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Wealth Management Firms (RIAs) in Portland

84 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Ferguson Wellman Capital Management is the largest: $10.7 billion through Ferguson Wellman Capital Management, Inc. (filed ).

Becker Capital Management follows with $5.7 billion. The 83 advisers counted report $54.2 billion together; the ten largest hold 58% of it, and half report less than $254 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $54.2BN sitsThe 83 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $10BN to $25BN20%1 firm
  2. $5BN to $10BN11%1 firm
  3. $1BN to $5BN30%9 firms
  4. $500MM to $1BN13%9 firms
  5. Under $500MM27%63 firms

Latest Form ADV of each, filed Jan 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of October 2026; 84 are wealth managers
84
Combined assets83 counted; as filed to Sep 2026
$54.2BN
Largest: Ferguson Wellman Capital ManagementAs filed
$10.7BN
Median firmHalf of the 83 report less
$254MM
Held by the ten largestOf the $54.2BN combined
58%

Ferguson Wellman Capital Management, Becker Capital Management and Vista Capital Partners lead the Portland wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $39.4BN, 73% of the $54.2BN the 83 counted report.

  1. 1

    Ferguson Wellman Capital Management

    Wealth manager, Portland, OR

    $10.7BNRegulatory assets, Jun 2026

    74% high net worth, 11% pension plans, 9% charities

    Individual clients
    951
  2. 2

    Becker Capital Management

    Wealth manager, Portland, OR

    $5.7BNRegulatory assets, Mar 2026

    62% high net worth, 26% charities, 3% businesses

    Individual clients
    745
    Private funds
    1
  3. 3

    Vista Capital Partners

    Wealth manager, Portland, OR

    $3.2BNRegulatory assets, Mar 2026

    69% high net worth, 24% other individuals, 3% charities

    Individual clients
    651
  4. 4

    Phillips and Company Advisors

    Wealth manager, Portland, OR

    $2.7BNRegulatory assets, Mar 2026

    61% high net worth, 23% pension plans, 9% other individuals

    Individual clients
    1,110
  5. 5

    CS Planning

    Wealth manager, Portland, OR

    $2.0BNRegulatory assets, Jun 2026

    54% high net worth, 45% other individuals

    Individual clients
    4,190
  6. 6

    First Pacific Financial

    Wealth manager, Vancouver, WA

    $1.9BNRegulatory assets, May 2026

    78% high net worth, 17% other individuals, 4% businesses

    Individual clients
    1,291
  7. 7

    Aerodigm Wealth

    Wealth manager, Lake Oswego, OR

    $1.5BNRegulatory assets, Jul 2026

    83% high net worth, 14% other, 1% businesses

    Individual clients
    212
  8. 8

    Martel Wealth Advisors

    Wealth manager, Vancouver, WA

    $1.5BNRegulatory assets, Jan 2026

    68% high net worth, 16% pension plans, 15% other individuals

    Individual clients
    998
  9. 9

    Vision Capital Management

    Wealth manager, Portland, OR

    $1.2BNRegulatory assets, Aug 2026

    80% high net worth, 9% other individuals, 6% businesses

    Individual clients
    1,755
  10. 10

    Cedar Mountain Advisors

    Wealth manager, Lake Oswego, OR

    $1.2BNRegulatory assets, Mar 2026

    50% high net worth, 31% pension plans, 18% other individuals

    Individual clients
    832
  11. 11

    Baker Ellis Asset Management

    Wealth manager, Vancouver, WA

    $1.0BNRegulatory assets, Aug 2026

    87% high net worth, 10% other individuals, 1% charities

    Individual clients
    334
  12. 12

    Johnson Bixby

    Wealth manager, Vancouver, WA

    $934MMRegulatory assets, Mar 2026

    75% high net worth, 25% other individuals

    Individual clients
    776
  13. 13

    Horst & Graben Wealth Management

    Wealth manager, Portland, OR

    $920MMRegulatory assets, Mar 2026

    58% high net worth, 34% other individuals, 7% pension plans

    Individual clients
    1,299
  14. 14

    Mengis Capital Management

    Wealth manager, Portland, OR

    $903MMRegulatory assets, Jul 2026

    59% high net worth, 28% businesses, 8% charities

    Individual clients
    263
  15. 15

    CGC Financial Services

    Wealth manager, Lake Oswego, OR

    $876MMRegulatory assets, Aug 2026

    53% high net worth, 44% other individuals, 3% charities

    Individual clients
    1,140
  16. 16

    NBC Capital Advisors

    Wealth manager, Beaverton, OR

    $847MMRegulatory assets, Aug 2026

    70% high net worth, 16% other individuals, 9% businesses

    Individual clients
    2,183
  17. 17

    Veridan Wealth

    Wealth manager, West Linn, OR

    $667MMRegulatory assets, Jul 2026

    88% high net worth, 12% other individuals

    Individual clients
    232
  18. 18

    Peregrine Asset Advisers

    Wealth manager, Portland, OR

    $611MMRegulatory assets, Mar 2026

    65% high net worth, 30% other individuals, 2% businesses

    Individual clients
    441
  19. 19

    Pinnacle Wealth Advisors

    Wealth manager, Clackamas, OR

    $550MMRegulatory assets, Jul 2026

    50% other individuals, 36% high net worth, 13% pension plans

    Individual clients
    810
  20. 20

    Etesian Wealth Advisors

    Wealth manager, West Linn, OR

    $503MMRegulatory assets, Mar 2026

    59% other individuals, 32% high net worth, 7% charities

    Individual clients
    415

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 58% of the assets

How the 83 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 83 firms counted, log scaleEach dot is one adviser and links to its row. Ferguson Wellman Capital Management $10.7BN; Becker Capital Management $5.7BN; Vista Capital Partners $3.2BN; median $254MM.$100MM$1BN$10BN$100BNFerguson Wellman Capital Management: $10.7BNBecker Capital Management: $5.7BNVista Capital Partners: $3.2BNPhillips and Company Advisors: $2.7BNCS Planning: $2.0BNFirst Pacific Financial: $1.9BNAerodigm Wealth: $1.5BNMartel Wealth Advisors: $1.5BNVision Capital Management: $1.2BNCedar Mountain Advisors: $1.2BNBaker Ellis Asset Management: $1.0BNJohnson Bixby: $934MMHorst & Graben Wealth Management: $920MMMengis Capital Management: $903MMCGC Financial Services: $876MMNBC Capital Advisors: $847MMVeridan Wealth: $667MMPeregrine Asset Advisers: $611MMPinnacle Wealth Advisors: $550MMEtesian Wealth Advisors: $503MMCross Financial Advisors: $482MMBlue Water Wealth: $473MMEncompass Wealth Advisors: $473MMTrue North Retirement Advisors: $461MMHarlow Wealth Management: $419MMSilver Oak Advisory Group: $419MMMomentous Wealth Management: $410MMRange Financial Group: $408MMPanoramic Capital Partners: $393MMCairn Wealth Management: $385MMOptima Capital: $380MMMy Personal CFO: $365MMPace Financial Advisors: $362MMWealth Advisors NW: $354MMTRU Independence Asset Management: $337MM4:8 Financial: $318MMStangier Wealth Management: $300MMPhysician Family Financial Advisors: $285MMVergepointe Wealth Management: $283MMROI Financial: $264MMSound Investment Management: $256MMDefined Wealth Management: $254MMBarker Wealth Management: $241MMFort Vancouver Investment Management: $237MMPortland Private Wealth Management: $235MMHelium Advisors: $234MMCatalyst Financial NW Corporation: $233MMTaurus Capital Advisors: $231MMPara Wealth Advisors: $221MMGrange Capital: $217MMUTA: $215MMContinuity Wealth Management: $214MMFinancial Investment Team ("FIT"): $209MMNewbore Wealth Management: $200MMInman Financial Services: $197MMColumbia River Financial Group: $195MMCLS Financial Advisors: $192MMSMB Financial Services: $178MMPrice Financial Group Wealth Management: $173MMSwiftwater Capital: $171MMNorth Forty Two & Co.: $168MMStrada Financial Group: $159MMPearl Wealth: $156MMWellspring Advisors: $152MMSkyline Financial Northwest: $148MMWagner Planning: $145MMSumma Global Advisors: $144MMTradewinds Wealth Management: $135MMAluman: $135MMUplevel Wealth: $131MMMiddleton & Company: $131MMSamara Capital: $123MMPacific Coast Investment Advisors: $122MMLifelong Wealth Management Group: $122MMWillamette Financial Advisors: $117MMModernist Financial: $113MMSoaring Investment Management: $113MMCompass Investment Advisers: $111MMTenbridge Partners: $110MMVenture Forth Financial: $105MMXena Financial Planning: $104MMFairchild Capital: $103MMRock Creek Wealth Management: $101MMFerguson Wellman Capital Management $10.7BNBecker Capital Management $5.7BNVista Capital Partners $3.2BNMedian $254MMAssets of each of the 83 firms counted, log scaleEach dot is one adviser and links to its row. Ferguson Wellman Capital Management $10.7BN; Becker Capital Management $5.7BN; Vista Capital Partners $3.2BN; median $254MM.$1BN$100BNFerguson Wellman Capital Management $10.7BNMedian $254MM

One dot per firm counted; 1 firm with a main office outside Portland, a second row for the same adviser or only fund assets left out. Read .

The 83 firms, by size
Under $500MM6327%$14.8BN
$500MM to $1BN913%$6.8BN
$1BN to $5BN930%$16.2BN
$5BN to $10BN111%$5.7BN
$10BN to $25BN120%$10.7BN
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $54.2BN combined, one row per firm. Read .

20%

of the assets reported sits with one firm, Ferguson Wellman Capital Management. The five largest hold 45%; 72 of 83 report under $1 billion.

20%Largest25%Next 455%Other 78
Who the 84 are
  1. Wealth managers84

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 83 advisers' assets by type of client
  1. High net worth68%
  2. Other individuals17%
  3. Pension plans6%
  4. Charities5%
  5. Businesses3%
  6. Other0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients, most private funds.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1CS Planning4,190Jun 2026
2NBC Capital Advisors2,183Aug 2026
3Cross Financial Advisors1,831Sep 2026
4Vision Capital Management1,755Aug 2026
5Horst & Graben Wealth Management1,299Mar 2026
6First Pacific Financial1,291May 2026
7Encompass Wealth Advisors1,272Aug 2026
8Pace Financial Advisors1,240Apr 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Vision Capital Management1,119Aug 2026
2NBC Capital Advisors900Aug 2026
3Ferguson Wellman Capital Management865Jun 2026
4TRU Independence Asset Management609Aug 2026
5Encompass Wealth Advisors601Aug 2026
6First Pacific Financial565May 2026
7Cross Financial Advisors548Sep 2026
8CS Planning541Jun 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

Most private fundsPrivate funds each firm advises, on its latest Form ADV (Schedule D).
RankNameFigure
1Becker Capital Management1Mar 2026
2Helium Advisors1May 2026
3Tradewinds Wealth Management1Sep 2026

The list is public. The warm path is not. Schedule a conversation

All 84 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 84 firms

Kind
Where
Size
Order
Wealth Management Firms (RIAs) in Portland 84 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
4:8 Financial
Wealth manager, Canby, OR.
Detail and sources for 4:8 Financial

Form ADV of Carlson Financial, Inc. (CRD 335831), SEC registered adviser, filed , main office Canby, OR: regulatory assets $318MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Carlson & Company Financial Services, LLC (CRD 295907), registered adviser, filed , Topeka, KS.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 821 individuals, 69 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$318MMApr 202683494%
Aerodigm Wealth
Wealth manager, Lake Oswego, OR.
Detail and sources for Aerodigm Wealth

Form ADV of Aerodigm Wealth LLC (CRD 282312), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $1.5BN; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 212 individuals, 158 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$1.5BNJul 202625684%
Aluman
Wealth manager, Portland, OR.
Detail and sources for Aluman

Form ADV of Aluman Inc. (CRD 281073), SEC registered adviser, filed : regulatory assets $135MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 132 individuals, 30 of them high net worth; individuals hold 92% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$135MMMar 202614292%
Baker Ellis Asset Management
Wealth manager, Vancouver, WA.
Detail and sources for Baker Ellis Asset Management

Form ADV of Baker Ellis Asset Management LLC (CRD 121802), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $1.0BN; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Baker Ellis Asset Management LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 334 individuals, 138 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.0BNAug 202634397%
Barker Wealth Management
Wealth manager, Camas, WA.
Detail and sources for Barker Wealth Management

Form ADV of Barker Wealth Management, LLC (CRD 226768), SEC registered adviser, filed , main office Camas, WA: regulatory assets $241MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 70 individuals, 43 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$241MMMar 20267097%
Becker Capital Management
Wealth manager, Portland, OR.
Detail and sources for Becker Capital Management

Form ADV of Becker Capital Management Inc. (CRD 110489), SEC registered adviser, filed , main office Portland, OR: regulatory assets $5.7BN; 1 private fund, $13MM gross; 42 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Becker Capital Management Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of registered funds, management of private funds, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 745 individuals, 519 of them high net worth; individuals hold 66% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$5.7BNMar 202684166%1
Blue Water Wealth
Wealth manager, Portland, OR.
Detail and sources for Blue Water Wealth

Form ADV of Blue Water Wealth, Inc. (CRD 164432), SEC registered adviser, filed , main office Portland, OR: regulatory assets $473MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 403 individuals, 218 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$473MMSep 2026404100%
Cairn Wealth Management
Wealth manager, Vancouver, WA.
Detail and sources for Cairn Wealth Management

Form ADV of Cairn Investment Group, Inc. (CRD 143601), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $385MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 309 individuals, 120 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$385MMSep 2026315100%
Catalyst Financial NW Corporation
Wealth manager, Gresham, OR.
Detail and sources for Catalyst Financial NW Corporation

Form ADV of Catalyst Financial NW Corporation (CRD 168534), SEC registered adviser, filed , main office Gresham, OR: regulatory assets $233MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 1,054 individuals, 160 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV.

$233MMFeb 20261,06888%
Cedar Mountain Advisors
Wealth manager, Lake Oswego, OR.
Detail and sources for Cedar Mountain Advisors

Form ADV of Cedar Mountain Advisors, LLC (CRD 140339), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $1.2BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Cedar Mountain Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 832 individuals, 239 of them high net worth; individuals hold 68% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.2BNMar 202689068%
CGC Financial Services
Wealth manager, Lake Oswego, OR.
Detail and sources for CGC Financial Services

Form ADV of CGC Financial Services, LLC (CRD 155446), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $876MM; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,140 individuals, 208 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$876MMAug 20261,15197%
CLS Financial Advisors
Wealth manager, Portland, OR.
Detail and sources for CLS Financial Advisors

Form ADV of CLS Financial Advisors, Inc. (CRD 152892), SEC registered adviser, filed , main office Portland, OR: regulatory assets $192MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 87 individuals, 44 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$192MMMar 202687100%
Columbia River Financial Group
Wealth manager, Vancouver, WA.
Detail and sources for Columbia River Financial Group

Form ADV of Columbia River Financial Group, LLC (CRD 288539), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $195MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 274 individuals, 60 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$195MMSep 202627899%
Compass Investment Advisers
Wealth manager, Portland, OR.
Detail and sources for Compass Investment Advisers

Form ADV of Compass Investment Advisers, LLC (CRD 131933), SEC registered adviser, filed , main office Portland, OR: regulatory assets $111MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 72 individuals, 25 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$111MMMar 20267299%
Continuity Wealth Management
Wealth manager, Portland, OR.
Detail and sources for Continuity Wealth Management

Form ADV of Continuity Wealth Management, Corp. (CRD 111010), SEC registered adviser, filed , main office Portland, OR: regulatory assets $214MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 270 individuals, 79 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$214MMMar 202627098%
Cross Financial Advisors
Wealth manager, Portland, OR.
Detail and sources for Cross Financial Advisors

Form ADV of Cross Financial Advisors, LLC (CRD 287686), SEC registered adviser, filed , main office Portland, OR: regulatory assets $482MM; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,831 individuals, 548 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$482MMSep 20261,87397%
CS Planning
Wealth manager, Portland, OR.
Detail and sources for CS Planning

Form ADV of CS Planning Corp (CRD 149937), SEC registered adviser, filed , main office Portland, OR: regulatory assets $2.0BN; 60 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 4,190 individuals, 541 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$2.0BNJun 20264,20099%
Defined Wealth Management
Wealth manager, Beaverton, OR.
Detail and sources for Defined Wealth Management

Form ADV of Defined Wealth Management, LLC (CRD 306779), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $254MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Defined Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 137 individuals, 44 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$254MMJun 202615485%
Encompass Wealth Advisors
Wealth manager, Portland, OR.
Detail and sources for Encompass Wealth Advisors

Form ADV of Encompass Wealth Advisors, LLC (CRD 170807), SEC registered adviser, filed , main office Portland, OR: regulatory assets $473MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Encompass Wealth Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,272 individuals, 601 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$473MMAug 20261,34397%
Etesian Wealth Advisors
Wealth manager, West Linn, OR.
Detail and sources for Etesian Wealth Advisors

Form ADV of Etesian Wealth Advisors, Inc. (CRD 152127), SEC registered adviser, filed , main office West Linn, OR: regulatory assets $503MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 415 individuals, 19 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$503MMMar 202642991%
Fairchild Capital
Wealth manager, Portland, OR.
Detail and sources for Fairchild Capital

Form ADV of Fairchild Capital LLC (CRD 298428), SEC registered adviser, filed , main office Portland, OR: regulatory assets $103MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 107 individuals, 27 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$103MMMar 202610999%
Ferguson Wellman Capital Management
Wealth manager, Portland, OR.
Detail and sources for Ferguson Wellman Capital Management

Form ADV of Ferguson Wellman Capital Management, Inc. (CRD 104692), SEC registered adviser, filed , main office Portland, OR: regulatory assets $10.7BN; 68 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Ferguson Wellman Capital Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 951 individuals, 865 of them high net worth; individuals hold 74% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$10.7BNJun 20261,08574%
Financial Investment Team ("FIT")
Wealth manager, Portland, OR.
Detail and sources for Financial Investment Team ("FIT")

Form ADV of Financial Investment Team, Inc. (CRD 145724), SEC registered adviser, filed , main office Portland, OR: regulatory assets $209MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and educational seminars. Clients (Item 5.D): 303 individuals, 24 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$209MMFeb 2026303100%
First Pacific Financial
Wealth manager, Vancouver, WA.
Detail and sources for First Pacific Financial

Form ADV of First Pacific Financial, Inc. (CRD 284736), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $1.9BN; 33 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of First Pacific Financial, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 1,291 individuals, 565 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.9BNMay 20261,31295%
Fort Vancouver Investment Management
Wealth manager, Vancouver, WA.
Detail and sources for Fort Vancouver Investment Management

Form ADV of Fort Vancouver Investment Management, LLC (CRD 157019), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $237MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 193 individuals, 82 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$237MMFeb 202619499%
Grange Capital
Wealth manager, Beaverton, OR.
Detail and sources for Grange Capital

Form ADV of Grange Capital, LLC (CRD 131699), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $217MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 259 individuals, 116 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$217MMMar 202625994%
Harlow Wealth Management
Wealth manager, Vancouver, WA.
Detail and sources for Harlow Wealth Management

Form ADV of Harlow Wealth Management, Inc. (CRD 148315), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $419MM; 16 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 649 individuals, 96 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$419MMMar 202665699%
Helium Advisors
Wealth manager, Vancouver, WA.
Detail and sources for Helium Advisors

Form ADV of Helium Advisors LLC (CRD 282356), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $234MM; 1 private fund, $4.3MM gross; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 260 individuals, 67 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$234MMMay 202627992%1
Horst & Graben Wealth Management
Wealth manager, Portland, OR.
Detail and sources for Horst & Graben Wealth Management

Form ADV of Horst & Graben Wealth Management, LLC (CRD 297368), SEC registered adviser, filed , main office Portland, OR: regulatory assets $920MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 1,299 individuals, 217 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$920MMMar 20261,31192%
Inman Financial Services
Wealth manager, Portland, OR.
Detail and sources for Inman Financial Services

Form ADV of Inman Financial Services, Inc. (CRD 297414), SEC registered adviser, filed , main office Portland, OR: regulatory assets $197MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 234 individuals, 65 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$197MMApr 202623797%
James R. Martin Consulting
Wealth manager, Vancouver, WA. Main office Vancouver, WA; not in the totals.
Detail and sources for James R. Martin Consulting

Form ADV of James R. Martin Consulting, Inc. Dba JRM Capital Management (CRD 109542), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $443MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Main office Vancouver, WA; shown but not counted in the totals, charts or boards.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 220 individuals, 87 of them high net worth; individuals hold 83% of its regulatory assets.

Files: SEC Form ADV.

$443MMMar 202622683%
Johnson Bixby
Wealth manager, Vancouver, WA.
Detail and sources for Johnson Bixby

Form ADV of Johnson Bixby & Associates, LLC (CRD 310839), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $934MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Johnson Bixby & Associates, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 776 individuals, 305 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$934MMMar 2026777100%
Lifelong Wealth Management Group
Wealth manager, Lake Oswego, OR.
Detail and sources for Lifelong Wealth Management Group

Form ADV of Lifelong Wealth Management Group, LLC (CRD 291661), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $122MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 181 individuals, 30 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$122MMJun 202618797%
Martel Wealth Advisors
Wealth manager, Vancouver, WA.
Detail and sources for Martel Wealth Advisors

Form ADV of Martel Wealth Advisors, LLC (CRD 296896), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $1.5BN; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 998 individuals, 382 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$1.5BNJan 20261,03384%
Mengis Capital Management
Wealth manager, Portland, OR.
Detail and sources for Mengis Capital Management

Form ADV of Mengis Capital Management, Inc. (CRD 117127), SEC registered adviser, filed , main office Portland, OR: regulatory assets $903MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 263 individuals, 130 of them high net worth; individuals hold 64% of its regulatory assets.

Files: SEC Form ADV.

$903MMJul 202630064%
Middleton & Company
Wealth manager, Vancouver, WA.
Detail and sources for Middleton & Company

Form ADV of Middleton & Company (CRD 284996), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $131MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Middleton & Company Inc. (CRD 104549), registered adviser, filed , Boston, MA.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 115 individuals, 43 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$131MMApr 2026115100%
Modernist Financial
Wealth manager, Portland, OR.
Detail and sources for Modernist Financial

Form ADV of Modernist Financial, LLC (CRD 217511), SEC registered adviser, filed , main office Portland, OR: regulatory assets $113MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 48 individuals, 39 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$113MMAug 202648100%
Momentous Wealth Management
Wealth manager, Vancouver, WA.
Detail and sources for Momentous Wealth Management

Form ADV of Momentous Wealth Management, Inc. (CRD 288429), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $410MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 492 individuals, 154 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$410MMJul 202649289%
My Personal CFO
Wealth manager, Vancouver, WA.
Detail and sources for My Personal CFO

Form ADV of My Personal CFO, LLC (CRD 299424), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $365MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 85 individuals, 49 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$365MMMar 202685100%
NBC Capital Advisors
Wealth manager, Beaverton, OR.
Detail and sources for NBC Capital Advisors

Form ADV of BNC Wealth Management, LLC (CRD 306483), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $847MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of BNC Wealth Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 2,183 individuals, 900 of them high net worth; individuals hold 85% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$847MMAug 20262,27285%
Newbore Wealth Management
Wealth manager, Gladstone, OR.
Detail and sources for Newbore Wealth Management

Form ADV of Newbore Wealth Management, Inc. (CRD 306441), SEC registered adviser, filed , main office Gladstone, OR: regulatory assets $200MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 528 individuals, 150 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$200MMMar 2026528100%
North Forty Two & Co.
Wealth manager, Lake Oswego, OR.
Detail and sources for North Forty Two & Co.

Form ADV of North Forty Two & Co. (CRD 148417), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $168MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 74 individuals, 44 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$168MMMar 202674100%
Optima Capital
Wealth manager, Beaverton, OR.
Detail and sources for Optima Capital

Form ADV of Optima Capital LLC (CRD 310146), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $380MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 671 individuals, 81 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$380MMMar 2026672100%
Pace Financial Advisors
Wealth manager, Hillsboro, OR.
Detail and sources for Pace Financial Advisors

Form ADV of Pace Financial Advisors, Inc. (CRD 318359), SEC registered adviser, filed , main office Hillsboro, OR: regulatory assets $362MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 1,240 individuals, 79 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$362MMApr 20261,24299%
Pacific Coast Investment Advisors
Wealth manager, West Linn, OR.
Detail and sources for Pacific Coast Investment Advisors

Form ADV of Pacific Coast Investment Advisors, LLC (CRD 137963), SEC registered adviser, filed , main office West Linn, OR: regulatory assets $122MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 105 individuals, 30 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$122MMMar 2026108100%
Panoramic Capital Partners
Wealth manager, Lake Oswego, OR.
Detail and sources for Panoramic Capital Partners

Form ADV of Panoramic Capital Partners LLC (CRD 331349), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $393MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 159 individuals, 101 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$393MMMar 202615998%
Para Wealth Advisors
Wealth manager, Camas, WA.
Detail and sources for Para Wealth Advisors

Form ADV of Para Wealth Advisors, Inc. (CRD 322683), SEC registered adviser, filed , main office Camas, WA: regulatory assets $221MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 257 individuals, 78 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$221MMApr 2026257100%
Pearl Wealth
Wealth manager, Portland, OR.
Detail and sources for Pearl Wealth

Form ADV of Pearl Wealth LLC (CRD 299508), SEC registered adviser, filed , main office Portland, OR: regulatory assets $156MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Pearl Wealth LLC (CRD 296811), registered adviser, filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 105 individuals, 46 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$156MMAug 202611699%
Peregrine Asset Advisers
Wealth manager, Portland, OR.
Detail and sources for Peregrine Asset Advisers

Form ADV of Peregrine Asset Advisers, Inc. (CRD 115738), SEC registered adviser, filed , main office Portland, OR: regulatory assets $611MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Peregrine Asset Advisers, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 441 individuals, 51 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$611MMMar 202647696%
Phillips and Company Advisors
Wealth manager, Portland, OR.
Detail and sources for Phillips and Company Advisors

Form ADV of Phillips and Company Advisors LLC (CRD 167214), SEC registered adviser, filed , main office Portland, OR: regulatory assets $2.7BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 1,110 individuals, 176 of them high net worth; individuals hold 70% of its regulatory assets.

Files: SEC Form ADV.

$2.7BNMar 20261,27370%
Physician Family Financial Advisors
Wealth manager, Beaverton, OR.
Detail and sources for Physician Family Financial Advisors

Form ADV of Physician Family Financial Advisors Inc. (CRD 138433), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $285MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 376 individuals, 160 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$285MMJul 2026376100%
Pinnacle Wealth Advisors
Wealth manager, Clackamas, OR.
Detail and sources for Pinnacle Wealth Advisors

Form ADV of Pinnacle Wealth Advisors, LLC (CRD 117517), SEC registered adviser, filed , main office Clackamas, OR: regulatory assets $550MM; 21 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds, pension consulting and selection of other advisers. Clients (Item 5.D): 810 individuals, 74 of them high net worth; individuals hold 86% of its regulatory assets.

Files: SEC Form ADV.

$550MMJul 202683286%
Portland Private Wealth Management
Wealth manager, Portland, OR.
Detail and sources for Portland Private Wealth Management

Form ADV of Portland Private Wealth Management, Inc. (CRD 171321), SEC registered adviser, filed , main office Portland, OR: regulatory assets $235MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 439 individuals, 60 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$235MMJun 202645599%
Price Financial Group Wealth Management
Wealth manager, Portland, OR.
Detail and sources for Price Financial Group Wealth Management

Form ADV of Price Financial Group Wealth Management, Inc. (CRD 323146), SEC registered adviser, filed , main office Portland, OR: regulatory assets $173MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 511 individuals, 15 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$173MMApr 202654997%
Range Financial Group
Wealth manager, Tigard, OR.
Detail and sources for Range Financial Group

Form ADV of Range Financial Group, LLC (CRD 290001), SEC registered adviser, filed , main office Tigard, OR: regulatory assets $408MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 400 individuals, 130 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$408MMJul 202640599%
Rock Creek Wealth Management
Wealth manager, Hillsboro, OR.
Detail and sources for Rock Creek Wealth Management

Form ADV of Rock Creek Wealth Management, LLC (CRD 336666), SEC registered adviser, filed , main office Hillsboro, OR: regulatory assets $101MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 237 individuals, 23 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$101MMMar 202624199%
ROI Financial
Wealth manager, Beaverton, OR.
Detail and sources for ROI Financial

Form ADV of ROI Financial Advisors, LLC (CRD 160100), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $264MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 272 individuals, 80 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$264MMMar 202628397%
Samara Capital
Wealth manager, Beaverton, OR.
Detail and sources for Samara Capital

Form ADV of Samara Investment Management, LLC (CRD 336178), SEC registered adviser, filed , main office Beaverton, OR: regulatory assets $123MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 89 individuals, 21 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$123MMMar 20269495%
Silver Oak Advisory Group
Wealth manager, Portland, OR.
Detail and sources for Silver Oak Advisory Group

Form ADV of Silver Oak Advisory Group, Inc. (CRD 108298), SEC registered adviser, filed , main office Portland, OR: regulatory assets $419MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 190 individuals, 140 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$419MMJul 202619398%
Skyline Financial Northwest
Wealth manager, Portland, OR.
Detail and sources for Skyline Financial Northwest

Form ADV of Skyline Financial Northwest LLC (CRD 146844), SEC registered adviser, filed , main office Portland, OR: regulatory assets $148MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 119 individuals, 77 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$148MMMar 202613390%
SMB Financial Services
Wealth manager, Portland, OR.
Detail and sources for SMB Financial Services

Form ADV of SMB Financial Services, Inc. (CRD 154216), SEC registered adviser, filed , main office Portland, OR: regulatory assets $178MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and educational seminars. Clients (Item 5.D): 436 individuals, 55 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$178MMFeb 202644496%
Soaring Investment Management
Wealth manager, Portland, OR.
Detail and sources for Soaring Investment Management

Form ADV of Soaring Investment Management, LLC (CRD 305273), SEC registered adviser, filed , main office Portland, OR: regulatory assets $113MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 171 individuals, 60 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$113MMMar 2026172100%
Sound Investment Management
Wealth manager, Tualatin, OR.
Detail and sources for Sound Investment Management

Form ADV of Sound Investment Management Inc. (CRD 107438), SEC registered adviser, filed , main office Tualatin, OR: regulatory assets $256MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 140 individuals, 42 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$256MMApr 2026140100%
Stangier Wealth Management
Wealth manager, Clackamas, OR.
Detail and sources for Stangier Wealth Management

Form ADV of Gretchen Stangier, Inc. (CRD 171336), SEC registered adviser, filed , main office Clackamas, OR: regulatory assets $300MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 496 individuals, 101 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$300MMJan 2026496100%
Strada Financial Group
Wealth manager, Boring, OR.
Detail and sources for Strada Financial Group

Form ADV of Strada Financial Group LLC (CRD 316987), SEC registered adviser, filed , main office Boring, OR: regulatory assets $159MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 213 individuals, 46 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$159MMMar 2026213100%
Summa Global Advisors
Wealth manager, Clackamas, OR.
Detail and sources for Summa Global Advisors

Form ADV of Summa Global Advisors, LLC (CRD 148713), SEC registered adviser, filed , main office Clackamas, OR: regulatory assets $144MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 125 individuals, 41 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$144MMJun 202612599%
Swiftwater Capital
Wealth manager, Lake Oswego, OR.
Detail and sources for Swiftwater Capital

Form ADV of Payne Capital LLC (CRD 329458), SEC registered adviser, filed : regulatory assets $171MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 45 individuals, 23 of them high net worth; individuals hold 98% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$171MMFeb 20264998%
Taurus Capital Advisors
Wealth manager, Lake Oswego, OR.
Detail and sources for Taurus Capital Advisors

Form ADV of Taurus Capital Advisors, LLC (CRD 137633), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $231MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 242 individuals, 47 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$231MMMar 202626391%
Tenbridge Partners
Wealth manager, Portland, OR.
Detail and sources for Tenbridge Partners

Form ADV of Tenbridge Partners LLC (CRD 159378), SEC registered adviser, filed , main office Portland, OR: regulatory assets $110MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 356 individuals, 45 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$110MMMar 2026356100%
Tradewinds Wealth Management
Wealth manager, Portland, OR.
Detail and sources for Tradewinds Wealth Management

Form ADV of Tradewinds Asset Management, LLC (CRD 323879), SEC registered adviser, filed , main office Portland, OR: regulatory assets $135MM; 1 private fund, $7.3MM gross; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, management of private funds and selection of other advisers. Clients (Item 5.D): 260 individuals, 28 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$135MMSep 202626195%1
TRU Independence Asset Management
Wealth manager, Portland, OR.
Detail and sources for TRU Independence Asset Management

Form ADV of TRU Independence Asset Management, LLC (CRD 168256), SEC registered adviser, filed , main office Portland, OR: regulatory assets $337MM; 24 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of TRU Independence Asset Management, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications and educational seminars. Clients (Item 5.D): 1,056 individuals, 609 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$337MMAug 20261,059100%
True North Retirement Advisors
Wealth manager, Clackamas, OR.
Detail and sources for True North Retirement Advisors

Form ADV of True North Retirement Advisors, LLC (CRD 290885), SEC registered adviser, filed , main office Clackamas, OR: regulatory assets $461MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 365 individuals, 124 of them high net worth; individuals hold 90% of its regulatory assets.

Files: SEC Form ADV.

$461MMMar 202638290%
Uplevel Wealth
Wealth manager, Portland, OR.
Detail and sources for Uplevel Wealth

Form ADV of Uplevel Wealth LLC (CRD 312641), SEC registered adviser, filed , main office Portland, OR: regulatory assets $131MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 44 individuals, 39 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$131MMAug 202644100%
UTA
Wealth manager, Vancouver, WA.
Detail and sources for UTA

Form ADV of UTA LLC (CRD 315427), SEC registered adviser, filed , main office Vancouver, WA: regulatory assets $215MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 102 individuals, 43 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$215MMJan 202610398%
Venture Forth Financial
Wealth manager, Portland, OR.
Detail and sources for Venture Forth Financial

Form ADV of Venture Forth Financial, LLC (CRD 283315), SEC registered adviser, filed : regulatory assets $105MM; 1 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 70 individuals, 29 of them high net worth; individuals hold 100% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$105MMSep 202670100%
Vergepointe Wealth Management
Wealth manager, Lake Oswego, OR.
Detail and sources for Vergepointe Wealth Management

Form ADV of Vergepointe Wealth Management, LLC (CRD 151425), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $283MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 98 individuals, 80 of them high net worth; individuals hold 77% of its regulatory assets.

Files: SEC Form ADV.

$283MMMar 202611177%
Veridan Wealth
Wealth manager, West Linn, OR.
Detail and sources for Veridan Wealth

Form ADV of Veridan Wealth LLC (CRD 329666), SEC registered adviser, filed , main office West Linn, OR: regulatory assets $667MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 232 individuals, 95 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$667MMJul 2026232100%
Vision Capital Management
Wealth manager, Portland, OR.
Detail and sources for Vision Capital Management

Form ADV of Vision Capital Management, Inc. (CRD 107793), SEC registered adviser, filed , main office Portland, OR: regulatory assets $1.2BN; 13 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Vision Capital Management, Inc., quarter ended , filed .

Possible match by name only, not counted: Vision Capital Management Corporation (CRD 118363), registered adviser, filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, publications and educational seminars. Clients (Item 5.D): 1,755 individuals, 1,119 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.2BNAug 20261,80089%
Vista Capital Partners
Wealth manager, Portland, OR.
Detail and sources for Vista Capital Partners

Form ADV of Vista Capital Partners, Inc. (CRD 114913), SEC registered adviser, filed , main office Portland, OR: regulatory assets $3.2BN; 35 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 651 individuals, 450 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$3.2BNMar 202666793%
Wagner Planning
Wealth manager, Lake Oswego, OR.
Detail and sources for Wagner Planning

Form ADV of Wagner Financial, LLC (CRD 318448), SEC registered adviser, filed , main office Lake Oswego, OR: regulatory assets $145MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 203 individuals, 69 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$145MMMar 2026203100%
Wealth Advisors NW
Wealth manager, Portland, OR.
Detail and sources for Wealth Advisors NW

Form ADV of Wealth Advisors Northwest LLC (CRD 284468), SEC registered adviser, filed , main office Portland, OR: regulatory assets $354MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, educational seminars and other services. Clients (Item 5.D): 299 individuals, 105 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$354MMMar 202630498%
Wellspring Advisors
Wealth manager, Hillsboro, OR.
Detail and sources for Wellspring Advisors

Form ADV of Wellspring Advisors, Inc. (CRD 147861), SEC registered adviser, filed , main office Hillsboro, OR: regulatory assets $152MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 271 individuals, 46 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$152MMMar 202627199%
Willamette Financial Advisors
Wealth manager, Portland, OR.
Detail and sources for Willamette Financial Advisors

Form ADV of Willamette Financial Advisors, LLC (CRD 173482), SEC registered adviser, filed , main office Portland, OR: regulatory assets $117MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and educational seminars. Clients (Item 5.D): 201 individuals, 33 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$117MMFeb 2026201100%
Xena Financial Planning
Wealth manager, Portland, OR.
Detail and sources for Xena Financial Planning

Form ADV of Xena Financial Planning, LLC (CRD 333436), SEC registered adviser, filed , main office Portland, OR: regulatory assets $104MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 118 individuals, 51 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$104MMSep 2026118100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Five findings from the filings of the 83 firms counted.

  1. 20%

    of the $54.2 billion the 83 firms counted report is one firm's: Ferguson Wellman Capital Management. Without it, the other 82 report $43.5 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $254MM

    is the median: half of the 83 report less, and 72 report under $1 billion.

    Assets, latest Form ADV of each

  3. 3

    private funds are advised by the firms counted; Becker Capital Management advises the most, 1.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 68%

    of their assets is high net worth money; the next largest client type is other individuals, at 17%.

    Client types each adviser reports with its assets; sums of filed figures

  5. 29

    of the 83 have their main office in Washington County, OR; the next place is Clackamas County, OR, with 20.

    Main office on each Form ADV

Questions

How many wealth management firms are there in Portland?

This list holds 84 wealth management firms in the Portland metro; 83 of them report regulatory assets on Form ADV, $54.2 billion together.

What are the largest wealth management firms in Portland?

By the regulatory assets they report: Ferguson Wellman Capital Management $10.7 billion, Becker Capital Management $5.7 billion, Vista Capital Partners $3.2 billion, Phillips and Company Advisors $2.7 billion, CS Planning $2.0 billion.

How much do wealth management firms in Portland typically manage?

Of the 83 that report, the median reports $254 million in regulatory assets; 72 report under $1 billion.

How do you start a relationship with wealth management firms in Portland?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
84 wealth management firms, 84 are wealth managers. Every SEC registered adviser with a main office in Portland-Vancouver-Hillsboro, OR-WA MSA (Census CBSA 38900) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 83 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Portland metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $54.2BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 1 firm with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 84, 84 report on a current Form ADV and 12 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 84 advisersFilings to 2026-10-01; read 2026-10-31
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 12 filers, by the CIK on each Form ADVLatest filing; read 2026-10-31
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-10-31
LogosNone shown: each firm has a monogramRead 2026-10-31

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Portland," updated October 31, 2026, praxisrock.com/resources/investors/wealth-management-firms-portland

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