SEC Form ADV, by state
The largest investment adviser firms in Oregon
The current SEC Form ADV data lists 165 investment adviser firms headquartered in Oregon, of which 13 (7.9%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| GOVERNMENT PORTFOLIO ADVISORS LLC | PORTLAND | $35B | % of AUMhourlyfixed | none reported |
| STANCORP INVESTMENT ADVISERS, INC. | PORTLAND | $35B | % of AUMfixedother | none reported |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | PORTLAND | $11B | % of AUM | none reported |
| KINGSVIEW WEALTH MANAGEMENT, LLC | GRANTS PASS | $9.0B | % of AUMhourlyfixed | yes, reported |
| NORTHWEST CAPITAL MANAGEMENT INC. | LAKE OSWEGO | $8.5B | % of AUMhourlyfixed | none reported |
| ALDRICH WEALTH LP | LAKE OSWEGO | $7.6B | % of AUMhourlyfixedperformance | none reported |
| CAMPBELL GLOBAL | PORTLAND | $7.0B | % of AUMperformanceother | yes, reported |
| NORTHSIDE CAPITAL MANAGEMENT LLC | HOOD RIVER | $6.9B | % of AUMfixed | none reported |
| JENSEN INVESTMENT MANAGEMENT INC. | LAKE OSWEGO | $6.5B | % of AUM | none reported |
| BECKER CAPITAL MANAGEMENT, INC. | PORTLAND | $5.7B | % of AUMhourlyfixed | none reported |
| VISTA CAPITAL PARTNERS, INC. | PORTLAND | $3.2B | % of AUM | none reported |
| M HOLDINGS SECURITIES, INC. | PORTLAND | $3.2B | % of AUMhourlyfixed | yes, reported |
| DESCHUTES INVESTMENT CONSULTING, LLC | PORTLAND | $2.9B | % of AUMhourlyfixedcommissions | none reported |
| MULTNOMAH GROUP, INC. | PORTLAND | $2.7B | % of AUMhourlyfixed | none reported |
| PHILLIPS AND COMPANY ADVISORS LLC | PORTLAND | $2.7B | % of AUMfixedperformance | none reported |
| VARIANT INVESTMENTS | PORTLAND | $2.6B | % of AUMperformance | none reported |
| SELLWOOD INVESTMENT PARTNERS LLC | PORTLAND | $2.3B | % of AUMhourlyfixedother | none reported |
| HUMAN INVESTING | LAKE OSWEGO | $2.2B | % of AUMhourlyfixed | none reported |
| TPG FINANCIAL ADVISORS, LLC | PORTLAND | $2.2B | % of AUMhourlyfixed | none reported |
| CS PLANNING CORP | PORTLAND | $2.0B | % of AUMhourlyfixed | none reported |
| ENDEAVOUR CAPITAL | PORTLAND | $1.9B | % of AUMperformance | none reported |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC | EUGENE | $1.7B | % of AUMfixed | none reported |
| QUEST INVESTMENT MANAGEMENT, LLC | LAKE OSWEGO | $1.7B | % of AUMfixedperformance | none reported |
| MATISSE CAPITAL | PORTLAND | $1.6B | % of AUMhourlyfixed | none reported |
| CUTLER INVESTMENT GROUP | JACKSONVILLE | $1.5B | % of AUMhourlyfixed | yes, reported |
| AERODIGM WEALTH LLC | LAKE OSWEGO | $1.5B | % of AUMhourlyfixed | none reported |
| JGP WEALTH MANAGEMENT, LLC | BEND | $1.4B | % of AUMhourlyfixed | none reported |
| TRUE PRIVATE WEALTH ADVISORS, LLC | SALEM | $1.4B | % of AUMhourlyfixed | none reported |
| M FINANCIAL ASSET MANAGEMENT, INC. | PORTLAND | $1.2B | % of AUM | yes, reported |
| VISION CAPITAL MANAGEMENT INC | PORTLAND | $1.2B | % of AUM | none reported |
| CEDAR MOUNTAIN ADVISORS, LLC | LAKE OSWEGO | $1.2B | % of AUMhourlyfixed | none reported |
| SCOTT CAPITAL ADVISORS, LLC | PORTLAND | $1.1B | % of AUMhourlyfixed | none reported |
| SITTNER & NELSON, LLC | EUGENE | $1.0B | % of AUMhourlyfixed | none reported |
| M FINANCIAL INVESTMENT ADVISERS INC | PORTLAND | $1.0B | % of AUM | none reported |
| ROEHL & YI INVESTMENT ADVISORS, LLC | EUGENE | $959M | % of AUMhourlyfixed | none reported |
| AUXIER ASSET MANAGEMENT | AURORA | $946M | % of AUM | none reported |
| KEUDELL MORRISON WEALTH MANAGEMENT, LLC | SALEM | $922M | % of AUMfixed | none reported |
| HORST & GRABEN WEALTH MANAGEMENT, LLC | PORTLAND | $920M | % of AUMhourlyfixed | none reported |
| MENGIS CAPITAL MANAGEMENT, INC. | PORTLAND | $903M | % of AUMhourly | none reported |
| CGC FINANCIAL SERVICES | LAKE OSWEGO | $876M | % of AUM | none reported |
| GREEN CITIES INVESTMENT MANAGEMENT, LLC | PORTLAND | $875M | % of AUMperformance | none reported |
| NBC CAPITAL ADVISORS | BEAVERTON | $847M | % of AUM | none reported |
| RVK, INC. | PORTLAND | $828M | hourlyfixedother | yes, reported |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP | PORTLAND | $809M | % of AUM | none reported |
| PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | LAKE OSWEGO | $758M | % of AUMhourlyfixed | none reported |
| ALLIUM FINANCIAL ADVISORS, LLC | LAKE OSWEGO | $734M | % of AUMhourlyfixed | none reported |
| PREISZ FINANCIAL | PORTLAND | $702M | % of AUMhourlyfixed | none reported |
| VON BORSTEL & ASSOCIATES | THE DALLES | $680M | % of AUMhourlyfixed | yes, reported |
| EFM INVESTMENTS & ADVISORY LLC | PORTLAND | $680M | % of AUMperformance | none reported |
| VERIDAN WEALTH | WEST LINN | $667M | % of AUMhourlyfixed | none reported |
Source: SEC Form ADV monthly data, firms reporting a Oregonheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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