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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. 582
    Government Portfolio Advisors LLCPortland, OR · 73 clientsAsset manager
    Principal Securities 48%U.S. Bank 35%
    $35B
  2. 591
    Stancorp Investment Advisers, Inc.Portland, OR · 96,128 clientsAsset managerHybridStancorp Equities, Inc.
    Reliance Trust 66%Schwab 34%
    $35B
  3. 1309
    Ferguson Wellman Capital Management, Inc.Portland, OR · 1,085 clientsWealth manager
    Schwab 100%
    $11B
  4. 1475
    Kingsview Wealth Management, LLCGrants Pass, OR · 12,309 clientsWealth managerHybrid
    Raymond James 73%Schwab 27%
    $9.0B
  5. 1513
    Northwest Capital Management Inc.Lake Oswego, OR · 203 clientsAsset managerAffiliated broker-dealerCWM, LLC, Carson Group Brokerage, LLC
    Fidelity 64%
    $8.5B
  6. 1611
    Aldrich Wealth LPLake Oswego, OR · 782 clientsWealth managerHybridPacific Coast Capital, LLC
    Schwab 79%
    $7.6B
  7. 1694
    J.P. Morgan Natural CapitalPortland, OR · 15 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc., J.P. Morgan Securities LLC
    No custodian reported
    $7.0B
  8. 1707
    Northside Capital Management LLCHood River, OR · 60 clientsWealth managerPublic-company owned
    Schwab 59%Fidelity 41%
    $6.9B
  9. 1780
    Jensen Investment Management Inc.Lake Oswego, OR · 411 clientsAsset managerHybrid
    Pershing 100%
    $6.5B
  10. 1921
    Becker Capital Management, Inc.Portland, OR · 841 clientsWealth manager
    Schwab 80%
    $5.7B
  11. 2714
    Vista Capital Partners, Inc.Portland, OR · 667 clientsWealth manager
    Schwab 100%
    $3.2B
  12. 2724
    M Holdings Securities, Inc.Portland, OR · 4,513 clientsBroker-dealer firmHybridM Financial Securities Marketing, Inc.
    Fidelity 59%Schwab 41%
    $3.2B
  13. 2893
    Deschutes Investment Consulting, LLCPortland, OR · 493 clientsAsset manager
    Fidelity 56%Schwab 44%
    $2.9B
  14. 3051
    Multnomah Group, Inc.Portland, OR · 188 clientsAsset manager
    Schwab 45%Fidelity 26%
    $2.7B
  15. 3053
    Phillips and Company Advisors LLCPortland, OR · 1,273 clientsWealth manager
    Schwab 100%
    $2.7B
  16. 3073
    Variant InvestmentsPortland, OR · 4 clientsAsset managerHybrid
    No custodian reported
    $2.6B
  17. 3359
    Sellwood Investment Partners LLCPortland, OR · 72 clientsAsset manager
    Schwab 71%
    $2.3B
  18. 3418
    Human InvestingLake Oswego, OR · 1,348 clientsAsset manager
    Fidelity 43%Schwab 40%
    $2.2B
  19. 3427
    TPG Financial Advisors, LLCPortland, OR · 637 clientsAsset manager
    Assetmark Brokerage 32%Schwab 24%Fidelity 22%
    $2.2B
  20. 3677
    CS Planning CorpPortland, OR · 4,200 clientsWealth managerHybrid
    Fidelity 82%
    $2.0B
  21. 3764
    Endeavour CapitalPortland, OR · 6 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  22. 3922
    Sapient Private Wealth Management, LLCEugene, OR · 661 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  23. 3967
    Quest Investment Management, LLCLake Oswego, OR · 125 clientsAsset manager
    No custodian reported
    $1.7B
  24. 4077
    Matisse CapitalPortland, OR · 358 clientsAsset manager
    Schwab 76%Vanguard 24%
    $1.6B
  25. 4189
    Cutler Investment GroupJacksonville, OR · 1,074 clientsWealth manager
    Schwab 85%
    $1.5B
  26. 4330
    Aerodigm Wealth LLCLake Oswego, OR · 256 clientsWealth manager
    Fidelity 57%Schwab 43%
    $1.5B
  27. 4383
    JGP Wealth Management, LLCBend, OR · 803 clientsWealth manager
    Fidelity 100%
    $1.4B
  28. 4392
    True Private Wealth Advisors, LLCSalem, OR · 1,592 clientsWealth manager
    Fidelity 100%
    $1.4B
  29. 4779
    M Financial Asset Management, Inc.Portland, OR · 1,021 clientsWealth managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    Fidelity 89%
    $1.2B
  30. 4797
    Vision Capital Management IncPortland, OR · 1,800 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.2B
  31. 4858
    Cedar Mountain Advisors, LLCLake Oswego, OR · 890 clientsWealth manager
    Schwab 90%
    $1.2B
  32. 5011
    Scott Capital Advisors, LLCPortland, OR · 412 clientsAsset manager
    Fidelity 100%
    $1.1B
  33. 5236
    Sittner & Nelson, LLCEugene, OR · 475 clientsWealth manager
    Schwab 100%
    $1.0B
  34. 5363
    M Financial Investment Advisers IncPortland, OR · 1 clientsAsset managerHybridM Financial Securities Marketing, Inc., M Holdings Securities, Inc.
    No custodian reported
    $1.0B
  35. 5499
    Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWealth managerWrap sponsor
    Schwab 55%Pershing 45%
    $959M
  36. 5536
    Auxier Asset ManagementAurora, OR · 506 clientsWealth manager
    Schwab 100%
    $946M
  37. 5622
    Keudell Morrison Wealth Management, LLCSalem, OR · 816 clientsWealth managerWrap sponsor
    Schwab 100%
    $922M
  38. 5628
    Horst & Graben Wealth Management, LLCPortland, OR · 1,311 clientsWealth manager
    Schwab 100%
    $920M
  39. 5693
    Mengis Capital Management, Inc.Portland, OR · 300 clientsWealth manager
    Schwab 89%
    $903M
  40. 5798
    CGC Financial ServicesLake Oswego, OR · 1,151 clientsWealth managerHybrid
    Schwab 100%
    $876M

RIAs by state