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Top RIA Firms in Oregon
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Oregon. This hub covers 158 matching firms with $226.8B in total reported AUM and median AUM of $366.3M.
Firms
158
Matching current profiles
Total AUM
$226.8B
Reported regulatory AUM
Median AUM
$366.3M
Across firms with AUM
Largest firm
$35.1B
Government Portfolio Advisors LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Government Portfolio Advisors LLC CRD 170384 · Limited Liability Company | PORTLAND, OR | $35.1B Mar 2026 | +$9.2B+35.5% | +$18.4B+109.8% | +$23.5B+202.5% | — | +2 employees+25.0% over 3Y | +13 accounts+20.6% over 3Y |
| 2. Stancorp Investment Advisers, INC. CRD 110228 · Corporation | PORTLAND, OR | $34.5B Mar 2026 | +$908.7M+2.7% | +$18.3B+112.8% | +$7.9B+29.9% | +$16.4B+90.2% | -1 employees-1.2% over 3Y | -20,722 accounts-17.7% over 3Y |
| 3. Ferguson Wellman Capital Management, INC. CRD 104692 · Corporation | PORTLAND, OR | $10.7B Mar 2026 | +$1.7B+18.6% | +$3.5B+49.2% | +$3.8B+55.6% | +$7.7B+265.8% | +13 employees+23.6% over 3Y | +955 accounts+25.1% over 3Y |
| 4. Kingsview Wealth Management, LLC CRD 148107 · Limited Liability Company | GRANTS PASS, OR | $9.0B Mar 2026 | +$2.2B+32.8% | +$5.4B+149.9% | +$6.7B+297.1% | +$8.9B+103130.7% | +135 employees+90.0% over 3Y | +18,103 accounts+130.9% over 3Y |
| 5. Northwest Capital Management INC. CRD 108091 · Corporation | LAKE OSWEGO, OR | $8.5B May 2026 | +$967.5M+12.8% | +$3.0B+55.5% | +$2.9B+50.5% | +$6.8B+403.1% | -6 employees-35.3% over 3Y | -694 accounts-69.7% over 3Y |
| 6. Aldrich Wealth LP CRD 147200 · Limited Partnership | LAKE OSWEGO, OR | $7.6B Mar 2026 | +$2.0B+36.7% | +$2.8B+59.5% | +$5.6B+282.0% | +$7.1B+1380.5% | +9 employees+27.3% over 3Y | +385 accounts+18.4% over 3Y |
| 7. Campbell Global CRD 111944 · Limited Liability Company | PORTLAND, OR | $7.0B Apr 2026 | +$805.4M+13.0% | +$2.9B+70.4% | +$3.1B+79.1% | +$1.8B+35.2% | -1 employees-0.7% over 3Y | +4 accounts+25.0% over 3Y |
| 8. Northside Capital Management LLC CRD 107784 · Limited Liability Company | HOOD RIVER, OR | $6.9B Mar 2026 | +$1.1B+19.2% | +$2.3B+49.8% | +$1.1B+18.8% | +$4.6B+202.0% | +5 employees+41.7% over 3Y | +243 accounts+47.3% over 3Y |
| 9. Focuspoint Solutions, INC. CRD 131195 · Corporation | PORTLAND, OR | $6.8B Jun 2025 | +$1.8B+35.5% | +$1.6B+31.7% | +$2.8B+70.4% | +$5.8B+578.6% | -3 employees-7.0% over 3Y | +31,586 accounts+51780.3% over 3Y |
| 10. Jensen Investment Management INC. CRD 105281 · Corporation | LAKE OSWEGO, OR | $6.5B Mar 2026 | -$4.8B-42.4% | -$6.6B-50.4% | -$5.9B-47.8% | +$989.1M+18.0% | -1 employees-2.7% over 3Y | +512 accounts+120.5% over 3Y |
| 11. Becker Capital Management, INC. CRD 110489 · Corporation | PORTLAND, OR | $5.7B Mar 2026 | +$742.7M+14.9% | +$1.8B+46.6% | +$2.2B+60.2% | +$3.4B+150.9% | +9 employees+27.3% over 3Y | +355 accounts+20.5% over 3Y |
| 12. Vista Capital Partners, INC. CRD 114913 · Corporation | PORTLAND, OR | $3.2B Mar 2026 | +$501.9M+18.5% | +$1.1B+54.1% | +$1.6B+98.7% | +$2.7B+565.1% | 0 employees+0.0% over 3Y | +578 accounts+20.6% over 3Y |
| 13. M Holdings Securities, INC. CRD 43285 · Corporation | PORTLAND, OR | $3.2B Mar 2026 | -$872.2M-21.4% | -$726.0M-18.5% | -$711.7M-18.2% | +$2.8B+646.1% | +704 employees+95.4% over 3Y | -1,950 accounts-19.4% over 3Y |
| 14. Deschutes Investment Consulting, LLC CRD 155312 · Limited Liability Company | PORTLAND, OR | $2.9B Mar 2026 | +$413.9M+16.7% | +$1.6B+118.2% | +$1.6B+128.1% | +$2.4B+551.9% | +2 employees+16.7% over 3Y | +157 accounts+46.0% over 3Y |
| 15. Multnomah Group, INC. CRD 132131 · Corporation | PORTLAND, OR | $2.7B Mar 2026 | +$1.4B+104.3% | +$1.4B+104.3% | +$1.1B+74.6% | -$1.4B-34.0% | +2 employees+10.5% over 3Y | +68 accounts+22.2% over 3Y |
| 16. Phillips And Company Advisors LLC CRD 167214 · Limited Liability Company | PORTLAND, OR | $2.7B Mar 2026 | +$1.3B+88.9% | +$1.5B+133.4% | +$1.6B+149.3% | +$1.9B+253.5% | -1 employees-5.0% over 3Y | +1,486 accounts+125.0% over 3Y |
| 17. Variant Investments CRD 289261 · Limited Liability Company | PORTLAND, OR | $2.6B May 2026 | -$375.1M-12.4% | +$55.2M+2.1% | +$1.9B+276.9% | — | +16 employees+94.1% over 3Y | +2 accounts+100.0% over 3Y |
| 18. Sellwood Investment Partners LLC CRD 164696 · Limited Liability Company | PORTLAND, OR | $2.3B Mar 2026 | +$399.5M+21.2% | +$1.2B+102.7% | +$1.7B+298.0% | +$2.3B+7491.4% | +4 employees+33.3% over 3Y | +31 accounts+75.6% over 3Y |
| 19. Human Investing CRD 133017 · Limited Liability Company | LAKE OSWEGO, OR | $2.2B Mar 2026 | +$344.6M+18.3% | +$584.5M+35.6% | +$966.4M+76.8% | +$1.9B+572.0% | +7 employees+33.3% over 3Y | +1,271 accounts+60.2% over 3Y |
| 20. Tpg Financial Advisors, LLC CRD 141153 · Limited Liability Company | PORTLAND, OR | $2.2B Mar 2026 | +$253.3M+12.9% | +$893.5M+67.5% | +$1.1B+102.9% | +$2.1B+1257.6% | +3 employees+16.7% over 3Y | +312 accounts+23.6% over 3Y |
| 21. Cs Planning Corp CRD 149937 · Corporation | PORTLAND, OR | $2.0B May 2026 | +$694.6M+54.9% | +$1.4B+261.4% | +$1.6B+463.5% | +$1.8B+1060.3% | +14 employees+30.4% over 3Y | +6,434 accounts+221.4% over 3Y |
| 22. Endeavour Capital CRD 160800 · Limited Partnership | PORTLAND, OR | $1.9B Mar 2026 | -$271.2M-12.6% | -$550.9M-22.6% | +$100.8M+5.6% | +$413.2M+28.0% | +1 employees+4.3% over 3Y | -4 accounts-40.0% over 3Y |
| 23. Sapient Private Wealth Management, LLC CRD 159419 · Limited Liability Company | EUGENE, OR | $1.7B Mar 2026 | +$330.2M+23.3% | +$645.2M+58.6% | +$610.1M+53.7% | +$1.3B+280.6% | +2 employees+15.4% over 3Y | +97 accounts+17.2% over 3Y |
| 24. Quest Investment Management, LLC CRD 110640 · Limited Liability Company | LAKE OSWEGO, OR | $1.7B Mar 2026 | +$190.5M+12.5% | -$90.9M-5.1% | -$6.5M-0.4% | -$147.3M-7.9% | -1 employees-10.0% over 3Y | +30 accounts+31.6% over 3Y |
| 25. Matisse Capital CRD 155424 · Limited Liability Company | PORTLAND, OR | $1.6B Mar 2026 | +$270.6M+20.0% | +$24.1M+1.5% | +$112.8M+7.4% | +$1.2B+246.4% | +1 employees+10.0% over 3Y | +27 accounts+3.6% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.