 24 | 7 | (503) 223-2721 | adviserinfo.sec.gov | |
| Sapient Private Wealth Management, LLC | Eugene | $1.75 billion | 662 | 15 | Not listed | (541) 762-0300 | adviserinfo.sec.gov | |
| Quest Investment Management, LLC | Lake Oswego | $1.71 billion | 125 | 9 | Not listed | (503) 221-0158 | questinvestment.com | adviserinfo.sec.gov |
| Matisse Capital | Portland | $1.63 billion | 769 | 11 | 1 | (503) 210-3000 | adviserinfo.sec.gov | |
| Cutler Investment Group | Jacksonville | $1.54 billion | 1,847 | 23 | Not listed | (541) 770-9000 | adviserinfo.sec.gov | |
| Aerodigm Wealth LLC | Lake Oswego | $1.46 billion | 819 | 9 | Not listed | (503) 697-4118 | delapwa.com | adviserinfo.sec.gov |
| JGP Wealth Management, LLC | Bend | $1.43 billion | 3,335 | 23 | Not listed | (503) 446-6450 | adviserinfo.sec.gov | |
| True Private Wealth Advisors, LLC | Salem | $1.43 billion | 1,592 | 22 | Not listed | (503) 400-3311 | adviserinfo.sec.gov | |
| M Financial Asset Management, Inc. | Portland | $1.23 billion | 1,998 | 5 | Not listed | (503) 232-6960 | mfinwealth.com | adviserinfo.sec.gov |
| Vision Capital Management Inc | Portland | $1.23 billion | 1,800 | 13 | Not listed | (503) 221-5656 | adviserinfo.sec.gov | |
| Cedar Mountain Advisors, LLC | Lake Oswego | $1.20 billion | 2,433 | 10 | Not listed | (503) 224-6868 | cmapdx.com | adviserinfo.sec.gov |
| Scott Capital Advisors, LLC | Portland | $1.13 billion | 828 | 9 | Not listed | (503) 487-0860 | scottcapitaladvisors.com | adviserinfo.sec.gov |
| Sittner & Nelson, LLC | Eugene | $1.05 billion | 1,506 | 6 | Not listed | (541) 636-4001 | sittnerandnelson.com | adviserinfo.sec.gov |
| M Financial Investment Advisers Inc | Portland | $1.01 billion | 4 | 3 | Not listed | (503) 232-6960 | mfin.com | adviserinfo.sec.gov |
| Roehl & Yi Investment Advisors, LLC | Eugene | $959.4 million | 1,683 | 16 | Not listed | (541) 683-2085 | roehl-yi.com | adviserinfo.sec.gov |
| Auxier Asset Management | Aurora | $946.1 million | 506 | 11 | Not listed | (503) 885-8807 | auxierasset.com | adviserinfo.sec.gov |
| Keudell Morrison Wealth Management, LLC | Salem | $921.5 million | 2,083 | 11 | Not listed | (971) 209-4500 | keudellmorrisonwm.com | adviserinfo.sec.gov |
| Horst & Graben Wealth Management, LLC | Portland | $920.1 million | 3,442 | 10 | Not listed | (503) 342-8900 | horstandgrabenwealth.com | adviserinfo.sec.gov |
| Mengis Capital Management, Inc. | Portland | $903.5 million | 766 | 7 | Not listed | (503) 916-0776 | mengiscapital.com | adviserinfo.sec.gov |
| CGC Financial Services | Lake Oswego | $875.8 million | 3,103 | 13 | Not listed | (503) 670-1958 | cgcfinancialservices.com | adviserinfo.sec.gov |
| Green Cities Investment Management, LLC | Portland | $875 million | 4 | 16 | 4 | (503) 299-6000 | gerdingedlen.com | adviserinfo.sec.gov |
| NBC Capital Advisors | Beaverton | $847.5 million | 2,272 | 5 | Not listed | (503) 683-7727 | nbccapitaladvisors.com | adviserinfo.sec.gov |
| RVK, Inc. | Portland | $827.9 million | 35 | 127 | Not listed | (503) 221-4200 | adviserinfo.sec.gov | |
| Efg Asset Management (North America) Corp | Portland | $808.9 million | 15 | 5 | Not listed | (503) 889-5210 | adviserinfo.sec.gov | |
| Progressive Investment Management Corporation | Lake Oswego | $758.3 million | 473 | 8 | Not listed | (503) 224-7828 | adviserinfo.sec.gov | |
| Allium Financial Advisors, LLC | Lake Oswego | $733.5 million | 934 | 10 | Not listed | (877) 487-6860 | alliumfinancial.com | adviserinfo.sec.gov |
| Preisz Financial | Portland | $701.7 million | 352 | 10 | Not listed | (503) 224-1600 | preisz.com | adviserinfo.sec.gov |
| Von Borstel & Associates | The Dalles | $680.2 million | 2,070 | 11 | Not listed | (541) 296-6669 | adviserinfo.sec.gov | |
| Efm Investments & Advisory LLC | Portland | $680 million | 9 | 13 | 7 | (503) 467-0829 | efmi.com | adviserinfo.sec.gov |
| Veridan Wealth | West Linn | $667.2 million | 724 | 5 | Not listed | (503) 946-9733 | adviserinfo.sec.gov | |
| Acm Management Company, LLC | Portland | $650.1 million | 2 | 18 | 2 | (971) 420-1871 | agriculturecapital.com | adviserinfo.sec.gov |
| Equilibrium Capital Investment Management , LLC | Portland | $642.6 million | 4 | 16 | 4 | (971) 352-8430 | adviserinfo.sec.gov | |
| Peregrine Asset Advisers, Inc. | Portland | $611 million | 476 | 8 | Not listed | (503) 459-4651 | peregrineaa.com | adviserinfo.sec.gov |
| Northwest Quadrant Wealth Management | Bend | $579.7 million | 1,771 | 3 | Not listed | (541) 388-9888 | northwestquadrantwealth.com | adviserinfo.sec.gov |
| Pinnacle Wealth Advisors | Clackamas | $549.7 million | 2,956 | 21 | Not listed | (503) 654-5100 | adviserinfo.sec.gov | |
| Headwater Investment Consulting,Inc. | McMinnville | $543 million | 1,544 | 7 | Not listed | (503) 565-2100 | adviserinfo.sec.gov | |
| Northmarq Fund Management, LLC | Lake Oswego | $541.3 million | 8 | 18 | Not listed | (503) 952-0700 | northmarq.com | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | $515.9 million | 6 | 4 | 4 | (503) 548-1730 | 801westllc.com | adviserinfo.sec.gov |
| Etesian Wealth Advisors, Inc. | West Linn | $503.3 million | 936 | 8 | Not listed | (503) 387-3615 | adviserinfo.sec.gov | |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | $494.6 million | 55 | 10 | Not listed | (503) 886-8970 | pacificridgecapital.com | adviserinfo.sec.gov |
| 44 Wealth Management LLC | Eugene | $487.4 million | 1,176 | 5 | Not listed | (541) 359-0388 | 44weatlh.com | adviserinfo.sec.gov |
| Cross Financial Advisors | Portland | $481.8 million | 2,907 | 12 | Not listed | (503) 430-0563 | crossfinancialmgmt.com | adviserinfo.sec.gov |
| Blue Water Wealth | Portland | $472.8 million | 1,206 | 15 | Not listed | (503) 296-8700 | bluewaterwealth.com | adviserinfo.sec.gov |
| Encompass Wealth Advisors, LLC | Portland | $472.8 million | 1,343 | 5 | Not listed | (971) 371-3451 | adviserinfo.sec.gov | |
| True North Retirement Advisors, LLC | Clackamas | $460.9 million | 1,140 | 7 | Not listed | (503) 387-6869 | truenorthretirementadvisors.com | adviserinfo.sec.gov |
| Retirement Consulting Group, Inc. | Lake Oswego | $457 million | 192 | 4 | Not listed | (503) 225-1700 | retirementconsulting.com | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | $445.3 million | 1,189 | 9 | 1 | (503) 968-0950 | cwcgroup.com | adviserinfo.sec.gov |
| Practice Financial Group | Jacksonville | $436.8 million | 1,984 | 28 | Not listed | (541) 973-2602 | pfg-investments.com | adviserinfo.sec.gov |
| Silver Oak Advisory Group | Portland | $418.9 million | 738 | 8 | Not listed | (503) 242-1715 | adviserinfo.sec.gov | |
| Zuna, LLC | Portland | $411.3 million | 60 | 6 | Not listed | (971) 339-5701 | teamzuna.com | adviserinfo.sec.gov |
| Range Financial Group, LLC | Tigard | $408.1 million | 1,365 | 9 | Not listed | (503) 482-4400 | rangefinancialgroup.com | adviserinfo.sec.gov |
| Hurley Financial Group, Inc. | Corvallis | $406.5 million | 1,535 | 6 | Not listed | (541) 757-2331 | hurleyfinancial.com | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | $392.7 million | 712 | 7 | Not listed | (503) 937-7819 | adviserinfo.sec.gov | |
| Optima Capital LLC | Beaverton | $379.8 million | 1,581 | 7 | Not listed | (503) 270-1314 | premier.network | adviserinfo.sec.gov |
| Retirement Planning Specialists, Inc. | Ashland | $370.6 million | 1,651 | 2 | Not listed | (541) 482-0138 | retirementplanningspecialists.com | adviserinfo.sec.gov |
| Pace Financial Advisors | Hillsboro | $362.1 million | 3,964 | 9 | Not listed | (971) 727-8434 | pace-fa.com | adviserinfo.sec.gov |
| Cascade Investment Advisors, Inc. | Oregon City | $360.4 million | 501 | 7 | Not listed | (503) 417-1950 | cascadeinvestors.com | adviserinfo.sec.gov |
| Washington Park Capital Management, LLC | Portland | $359.5 million | 317 | 3 | Not listed | (503) 222-9917 | waparkadvisors.com | adviserinfo.sec.gov |
| Bridge City Capital, LLC | Lake Oswego | $354.7 million | 40 | 6 | Not listed | (503) 265-8554 | bridgecitycap.com | adviserinfo.sec.gov |
| Wealth Advisors NW | Portland | $354.3 million | 1,154 | 9 | Not listed | (971) 249-9930 | adviserinfo.sec.gov | |
| 4:8 Financial | Canby | $338.3 million | 1,969 | 9 | Not listed | (503) 266-4848 | 48financial.com | adviserinfo.sec.gov |
| Tru Independence Asset Management, LLC | Portland | $336.9 million | 1,059 | 24 | Not listed | (971) 371-3444 | adviserinfo.sec.gov | |
| Fidelis IM | Medford | $306.1 million | 596 | 3 | Not listed | (541) 770-1311 | fidelisim.com | adviserinfo.sec.gov |
| Integrity Wealth LLC | Eugene | $304.8 million | 831 | 6 | Not listed | (541) 650-6061 | integritywealthnw.com | adviserinfo.sec.gov |
| Stangier Wealth Management | Clackamas | $300.4 million | 1,512 | 4 | Not listed | (503) 257-0057 | stangierwealthmanagement.com | adviserinfo.sec.gov |
| Martin Capital Partners, LLC | Eugene | $290.5 million | 507 | 4 | Not listed | (541) 636-4170 | martincp.com | adviserinfo.sec.gov |
| Physician Family Financial Advisors Inc | Beaverton | $284.9 million | 639 | 4 | Not listed | (541) 463-0899 | adviserinfo.sec.gov | |
| Capital Financial Planners | Salem | $284.8 million | 575 | 5 | Not listed | (503) 585-1067 | capfina.com | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | $283.3 million | 215 | 4 | Not listed | (503) 684-0100 | vergepointe.com | adviserinfo.sec.gov |
| Spectrum Strategic Capital Management, LLC | Corvallis | $275.4 million | 754 | 6 | Not listed | (541) 248-2052 | adviserinfo.sec.gov | |
| Roi Financial | Beaverton | $264.2 million | 1,518 | 8 | Not listed | (503) 941-5925 | adviserinfo.sec.gov | |
| Welch Investment Group, LLC | Grants Pass | $263.8 million | 973 | 3 | Not listed | (541) 474-6616 | welchig.com | adviserinfo.sec.gov |
| Koenig Investment Advisory, LLC | Ashland | $258.2 million | 599 | 3 | Not listed | (541) 608-0551 | adviserinfo.sec.gov | |
| Sound Investment Management Inc | Tualatin | $255.5 million | 140 | 4 | Not listed | (503) 691-7030 | simiusa.com | adviserinfo.sec.gov |
| Defined Wealth Management, LLC | Beaverton | $254 million | 557 | 4 | Not listed | (503) 444-7895 | adviserinfo.sec.gov | |
| Elevation Capital Advisory | Bend | $252.9 million | 1,471 | 8 | Not listed | (541) 728-0321 | elevationcapitalstrategies.com | adviserinfo.sec.gov |
| Rutherford Investment Management | Portland | $250 million | 126 | 4 | Not listed | (503) 452-1210 | rutherfordinvestment.com | adviserinfo.sec.gov |
| Capstone Wealth Management Group, Inc. | Bend | $243 million | 605 | 5 | Not listed | (541) 330-0266 | capstonewmg.com | adviserinfo.sec.gov |
| Portland Private Wealth Management, Inc. | Portland | $235.4 million | 916 | 5 | Not listed | (503) 405-9472 | portlandprivatewm.com | adviserinfo.sec.gov |
| Catalyst Financial NW Corporation | Gresham | $233.4 million | 1,068 | 4 | Not listed | (503) 661-9010 | catalyst-nw.com | adviserinfo.sec.gov |
| Taurus Capital Advisors, LLC | Lake Oswego | $231.4 million | 263 | 5 | Not listed | (503) 756-2972 | adviserinfo.sec.gov | |
| MSP Wealth Management, LLC | Klamath Falls | $228.5 million | 872 | 6 | Not listed | (541) 884-4164 | mspwealth.com | adviserinfo.sec.gov |
| Jones & Associates Premier Financial Solutions | Jacksonville | $227.4 million | 1,368 | 3 | Not listed | (541) 500-4321 | jonescares.org | adviserinfo.sec.gov |
| Connected Wealth Solutions, LLC | LA Grande | $226.4 million | 721 | 3 | Not listed | (541) 963-7800 | connectedwealthllc.com | adviserinfo.sec.gov |
| Foster & Wood, Inc. | Lake Oswego | $218.7 million | 222 | 3 | Not listed | (503) 785-9844 | fosterandwood.com | adviserinfo.sec.gov |
| Grange Capital, LLC | Beaverton | $217.2 million | 745 | 6 | Not listed | (971) 708-6659 | adviserinfo.sec.gov | |
| Continuity Wealth Management, Corp. | Portland | $214.3 million | 613 | 4 | Not listed | (503) 244-8905 | adviserinfo.sec.gov | |
| JH Advisors | Salem | $212 million | 414 | 4 | Not listed | (503) 391-1040 | jhadvisors.com | adviserinfo.sec.gov |
| Orca Investment Management, LLC | Lake Oswego | $211.7 million | 557 | 7 | Not listed | (503) 582-9500 | orcaim.com | adviserinfo.sec.gov |
| Financial Investment Team ("Fit") | Portland | $209.1 million | 870 | 5 | Not listed | (503) 906-5205 | fi-team.com | adviserinfo.sec.gov |
| Clarity Wealth Development, LLC | Corvallis | $208.6 million | 712 | 5 | Not listed | (541) 753-1898 | adviserinfo.sec.gov | |
| Go Wealth Management | Eugene | $208.4 million | 519 | 9 | Not listed | (541) 338-7631 | adviserinfo.sec.gov | |
| Sortis Fund Manager, LLC | Portland | $202 million | 6 | 9 | 4 | (503) 512-5432 | sortis.com | adviserinfo.sec.gov |
| Newbore Wealth Management, Inc. | Gladstone | $200 million | 863 | 3 | Not listed | (503) 657-3143 | newbore-wealth.com | adviserinfo.sec.gov |
| Inman Financial Services, Inc. | Portland | $197.5 million | 625 | 5 | Not listed | (503) 906-2650 | adviserinfo.sec.gov | |
| CLS Financial Advisors, Inc. | Portland | $192 million | 329 | 5 | Not listed | (503) 244-8879 | clsadvisors.com | adviserinfo.sec.gov |
| Highroad Wealth Advisors, LLC | Coos Bay | $188.5 million | 318 | 3 | Not listed | (541) 266-7623 | highroadwa.com | adviserinfo.sec.gov |
| Crown Point Wealth Advisors | Hood River | $185.5 million | 1,274 | 3 | Not listed | (541) 386-2792 | adviserinfo.sec.gov | |
| Stonepine Capital Management, LLC | Bend | $181 million | 1 | 4 | 1 | (541) 647-5673 | stonepinecap.com | adviserinfo.sec.gov |
| SMB Financial Services, Inc. | Portland | $177.8 million | 762 | 5 | Not listed | (503) 387-3222 | adviserinfo.sec.gov | |
| Price Financial Group Wealth Management, Inc. | Portland | $173.5 million | 1,340 | 7 | Not listed | (503) 253-3000 | pricefg.com | adviserinfo.sec.gov |
| Littlejohn Financial Services Inc | Roseburg | $171.3 million | 1,236 | 8 | Not listed | (541) 375-0898 | adviserinfo.sec.gov | |
| North Forty Two & Co. | Lake Oswego | $167.9 million | 263 | 2 | Not listed | (503) 417-2970 | adviserinfo.sec.gov | |
| J.P. Capital Management, Inc. | Eugene | $166.6 million | 162 | 1 | Not listed | (541) 343-2064 | adviserinfo.sec.gov | |
| Strada Financial Group LLC | Boring | $159.2 million | 213 | 4 | Not listed | (503) 667-5355 | stradafg.com | adviserinfo.sec.gov |
| Copia Wealth Management | Bend | $157.5 million | 850 | 4 | Not listed | (541) 647-2545 | copiawealthmanagement.com | adviserinfo.sec.gov |
| Oregon Pacific Wealth Management | Medford | $156.3 million | 530 | 5 | Not listed | (541) 858-0166 | oregonpacificwealth.com | adviserinfo.sec.gov |
| Wellspring Advisors, Inc. | Hillsboro | $152.2 million | 717 | 5 | Not listed | (503) 714-9531 | adviserinfo.sec.gov | |
| True Wealth Group | Bend | $151.4 million | 557 | 6 | Not listed | (541) 588-5008 | mytruewealthgroup.com | adviserinfo.sec.gov |
| Cascade Financial Strategies | Bend | $150.9 million | 605 | 5 | Not listed | (541) 678-5475 | cascadefs.com | adviserinfo.sec.gov |
| Skyline Financial Northwest | Portland | $148.3 million | 610 | 3 | Not listed | (888) 739-7369 | skylinefinancialnw.com | adviserinfo.sec.gov |
| Axia Wealth Management Inc | Bend | $148 million | 484 | 3 | Not listed | (541) 647-1500 | axiawealth.com | adviserinfo.sec.gov |
| Wagner Planning | Lake Oswego | $144.7 million | 397 | 5 | Not listed | (503) 342-0038 | wagnerplanning.com | adviserinfo.sec.gov |
| Summa Global Advisors, LLC | Clackamas | $144.1 million | 352 | 2 | Not listed | (503) 636-2022 | adviserinfo.sec.gov | |
| Northwind Financial LLC | Bend | $142.2 million | 361 | 2 | Not listed | (541) 318-7871 | northwindfinancial.com | adviserinfo.sec.gov |
| Capitol Family Office, Inc. | Beaverton | $136.1 million | 462 | 2 | Not listed | (503) 897-0236 | capitolcfo.com | adviserinfo.sec.gov |
| Tradewinds Wealth Management | Portland | $135.1 million | 261 | 4 | 1 | (503) 673-2828 | adviserinfo.sec.gov | |
| JGC Tax & Wealth Management | Salem | $132 million | 495 | 3 | Not listed | (503) 390-7880 | app.modestspark.com | adviserinfo.sec.gov |
| Uplevel Wealth | Portland | $131.4 million | 220 | 2 | Not listed | (503) 308-9067 | uplevelwealth.com | adviserinfo.sec.gov |
| Axiom Wealth Strategies, LLC | Bend | $124.7 million | 283 | 3 | Not listed | (541) 389-7777 | adviserinfo.sec.gov | |
| Samara Capital | Beaverton | $123 million | 247 | 2 | Not listed | (503) 912-4815 | samara-capital.com | adviserinfo.sec.gov |
| Pacific Coast Investment Advisors, LLC | West Linn | $122.2 million | 312 | 1 | Not listed | (503) 968-2500 | pacificcoastia.com | adviserinfo.sec.gov |
| Lifelong Wealth Management Group, LLC | Lake Oswego | $121.7 million | 187 | 2 | Not listed | (503) 747-6534 | llwmg.com | adviserinfo.sec.gov |
| Willamette Financial Advisors, LLC | Portland | $117.5 million | 488 | 3 | Not listed | (503) 747-0306 | wfinadv.com | adviserinfo.sec.gov |
| Modernist Financial, LLC | Portland | $113.3 million | 264 | 5 | Not listed | (971) 544-7417 | adviserinfo.sec.gov | |
| Soaring Investment Management, LLC | Portland | $112.5 million | 464 | 5 | Not listed | (503) 433-7946 | soaringinvestmentmanagement.com | adviserinfo.sec.gov |
| Compass Investment Advisers, LLC | Portland | $110.5 million | 241 | 2 | Not listed | (503) 473-8422 | compassadv.net | adviserinfo.sec.gov |
| Tenbridge Partners LLC | Portland | $110 million | 600 | 5 | Not listed | (971) 277-1077 | tenbridgepartners.com | adviserinfo.sec.gov |
| Rooted Financial Group, LLC | Tigard | $108.7 million | 663 | 3 | Not listed | (503) 207-2067 | adviserinfo.sec.gov | |
| Xena Financial Planning, LLC | Portland | $104.5 million | 384 | 3 | Not listed | (503) 714-7357 | xenafp.com | adviserinfo.sec.gov |
| Fairchild Capital LLC | Portland | $102.8 million | 322 | 2 | Not listed | (503) 828-3796 | adviserinfo.sec.gov | |
| Capstone Wealth Advisors, LLC | Salem | $102.4 million | 422 | 3 | Not listed | (503) 967-1980 | capstonewealthadvisors.com | adviserinfo.sec.gov |
| Rock Creek Wealth Management | Hillsboro | $101.1 million | 477 | 3 | Not listed | (503) 505-7000 | rockcreekwm.com | adviserinfo.sec.gov |
| Tru Independence Asset Management 2, LLC | Portland | $92.7 million | 205 | 17 | Not listed | (971) 371-3444 | adviserinfo.sec.gov | |
| Icon Financial Services LLC | Portland | $19.7 million | 4,178 | 3 | Not listed | (503) 917-0590 | adviserinfo.sec.gov | |
| Capybara Management, LLC | Portland | Not listed | Not listed | Not listed | 28 | (503) 727-2197 | oregonventurefund.com | adviserinfo.sec.gov |
| Motus Ventures, LLC | Portland | Not listed | Not listed | Not listed | 23 | (650) 283-4402 | motusventures.com | adviserinfo.sec.gov |
| Ironside Capital LLC | Lake Oswego | Not listed | Not listed | Not listed | 10 | (503) 530-6267 | ironsidecapgroup.com | adviserinfo.sec.gov |
| Mesh Ventures LLC | Portland | Not listed | Not listed | Not listed | 9 | (470) 263-1546 | mesh.vc | adviserinfo.sec.gov |
| Node by Mesh LLC | Portland | Not listed | Not listed | Not listed | 8 | (470) 263-1546 | mesh.vc | adviserinfo.sec.gov |
| 503 Partners, LLC | Portland | Not listed | Not listed | Not listed | 5 | (541) 490-5155 | adviserinfo.sec.gov | |
| Fairway America Investment Advisors, LLC | Tigard | Not listed | Not listed | Not listed | 5 | (503) 906-9100 | adviserinfo.sec.gov | |
| Uptick Capital Management, LLC | Lake Oswego | Not listed | Not listed | Not listed | 4 | (877) 487-6860 | uptickhedgemgmt.com | adviserinfo.sec.gov |
| Highwest Global | Bend | Not listed | Not listed | Not listed | 1 | (541) 323-0150 | highwestglobal.com | adviserinfo.sec.gov |
Advisers in Oregon that manage private funds
23 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Capybara Management, LLC | Portland | OR | 28 | Not listed | Not listed | 28 | Not listed | $184.6 million | Not listed | adviserinfo.sec.gov |
| Motus Ventures, LLC | Portland | OR | 23 | Not listed | Not listed | 23 | Not listed | $68.8 million | Not listed | adviserinfo.sec.gov |
| Ironside Capital LLC | Lake Oswego | OR | 10 | Not listed | 10 | Not listed | Not listed | $93.8 million | Not listed | adviserinfo.sec.gov |
| Mesh Ventures LLC | Portland | OR | 9 | Not listed | Not listed | 9 | Not listed | $93.5 million | Not listed | adviserinfo.sec.gov |
| Node by Mesh LLC | Portland | OR | 8 | Not listed | Not listed | 8 | Not listed | $33.2 million | Not listed | adviserinfo.sec.gov |
| Endeavour Capital | Portland | OR | 7 | Not listed | 7 | Not listed | Not listed | $1.89 billion | $1.89 billion | adviserinfo.sec.gov |
| Efm Investments & Advisory LLC | Portland | OR | 7 | Not listed | Not listed | Not listed | 7 | $598.8 million | $680 million | adviserinfo.sec.gov |
| 503 Partners, LLC | Portland | OR | 5 | Not listed | Not listed | 5 | Not listed | $28.7 million | Not listed | adviserinfo.sec.gov |
| Fairway America Investment Advisors, LLC | Tigard | OR | 5 | Not listed | Not listed | Not listed | 5 | $75.3 million | Not listed | adviserinfo.sec.gov |
| Green Cities Investment Management, LLC | Portland | OR | 4 | Not listed | Not listed | Not listed | 4 | $875 million | $875 million | adviserinfo.sec.gov |
| Equilibrium Capital Investment Management , LLC | Portland | OR | 4 | Not listed | Not listed | Not listed | Not listed | $642.6 million | $642.6 million | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | OR | 4 | 4 | Not listed | Not listed | Not listed | $456.7 million | $515.9 million | adviserinfo.sec.gov |
| Sortis Fund Manager, LLC | Portland | OR | 4 | Not listed | 1 | Not listed | 3 | $22.9 million | $202 million | adviserinfo.sec.gov |
| Uptick Capital Management, LLC | Lake Oswego | OR | 4 | 4 | Not listed | Not listed | Not listed | $100.6 million | Not listed | adviserinfo.sec.gov |
| J.P. Morgan Natural Capital | Portland | OR | 3 | 3 | Not listed | Not listed | Not listed | $309.9 million | $7.02 billion | adviserinfo.sec.gov |
| Acm Management Company, LLC | Portland | OR | 2 | Not listed | 2 | Not listed | Not listed | $650.1 million | $650.1 million | adviserinfo.sec.gov |
| Becker Capital Management, Inc. | Portland | OR | 1 | Not listed | 1 | Not listed | Not listed | $13.3 million | $5.73 billion | adviserinfo.sec.gov |
| Variant Investments | Portland | OR | 1 | Not listed | Not listed | Not listed | Not listed | $20.1 million | $2.64 billion | adviserinfo.sec.gov |
| Matisse Capital | Portland | OR | 1 | 1 | Not listed | Not listed | Not listed | $445,301 | $1.63 billion | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | OR | 1 | Not listed | Not listed | Not listed | 1 | $39.3 million | $445.3 million | adviserinfo.sec.gov |
| Stonepine Capital Management, LLC | Bend | OR | 1 | 1 | Not listed | Not listed | Not listed | $181 million | $181 million | adviserinfo.sec.gov |
| Tradewinds Wealth Management | Portland | OR | 1 | 1 | Not listed | Not listed | Not listed | $7.3 million | $135.1 million | adviserinfo.sec.gov |
| Highwest Global | Bend | OR | 1 | 1 | Not listed | Not listed | Not listed | $118.5 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Oregon
2 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Axia Wealth Management Inc | Bend | OR | August 6, 2026 | $148 million | axiawealth.com | adviserinfo.sec.gov |
| Uplevel Wealth | Portland | OR | August 5, 2026 | $131.4 million | uplevelwealth.com | adviserinfo.sec.gov |
Cities in Oregon
| City | Advisers | AUM |
|---|---|---|
| Portland | 64 | $138.94 billion |
| Lake Oswego | 26 | $36.15 billion |
| Bend | 12 | $3.56 billion |
More ways to read Oregon
- Advisers in Oregon with $1 billion to $10 billion in AUM
- Advisers in Oregon with $500 million to $1 billion in AUM
- Advisers in Oregon with $100 million to $500 million in AUM
- Advisers in Oregon serving individuals
- Advisers in Oregon serving high net worth individuals
- Advisers in Oregon serving investment companies
- Advisers in Oregon serving pooled investment vehicles
- Advisers in Oregon serving pension and profit sharing plans
- Advisers in Oregon serving charitable organizations
- Advisers in Oregon serving state and municipal governments
- Advisers in Oregon serving corporations and other businesses
- Private fund advisers in Oregon
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.