Ranked by Oregon assets under management
1 Ferguson Wellman Capital Management and West Bearing Investments
Oregon Assets Under Management: $4.5 billion
Total Assets Under Management: $7.5 billion
Licensed Professionals in OR and SW Wash: 28
Oregon Full-time Employees: 59
2 Becker Capital Management
Oregon Assets Under Management: $2.9 billion
Total Assets Under Management: $4.1 billion
Licensed Professionals in OR and SW Wash: 16
Oregon Full-time Employees: 31
3 Vista Capital Partners
Oregon Assets Under Management: $1.75 billion
Total Assets Under Management: $2.0 billion
Licensed Professionals in OR and SW Wash: 17
Oregon Full-time Employees: 33
4 Arnerich Massena
Oregon Assets Under Management: $1.5 billion
Total Assets Under Management: $2.0 billion
Licensed Professionals in OR and SW Wash: 8
Oregon Full-time Employees: 21
5 Pioneer Trust Bank, N.A.
Oregon Assets Under Management: $1.1 billion
Total Assets Under Management: $1.1 billion
Licensed Professionals in OR and SW Wash: 9
Oregon Full-time Employees: 23
6 Matisse Capital
Oregon Assets Under Management: $1.0 billion
Total Assets Under Management: $1.3 billion
Licensed Professionals in OR and SW Wash: 8
Oregon Full-time Employees: 10
7 Coldstream Wealth Management
Oregon Assets Under Management: $677.6 million
Total Assets Under Management: $6.8 billion
Licensed Professionals in OR and SW Wash: 6
Oregon Full-time Employees: 11
8 Allen Trust Company
Oregon Assets Under Management: $600.0 million
Total Assets Under Management: $600.0 million
Licensed Professionals in OR and SW Wash: 6
Oregon Full-time Employees: 14
9 Columbia Trust Company
Oregon Assets Under Management: $562 million
Total Assets Under Management: $1.1 billion
Licensed Professionals in OR and SW Wash: 8
Oregon Full-time Employees: 19
10 Peregrine Asset Advisers
Oregon Assets Under Management: $440 million
Total Assets Under Management: $500 million
Licensed Professionals in OR and SW Wash: 4
Oregon Full-time Employees: 2
11 IMS Capital Management
Oregon Assets Under Management: $294 million
Total Assets Under Management: $369 million
Licensed Professionals in OR and SW Wash: 5
Oregon Full-time Employees: 9
Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey.
