RIAs in Oregon

259 RIAs headquartered in Oregon managing a combined $219B.

By city

PortlandOregon87 FIRMS · $137B Lake OswegoOregon41 FIRMS · $36.8B BendOregon22 FIRMS · $4.1B BeavertonOregon17 FIRMS · $2.5B EugeneOregon15 FIRMS · $5.4B SalemOregon8 FIRMS · $3.2B HillsboroOregon7 FIRMS · $711M West LinnOregon7 FIRMS · $1.5B ClackamasOregon5 FIRMS · $1.5B TigardOregon5 FIRMS · $651M CorvallisOregon5 FIRMS · $971M AshlandOregon4 FIRMS · $637M Grants PassOregon4 FIRMS · $9.4B Oregon CityOregon3 FIRMS · $477M JacksonvilleOregon3 FIRMS · $2.2B TualatinOregon3 FIRMS · $390M RoseburgOregon2 FIRMS · $187M MedfordOregon2 FIRMS · $462M GreshamOregon2 FIRMS · $236M Hood RiverOregon2 FIRMS · $7.1B McminnvilleOregon1 FIRM · $543M Milton FreewaterOregon1 FIRM · $16.2M MilwaukieOregon1 FIRM · $63.3M Central PointOregon1 FIRM CanbyOregon1 FIRM · $318M SherwoodOregon1 FIRM · $8.8M The DallesOregon1 FIRM · $680M BoringOregon1 FIRM · $159M AuroraOregon1 FIRM · $946M Happy ValleyOregon1 FIRM GladstoneOregon1 FIRM · $200M Klamath FallsOregon1 FIRM · $228M La GrandeOregon1 FIRM · $226M Coos BayOregon1 FIRM · $189M MadrasOregon1 FIRM · $24.2M

All RIAs in Oregon

Icon Financial Services LLC

Portland, OR

AUM $19.7MTEAM 3REPS 3

Strategic Wealth Management, LLC

Bend, OR

AUM $18.6MTEAM 1REPS 1

Thistle Wealth

Corvallis, OR

AUM $18MTEAM 1REPS 1

Somerset Wealth Management, LLC

Portland, OR

AUM $17.3MTEAM 2REPS 2

5 Star Investing

Milton Freewater, OR

AUM $16.2MTEAM 1REPS 1

MKG Financial Group, Inc.

Portland, OR

AUM $16MTEAM 2REPS 2

BOZ & Company LLC

Lake Oswego, OR

AUM $15.9MTEAM 1REPS 1

Westlake Wealth Management, LLC

Portland, OR

AUM $15.6MTEAM 2REPS 2

DJ Financial

Roseburg, OR

AUM $15.3MTEAM 1REPS 1

Oregon Financial Products & Services, LLC

Portland, OR

AUM $14.2MTEAM 1REPS 1

Financial Facilitators, Inc.

Eugene, OR

AUM $10.2MTEAM 1REPS 2

Pathlight Financial Planning LLC

Portland, OR

AUM $9MTEAM 1REPS 1

Maxwell Financial Group, Inc

Sherwood, OR

AUM $8.8MTEAM 3REPS 3

Schultz and Associates Inc.

Ashland, OR

AUM $8.5MTEAM 1REPS 1

Tandem Views Investment Services, LLC

Lake Oswego, OR

AUM $7.6MTEAM 1REPS 1

Henderson Asset Management, LLC

Bend, OR

AUM $7.3MTEAM 1REPS 1

MP Townsend Financial

Portland, OR

AUM $5.4MTEAM 1REPS 1

ZEN Trends Capital LLC

Portland, OR

AUM $3.9MTEAM 1REPS 1

Strategic Finance Inc.

Clackamas, OR

AUM $3.7MTEAM 1REPS 1

Heissler Financial, LLC

Gresham, OR

AUM $2.5MTEAM 1REPS 1

Total Assets Management, Inc.

Lake Oswego, OR

AUM $1.3MTEAM 2REPS 2

Shared Prosperity Group

Portland, OR

AUM $680KTEAM 2REPS 1

Innovator Wealth Advisor, LLC

Beaverton, OR

AUM $500KTEAM 1REPS 1

Consolidated Financial Management Corp.

Beaverton, OR

AUM —TEAM 6REPS 4

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