Adviser Record

Investment advisers in Portland, OR

60 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in OR

FirmAssetsEmployeesDisclosures
Government Portfolio Advisors LLC$35.09 billion110
Stancorp Investment Advisers, Inc.$34.50 billion810
Ferguson Wellman Capital Management, Inc.$10.66 billion680
Campbell Global$7.02 billion1448
Becker Capital Management, Inc.$5.73 billion420
Vista Capital Partners, Inc.$3.22 billion350
M Holdings Securities, Inc.$3.21 billion1,4425
Deschutes Investment Consulting, LLC$2.89 billion140
Multnomah Group, Inc.$2.67 billion210
Phillips and Company Advisors LLC$2.66 billion190
Variant Investments$2.64 billion330
Sellwood Investment Partners LLC$2.28 billion160
Tpg Financial Advisors, LLC$2.22 billion210
Cs Planning Corp$1.96 billion600
Endeavour Capital$1.89 billion240
Matisse Capital$1.63 billion110
M Financial Asset Management, Inc.$1.23 billion52
Vision Capital Management Inc$1.23 billion130
Scott Capital Advisors, LLC$1.13 billion90
M Financial Investment Advisers Inc$1.01 billion30
Horst & Graben Wealth Management, LLC$920.1 million100
Mengis Capital Management, Inc.$903.5 million70
Green Cities Investment Management, LLC$875.0 million160
Rvk, Inc.$827.9 million1271
Efg Asset Management (North America) Corp$808.9 million50
Preisz Financial$701.7 million100
Efm Investments & Advisory LLC$680.0 million130
Acm Management Company, LLC$650.1 million180
Equilibrium Capital Investment Management , LLC$642.6 million160
Peregrine Asset Advisers, Inc.$611.0 million80
Cross Financial Advisors$481.8 million120
Blue Water Wealth$472.8 million150
Encompass Wealth Advisors, LLC$472.8 million50
Silver Oak Advisory Group$418.9 million80
Zuna, LLC$411.3 million60
Washington Park Capital Management, LLC$359.5 million30
Wealth Advisors Nw$354.3 million80
Tru Independence Asset Management, LLC$336.9 million240
Tru Independence Asset Management 2, LLC$264.7 million330
Rutherford Investment Management$250.0 million40
Portland Private Wealth Management, Inc.$235.4 million50
Continuity Wealth Management, Corp.$214.3 million40
Financial Investment Team ("Fit")$209.1 million50
Sortis Fund Manager, LLC$202.0 million90
Inman Financial Services, Inc.$197.5 million50
Cls Financial Advisors, Inc.$192.0 million50
Smb Financial Services, Inc.$177.8 million50
Price Financial Group Wealth Management, Inc.$173.5 million70
Pearl Wealth LLC$156.3 million30
Skyline Financial Northwest$148.3 million30
Tradewinds Wealth Management$135.1 million40
Uplevel Wealth$131.4 million20
Willamette Financial Advisors, LLC$117.5 million30
Modernist Financial, LLC$113.3 million50
Soaring Investment Management, LLC$112.5 million50
Compass Investment Advisers, LLC$110.5 million20
Tenbridge Partners LLC$110.0 million50
Xena Financial Planning, LLC$104.5 million40
Fairchild Capital LLC$102.8 million20
Icon Financial Services LLC$19.7 million30