Best Financial Advisors in Oregon
162 SEC-registered advisory firms across 29 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Oregon
PORTLAND, OR
LAKE OSWEGO, OR
BEND, OR
BEAVERTON, OR
EUGENE, OR
SALEM, OR
CLACKAMAS, OR
CORVALLIS, OR
JACKSONVILLE, OR
WEST LINN, OR
HILLSBORO, OR
HOOD RIVER, OR
GRANTS PASS, OR
ASHLAND, OR
MEDFORD, OR
TIGARD, OR
Top-Ranked Firms in Oregon
RVK, INC.
PORTLAND, OR · Since 1986
JENSEN INVESTMENT MANAGEMENT INC.
LAKE OSWEGO, OR · Since 1988
IMS CAPITAL MANAGEMENT
CLACKAMAS, OR · Since 1989
SOUND INVESTMENT MANAGEMENT INC
TUALATIN, OR · Since 1994
NORTHSIDE CAPITAL MANAGEMENT LLC
HOOD RIVER, OR · Since 1998
SILVER OAK ADVISORY GROUP
PORTLAND, OR · Since 1991
ROEHL & YI INVESTMENT ADVISORS, LLC
EUGENE, OR · Since 1999
STANCORP INVESTMENT ADVISERS, INC.
PORTLAND, OR · Since 2000
QUEST INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 1985
VISTA CAPITAL PARTNERS, INC.
PORTLAND, OR · Since 2001
PEREGRINE ASSET ADVISERS, INC.
PORTLAND, OR · Since 2001
CASCADE INVESTMENT ADVISORS, INC.
OREGON CITY, OR · Since 2004
PINNACLE WEALTH ADVISORS
CLACKAMAS, OR · Since 2019
CWC ADVISORS, LLC
LAKE OSWEGO, OR · Since 2003
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
BEND, OR · Since 2006
WELCH INVESTMENT GROUP, LLC
GRANTS PASS, OR · Since 2017
GRANGE CAPITAL, LLC
BEAVERTON, OR · Since 2021
MULTNOMAH GROUP, INC.
PORTLAND, OR · Since 2005
HEADWATER INVESTMENT CONSULTING,INC.
MCMINNVILLE, OR · Since 2005
M FINANCIAL ASSET MANAGEMENT, INC.
PORTLAND, OR · Since 2006
PHYSICIAN FAMILY FINANCIAL ADVISORS INC
BEAVERTON, OR · Since 2020
RETIREMENT PLANNING SPECIALISTS, INC.
ASHLAND, OR · Since 2006
WELLSPRING ADVISORS, INC.
HILLSBORO, OR · Since 2021
SUMMA GLOBAL ADVISORS, LLC
CLACKAMAS, OR · Since 2010
BRIDGE CITY CAPITAL, LLC
LAKE OSWEGO, OR · Since 2015
VERGEPOINTE WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
PACIFIC RIDGE CAPITAL PARTNERS, LLC
LAKE OSWEGO, OR · Since 2013
CLS FINANCIAL ADVISORS, INC.
PORTLAND, OR · Since 2022
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS
JACKSONVILLE, OR · Since 2020
MARTIN CAPITAL PARTNERS, LLC
EUGENE, OR · Since 2010
LITTLEJOHN FINANCIAL SERVICES INC
ROSEBURG, OR · Since 2021
DESCHUTES INVESTMENT CONSULTING, LLC
PORTLAND, OR · Since 2011
NORTHWEST QUADRANT WEALTH MANAGEMENT
BEND, OR · Since 2011
BLUE WATER WEALTH
PORTLAND, OR · Since 2018
SELLWOOD INVESTMENT PARTNERS LLC
PORTLAND, OR · Since 2012
CASCADE FINANCIAL STRATEGIES
BEND, OR · Since 2025
PHILLIPS AND COMPANY ADVISORS LLC
PORTLAND, OR · Since 2011
SPRINGWATER WEALTH MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2014
RUTHERFORD INVESTMENT MANAGEMENT
PORTLAND, OR · Since 2019
CATALYST FINANCIAL NW CORPORATION
GRESHAM, OR · Since 2018
GOVERNMENT PORTFOLIO ADVISORS LLC
PORTLAND, OR · Since 2014
STANGIER WEALTH MANAGEMENT
CLACKAMAS, OR · Since 2017
WILLAMETTE FINANCIAL ADVISORS, LLC
PORTLAND, OR · Since 2017
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
PORTLAND, OR · Since 2015
OREGON PACIFIC WEALTH MANAGEMENT
MEDFORD, OR · Since 2021
WEALTH ADVISORS NW
PORTLAND, OR · Since 2021
CAPSTONE WEALTH ADVISORS, LLC
SALEM, OR · Since 2017
RANGE FINANCIAL GROUP, LLC
TIGARD, OR · Since 2020
GO WEALTH MANAGEMENT
EUGENE, OR · Since 2022
JGP WEALTH MANAGEMENT, LLC
BEND, OR · Since 2018
TRUE NORTH RETIREMENT ADVISORS, LLC
CLACKAMAS, OR · Since 2018
LIFELONG WEALTH MANAGEMENT GROUP, LLC
LAKE OSWEGO, OR · Since 2026
HORST & GRABEN WEALTH MANAGEMENT, LLC
PORTLAND, OR · Since 2018
INMAN FINANCIAL SERVICES, INC.
PORTLAND, OR · Since 2021
PEARL WEALTH LLC
PORTLAND, OR · Since 2021
CLEARVIEW WEALTH ADVISORS, LLC
SALEM, OR · Since 2019
ZUNA, LLC
PORTLAND, OR · Since 2019
DEFINED WEALTH MANAGEMENT, LLC
BEAVERTON, OR · Since 2020
44 WEALTH MANAGEMENT LLC
EUGENE, OR · Since 2020
CAPITOL FAMILY OFFICE, INC.
BEAVERTON, OR · Since 2021
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
PORTLAND, OR · Since 2021
STRADA FINANCIAL GROUP LLC
BORING, OR · Since 2024
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
PORTLAND, OR · Since 2022
HIGHROAD WEALTH ADVISORS, LLC
COOS BAY, OR · Since 2024
4:8 FINANCIAL
CANBY, OR · Since 2025
ROCK CREEK WEALTH MANAGEMENT
HILLSBORO, OR · Since 2025
EFM INVESTMENTS & ADVISORY LLC
PORTLAND, OR · Since 2026
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
BEND, OR · Since 2026
NORTHWIND FINANCIAL LLC
BEND, OR · Since 2026
SCWM, LLC
PORTLAND, OR · Since 2026
GREEN CITIES INVESTMENT MANAGEMENT, LLC
PORTLAND, OR · Since 2013
M FINANCIAL INVESTMENT ADVISERS INC
PORTLAND, OR · Since 1995
HURLEY FINANCIAL GROUP, INC.
CORVALLIS, OR · Since 2000
CROWN POINT WEALTH ADVISORS
HOOD RIVER, OR · Since 2024
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
PORTLAND, OR · Since 1975
THE H GROUP, INC.
PORTLAND, OR · Since 1991
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
LAKE OSWEGO, OR · Since 1988
VISION CAPITAL MANAGEMENT INC
PORTLAND, OR · Since 1999
AUXIER ASSET MANAGEMENT
AURORA, OR · Since 1998
NORTHWEST CAPITAL MANAGEMENT INC.
LAKE OSWEGO, OR · Since 1999
BECKER CAPITAL MANAGEMENT, INC.
PORTLAND, OR · Since 1977
CONTINUITY WEALTH MANAGEMENT, CORP.
PORTLAND, OR · Since 2001
MENGIS CAPITAL MANAGEMENT, INC.
PORTLAND, OR · Since 2001
FOCUSPOINT SOLUTIONS, INC.
PORTLAND, OR · Since 2004
COMPASS INVESTMENT ADVISERS, LLC
PORTLAND, OR · Since 2024
HUMAN INVESTING
LAKE OSWEGO, OR · Since 2004
TAURUS CAPITAL ADVISORS, LLC
LAKE OSWEGO, OR · Since 2023
PACIFIC COAST INVESTMENT ADVISORS, LLC
WEST LINN, OR · Since 2024
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
CORVALLIS, OR · Since 2006
JH ADVISORS
SALEM, OR · Since 2018
CEDAR MOUNTAIN ADVISORS, LLC
LAKE OSWEGO, OR · Since 2008
TPG FINANCIAL ADVISORS, LLC
PORTLAND, OR · Since 2012
PREISZ FINANCIAL
PORTLAND, OR · Since 2019
FINANCIAL INVESTMENT TEAM ("FIT")
PORTLAND, OR · Since 2018
SKYLINE FINANCIAL NORTHWEST
PORTLAND, OR · Since 2025
ALDRICH WEALTH LP
LAKE OSWEGO, OR · Since 2008
NORTH FORTY TWO & CO.
LAKE OSWEGO, OR · Since 2021
CS PLANNING CORP
PORTLAND, OR · Since 2009
NORTHMARQ FUND MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2009
ETESIAN WEALTH ADVISORS, INC.
WEST LINN, OR · Since 2009
CORDANT WEALTH PARTNERS
PORTLAND, OR · Since 2010
SMB FINANCIAL SERVICES, INC.
PORTLAND, OR · Since 2019
CLARITY WEALTH DEVELOPMENT, LLC
CORVALLIS, OR · Since 2021
MATISSE CAPITAL
PORTLAND, OR · Since 2010
CGC FINANCIAL SERVICES
LAKE OSWEGO, OR · Since 2013
NORTH RIDGE
BEAVERTON, OR · Since 2021
TENBRIDGE PARTNERS LLC
PORTLAND, OR · Since 2025
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
EUGENE, OR · Since 2011
ROI FINANCIAL
BEAVERTON, OR · Since 2021
ENDEAVOUR CAPITAL
PORTLAND, OR · Since 2012
FIDELIS IM
MEDFORD, OR · Since 2020
TRUE PRIVATE WEALTH ADVISORS, LLC
SALEM, OR · Since 2012
FOSTER & WOOD, INC.
LAKE OSWEGO, OR · Since 2021
JGC TAX & WEALTH MANAGEMENT
SALEM, OR · Since 2025
801 WEST CAPITAL MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2019
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
PORTLAND, OR · Since 2020
ELEVATION CAPITAL ADVISORY
BEND, OR · Since 2020
MODERNIST FINANCIAL, LLC
PORTLAND, OR · Since 2026
CONNECTED WEALTH SOLUTIONS, LLC
LA GRANDE, OR · Since 2023
AERODIGM WEALTH LLC
LAKE OSWEGO, OR · Since 2020
ACM MANAGEMENT COMPANY, LLC
PORTLAND, OR · Since 2016
CROSS FINANCIAL ADVISORS
BEAVERTON, OR · Since 2017
ALLIUM FINANCIAL ADVISORS, LLC
LAKE OSWEGO, OR · Since 2017
PRACTICE FINANCIAL GROUP
JACKSONVILLE, OR · Since 2020
VARIANT INVESTMENTS
PORTLAND, OR · Since 2018
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
SALEM, OR · Since 2018
FAIRCHILD CAPITAL LLC
PORTLAND, OR · Since 2026
THE H GROUP WASHINGTON, INC.
PORTLAND, OR · Since 2019
SOARING INVESTMENT MANAGEMENT, LLC
PORTLAND, OR · Since 2026
NEWBORE WEALTH MANAGEMENT, INC.
GLADSTONE, OR · Since 2021
NBC CAPITAL ADVISORS
BEAVERTON, OR · Since 2019
MSP WEALTH MANAGEMENT, LLC
KLAMATH FALLS, OR · Since 2020
ICON FINANCIAL SERVICES LLC
PORTLAND, OR · Since 2020
SCOTT CAPITAL ADVISORS, LLC
PORTLAND, OR · Since 2020
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
PORTLAND, OR · Since 2020
VON BORSTEL & ASSOCIATES
THE DALLES, OR · Since 2020
SITTNER & NELSON, LLC
EUGENE, OR · Since 2020
OPTIMA CAPITAL LLC
BEAVERTON, OR · Since 2021
CAPITAL FINANCIAL PLANNERS
SALEM, OR · Since 2020
RETIREMENT CONSULTING GROUP, INC.
LAKE OSWEGO, OR · Since 2020
KOENIG INVESTMENT ADVISORY, LLC
ASHLAND, OR · Since 2020
AXIOM WEALTH STRATEGIES, LLC
BEND, OR · Since 2025
SORTIS FUND MANAGER, LLC
PORTLAND, OR · Since 2022
PACE FINANCIAL ADVISORS
HILLSBORO, OR · Since 2022
WAGNER PLANNING
LAKE OSWEGO, OR · Since 2022
TRADEWINDS WEALTH MANAGEMENT
PORTLAND, OR · Since 2023
VERIDAN WEALTH
WEST LINN, OR · Since 2024
INTEGRITY WEALTH LLC
EUGENE, OR · Since 2024
PANORAMIC CAPITAL PARTNERS LLC
LAKE OSWEGO, OR · Since 2024
TRUE WEALTH GROUP
BEND, OR · Since 2024
XENA FINANCIAL PLANNING, LLC
PORTLAND, OR · Since 2025
ROOTED FINANCIAL GROUP, LLC
TIGARD, OR · Since 2025
SAMARA CAPITAL
BEAVERTON, OR · Since 2025
WASHINGTON PARK CAPITAL MANAGEMENT, LLC
PORTLAND, OR · Since 2025
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
PORTLAND, OR · Since 2013
ENCOMPASS WEALTH ADVISORS, LLC
PORTLAND, OR · Since 2014
COPIA WEALTH MANAGEMENT
BEND, OR · Since 2024
M HOLDINGS SECURITIES, INC.
PORTLAND, OR · Since 2000
CUTLER INVESTMENT GROUP
JACKSONVILLE, OR · Since 2003
KINGSVIEW WEALTH MANAGEMENT, LLC
GRANTS PASS, OR · Since 2014
ORCA INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, OR · Since 2007
CAMPBELL GLOBAL
PORTLAND, OR · Since 2000
About Financial Advisors in Oregon
How many financial advisors are registered in Oregon?
There are 162 SEC-registered investment advisory firms in Oregon, spread across 29 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Oregon?
The median advisory fee in Oregon is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.