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

Settlement Capital Advisors

West Linn, OR

AUM $88MTEAM 3REPS 3

Miller Financial Group, LLC

Portland, OR

AUM $82.8MTEAM 2REPS 2

Rogue Advisors, LLC

Grants Pass, OR

AUM $80MTEAM 2REPS 2

Ryan Financial Solutions, LLC

Tualatin, OR

AUM $78.3MTEAM 2REPS 2

Sherman, Young & Leavitt, LLC

Oregon City, OR

AUM $77.1MTEAM 3REPS 3

2260 West

Bend, OR

AUM $76.2MTEAM 6REPS 4

Dobson Asset Management LLC

Portland, OR

AUM $72MTEAM 1REPS 2

Willamette Valley Wealth Management, LLC

Salem, OR

AUM $69.9MTEAM 1REPS 1

Handy & Company Financial Advisors, Inc.

Lake Oswego, OR

AUM $68.7MTEAM 2REPS 2

Keturi Investment Management, LLC

Lake Oswego, OR

AUM $68.6MTEAM 5REPS 3

Independent Investment Advisors

Hillsboro, OR

AUM $68.5MTEAM 1REPS 1

Erlandson Wealth Management

Beaverton, OR

AUM $67.7MTEAM 2REPS 2

Scout Asset Management

Beaverton, OR

AUM $67.4MTEAM 1REPS 1

Strategy Cap, LLC

Bend, OR

AUM $64.8MTEAM 2REPS 2

Meridian Financial Group, Inc.

Milwaukie, OR

AUM $63.3MTEAM 2REPS 2

Vantage Wealth Management LLC

Corvallis, OR

AUM $62.8MTEAM 5REPS 2

Raaf Investment Advisors, LLC

Portland, OR

AUM $62.5MTEAM 2REPS 1

D. Mattersdorff LLC

Lake Oswego, OR

AUM $61.9MTEAM 1REPS 3

Purpose First Financial, LLC

Grants Pass, OR

AUM $60.5MTEAM 2REPS 1

Oswego Private Wealth Management

Lake Oswego, OR

AUM $60.5MTEAM 1REPS 2

Syman-Degler Group, LLC

Eugene, OR

AUM $59.8MTEAM 3REPS 3

Mckelvey Wealth Management, LLC

Tigard, OR

AUM $59.3MTEAM 1REPS 1

Eldon Reese Advisory Group

Beaverton, OR

AUM $59.1MTEAM 6REPS 3

Nexus Strategic Wealth

Tualatin, OR

AUM $56.2MTEAM 3REPS 2

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