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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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RIAs by state · SEC data as of October 1, 2026

RIAs in Oregon

The SEC-registered investment advisers based in Oregon, what they manage, and the largest independent wealth managers.

Oregon is home to 122 wealth-focused RIAs managing $95B, 23rd of 51 states and DC. The largest is Ferguson Wellman Capital Management, Inc. in Portland, with $11B.

Wealth-focused RIAs
122
23rd of 51
Their assets
$95B
29th of 51
$1B+ firms
18
Median $261M
All SEC RIAs
156
3,514 employees

Largest independent wealth managers in Oregon

Largest independent wealth managers headquartered in Oregon
#FirmHeadquartersRegulatory AUMIndividual clientsEmployees
1Ferguson Wellman Capital Management, Inc.SEC recordPortland$11B95168
2Kingsview Wealth Management, LLCSEC recordGrants Pass$9.0B12,143285
3Aldrich Wealth LPSEC recordLake Oswego$7.6B65142
4Becker Capital Management, Inc.SEC recordPortland$5.7B74542
5Vista Capital Partners, Inc.SEC recordPortland$3.2B65135
6Phillips and Company Advisors LLCSEC recordPortland$2.7B1,11019
7CS Planning CorpSEC recordPortland$2.0B4,19060
8Sapient Private Wealth Management, LLCSEC recordEugene$1.7B60915
9Cutler Investment GroupSEC recordJacksonville$1.5B94923
10Aerodigm Wealth LLCSEC recordLake Oswego$1.5B2129
11JGP Wealth Management, LLCSEC recordBend$1.4B77123
12True Private Wealth Advisors, LLCSEC recordSalem$1.4B1,57622
13Vision Capital Management IncSEC recordPortland$1.2B1,75513
14Cedar Mountain Advisors, LLCSEC recordLake Oswego$1.2B83210
15Sittner & Nelson, LLCSEC recordEugene$1.0B4556

Ranked by regulatory assets under management on each firm’s latest Form ADV. Excludes broker-dealers’ advisory arms and managed-account platforms. Nationally: the 100 largest RIAs.

Questions

How many RIAs are there in Oregon?

156 SEC-registered investment advisers have their main office in Oregon, and 122 of them are wealth-focused, managing at least half of their assets for individuals and high-net-worth clients. That ranks Oregon 23rd of 51 states and DC, according to Financial ADVSR’s count of SEC data as of October 1, 2026.

What is the largest RIA in Oregon?

Ferguson Wellman Capital Management, Inc., based in Portland, is the largest independent wealth manager headquartered in Oregon, with $11B in regulatory assets under management and 951 individual clients on its latest Form ADV.

How much do Oregon RIAs manage?

Wealth-focused RIAs based in Oregon report $95B in regulatory assets under management, 29th among the states. 18 of them manage $1 billion or more; the median manages $261M.

How we built this

The SEC publishes a list of every registered investment adviser, drawn from each firm’s Form ADV. We used the list current through October 1, 2026, kept the 16,943 advisers the SEC shows as approved, and placed each in the state of its main office; 14,641 are based in the United States. Regulatory assets under management come from Item 5.F, client counts from Item 5.D.

Wealth-focused RIAs manage at least half of their assets for individuals and high-net-worth clients, the same test as our RIA Custody Tracker; there are 8,130 in the US. Rankings and each state’s largest-firms list show independent wealth managers only: wealth-focused firms that offer financial planning, are not themselves broker-dealers, and hold less than half their assets in wrap programs they sponsor or manage. That leaves out wirehouse and broker-dealer advisory arms and managed-account platforms, which still count in each state’s totals.

What it doesn’t show

  • State-registered advisers, most of which manage less than $100 million, register with their state regulator and aren’t in SEC data.
  • A firm counts only in its main office state, though many have offices in several.
  • Figures are as of each adviser’s latest annual Form ADV update, usually its December 31 fiscal year-end, so they lag recent deals.
  • Firms that file under more than one registration (an RIA and a separate institutional arm, for example) appear as separate advisers.

The data is free to use with credit to Financial ADVSR. Questions or corrections: contact the editors.

Other states