Top 10 financial advisor firms in Portland

36 SEC-registered financial advisor firms are headquartered in Portland, OR, with $35B in combined regulatory assets under management. The largest by assets are Ferguson Wellman Capital Management ($10.7B), Becker Capital Management ($5.73B) and Vista Capital Partners ($3.22B).

36
Financial advisor firms: $35B
Their combined AUM: $243M
Median firm AUM: 12,974
Clients of the top 10

The 10 largest by assets

1
Ferguson Wellman Capital Management
RIA
$10.7B
0.50% to 0.85%
2
Becker Capital Management
RIA
$5.73B
Up to 0.60% a year
3
Vista Capital Partners
RIA
$3.22B
0.30% to 0.90% a year
4
Phillips and Company Advisors
RIA
$2.66B
Regulatory AUM
5
CS Planning
RIA
$1.96B
Regulatory AUM
6
M Financial Asset Management
RIA
$1.23B
1.05% to 1.30%
7
Vision Capital Management
RIA
$1.23B
0.50% to 1.00% a year
8
Horst & Graben Wealth Management
RIA
$920M
0.40% to 1.60% a year
9
Mengis Capital Management
RIA
$903M
0.30% to 1.00%
10
Peregrine Asset Advisers
RIA
$611M
Regulatory AUM

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

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. 3 · 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. 4 · 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. 5 · 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. 6 · RIA

M Financial Asset Management

M Financial Asset Management is an investment adviser based in Portland, OR, registered with the SEC since 2006. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $1.23 billion, as filed on 31 March 2026.

M Financial Asset Management charges 1.05%–1.30% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.23B
Clients: 1,021
Advisory staff: 4
Founded: 2006
Fee schedule: 1.05% to 1.30%
Custodians: Fidelity, Charles Schwab
Headquarters: 1125 NW Couch St, Ste 900, Portland, OR 97209
Phone: 503-232-6960
Website: mfin.com

No. 7 · RIA

Vision Capital Management

Vision Capital Management is an investment adviser based in Portland, OR, registered with the SEC since 1999. 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 $1.23 billion, as filed on 26 August 2026.

Vision Capital Management charges 0.50%–1.00% a year for its Equity and balanced separately managed portfolios.

Regulatory AUM: $1.23B
Clients: 1,800
Advisory staff: 8
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 4380 S Macadam Avenue, Suite 350, Portland, OR 97239
Phone: 503-221-5656
Website: vcmi.net

No. 8 · RIA

Horst & Graben Wealth Management

Horst & Graben Wealth Management is an investment adviser based in Portland, OR, registered with the SEC since 2018. 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 $920 million, as filed on 19 March 2026.

Horst & Graben Wealth Management charges 0.40%–1.60% a year for its Standard Advisory Fee Schedule.

Regulatory AUM: $920M
Clients: 1,311
Advisory staff: 4
Fee schedule: 0.40% to 1.60% a year
Custodians: Charles Schwab
Headquarters: 6600 SW 92nd Ave, Suite 210, Portland, OR 97223
Phone: 503-342-8900
Website: horstandgraben.com

No. 9 · RIA

Mengis Capital Management

Mengis Capital Management 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, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $903 million, as filed on 14 July 2026.

Mengis Capital Management charges 0.30%–1.00% for its Investment Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $903M
Clients: 300
Advisory staff: 6
Fee schedule: 0.30% to 1.00%
Custodians: Charles Schwab, Fidelity
Headquarters: One SW Columbia, Suite 780, Portland, OR 97204
Phone: 503-916-0776
Website: mengiscapital.com

No. 10 · RIA

Peregrine Asset Advisers

Peregrine Asset Advisers 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 corporations and other businesses. Its regulatory assets under management total $611 million, as filed on 10 March 2026.

Regulatory AUM: $611M
Clients: 476
Advisory staff: 6
Founded: 2001
Custodians: Fidelity, Charles Schwab
Headquarters: 9755 SW Barnes RD, Suite 610, Portland, OR 97225
Phone: 503-459-4651
Website: peregrineaa.com

Questions about financial advisors in Portland

How many financial advisor firms are headquartered in Portland?

36 SEC-registered financial advisor firms report their principal office in Portland, OR, managing $35B in regulatory assets between them. The other 22 advisers headquartered in the city 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 Portland?

Ferguson Wellman Capital Management, with $10.7B in regulatory assets under management on its latest Form ADV. The next largest are Becker Capital Management ($5.73B) and Vista Capital Partners ($3.22B).

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

How large is a typical financial advisor firm in Portland?

The median firm manages $243M in regulatory assets. That is the midpoint of the 36 firms headquartered in Portland.

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

How much do financial advisors in Portland charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.60% to 1.60% 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 Portland?

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

Portland has 36 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Portland

Top financial advisor firms in other Oregon cities