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

IMS Capital Management LLC

Clackamas, OR

AUM $381MTEAM 9REPS 9

Optima Capital LLC

Portland, OR

AUM $380MTEAM 7REPS 6

Retirement Planning Specialists, Inc.

Ashland, OR

AUM $371MTEAM 2REPS 2

Pace Financial Advisors

Hillsboro, OR

AUM $362MTEAM 9REPS 12

Cascade Investment Advisors, Inc.

Oregon City, OR

AUM $360MTEAM 7REPS 3

Washington Park Capital Management, LLC

Portland, OR

AUM $359MTEAM 3REPS 4

Bridge City Capital, LLC

Lake Oswego, OR

AUM $355MTEAM 6REPS 8

Wealth Advisors Nw

Portland, OR

AUM $354MTEAM 8REPS 7

TRU Independence Asset Management, LLC

Portland, OR

AUM $337MTEAM 24REPS 11

4:8 Financial

Canby, OR

AUM $318MTEAM 8REPS 4

Fidelis Im

Medford, OR

AUM $306MTEAM 3REPS 2

Integrity Wealth LLC

Eugene, OR

AUM $305MTEAM 6REPS 6

Stangier Wealth Management

Clackamas, OR

AUM $300MTEAM 4REPS 2

Martin Capital Partners, LLC

Eugene, OR

AUM $290MTEAM 4REPS 4

Physician Family Financial Advisors Inc

Beaverton, OR

AUM $285MTEAM 4REPS 4

Capital Financial Planners

Salem, OR

AUM $285MTEAM 5REPS 3

Vergepointe Wealth Management, LLC

Lake Oswego, OR

AUM $283MTEAM 4REPS 4

Spectrum Strategic Capital Management, LLC

Corvallis, OR

AUM $275MTEAM 6REPS 4

Capstone Wealth Management Group, LLC

Bend, OR

AUM $266MTEAM 6REPS 2

TRU Independence Asset Management 2, LLC

Portland, OR

AUM $265MTEAM 33REPS 10

ROI Financial

Beaverton, OR

AUM $264MTEAM 8REPS 2

Welch Investment Group, LLC

Grants Pass, OR

AUM $264MTEAM 3REPS 2

Koenig Investment Advisory, LLC

Ashland, OR

AUM $258MTEAM 3REPS 3

Sound Investment Management Inc

Tualatin, OR

AUM $256MTEAM 4REPS 4

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