Powerlist: Financial planners


Joan McGuire

A rundown of the state’s largest money managers.

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FINANCIAL PLANNERS / MONEY MANAGERSRanked by Oregon AUM as of 9/30/18
RANKNAMEOREGON AUMTOTAL AUM
1Jensen Investment Management$7.2B$8.2B
2Wells Fargo Private Bank$6.1B$547B
3D.A. Davidson & Co.$5.2B$42.4B
4Ferguson Wellman Capital Management$3.4B$5.4B
5U.S. Bank Private Wealth Management$2.9B$164B
6Northwest Capital Management$1.8B$4.3B
7Arnerich Massena$1.4B$2.7B
8Aldrich Wealth$1.3B$1.7B
9Pioneer Trust Bank$1B$1B
10Matisse Capital$900M$1.1B
11The H Group$608.4M$612.3M
12Empirical Wealth Management$570M$1.9B
13Mercer Advisors | Sigma Investment Management$525M$13.1B
14The Partners Group$504M$596M
15Sloy, Dahl & Holst$422.3M$751.3M
16Financial Reserve$349.5M$696.4M
17Northwest Quadrant Wealth Management$343M$343M
18Allen Trust Company$340M$340M
19von Borstel & Associates$332M$405M
20Peregrine Asset Advisers$320M$360M
21Hines Warner Wealth Management$312M$314.5M
22IMS Capital Management$295.8M$295.8M
23ASI Wealth Management & Consulting Services$208.9M$385.8M
24Wealth Strategy Partners$200M$250M
25Hurley Financial Group$195.2M$204.7M
26Ascent Capital Management$150M$190M
27Advanced Wealth Management$109.2M$177.7M
28Pinnacle Wealth Advisor$105M$105M
29Capstone Wealth Management Group$100M$155M
30Rutherford Investment Management$88.8M$95.9M
31Valentine Ventures$88.7M$150M
32MCS Family Wealth Advisors$78.6M$161.5M
33Sundowner Capital Management$61M$71M
34Evergreen Financial Advisors$55.2M$71M
35Titus Financial$43.7M$44.9M
36The Legacy Group$40M$46M
    
Disclaimer: The powerlist is compiled based on responses to a survey. Firms are not included if they do not respond to the survey.

 

 




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