Top 3 financial advisor firms in Hillsboro

3 SEC-registered financial advisor firms are headquartered in Hillsboro, OR, with $615M in combined regulatory assets under management. The largest by assets are Pace Financial Advisors ($362M), Wellspring Advisors ($152M) and Rock Creek Wealth Management ($101M).

3
Financial advisor firms: $615M
Their combined AUM: $152M
Median firm AUM: 1,754
Clients of the top 3

The 3 largest by assets

1
Pace Financial Advisors
RIA
$362M
Regulatory AUM
2
Wellspring Advisors
RIA
$152M
0.50% to 1.25%
3
Rock Creek Wealth Management
RIA
$101M
0.25% to 1.50% a year

Profiles of the top 3

No. 1 · RIA

Pace Financial Advisors

Pace Financial Advisors is an investment adviser based in Hillsboro, OR, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $362 million, as filed on 15 April 2026.

Regulatory AUM: $362M
Clients: 1,242
Advisory staff: 9
Custodians: Charles Schwab
Headquarters: 421 Se Washington Street, Hillsboro, OR 97123
Phone: 971-727-8434
Website: pace-fa.com

No. 2 · RIA

Wellspring Advisors

Wellspring Advisors is an investment adviser based in Hillsboro, OR, registered with the SEC since 2021. 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 $152 million, as filed on 31 March 2026.

Wellspring Advisors charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $152M
Clients: 271
Advisory staff: 2
Fee schedule: 0.50% to 1.25%
Custodians: SEI Private Trust, Capital Client Group
Headquarters: 4660 Ne Belknap Court, Suite 221, Hillsboro, OR 97124
Phone: 503-714-9531
Website: springsourcewealth.com

No. 3 · RIA

Rock Creek Wealth Management

Rock Creek Wealth Management is an investment adviser based in Hillsboro, OR, registered with the SEC since 2025. 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 $101 million, as filed on 18 March 2026.

Rock Creek Wealth Management charges 0.25%–1.50% a year for its Investment Supervisory Services.

Regulatory AUM: $101M
Clients: 241
Advisory staff: 3
Fee schedule: 0.25% to 1.50% a year
Custodians: LPL Financial
Headquarters: 1915 Ne Stucki Avenue, Ste 308, Hillsboro, OR 97006
Phone: 503-505-7000
Website: rockcreekwm.com

Questions about financial advisors in Hillsboro

How many financial advisor firms are headquartered in Hillsboro?

3 SEC-registered financial advisor firms report their principal office in Hillsboro, OR, managing $615M 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 Hillsboro?

Pace Financial Advisors, with $362M in regulatory assets under management on its latest Form ADV. The next largest are Wellspring Advisors ($152M) and Rock Creek Wealth Management ($101M).

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

How large is a typical financial advisor firm in Hillsboro?

The median firm manages $152M in regulatory assets. That is the midpoint of the 3 firms headquartered in Hillsboro.

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

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

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

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