Top 10 financial advisor firms in Oregon

119 SEC-registered financial advisor firms are headquartered in Oregon, with $91.9B in combined regulatory assets under management. The largest by assets are Ferguson Wellman Capital Management ($10.7B), Kingsview Wealth Management ($8.96B) and Aldrich Wealth, Limited Partnership ($7.62B).

119
Financial advisor firms: $91.9B
Their combined AUM: $264M
Median firm AUM: 22,952
Clients of the top 10

The 10 largest by assets

1
Ferguson Wellman Capital Management
RIA
$10.7B
0.50% to 0.85%
2
Kingsview Wealth Management
RIA
$8.96B
0.75% to 1.50% a year
3
Aldrich Wealth, Limited Partnership
RIA
$7.62B
0.60% to 1.00% a year
4
Northside Capital Management
RIA
$6.94B
0.25% to 0.75% a year
5
Becker Capital Management
RIA
$5.73B
Up to 0.60% a year
6
Vista Capital Partners
RIA
$3.22B
0.30% to 0.90% a year
7
Phillips and Company Advisors
RIA
$2.66B
Regulatory AUM
8
CS Planning
RIA
$1.96B
Regulatory AUM
9
Sapient Private Wealth Management Services
RIA
$1.75B
0.55% to 1.00% a year
10
Cutler Investment Counsel
RIA
$1.54B
1.00% to 1.25%

Profiles of the top 10

No. 1 · RIA

Ferguson Wellman Capital Management

Ferguson Wellman Capital Management is an investment adviser based in Portland, OR, registered with the SEC since 1975. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $10.7 billion, as filed on 9 June 2026.

Ferguson Wellman Capital Management charges 0.50%–0.85% for its Equity Only and Balanced. The brochure does not state whether the rate is annual.

Regulatory AUM: $10.7B
Clients: 1,085
Advisory staff: 31
Fee schedule: 0.50% to 0.85%
Custodians: Charles Schwab
Headquarters: 805 Southwest Broadway, Suite 2100, Portland, OR 97205
Phone: 503-226-1444
Website: fergusonwellman.com

No. 2 · RIA

Kingsview Wealth Management

Kingsview Wealth Management is an investment adviser based in Grants Pass, OR, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $8.96 billion, as filed on 29 July 2026.

Kingsview Wealth Management charges 0.75%–1.50% a year for its Standard Wealth Management Fee Schedule.

Regulatory AUM: $8.96B
Clients: 12,309
Advisory staff: 95
Fee schedule: 0.75% to 1.50% a year
Minimum account: $25,000
Custodians: Charles Schwab, Raymond James
Headquarters: 509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
Phone: 312-870-6701
Website: kingsview.com

No. 3 · RIA

Aldrich Wealth, Limited Partnership

Aldrich Wealth, Limited Partnership is an investment adviser based in Lake Oswego, OR, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $7.62 billion, as filed on 5 March 2026.

Aldrich Wealth, Limited Partnership charges 0.60%–1.00% a year for its Private Wealth Services.

Regulatory AUM: $7.62B
Clients: 782
Advisory staff: 26
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab, Great-West Trust
Headquarters: 5665 SW Meadows RD, Suite 200, Lake Oswego, OR 97035
Phone: 503-620-5329
Website: wealthadvisors.com

No. 4 · RIA

Northside Capital Management

Northside Capital Management is an investment adviser based in Hood River, OR, registered with the SEC since 1998. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $6.94 billion, as filed on 30 March 2026.

Northside Capital Management charges 0.25%–0.75% a year for its Asset-Based Fees.

Regulatory AUM: $6.94B
Clients: 60
Advisory staff: 9
Fee schedule: 0.25% to 0.75% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 116 3rd Street, Suite 313, Hood River, OR 97031
Phone: 541-387-2080
Website: northsidecap.com

No. 5 · RIA

Becker Capital Management

Becker Capital Management is an investment adviser based in Portland, OR, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $5.73 billion, as filed on 31 March 2026.

Becker Capital Management charges up to 0.60% a year for its Individual Investment Management.

Regulatory AUM: $5.73B
Clients: 841
Advisory staff: 20
Fee schedule: Up to 0.60% a year
Custodians: Charles Schwab, U.S. Bank National Association
Headquarters: 1211 SW 5th Avenue, Suite 2600, Portland, OR 97204-3740
Phone: 503-223-1720
Website: beckercap.com

No. 6 · RIA

Vista Capital Partners

Vista Capital Partners is an investment adviser based in Portland, OR, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $3.22 billion, as filed on 27 March 2026.

Vista Capital Partners charges 0.30%–0.90% a year for its Standard Fee Schedule.

Regulatory AUM: $3.22B
Clients: 667
Advisory staff: 20
Founded: 2001
Fee schedule: 0.30% to 0.90% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 9755 SW Barnes Road, Suite 595, Portland, OR 97225
Phone: 503-772-9500
Website: vistacapitalpartners.com

No. 7 · RIA

Phillips and Company Advisors

Phillips and Company Advisors is an investment adviser based in Portland, OR, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $2.66 billion, as filed on 26 March 2026.

Regulatory AUM: $2.66B
Clients: 1,273
Advisory staff: 13
Custodians: Charles Schwab
Headquarters: 521 SW 11th Avenue, Suite 200, Portland, OR 97205
Phone: 503-224-0858
Website: phillipsandco.com

No. 8 · RIA

CS Planning

CS Planning is an investment adviser based in Portland, OR, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.96 billion, as filed on 30 June 2026.

Regulatory AUM: $1.96B
Clients: 4,200
Advisory staff: 49
Custodians: Fidelity, Charles Schwab
Headquarters: 3395 SW Garden View Ave, Portland, OR 97225
Phone: 503-292-5853
Website: collingwoodgrp.com

No. 9 · RIA

Sapient Private Wealth Management Services

Sapient Private Wealth Management Services is an investment adviser based in Eugene, OR, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.75 billion, as filed on 30 March 2026.

Sapient Private Wealth Management Services charges 0.55%–1.00% a year for its Advisory Fee on Assets Under Management.

Regulatory AUM: $1.75B
Clients: 661
Advisory staff: 12
Founded: 2010
Fee schedule: 0.55% to 1.00% a year
Custodians: Fidelity
Headquarters: 101 East Broadway Suite 480, Eugene, OR 97401
Phone: 541-762-0300
Website: sapientpwm.com

No. 10 · RIA

Cutler Investment Counsel

Cutler Investment Counsel is an investment adviser based in Jacksonville, OR, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.54 billion, as filed on 12 August 2026.

Cutler Investment Counsel charges 1.00%–1.25% for its Individually Managed Accounts. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.54B
Clients: 1,074
Advisory staff: 17
Fee schedule: 1.00% to 1.25%
Custodians: Charles Schwab, Empower
Headquarters: 525 Bigham Knoll, Jacksonville, OR 97530
Phone: 541-770-9000
Website: cutler.com

Questions about financial advisors in Oregon

How many financial advisor firms are headquartered in Oregon?

119 SEC-registered financial advisor firms report their principal office in Oregon, managing $91.9B in regulatory assets between them. The other 35 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Oregon?

Ferguson Wellman Capital Management, with $10.7B in regulatory assets under management on its latest Form ADV. The next largest are Kingsview Wealth Management ($8.96B) and Aldrich Wealth, Limited Partnership ($7.62B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Oregon?

The median firm manages $264M in regulatory assets. That is the midpoint of the 119 firms headquartered in Oregon.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Oregon charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.60% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Oregon?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

Oregon has 119 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Oregon

Top financial advisor firms by city in Oregon