Rialytix insights

Top RIA Firms in Beaverton, Oregon

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Beaverton, Oregon. This hub covers 10 matching firms with $3.2B in total reported AUM and median AUM of $259.1M.

Firms

Matching current profiles

Total AUM

$3.2B

Reported regulatory AUM

Median AUM

$259.1M

Across firms with AUM

Largest firm

$847.5M

Nbc Capital Advisors

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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. Nbc Capital Advisors CRD 306483 · Limited Liability Company	BEAVERTON, OR	$847.5M Mar 2026	+$136.9M+19.3%	+$353.3M+71.5%	+$453.9M+115.3%	—	0 employees+0.0% over 3Y	+312 accounts+15.9% over 3Y
2. Cross Financial Advisors CRD 287686 · Limited Liability Company	BEAVERTON, OR	$481.8M Mar 2026	+$135.6M+39.2%	+$142.0M+41.8%	+$269.2M+126.6%	—	-4 employees-25.0% over 3Y	+612 accounts+26.7% over 3Y
3. Optima Capital LLC CRD 310146 · Limited Liability Company	BEAVERTON, OR	$379.8M Mar 2026	+$87.0M+29.7%	+$249.5M+191.5%	+$277.8M+272.3%	+$277.8M+272.3%	+4 employees+133.3% over 3Y	+880 accounts+125.5% over 3Y
4. Physician Family Financial Advisors INC CRD 138433 · Corporation	BEAVERTON, OR	$284.9M Apr 2026	+$56.2M+24.6%	+$156.4M+121.7%	+$164.1M+135.9%	+$169.8M+147.7%	-2 employees-33.3% over 3Y	+220 accounts+52.5% over 3Y
5. Roi Financial CRD 160100 · Limited Liability Company	BEAVERTON, OR	$264.2M Mar 2026	+$43.6M+19.8%	+$138.0M+109.4%	—	+$147.7M+126.8%	0 employees+0.0% over 3Y	+454 accounts+42.7% over 3Y
6. Defined Wealth Management, LLC CRD 306779 · Limited Liability Company	BEAVERTON, OR	$254.0M Mar 2026	+$56.7M+28.7%	+$91.5M+56.3%	+$128.2M+101.9%	—	0 employees+0.0% over 3Y	+121 accounts+27.8% over 3Y
7. Grange Capital, LLC CRD 131699 · Limited Liability Company	BEAVERTON, OR	$217.2M Mar 2026	+$46.6M+27.3%	+$88.4M+68.6%	+$106.9M+96.9%	+$162.2M+294.9%	-1 employees-14.3% over 3Y	+168 accounts+29.1% over 3Y
8. North Ridge CRD 157516 · Corporation	BEAVERTON, OR	$216.0M Feb 2026	+$52.0M+31.7%	+$90.2M+71.7%	—	+$105.8M+96.1%	-1 employees-25.0% over 3Y	+61 accounts+12.2% over 3Y
9. Capitol Family Office, INC. CRD 312005 · Corporation	BEAVERTON, OR	$136.1M Mar 2026	-$435.3K-0.3%	+$2.8M+2.1%	—	—	-4 employees-66.7% over 3Y	-170 accounts-26.9% over 3Y
10. Samara Capital CRD 336178 · Limited Liability Company	BEAVERTON, OR	$123.0M Mar 2026	—	—	—	—	-1 employees-33.3% over Total	—

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.