Financial planning firms in Oregon


A statewide ranking by Oregon assets under management.

 

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FINANCIAL PLANNING FIRMS — Ranked by Oregon assets under management (AUM)

RANK FIRM
WEBSITE
ADDRESS     PHONESENIOR
EXECUTIVES
AUM
OREGON / WORLDWIDE
OREGON CFPs /  EMPLOYEES SPECIALTIESMIN. ACCT SIZE /
YEAR EST.
1StanCorp Investment Advisers1100 S.W. Sixth Ave.Kim W. Ledbetter$4.9b2Institutional fixed income management and private client comprehensive financial planning and investment management$100k
stancorpadvisers.comPortland 97204 800.378.5742Julie Grandstaff$5.2b142000




1Wells Fargo1300 S.W. Fifth Ave. , 18th FloorJeff Grubb$4.9b12Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance$250k
wellsfargo.comPortland 97201 503.886.2377April Sanderson$227.0b1601852




3U.S. Bank Private Client Group111 S.W. Fifth Ave., Ste. 600Ted Austin$4.1b7Customized personal trust and investment management strategies to help preserve and enhance wealth$500k
privateclientgroup.usbank.comPortland 97204 503.275.6588Mike Baele$219.0b721919




4Becker Capital Management1211 S.W. Fifth Ave., Ste. 2185Janeen S. McAninch$2.0b1Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds$1m
beckercap.comPortland 97204 503.223.1720Pat Becker Sr.$2.6b281976




5Ferguson Wellman Capital Management888 S.W. Fifth Ave., Ste. 1200James H. Rudd$1.7b7Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities
fergusonwellman.comPortland 97204 503.226.1444Steven J. Holwerda$2.7b341975




6Pioneer Trust Bank NAP.O. Box 2305Michael S. Compton$670.0mPersonal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts$300k
pioneertrustbank.comSalem 97308 503.363.3136Alan C. Bennett$670.0m301924




7Deschutes Investment Advisors1211 S.W. Fifth Ave., Ste. 2830Bryn Torkelson$645.9m1Comprehensive financial planning and wealth management, corporate retirement plan consulting, retirement income solutions, strategic solutions for business owners$500k
deschutesadvisors.comPortland 97204 503.223.2500Ember Martin$661.1m121997




8Key Private Bank/Key Investment Services1211 S.W. Fifth Ave., Ste. 560Katharine Coakley$600.0m2Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services
key.comPortland 97204 800.790.7620Martin Anderson$84.7b321924




9The H Group3395 S.W. Garden View Ave.Brent Hicks$510.0m16Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal
thehgroup.comPortland 97225 503.292.5853$530.0m201991




10Union Bank of California NA407 S.W. BroadwayGene d’Autremont$500.0m4Private wealth planning; customized investment management; self-directed portfolios; special assets; living, testamentary, charitable and special needs trusts; nonprofits; commercial and private banking$500k
unionbank.comPortland 97205 503.225.2903Mike Hart$20.8b561882




11Northwest Capital Management10300 S.W. Greenburg Rd., Ste. 487Fred Payne$485.0m5Fiduciary, investment and consulting services for qualified retirement plans and private clients$200k
NWCapital.comPortland 97223 503.244.0440$776.1m151998




12Willamette Financial Group LLC3550 Liberty Rd. South, Ste. 230Alan B. Koloen$436.2m32Fully integrated financial planning; insurance and financial products$50k
wfgadvisors.comSalem 97302 503.566.7266Desiree Headings$529.0m462003

CharleneCarter.jpg
“Boomers are getting much smarter. It’s not just ‘make me a 25% return.’ They’re thinking about the whole picture: their home, pension, estate plan, kids’ college and, of course, retirement. Many people are looking for moderate risk and not hit-it-out- of-the-park returns. You can’t recover when you strike out in your mid-fifties. Maybe we’re getting older and wiser.” CHARLENE CARTER, PRESIDENT, CARTER & CARTER FINANCIAL, EUGENE

13Carter & Carter Financial260 Country Club Rd. Ste. 230Charlene Carter$400.0m3Full-service financial and tax planning, asset allocation and diversification strategies, retirement income specialists
carterandcarter.comEugene 97401 541.683.2900$400.0m171980




14South Valley Wealth Management810 Main St.Martin R. Ledgerwood$371.0m3NA
southvalleywealth.comKlamath Falls 97601 541.882.5488$371.0m151984




15Vista Capital Partners9755 S.W. Barnes Rd., Ste. 595Michael J. O’Reilly$350.0m6Fee-only investment advisor focusing on wealth management and personal asset management for individuals and local institutional clients$1m
vistacp.comPortland 97225 503.772.9500Douglas E. Johanson$380.0m82001




16Coldstream Capital Management111 S.W. Fifth Ave., Ste. 4100Kori Allen$300.0m1Multi-client family office providing comprehensive and integrated wealth management services for individuals and families of significant wealth$2m
coldstream.comPortland 97204 503.223.5358Matt Bader$1.2b81996




16The BMG Group @ Morgan Stanley1001 S.W. Fifth Ave., Ste. 2200Sean Gabrio$300.0m2Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives$1m
morganstanley.comPortland 97204 866.882.5840Jim Mead$310.0m71997




16Wealth Advisors LLC5665 S.W. Meadows Rd., Ste. 200Scott Barchus$300.0m9Personal financial planning, estate planning, business transitions, high-net worth investment management, business valuation, bundled 401(K) services$1m
wealthadvisors.comLake Oswego 97035 503.620.5329Toby Daniels$425.0m152000




19Financial Reserve Investors12725 S.W. 66th Ave., Ste. 102Gregory A. Parrott$273.0m5Personal economic advisors, CPAs and ChFCs on staff; 13-part comprehensive planning program$50k
financialreserve.comPortland 97223 503.624.4600Steven M. Fain$410.0m121985




20Pacific Investment Advisors1211 S.W. Fifth Ave., Ste. 1050David J. Reichle$250.0m1Fee-only asset mgmt. for taxable accounts, retirement plans and foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations$1m
pia-invest.comPortland 97204 503.221.7595Kathleen J. Kee$275.0m51997




21The JS Group – Citi / Smith Barney805 S.W. Broadway, Ste. 2300William J. Schwartz$200.0mWealth management,financial planning, investment advisory, asset allocation, estate planning, trust services, corporate retirement plan services
Portland 97205 503.221.7600Brian C. Joelson$220.0m5




22Northwest Investment Counselors LLC340 Oswego Pointe Dr., Ste. 104Mark Scarlett, Nancy$160.0mIndividuals, endowments/ foundations and ret. plans; range of services including long-term capital appreciation in equity markets and capital preservation in bond markets$500k
nwic.netLake Oswego 97034 971.404.0179Karwin, Matt Roehr61998




23CMC Advisers4800 S.W. Macadam Ave., Ste. 305David Morganstern$150.0m4Customized personal svcs.; life and wealth mgmt. primarily for specialty physicians and small business owners; specializing in retirement and tax-efficient institutional portfolio mgmt.$750k
cmcadvisers.comPortland 97239 503.227.5284Marilyn R. Bergen$185.0m81996




24Rosenbaum Financial LLC1675 S.W. Marlow Ave., Ste. 401Mark Rosenbaum$147.0m1Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business successionNA
rosenbaumfinancial.comPortland 97225 503.352.1300Fred Rosenbaum$159.7m12




25Chinook Capital Management LLC4380 S.W. Macadam Ave., Ste. 250Greg Houser$145.8m1Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions$750k
chinookcapital.comPortland 97239 503.228.1116Rick Schmidt$336.7m91997




26Empirical Wealth Management LLC9755 S.W. Barnes Rd., Ste. 210Jack Monteith$137.0m2Comprehensive financial planning, asset allocation and retirement strategies$5m
empiricalwm.comPortland 97225 503.808.9005Melissa D. McDermott$425.0m52005




27Consolidated Financial Management Corp.1915 N.W. AmberGlen Pkwy., Ste. 150Leonard T. Berard$130.0m3Customized financial plans for corporate executives, small business owners and professionals$250k
lpl.com/cfmplannersBeaverton 97006 503.844.9146Kristy A. Motta$130.0m51982




28Oregon Pacific Financial Services733 Highway 101David Littlejohn$120.0m4Fee-based asset management; personal financial planning; customized wealth accumulation, preservation and transfer strategies$100k
opbc.comFlorence 97439 541.997.3090Bruce Bjerke$160.0m61997




29Hurley Financial Group111 S.W. Fourth St.Dorann A. Hurley$111.5m1Registered investment advisory firm specializing in retirement planning$250k
hurleyfinancial.comCorvallis 97333 541.757.2331Megan E. Schneider$131.2m61987




30Arcadia Investment Advisors LLC1601 Officers RowRichard A. Teutsch$106.0m1$250k
arcadiaia.netVancouver 98661 360.823.0477Robert Pool$168.0m11995




31Peregrine Asset AdvisersOne S.W. Columbia St., Ste. 1680Daniel S. Botti$100.0m3Customized investment management for individuals and groups$100k
peregrineaa.comPortland 97258 503.459.4651$175.0m32001




32Ascent Capital Management LLC975 S.W. Colorado, Ste. 200Scott Agnew$96.0m5Independent registered investment advisor offering integrated financial planning and investment management services
ascentcap.comBend 97702 541.382.4847John Harrigan$101.0m62001




33Allen Trust Co./Allen Capital Mgmt.121 S.W. Morrison St., Ste. 875Stuart B. Allen$82.0m10Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations$500k
allentrust.com/allencapital.comPortland 97204 503.292.1041William Harris$1.2b182000




34The Legacy Group Ltd.2720 Commercial St. S.E., Ste. 260Ronald W. LeBlanc, CFP$80.0m2Wealth management and financial planning advice on a fee-only basis$500k
thelegacygroup.comSalem 97302 503.581.6020W. Ray Sagner, CFP$85.0m31984




35McDonald Franceschi LLC520 S.W. Yamhill St., Ste. 500Bernard P. Franceschi$65.0m3Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies$250k
mcdfran.comPortland 97204 503.827.8591James R. McDonald$70.0m42001




36CCB Financial Services38975 Proctor Blvd./P.O. Box 38Robert J. Rockwell$50.0m1Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt.$5k
clackamascountybank.comSandy 97055 503.668.2530Lynn Proctor$50.0m21994




37Northwest Financial711 Chemawa Rd. N.E.Rick J. Roemer$49.0m1Retirement planning, managing risk, income distribution planning, financial coaching, life planning$50k
mycfp.comKeizer 97303 503.390.8011$52.0m31984




38MCS Financial Advisors360 E. 10th Ave., Ste. 200Michael C. Stalker, James C.$43.3m2Independent, fee-only wealth management firm specializing in hard-to-break strategies for high-net-worth clients$1m
mcsfa.comEugene 97401 541.345.7023Tarvin, Jeffrey B. Yomada$107.7m51991




39Birch & Jossi Financial Advisors9200 S.E. Sunnybrook Blvd., Ste. 210Raymond Birch$28.0m0Independent fee-based firm; unbiased investment selection process; diversified portfolios$250K
birchandjossi.comClackamas 97015 503.654.5100Steve Jossi$32.0m21995




40Investment AllianceClackamas Town Center/11050 S.E. 105thGinny Brewster$26.0m1Retirement and college planning, business pension plans, IRA, ROTH, maximizing net worth$350
financial-prosperity.comPortland 97266 503.794.273711983




41Russell D. Francis, CPA, PC14050 S.W. Pacific Hwy., Ste. 212Russell D. Francis$10.0m2Fee-only investment management; comprehensive financial, tax and estate planning$500k
rdfranciscpa.com/financialplanningTigard 97224 503.684.6116$10.0m12003

A representative of each firm provided Powerlist data.
Please email Brandon Sawyer or call him at 503.223.0304 with any changes or additions to this list.




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