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Largest SEC-Registered Investment Advisors (RIAs) in Oregon

Largest SEC-Registered Investment Advisors (RIAs) in Oregon

As of July 2024, per latest ADV filings

1. STANCORP INVESTMENT ADVISERS, INC.

Assets Under Management: $34,385,256,113

Client Accounts:  126,310

2. GOVERNMENT PORTFOLIO ADVISORS LLC

Assets Under Management: $20,480,074,292

Client Accounts:  70

3. JENSEN INVESTMENT MANAGEMENT INC.

Assets Under Management: $13,438,401,059

Client Accounts:  431

4. FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Assets Under Management: $8,394,137,837

Client Accounts:  4,068

5. NORTHWEST CAPITAL MANAGEMENT INC.

Assets Under Management: $6,856,132,947

Client Accounts:  1,409

6. ALDRICH WEALTH LP

Assets Under Management: $5,572,244,811

Client Accounts:  2,352

7. NORTHSIDE CAPITAL MANAGEMENT LLC

Assets Under Management: $5,287,126,759

Client Accounts:  545

8. CAMPBELL GLOBAL

Assets Under Management: $5,283,396,280

Client Accounts:  19

9. FOCUSPOINT SOLUTIONS, INC.

Assets Under Management: $5,001,681,150

Client Accounts:  27,667

10. KINGSVIEW WEALTH MANAGEMENT, LLC

Assets Under Management: $4,845,686,420

Client Accounts:  18,332

11. BECKER CAPITAL MANAGEMENT, INC.

Assets Under Management: $4,613,776,609

Client Accounts:  1,893

12. M HOLDINGS SECURITIES, INC.

Assets Under Management: $4,513,584,910

Client Accounts:  9,871

13. VARIANT INVESTMENTS

Assets Under Management: $3,000,819,823

Client Accounts:  2

14. VISTA CAPITAL PARTNERS, INC.

Assets Under Management: $2,445,045,898

Client Accounts:  2,900

15. ENDEAVOUR CAPITAL

Assets Under Management: $2,159,591,898

Client Accounts: 8

16. DESCHUTES INVESTMENT CONSULTING, LLC

Assets Under Management: $2,128,031,383

Client Accounts: 373

17. ARNERICH MASSENA, INC.

Assets Under Management: $1,732,580,086

Client Accounts: 253

18. ASI WEALTH MANAGEMENT & CONSULTING SERVICES

Assets Under Management: $1,728,004,990

Client Accounts: 418

19. CABLE HILL PARTNERS, LLC

Assets Under Management: $1,665,876,483

Client Accounts: 2,740

20. TPG FINANCIAL ADVISORS, LLC

Assets Under Management: $1,657,763,372

Client Accounts: 1,514

21. HUMAN INVESTING

Assets Under Management: $1,640,569,894

Client Accounts: 2,481

22. SELLWOOD CONSULTING LLC

Assets Under Management: $1,565,000,000

Client Accounts: 64

23. QUEST INVESTMENT MANAGEMENT, LLC

Assets Under Management: $1,518,748,866

Client Accounts: 80

24. PHILLIPS AND COMPANY ADVISORS LLC

Assets Under Management: $1,410,908,388

Client Accounts: 1,384

25. MATISSE CAPITAL

Assets Under Management: $1,356,007,202

Client Accounts: 750

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