Top 8 financial advisor firms in Beaverton

8 SEC-registered financial advisor firms are headquartered in Beaverton, OR, with $2.51B in combined regulatory assets under management. The largest by assets are BNC Wealth Management ($847M), Optima Capital ($380M) and Physician Family Financial Advisors ($285M).

8
Financial advisor firms: $2.51B
Their combined AUM: $259M
Median firm AUM: 4,234
Clients of the top 8

The 8 largest by assets

1
BNC Wealth Management
RIA
$847M
Up to 1.50% a year
2
Optima Capital
RIA
$380M
Up to 1.50% a year
3
Physician Family Financial Advisors
RIA
$285M
Regulatory AUM
4
ROI Financial Advisors
RIA
$264M
0.65% to 1.50%
5
Defined Wealth Management
RIA
$254M
0.30% to 1.50% a year
6
Grange Capital
RIA
$217M
Up to 2.00%
7
Capitol Family Office
RIA
$136M
Regulatory AUM
8
Samara Investment Management
RIA
$123M
Up to 2.00% a year

Profiles of the top 8

No. 1 · RIA

BNC Wealth Management

BNC Wealth Management is an investment adviser based in Beaverton, OR, registered with the SEC since 2019. 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 $847 million, as filed on 27 August 2026.

BNC Wealth Management charges up to 1.50% a year for its Investment Management Services.

Regulatory AUM: $847M
Clients: 2,272
Advisory staff: 4
Fee schedule: Up to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 8625 SW Cascade Ave.,, Suite 410, Beaverton, OR 97008
Phone: 503-683-7727
Website: nbccapitaladvisors.com

No. 2 · RIA

Optima Capital

Optima Capital is an investment adviser based in Beaverton, OR, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $380 million, as filed on 19 March 2026.

Optima Capital charges up to 1.50% a year for its Portfolio Management Services.

Regulatory AUM: $380M
Clients: 672
Advisory staff: 7
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 500 SW 116th Ave., Suite 400, Beaverton, OR 97225
Phone: 503-270-1314

No. 3 · RIA

Physician Family Financial Advisors

Physician Family Financial Advisors is an investment adviser based in Beaverton, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $285 million, as filed on 23 July 2026.

Regulatory AUM: $285M
Clients: 376
Advisory staff: 3
Founded: 1998
Custodians: MTG
Headquarters: 9450 SW Gemini DR, PMB 52736, Beaverton, OR 97008-7105
Phone: 541-463-0899
Website: physicianfamily.com

No. 4 · RIA

ROI Financial Advisors

ROI Financial Advisors is an investment adviser based in Beaverton, OR, registered with the SEC since 2021. 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 $264 million, as filed on 30 March 2026.

ROI Financial Advisors charges 0.65%–1.50% for its Investment Supervisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $264M
Clients: 283
Advisory staff: 5
Founded: 2012
Fee schedule: 0.65% to 1.50%
Custodians: Charles Schwab
Headquarters: 14675 SW Millikan Way, Beaverton, OR 97003
Phone: 503-941-5925
Website: roifinancialadvisors.com

No. 5 · RIA

Defined Wealth Management

Defined Wealth Management is an investment adviser based in Beaverton, OR, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $254 million, as filed on 29 June 2026.

Defined Wealth Management charges 0.30%–1.50% a year for its Investment Management Services.

Regulatory AUM: $254M
Clients: 154
Advisory staff: 3
Founded: 2020
Fee schedule: 0.30% to 1.50% a year
Custodians: Fidelity
Headquarters: 8625 SW Cascade Ave., Suite 410, Beaverton, OR 97008
Phone: 503-444-7895
Website: definedwm.com

No. 6 · RIA

Grange Capital

Grange Capital is an investment adviser based in Beaverton, OR, registered with the SEC since 2021. 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 $217 million, as filed on 10 March 2026.

Grange Capital charges up to 2.00% for its Investment management fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $217M
Clients: 259
Advisory staff: 5
Founded: 2004
Fee schedule: Up to 2.00%
Minimum account: $500,000
Custodians: Charles Schwab, Fidelity
Headquarters: 6600 SW 105th Ave,, Suite 220, Beaverton, OR 97008
Phone: 971-708-6659
Website: grangecapital.com

No. 7 · RIA

Capitol Family Office

Capitol Family Office is an investment adviser based in Beaverton, OR, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $136 million, as filed on 25 March 2026.

Regulatory AUM: $136M
Clients: 124
Advisory staff: 2
Custodians: LPL Financial, Fidelity, Charles Schwab
Headquarters: 1500 NW Bethany BLVD., Suite 200, Beaverton, OR 97006
Phone: 503-897-0236
Website: capitolcfo.com

No. 8 · RIA

Samara Investment Management

Samara Investment Management is an investment adviser based in Beaverton, OR, registered with the SEC since 2025. 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 $123 million, as filed on 25 March 2026.

Samara Investment Management charges up to 2.00% a year for its Investment Management Fee.

Regulatory AUM: $123M
Clients: 94
Advisory staff: 2
Fee schedule: Up to 2.00% a year
Custodians: Charles Schwab
Headquarters: 8625 SW Cascade Ave, Suite 506, Beaverton, OR 97008
Phone: 888-397-8331
Website: samara-capital.com

Questions about financial advisors in Beaverton

How many financial advisor firms are headquartered in Beaverton?

8 SEC-registered financial advisor firms report their principal office in Beaverton, OR, managing $2.51B in regulatory assets between them.

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

What is the largest financial advisor firm in Beaverton?

BNC Wealth Management, with $847M in regulatory assets under management on its latest Form ADV. The next largest are Optima Capital ($380M) and Physician Family Financial Advisors ($285M).

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

How large is a typical financial advisor firm in Beaverton?

The median firm manages $259M in regulatory assets. That is the midpoint of the 8 firms headquartered in Beaverton.

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

How much do financial advisors in Beaverton charge?

Of the 8 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.00% 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 Beaverton?

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 city 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 city.

Source: Niva directory methodology

Beaverton has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Beaverton

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