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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

156 firms manage $219 billionOregon

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 5799
    Green Cities Investment Management, LLCPortland, OR · 4 clientsPrivate fund adviser
    No custodian reported
    $875M
  2. 5904
    NBC Capital AdvisorsBeaverton, OR · 2,272 clientsWealth manager
    Fidelity 88%
    $847M
  3. 5980
    RVK, Inc.Portland, OR · 205 clientsAsset manager
    U.S. Bank 61%
    $828M
  4. 6051
    EFG Asset Management (north America) CorpPortland, OR · 4 clientsPrivate fund adviser
    Pershing 100%
    $809M
  5. 6281
    Progressive Investment Management CorporationLake Oswego, OR · 176 clientsWealth manager
    Schwab 100%
    $758M
  6. 6390
    Allium Financial Advisors, LLCLake Oswego, OR · 243 clientsWealth manager
    No custodian reported
    $734M
  7. 6538
    Preisz FinancialPortland, OR · 346 clientsAsset managerHybrid
    LPL Financial 31%Empower Financial Services 31%John Hancock Investment Management Distributors 24%
    $702M
  8. 6644
    Von Borstel & AssociatesThe Dalles, OR · 500 clientsWealth manager
    Schwab 100%
    $680M
  9. 6645
    EFM Investments & Advisory LLCPortland, OR · 9 clientsPrivate fund adviser
    No custodian reported
    $680M
  10. 6718
    Veridan WealthWest Linn, OR · 232 clientsWealth manager
    Fidelity 100%
    $667M
  11. 6803
    ACM Management Company, LLCPortland, OR · 2 clientsPrivate fund adviserAffiliated broker-dealer
    No custodian reported
    $650M
  12. 6850
    Equilibrium Capital Investment Management , LLCPortland, OR · 4 clientsPrivate fund adviserHybrid
    No custodian reported
    $643M
  13. 7041
    Peregrine Asset Advisers, Inc.Portland, OR · 476 clientsWealth manager
    Fidelity 94%
    $611M
  14. 7228
    Northwest Quadrant Wealth ManagementBend, OR · 1,014 clientsWealth managerHybrid
    LPL Financial 83%
    $580M
  15. 7450
    Pinnacle Wealth AdvisorsClackamas, OR · 832 clientsWealth manager
    SEI 56%Schwab 44%
    $550M
  16. 7494
    Headwater Investment Consulting,inc.McMinnville, OR · 649 clientsWealth manager
    Fidelity 100%
    $543M
  17. 7505
    Northmarq Fund Management, LLCLake Oswego, OR · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $541M
  18. 7695
    801 West Capital Management, LLCLake Oswego, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $516M
  19. 7807
    Etesian Wealth Advisors, Inc.West Linn, OR · 429 clientsWealth manager
    Schwab 100%
    $503M
  20. 7873
    Pacific Ridge Capital Partners, LLCLake Oswego, OR · 50 clientsAsset manager
    BNY 73%
    $495M
  21. 7935
    44 Wealth Management LLCEugene, OR · 237 clientsWealth manager
    Fidelity 100%
    $487M
  22. 7987
    Cross Financial AdvisorsPortland, OR · 1,873 clientsWealth managerHybrid
    LPL Financial 100%
    $482M
  23. 8055
    Blue Water WealthPortland, OR · 404 clientsWealth manager
    Schwab 100%
    $473M
  24. 8056
    Encompass Wealth Advisors, LLCPortland, OR · 1,343 clientsWealth managerHybrid
    Fidelity 100%
    $473M
  25. 8164
    True North Retirement Advisors, LLCClackamas, OR · 382 clientsWealth manager
    Schwab 100%
    $461M
  26. 8196
    Retirement Consulting Group, Inc.Lake Oswego, OR · 86 clientsAsset manager
    Schwab 48%Vanguard 32%
    $457M
  27. 8308
    CWC Advisors, LLCLake Oswego, OR · 232 clientsAsset manager
    Schwab 100%
    $445M
  28. 8410
    Practice Financial GroupJacksonville, OR · 474 clientsAsset manager
    Schwab 89%
    $437M
  29. 8582
    Silver Oak Advisory GroupPortland, OR · 193 clientsWealth manager
    Schwab 100%
    $419M
  30. 8663
    Zuna, LLCPortland, OR · 58 clientsAsset manager
    No custodian reported
    $411M
  31. 8696
    Range Financial Group, LLCTigard, OR · 405 clientsWealth manager
    Schwab 100%
    $408M
  32. 8715
    Hurley Financial Group, Inc.Corvallis, OR · 481 clientsWealth managerHybrid
    No custodian reported
    $407M
  33. 8887
    Panoramic Capital Partners LLCLake Oswego, OR · 159 clientsWealth manager
    Schwab 100%
    $393M
  34. 9040
    Optima Capital LLCBeaverton, OR · 672 clientsWealth managerHybrid
    Schwab 100%
    $380M
  35. 9156
    Retirement Planning Specialists, Inc.Ashland, OR · 556 clientsWealth manager
    Schwab 100%
    $371M
  36. 9267
    Pace Financial AdvisorsHillsboro, OR · 1,242 clientsWealth managerHybrid
    Schwab 100%
    $362M
  37. 9284
    Cascade Investment Advisors, Inc.Oregon City, OR · 177 clientsWealth manager
    Schwab 100%
    $360M
  38. 9294
    Washington Park Capital Management, LLCPortland, OR · 194 clientsWealth manager
    Schwab 100%
    $359M
  39. 9353
    Bridge City Capital, LLCLake Oswego, OR · 40 clientsAsset manager
    State Street 47%J.P. Morgan 41%
    $355M
  40. 9358
    Wealth Advisors NWPortland, OR · 304 clientsWealth manager
    Schwab 100%
    $354M

RIAs by state