RIAs in Oregon

263 RIAs headquartered in Oregon managing a combined $220B.

By city

PortlandOregon89 FIRMS · $138B Lake OswegoOregon41 FIRMS · $36.8B BendOregon23 FIRMS · $4.3B BeavertonOregon17 FIRMS · $2.5B EugeneOregon15 FIRMS · $5.4B SalemOregon8 FIRMS · $3.2B HillsboroOregon7 FIRMS · $711M West LinnOregon7 FIRMS · $1.5B ClackamasOregon6 FIRMS · $1.8B TigardOregon5 FIRMS · $651M CorvallisOregon5 FIRMS · $971M AshlandOregon4 FIRMS · $637M Grants PassOregon4 FIRMS · $9.4B Oregon CityOregon3 FIRMS · $472M TualatinOregon3 FIRMS · $390M JacksonvilleOregon3 FIRMS · $2.2B GreshamOregon2 FIRMS · $236M MedfordOregon2 FIRMS · $462M Hood RiverOregon2 FIRMS · $7.1B RoseburgOregon2 FIRMS · $187M Milton FreewaterOregon1 FIRM · $16.2M MilwaukieOregon1 FIRM · $63.3M Central PointOregon1 FIRM CanbyOregon1 FIRM · $318M ScappooseOregon1 FIRM · $24.2M SherwoodOregon1 FIRM · $8.8M The DallesOregon1 FIRM · $680M BoringOregon1 FIRM · $159M AuroraOregon1 FIRM · $946M GladstoneOregon1 FIRM · $200M Klamath FallsOregon1 FIRM · $228M La GrandeOregon1 FIRM · $226M Coos BayOregon1 FIRM · $189M MadrasOregon1 FIRM · $24.2M McminnvilleOregon1 FIRM · $543M

All RIAs in Oregon

Heissler Financial, LLC

Gresham, OR

AUM $2.5MTEAM 1REPS 1

Total Assets Management, Inc.

Lake Oswego, OR

AUM $1.3MTEAM 2REPS 2

Shared Prosperity Group

Portland, OR

AUM $680KTEAM 2REPS 1

Innovator Wealth Advisor, LLC

Beaverton, OR

AUM $500KTEAM 1REPS 1

Meriwether Family Office, LLC

Portland, OR

AUM —TEAM 2REPS 1

Conley, William J.

Beaverton, OR

AUM —TEAM 1REPS 1

Capital United, LLC

Hillsboro, OR

AUM —TEAM 5REPS 6

Consolidated Financial Management Corp.

Beaverton, OR

AUM —TEAM 6REPS 4

Rose City Investment Consulting LLC

Lake Oswego, OR

AUM —TEAM 1REPS 1

Lettin Wealth Management Group, Inc.

Lake Oswego, OR

AUM —TEAM 3REPS 1

Fordham Financial Services, LLC

Hillsboro, OR

AUM —TEAM 1REPS 1

Aegis Financial Advisory

Lake Oswego, OR

AUM —TEAM 1REPS 1

Nagel & Padilla, LLC

Ashland, OR

AUM —TEAM 8REPS 3

Reign Wealth Logic

Eugene, OR

AUM —TEAM 1REPS 1

Martin Capital Management LLC

Central Point, OR

AUM —TEAM 1REPS 1

Old Growth Financial LLC

Portland, OR

AUM —TEAM 1REPS 1

Cuthbert Financial Guidance

Portland, OR

AUM —TEAM 3REPS 2

Green Tree Wealth, Inc

Bend, OR

AUM —TEAM 1REPS 1

Fluence Wealth Management LLC

Portland, OR

AUM —TEAM 1REPS 2

Conley Capital Group

Eugene, OR

AUM —TEAM 4REPS 2

Sylva International

Bend, OR

AUM —TEAM 1REPS 1

Rostad Capital Management, Inc.

Portland, OR

AUM —TEAM 1REPS 2

KSB Financial Services, LLC

Eugene, OR

AUM —TEAM 11REPS 11

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