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

Aerodigm Wealth LLC

Lake Oswego, OR

AUM $1.5BTEAM 9REPS 7

JGP Wealth Management, LLC

Bend, OR

AUM $1.4BTEAM 23REPS 18

True Private Wealth Advisors, LLC

Salem, OR

AUM $1.4BTEAM 22REPS 12

M Financial Asset Management, Inc.

Portland, OR

AUM $1.2BTEAM 5REPS 7

Vision Capital Management Inc

Portland, OR

AUM $1.2BTEAM 13REPS 12

Cedar Mountain Advisors, LLC

Lake Oswego, OR

AUM $1.2BTEAM 10REPS 6

Scott Capital Advisors, LLC

Portland, OR

AUM $1.1BTEAM 9REPS 6

Sittner & Nelson, LLC

Eugene, OR

AUM $1BTEAM 6REPS 4

M Financial Investment Advisers Inc

Portland, OR

AUM $1BTEAM 3REPS 7

Roehl & Yi Investment Advisors, LLC

Eugene, OR

AUM $959MTEAM 16REPS 11

Auxier Asset Management

Aurora, OR

AUM $946MTEAM 11REPS 6

Keudell Morrison Wealth Management, LLC

Salem, OR

AUM $922MTEAM 11REPS 8

Horst & Graben Wealth Management, LLC

Portland, OR

AUM $920MTEAM 10REPS 4

Mengis Capital Management, Inc.

Portland, OR

AUM $903MTEAM 7REPS 6

CGC Financial Services

Lake Oswego, OR

AUM $876MTEAM 13REPS 8

Green Cities Investment Management, LLC

Portland, OR

AUM $875MTEAM 16REPS 4

NBC Capital Advisors

Beaverton, OR

AUM $847MTEAM 5REPS 6

Rvk, Inc.

Portland, OR

AUM $828MTEAM 127REPS 11

EFG Asset Management (North America) Corp

Portland, OR

AUM $809MTEAM 5REPS 2

Progressive Investment Management Corporation

Lake Oswego, OR

AUM $758MTEAM 8REPS 5

Allium Financial Advisors, LLC

Lake Oswego, OR

AUM $734MTEAM 10REPS 7

Preisz Financial

Portland, OR

AUM $702MTEAM 10REPS 9

Von Borstel & Associates

The Dalles, OR

AUM $680MTEAM 11REPS 4

EFM Investments & Advisory LLC

Portland, OR

AUM $680MTEAM 13REPS 3

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