Ranked by Oregon assets under management
1. Ferguson Wellman Capital Management and West Bearing Investments
Oregon Assets Under Management: $5.3B
Total Assets Under Management: $8.5B
Licensed Professionals in OR and SW Wash.: 25
Oregon Full-time Employees: 59
2. Aldrich Wealth
Oregon Assets Under Management: $3B
Total Assets Under Management: $6.1B
Licensed Professionals in OR and SW Wash.: 21
Oregon Full-time Employees: 34
3. Vista Capital Partners
Oregon Assets Under Management: $1.98B
Total Assets Under Management: $2.55B
Licensed Professionals in OR and SW Wash.: 17
Oregon Full-time Employees: 31
4. Matisse Capital
Oregon Assets Under Management: $1.2B
Total Assets Under Management: $1.5B
Licensed Professionals in OR and SW Wash.: 8
Oregon Full-time Employees: 10
5. Pioneer Trust Bank
Oregon Assets Under Management: $1.1B
Total Assets Under Management: $1.1B
Licensed Professionals in OR and SW Wash.: 9
Oregon Full-time Employees: 22
6. Coldstream Wealth Management
Oregon Assets Under Management: $807.9M
Total Assets Under Management: $8B
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 10
7. Columbia Trust Company, a division of Umpqua Bank
Oregon Assets Under Management: $562M
Total Assets Under Management: 1.3B
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 18
8. Peregrine Asset Advisers
Oregon Assets Under Management: $480M
Total Assets Under Management: $503M
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 2
9. Auxier Asset Management
Oregon Assets Under Management: $441M
Total Assets Under Management: $856M
Licensed Professionals in OR and SW Wash.: 6
Oregon Full-time Employees: 11
10. Advanced Wealth Management
Oregon Assets Under Management: $240.0M
Total Assets Under Management: $273M
Licensed Professionals in OR and SW Wash.: 2
Oregon Full-time Employees: 7
11. Capstone Wealth Management Group
Oregon Assets Under Management: $170.0M
Total Assets Under Management: $220.0M
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 2
12. Sundowner Capital Management
Oregon Assets Under Management: $104.2M
Total Assets Under Management: $109.5M
Licensed Professionals in OR and SW Wash.: 1
Oregon Full-time Employees: 3
13. MCS Family Wealth Advisors
Oregon Assets Under Management: $73M
Total Assets Under Management: $145.3M
Licensed Professionals in OR and SW Wash.: 2
Oregon Full-time Employees: 2
14. Baker Boyer Wealth Management
Oregon Assets Under Management: $55.35M
Total Assets Under Management: $1.54B
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 175
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