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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
3x5 Partners Portland OR US 0.0 
5 Star Investing Milton-freewater OR US 6.5 
801 West Capital Management, LLC Portland OR US 0.0 
a Street Financial Advisors, Inc. Ashland OR US 36.6 
Acentrus Financial Partners LLC Hillsboro OR US 2.6 
Acm Management Company, LLC Portland OR US 583.8 
Adb Capital Management, LLC Eugene OR US 9.3 
Advanced Wealth Management Portland OR US 0.0 
Alberty Asset Management LLC Eugene OR US 38.6 
Aldrich Wealth LP Lake Oswego OR US 930.3 
Allen Capital Management, LLC Portland OR US 110.6 
Arcadia Investment Advisors, LLC Portland OR US 151.1 
Arnerich Massena, Inc. Portland OR US 9330.2 
Ascent Capital Management, LLC Bend OR US 181.8 
Ashland Financial Solutions Ashland OR US 0.0 
Asi Wealth Management & Consulting Service Bend OR US 1406.9 
Astoria Capital Management, Inc. Milwaukie OR US 0.0 
Auxier Asset Management Aurora OR US 604.6 
Axia Wealth Management Inc Bend OR US 0.9 
Bain Wealth Management Group, LLC Salem OR US 49.7 
Baker Ellis Asset Management LLC Portland OR US 511.9 
Bandon Wealth Management LLC Bandon OR US 2.4 
Barker Wealth Management, LLC Portland OR US 35.8 
Beacon Rock Partners Portland OR US 184.1 
Becker Capital Management, Inc. Portland OR US 3508.5 
Becky H Salsburg, Cfp, Ea LLC Lake Oswego OR US 0.0 
Bennett, Herman & Geertsen, LLC. Clackamas OR US 0.0 
Blue Water Wealth Portland OR US 72.4 
Blueprint Financial Consultants Portland OR US 0.0 
Boz & Company LLC Portland OR US 13.5 
Bridge City Capital, LLC Portland OR US 122.5 
Brooks Capital Strategies Bend OR US 0.0 
Burnside Capital Management, LLC Portland OR US 18.1 
Cable Hill Partners, LLC Portland OR US 543.0 
Cairn Investment Group Portland OR US 173.4 
Campbell Global Portland OR US 3840.2 
Capital United, LLC Hillsboro OR US 109.0 
Capstone Wealth Advisors, LLC Salem OR US 0.0 
Capstone Wealth Management Group, LLC Bend OR US 113.6 
Capybara Management, LLC Portland OR US 0.0 
Carlton Advisors, LLC West Linn OR US 0.0 
Carter And Carter Wealth Strategies, Inc. Eugene OR US 307.0 
Cascade Advisory Group Inc Bend OR US 29.0 
Cascade Financial Strategies Bend OR US 19.5 
Cascade Investment Advisors, Inc. Oregon City OR US 222.0 
Cascadia Financial Planner LLC Tigard OR US 1.5 
Cascadia Investment Consultants Eugene OR US 17.5 
Catalyst Financial Nw Corporation Gresham OR US 93.0 
Catalyst Research Management Group Portland OR US 0.0 
Cedar Mountain Advisors, LLC Portland OR US 442.2 
Cgc Financial Service Lake Oswego OR US 490.2 
Clarity Wealth DEVE, LLC Corvallis OR US 34.7 
Cls Financial Advisors, Inc. Portland OR US 0.0 
Cognitiant Portland OR US 10.0 
Community Bancapital (cbc) Portland OR US 0.0 
Compass Investment Advisers, LLC Portland OR US 34.2 
Concentric Wealth Advisors LLC Lake Oswego OR US 89.7 
Confluence Wealth Management LLC Portland OR US 592.8 
Conley Capital Group Eugene OR US 58.5 
Conley, William J. Portland OR US 0.0 
Connected Wealth Solutions, LLC La Grande OR US 20.0 
Consolidated Financial Management Corporation. Beaverton OR US 0.0 
Cordant, Inc. Portland OR US 164.5 
Cs Planning Corporation Portland OR US 208.1 
Cutler Investment Counsel, LLC Jacksonville OR US 1028.7 
Cutler Investment Counsel, LLC Jacksonville OR US 1028.7 
Cwc Advisors, LLC Lake Oswego OR US 108.4 
D. Mattersdorff LLC Beaverton OR US 30.5 
Delap Wealth Advisory, LLC Lake Oswego OR US 28.9 
Deschutes Investment Consulting, LLC Portland OR US 974.2 
Deschutes Portfolio Strategies Lake Oswego OR US 1036.3 
Distribution Consultants, Inc. Portland OR US 15.6 
Dj Financial Roseburg OR US 2.2 
Dollinger Management Inc. Salem OR US 17.7 
Donn E. Potter, Cpa, Pc Hillsboro OR US 0.0 
Durig Capital, Inc. Tigard OR US 55.0 
Elevation Capital Advisory, LLC Bend OR US 0.4 
Encompass Wealth Advisors, LLC Portland OR US 241.3 
Endeavour Capital Portland OR US 2193.7 
Endeavour Capital Portland OR US 2193.7 
Equilibrium Capital Investment Management , LLC Portland OR US 177.6 
Erlandson Wealth Management Beaverton OR US 31.5 
Etesian Wealth Advisors, Inc. Lake Oswego OR US 213.8 
Evergreen Financial Advisors, Inc. Portland OR US 56.3 
Ferguson Wellman Capital Management, Inc. Portland OR US 4561.1 
Fidelis Im Medford OR US 46.9 
Financial Asset Managers, LLC Salem OR US 0.0 
Financial Facilitators, Inc. Eugene OR US 11.2 
Financial Investment Team fit Portland OR US 84.4 
Financial Planners Northwest, Inc. Portland OR US 0.0 
Finley Financial, LLC Mcminnville OR US 91.2 
Flight Capital Management, LLC Bend OR US 37.0 
Focuspoint Solutions, Inc. Portland OR US 2277.0 
Fordham Goodfellow Financial Service, LLC Hillsboro OR US 0.0 
Foster Wealth Lake Oswego OR US 49.0 
Gabriel Capital, LLC Beaverton OR US 20.2 
Gerding Edlen Portland OR US 1521.5 
Gerritz Wealth Management, Inc. Medford OR US 6.0 
Goldmark Financial Planners, LLC Salem OR US 7.0 
Government Portfolio Advisors LLC Portland OR US 7907.0 
Gradow Capital Management, LLC Lake Oswego OR US 16.2 
Grail Investments, LLC. Medford OR US 0.0 
Grange Capital, LLC Tualatin OR US 46.0 
Granite Capital Advisors, LLC Beaverton OR US 30.4 
Gratke Wealth, LLC Beaverton OR US 46.0 
Green Wealth Management, LLC Salem OR US 84.2 
Greenwood Resources Capital Management LLC Portland OR US 1708.0 
Griffith Asset Management, LLC Portland OR US 20.0 
Griffon Financial Planning, Inc Bend OR US 60.0 
Halcyon Financial Planning, LLC West Linn OR US 5.0 
Handy & Company Financial Advisors, Inc. Lake Oswego OR US 32.0 
Harfst And Associates, Inc. Ashland OR US 368.6 
Hausman Advisors, LLC Portland OR US 40.3 
Headwater Investment Consulting,Inc. Mcminnville OR US 181.9 
Heissler Financial, LLC Gresham OR US 7.5 
Hines Warner Wealth Management, LLC Portland OR US 240.9 
Holloway Investment Advisors, Inc. Portland OR US 52.2 
Hood River Capital Management LLC Portland OR US 1236.8 
Human Investing Lake Oswego OR US 776.6 
Hurley Financial Group, Inc. Corvallis OR US 161.2 
Hyas Group Portland OR US 18.2 
Ims Capital Management Portland OR US 210.9 
Insight Advisors Nw, LLC Beaverton OR US 31.2 
Insight Investment Solutions Eugene OR US 5.3 
Integrity Financial Planners Brookings OR US 49.0 
Interactive Wealth Advisors Beaverton OR US 24.7 
Irvington Capital LLC Portland OR US 0.0 
J.p. Capital Management, Inc. Eugene OR US 21.6 
J.r. Edwards Financial Planning, LLC Estacada OR US 6.0 
J.r. Young, P.c. Eugene OR US 18.7 
Jaffe Financial Service, LLC Ashland OR US 20.0 
Jensen Investment Management Inc. Lake Oswego OR US 7007.5 
Jerry J Davis Cpa Pc Gresham OR US 5.2 
Jgc Wealth Management, LLC Salem OR US 48.4 
Johnson Capital Management Seal Rock OR US 3.6 
Johnstone Financial Advisors Lake Oswego OR US 0.0 
Jones & Associates Premier Financial Solutions Medford OR US 0.0 
Journey Tree Financial Planning & Investments Eugene OR US 45.8 
Kingsview Asset Management, LLC Grants Pass OR US 375.6 
Kingsview Asset Management, LLC Grants Pass OR US 375.6 
Koch Financial Partners, LLC Portland OR US 0.0 
Koenig Investment Advisory, LLC Medford OR US 123.9 
Ksb Financial Service, LLC Eugene OR US 0.0 
Leader Capital Corporation. Portland OR US 326.5 
Lettin & Company, Inc. Lake Oswego OR US 0.0 
Lewellyn Financial Management Medford OR US 16.6 
Lewis Hanson And Company, Inc. Albany OR US 23.5 
Liberty Capital Portland OR US 26.4 
M Financial Asset Management, Inc. Portland OR US 755.6 
M Financial Investment Advisers Inc Portland OR US 640.1 
M Group Investment Advisor, LLC Medford OR US 38.0 
M Holdings Securities, Inc. Portland OR US 1518.5 
Madrona Wealth Management LLC Portland OR US 34.9 
Main Avenue Financial Service, LLC. Beaverton OR US 5.0 
Marquam Capital Portland OR US 7.9 
Martin Capital Partners, LLC Eugene OR US 132.2 
Matrix Wealth Management, Inc. Clackamas OR US 0.0 
Maxadvisor Private Management Portland OR US 25.2 
Maxim Global Wealth Advisors Lake Oswego OR US 90.3 
Mccoy Foat Wealth Management Group, LLC Lake Oswego OR US 21.6 
Mcgee Wealth Management, Inc. Portland OR US 363.5 
Mcs Family Wealth Advisors Eugene OR US 192.0 
Mengis Capital Management, Inc. Portland OR US 210.9 
Meridian Financial Group, Inc. Milwaukie OR US 13.7 
Merit Wealth Management, LLC Bend OR US 63.2 
Meriwether Family Office, LLC Portland OR US 0.0 
Metis Wealth Advisory Group Lake Oswego OR US 0.0 
Miller Financial Group, LLC Portland OR US 57.0 
Mkg Financial Group, Inc. Portland OR US 23.2 
Modernist Financial, LLC Portland OR US 25.9 
Morgan International Trade Corporation Beaverton OR US 0.0 
Morley Capital Management, Inc. Portland OR US 17674.2 
Morrison Street Capital, LLC Portland OR US 396.9 
Mosaic Research, Inc. Portland OR US 0.0 
Motus Ventures, LLC Portland OR US 0.0 
Mp Townsend Financial Portland OR US 3.6 
Mulligan Capital, Inc Tigard OR US 49.3 
Multnomah Group, Inc. Portland OR US 329.1 
Mylaunch, LLC Medford OR US 0.0 
New Outlook Financial, LLC Portland OR US 18.2 
North Forty Two & Co. Lake Oswego OR US 59.5 
North Ridge Wealth Advisors, Inc. Portland OR US 44.1 
Northern Oregon Money Management LLC Hood River OR US 1.6 
Northline Wealth Management LLC Bend OR US 127.5 
Northside Capital Management LLC Hood River OR US 4588.6 
Northwest Capital Management Inc. Portland OR US 2296.0 
Northwest Capital Management Inc. Portland OR US 2296.0 
Northwest Fiduciary Consultants, LLC Eugene OR US 0.0 
Northwest Investment Counselors Lake Oswego OR US 334.0 
Northwest Quadrant Wealth Management Bend OR US 206.0 
Northwest Wealth Advisors, Inc West Linn OR US 35.2 
Optimum Capital Strategies Beaverton OR US 32.1 
Orca Investment Management, LLC Roseburg OR US 176.0 
Oregon Financial Products & Service, LLC Portland OR US 7.1 
Oregon Pacific Financial Advisors Inc Medford OR US 54.7 
Oregon Pacific Wealth Management Florence OR US 6.5 
Oswego Wealth Management Inc. Lake Oswego OR US 63.5 
Pacific Asset Managment Of Or LLC Roseburg OR US 12.6 
Pacific Beacon Financial Management, LLC Corvallis OR US 6.3 
Pacific Coast Investment Advisors, LLC Lake Oswego OR US 60.4 
Pacific Ridge Capital Partners, LLC Lake Oswego OR US 302.9 
Parish & Company LLC Portland OR US 86.1 
Patten & Daves Capital Management Jacksonville OR US 29.6 
Pension Consulting Alliance, LLC Portland OR US 0.0 
Peregrine Asset Advisers, Inc. Portland OR US 285.2 
Phillips And Company Advisors LLC Portland OR US 1068.8 
Physician Family Financial Advisors Inc Eugene OR US 71.6 
Pinnacle Wealth Advisors Clackamas OR US 44.5 
Pivotal Investments Portland OR US 0.0 
Portland Financial Advisors, Inc. Beaverton OR US 22.0 
Portland Private Wealth Management, Inc. Portland OR US 92.8 
Portlandia Investment Management Portland OR US 30.8 
Preisz Financial Portland OR US 161.7 
Price Financial Group Wealth Management Portland OR US 0.0 
Professional Wealth Management, LLC Imbler Or 0.0 
Progressive Investment Management Corporation Portland OR US 339.2 
Quest Investment Management, LLC Portland OR US 1251.4 
Raaf Investment Advisors, LLC Portland OR US 47.9 
Radnorwood Capital, LLC Portland OR US 33.9 
Rain Capital Management Portland OR US 277.5 
Rbs Advisors, LLC Portland OR US 0.0 
Real Asset Portfolio Management LLC Portland OR US 873.0 
Reedwood Capital Management, LLC Happy Valley OR US 1.6 
Remick Capital, LLC Beaverton OR US 9.5 
Retirement Asset Managers, Inc. King City OR US 29.7 
Roehl & Yi Investment Advisors, LLC Eugene OR US 320.9 
Rogue Advisors, LLC Grants Pass OR US 18.7 
Roi Financial Beaverton OR US 69.3 
Rose City Investment Consulting LLC Lake Oswego OR US 0.0 
Rosenbaum Financial Portland OR US 307.6 
Rosenbaum Financial Portland OR US 307.6 
Rostad Capital Management, Inc. Portland OR US 0.0 
Rubicon Global Group, Rubicon Global Advisors Portland OR US 15.0 
Rutherford Investment Management Portland OR US 61.7 
Rvk, Inc. Portland OR US 0.0 
Rww Investment Advisors Inc. Portland OR US 9.5 
S & P Financial, Inc. Ashland OR US 192.8 
Sapient Private Wealth Management, LLC Eugene OR US 780.8 
Schultz And Associates Inc. Ashland OR US 35.0 
Security First Advisors Portland OR US 6.8 
Security First Advisors Corvallis, Inc. Corvallis OR US 8.3 
Sellwood Consulting LLC Portland OR US 163.9 
Settlement Capital Advisors West Linn OR US 2.7 
Sheppard Wealth Management, LLC Bend OR US 127.4 
Sherman, Young & Leavitt, LLC Oregon City OR US 35.0 
Sherpa Wealth Strategies, LLC Bend OR US 0.0 
Sigma Investment Management Company Portland OR US 466.8 
Silver Oak Advisory Group Portland OR US 213.9 
Skyline Asset Management Co. Portland OR US 24.7 
Skyline Financial Northwest Portland OR US 36.0 
Skyoak Wealth Management, Inc. Medford OR US 123.9 
Sloy Dahl & Holst Inc Portland OR US 710.4 
Smb Financial Service LLC Lake Oswego OR US 77.7 
Somerset Wealth Management, LLC Portland OR US 0.0 
Sommers Financial Management St. Helens OR US 32.0 
Sound Investment Management Inc Tualatin OR US 148.3 
Spacetime Capital Corvallis OR US 0.0 
Spectrum Strategic Capital Management, LLC Lake Oswego OR US 138.0 
Springwater Wealth Management, LLC Portland OR US 119.7 
Springwater Wealth Management, LLC Portland OR US 119.7 
Srm Advisors Portland OR US 127.4 
Stancorp Investment Advisers, Inc. Portland OR US 17250.4 
Stangier Wealth Management Portland OR US 148.0 
Stonepine Capital Management, LLC Bend OR US 0.0 
Strategic Financial Management, Inc. Grants Pass OR US 16.1 
Strategic Financial Partners, Limited Portland OR US 108.7 
Stuart Weiss Cpa/pfs, LLC Portland OR US 0.0 
Summa Global Advisors, LLC Clackamas OR US 143.5 
Sundowner Capital Management LLC Bend OR US 66.0 
Sustainable Wealth Management LLC Eugene OR US 191.4 
Swanson Financial Service, Inc. Lake Oswego OR US 6.0 
Sykes Financial Service Lake Oswego OR US 35.0 
Tandem Views Investment Service, LLC Lake Oswego OR US 2.2 
Tenbridge Partners LLC Portland OR US 92.9 
The H Group, Inc. Portland OR US 576.4 
The Legacy Group, Limited. Salem OR US 67.1 
The Morgan Group Inc. Beaverton OR US 16.8 
Thompson Advisory Service, LLC Portland OR US 0.0 
Thompson Rubinstein Investment Management Inc Portland OR US 288.8 
Thorne Trading & Investment Management Pendleton OR US 1.5 
Three Oaks Capital Management Lake Oswego OR US 5.0 
Titus Financial, Inc. Portland OR US 38.5 
Tony H. Davidson Comprehensive Financial Management, LLC Lake Oswego OR US 13.7 
Total Assets Management, Inc. Portland OR US 3.7 
Tpg Financial Advisors, LLC Portland OR US 404.4 
Trillium Valley Financial Planning Sherwood OR US 0.0 
Tru Independence Asset Management, LLC Portland OR US 605.4 
True Private Wealth Advisors, LLC Salem OR US 695.3 
True West Management Company, LLC Portland OR US 31.0 
True West Management Company, LLC Portland OR US 31.0 
Turman Financial Group, LLC Corvallis OR US 22.4 
Tygh Capital Management, Inc. Portland OR US 433.2 
U.s. Investors International Portland OR US 17.4 
Umpqua Investments, Inc. Portland OR US 665.5 
Umpqua Investments, Inc. Portland OR US 665.5 
Valentine Ventures, LLC Bend OR US 118.3 
Vault Portland OR US 0.8 
Vergepointe Wealth Management, LLC Lake Oswego OR US 163.7 
Victor Schramm LLC Portland OR US 0.5 
Vision Capital Management Inc Portland OR US 507.1 
Vista Capital Partners, Inc. Portland OR US 1101.9 
Vista Ridge Capital Partners, LLC Portland OR US 0.0 
Von Borstel & Associates, Inc. The Dalles OR US 305.5 
Wbh Financial Service, LLC Lake Oswego OR US 21.9 
Wealth Bridge Solutions, LLC Portland OR US 55.0 
Wealth Management Advisors, LLC Eugene OR US 0.0 
Wealthtrak Financial Service, LLC Gresham OR US 12.0 
Welch Investment Group, LLC Grants Pass OR US 105.1 
Wellspring Financial Planning Portland OR US 0.0 
Westlake Wealth Management, LLC Beaverton OR US 11.5 
Wickman Paterson Corrigan Mcminnville OR US 0.0 
Willamette Financial Advisors, LLC Lake Oswego OR US 75.3 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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