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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 12972
    Price Financial Group Wealth Management, Inc.Portland, OR · 549 clientsWealth managerWrap sponsor
    Schwab 99%
    $173M
  2. 13047
    Littlejohn Financial Services IncRoseburg, OR · 560 clientsWealth manager
    Wells Fargo 100%
    $171M
  3. 13145
    North Forty Two & Co.Lake Oswego, OR · 74 clientsWealth manager
    Schwab 100%
    $168M
  4. 13184
    J.P. Capital Management, Inc.Eugene, OR · 43 clientsWealth manager
    Interactive Brokers 62%Schwab 38%
    $167M
  5. 13387
    Strada Financial Group LLCBoring, OR · 213 clientsWealth manager
    SEI 100%
    $159M
  6. 13444
    Copia Wealth ManagementBend, OR · 288 clientsWealth manager
    Schwab 100%
    $158M
  7. 13484
    Oregon Pacific Wealth ManagementMedford, OR · 272 clientsWealth managerBank-affiliated
    Schwab 100%
    $156M
  8. 13485
    Pearl Wealth LLCPortland, OR · 116 clientsWealth manager
    Schwab 100%
    $156M
  9. 13607
    Wellspring Advisors, Inc.Hillsboro, OR · 271 clientsWealth manager
    SEI 94%
    $152M
  10. 13633
    True Wealth GroupBend, OR · 164 clientsWealth manager
    Schwab 100%
    $151M
  11. 13654
    Cascade Financial StrategiesBend, OR · 309 clientsWealth manager
    Schwab 99%
    $151M
  12. 13737
    Skyline Financial NorthwestPortland, OR · 133 clientsWealth manager
    Schwab 100%
    $148M
  13. 13745
    Axia Wealth Management IncBend, OR · 163 clientsWealth manager
    Schwab 100%
    $148M
  14. 13864
    Wagner PlanningLake Oswego, OR · 203 clientsWealth managerHybrid
    Pershing 100%
    $145M
  15. 13884
    Summa Global Advisors, LLCClackamas, OR · 125 clientsWealth manager
    Schwab 66%Fidelity 34%
    $144M
  16. 13940
    Northwind Financial LLCBend, OR · 168 clientsWealth manager
    No custodian reported
    $142M
  17. 14153
    Capitol Family Office, Inc.Beaverton, OR · 124 clientsWealth manager
    LPL Financial 61%Schwab 26%
    $136M
  18. 14193
    Tradewinds Wealth ManagementPortland, OR · 261 clientsWealth manager
    Schwab 100%
    $135M
  19. 14291
    JGC Tax & Wealth ManagementSalem, OR · 202 clientsWealth manager
    Schwab 83%
    $132M
  20. 14314
    Uplevel WealthPortland, OR · 44 clientsWealth manager
    Schwab 100%
    $131M
  21. 14550
    Axiom Wealth Strategies, LLCBend, OR · 283 clientsWealth manager
    LPL Financial 100%
    $125M
  22. 14607
    Samara CapitalBeaverton, OR · 94 clientsWealth manager
    Schwab 100%
    $123M
  23. 14639
    Pacific Coast Investment Advisors, LLCWest Linn, OR · 108 clientsWealth manager
    Schwab 100%
    $122M
  24. 14653
    Lifelong Wealth Management Group, LLCLake Oswego, OR · 187 clientsWealth manager
    Schwab 97%
    $122M
  25. 14823
    Willamette Financial Advisors, LLCPortland, OR · 201 clientsWealth manager
    Schwab 100%
    $117M
  26. 14982
    Modernist Financial, LLCPortland, OR · 48 clientsWealth manager
    Schwab 100%
    $113M
  27. 15005
    Soaring Investment Management, LLCPortland, OR · 172 clientsWealth manager
    Schwab 100%
    $113M
  28. 15074
    Compass Investment Advisers, LLCPortland, OR · 72 clientsWealth manager
    Schwab 100%
    $111M
  29. 15113
    Tenbridge Partners LLCPortland, OR · 356 clientsWealth manager
    Schwab 100%
    $110M
  30. 15155
    Rooted Financial Group, LLCTigard, OR · 254 clientsWealth manager
    Schwab 100%
    $109M
  31. 15297
    Xena Financial Planning, LLCPortland, OR · 118 clientsWealth manager
    Schwab 87%
    $104M
  32. 15347
    Fairchild Capital LLCPortland, OR · 109 clientsWealth manager
    Schwab 100%
    $103M
  33. 15360
    Capstone Wealth Advisors, LLCSalem, OR · 125 clientsWealth manager
    Altruist 75%
    $102M
  34. 15390
    Rock Creek Wealth ManagementHillsboro, OR · 241 clientsWealth managerHybrid
    LPL Financial 100%
    $101M
  35. 15511
    TRU Independence Asset Management 2, LLCPortland, OR · 205 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $93M
  36. 16214
    Icon Financial Services LLCPortland, OR · 4,178 clientsWealth managerWrap sponsor
    Apex Fintech 100%
    $20M

RIAs by state