Financial planning firms ranked by Oregon assets under management.
| Rank | Firm Website | Address/phone | Senior executives | AUM Oregon Worldwide | Min. acct. size Ore. Employees | Specialties |
| 1 | Stancorp Investment Advisers | 920 S.W. Sixth Ave., Ste. 1020 | Kim W. Ledbetter | $4.7b | $100k | Fixed-income investment management, asset allocation, fund selection, retirement plan consulting, individual financial planning and investment management |
| stancorpadvisers.com | Portland 97204 800.378.5742 | Julie Grandstaff | $4.7b | 10 | ||
| 2 | U.S. Bank Private Client Group | 111 S.W. Fifth Ave., Sixth Fl. | Ted Austin | $3.9b | $150k | Customized personal trust and investment management strategies to help preserve and enhance client assets |
| privateclientgroup.usbank.com | Portland 97204 503.275.6588 | Mike Baele | $213.0b | 72 | ||
| 3 | U.S. Trust Company NA | 4380 S.W. Macadam Ave., Ste. 450 | April Knapp Sanderson | $3.8b | $2m | Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. |
| ustrust.com | Portland 97239 503.228.2300 | Charles J. “Butch” Swindells | $109.0b | 40 | ||
| 4 | Wells Fargo | 1300 S.W. Fifth Ave. , 18th Floor | Shawn Higley | $2.1b | $250k | Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance |
| wellsfargo.com | Portland 97201 503.886.1211 | Jeff Grubb | $126.2b | 160 | ||
| 5 | Becker Capital Management | 1211 S.W. Fifth Ave., Ste. 2185 | Janeen S. McAninch | $1.7b | $2.5k | Asset mgmt. for individuals and institutions; offering large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and No Load Becker Value Equity Mutual Funds. |
| beckercap.com | Portland 97204 503.223.1720 | Pat Becker Sr. | $2.3b | 29 | ||
| 6 | Strand, Atkinson, Williams & York | 200 S.W. Market St., Ste. 1900 | Bradford A. Wear | $1.5b | NA | Regional, full-service brokerage firm with access to every trading market; in-house Oregon bond department |
| strandatkinson.com | Portland 97201 503.226.7000 | Terri Gorecki | $1.7b | 61 | ||
| 6 | Ferguson Wellman Capital Management Inc. | 888 S.W. Fifth Ave., Ste. 1200 | James H. Rudd | $1.4b | $2m | Customized portfolios with individual stock and bond positions; some products include core equity, equity income, international stock, real estate investment trusts |
| fergusonwellman.com | Portland 97204 503.226.1444 | Steven J. Holwerda | $2.4b | 34 | ||
| 8 | D.A. Davidson & Co. | 1300 S.W. Fifth Ave., Ste. 1950 | Russell Tennant | $1.1b | NA | Offers personalized advice on stocks, bonds, government securities, mutual funds, retirement planning, insurance and other investment products and services |
| dadavidson.com | Portland 97201 503.525.3600 | Doug Woodcock | $18.0b | 103 | ||
| 9 | KeyBank/McDonald Investments | 1211 S.W. Fifth Ave., Ste. 560 | Martin Anderson | $945.0m | $250k | Wealth management, trust services, brokerage services,financial planning, investment management, retirement planning and insurance |
| key.com | Portland 97204 503.790.7626 | Bui Quang | $65.0b | 40 | ||
| 10 | Quest Investment Management | One S.W. Columbia St., Ste. 1100 | Cameron M. Johnson | $762.0m | $20m | Registered investment adviser to pensions, foundations and high-net-worth individuals for more than 20 years |
| questinvestment.com | Portland 97258 503.221.0158 | Greg Sherwood | $2.2b | 17 | ||
| 11 | Deschutes Investment Advisors | 1211 S.W. Fifth Ave., Ste. 2830 | MacGregor Hall | $650.0m | $250k | Comprehensive financial planning and wealth management, corporate retirement plan consulting, retirement income solutions, strategic solutions for business owners |
| deschutesadvisors.com | Portland 97204 503.223.2500 | Ember Martin | $800.0m | 14 | ||
| 12 | Pioneer Trust Bank NA | P.O. Box 2305 | Michael S. Compton | $646.9m | $300k | Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts |
| pioneertrustbank.com | Salem 97308 503.363.3136 | Alan C. Bennett | $646.9m | 30 | ||
| 13 | Advisory Services & Investments LLC | 15 S.W. Colorado, Ste. 280 | Randy L. Miller | $455.0m | $1m | Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation |
| advisory-services.com | Bend 97702 541.617.0898 | $650.0m | 6 | |||
| 14 | West Coast Trust Co. | 1000 S.W. Broadway, Ste. 1100 | Sandra C. Mico | $420.0m | $250k | Asset allocation accounts; living, special needs and charitable trusts; real estate management; foundation and endowment management |
| wcb.com | Portland 97205 503.224.2472 | Rick Trout | $420.0m | 24 | ||
| 15 | H Group | 3395 S.W. Garden View Ave. | Brent Hicks | $395.0m | Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal | |
| thehgroup.com | Portland 97225 503.292.5853 | $425.0m | 10 | |||
| 15 | Mazama Capital Management | One S.W. Columbia St., Ste. 1500 | Ronald A. Sauer | $395.0m | $20m | Portfolio management services for institutions worldwide; focus on small to mid-cap growth (U.S. equity) |
| mazamacap.com | Portland 97258 503.221.8725 | Brian P. Alfrey | $6.8b | 24 | ||
| 17 | Northwest Capital Management Inc. | 10300 S.W. Greenburg Rd., Ste. 487 | Fred Payne | $375.0m | $200k | Fiduciary, investment and consulting services for qualified retirement plans and private clients |
| NWCapital.com | Portland 97223 503.244.0440 | Terri Schwartz | $552.0m | 15 | ||
| 18 | Sigma Investment Management Co. | 121 S.W. Morrison St., Ste 800 | William A. Berg | $355.0m | $500k | Multi-style investment mgmt., family educ., perf. reporting/asset alloc. analysis, consulting for families/foundations/endowments, corp. ret. plans |
| sigmainvestment.com | Portland 97204 503.419.3938 | John C. Abrahamson | $400.0m | 8 | ||
| 19 | Jensen Investment Management | 2130 Pacwest Ctr., 1211 S.W. 5th Ave. | David G. Mertens | $350.0m | $5m | Singular equity growth style of mgmt. with objective of long-term capital appreciation, avail. as a sep. managed account or through mutual fund |
| jenseninvestment.com | Portland 97204 800.221.4384 | $3.5b | 18 | |||
| 20 | Willamette Financial Group LLC | 3550 Liberty Rd. South, Ste. 230 | Alan B. Koloen | $344.9m | $25k | Fully integrated financial planning; insurance and financial products |
| wfgadvisors.com | Salem 97302 503.566.7266 | Desiree Headings | $351.7m | 40 | ||
| 21 | IMS Capital Management | 8995 S.E. Otty Rd. | Carl W. Marker | $306.3m | $5k | Mid-cap value stocks, income-producing securities and balanced portfolios using risk mgmt. techniques for individuals, institutions and retirement plans |
| imscapital.com | Portland 97086 503.788.4200 | $785.7m | 8 | |||
| Rank | Firm Website | Address/phone | Senior executives | AUM Oregon Worldwide | Min. acct. size Ore. Employees | Specialties |
| 22 | Vista Capital Partners | 9400 S.W. Barnes Rd., Ste. 450 | Michael J. O’Reilly | $260.0m | $1m | Fee-only investment advisor focusing on wealth management and personal asset management for individuals and local institutional clients |
| vistacp.com | Portland 97225 503.772.9500 | Douglas E. Johanson | $290.0m | 8 | ||
| 23 | Wealth Advisors LLC | 5665 S.W. Meadows Rd., Ste. 200 | Scott Barchus | $240.0m | $750k | Personal financial planning, estate planning, business transitions, high-net worth investment management, business valuation, bundled 401(K) services |
| wealthadvisors.com | Lake Oswego 97035 503.620.5329 | Toby Daniels | $240.0m | 15 | ||
| 24 | Coldstream Capital Management | 111 S.W. Fifth Ave., Ste. 4100 | Kori Allen | $208.0m | $2m | Multi-client family office providing comprehensive and integrated wealth management services for individuals and families of significant wealth |
| coldstream.com | Portland 97204 503.223.5358 | Matt Bader | $950.0m | 8 | ||
| 25 | Financial Reserve Investors Inc. | 12725 S.W. 66th Ave., Ste. 102 | Gregory A. Parrott | $195.0m | $50k | Personal Economic Advisors, CPAs and ChFCs deliver a 13-part comprehensive planning program with complete financial services. |
| financialreserve.com | Portland 97223 503.624.4600 | Steven M. Fain | $315.0m | 7 | ||
| 26 | Pacific Investment Advisors LLC | 1211 S.W. Fifth Ave., Ste. 1050 | David J. Reichle | $190.0m | $750k | Fee-only asset mgmt. for taxable accounts, retirement plans and foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations |
| pia-invest.com | Portland 97204 503.221.7595 | Kathleen J. Kee | $210.0m | 4 | ||
| 27 | The Lam Group Inc. | P.O. Box 850 | Nelson J. Lam | $188.0m | $3m | Investment management and portfolio consulting services for high-net worth families, foundations and select institutions, using a global asset allocation approach |
| thelamgroup.com | Lake Oswego 97034 503.730.9345 | $188.0m | 1 | |||
| 28 | Peregrine Asset Advisers | One S.W. Columbia St., Ste. 1680 | Daniel S. Botti | $168.0m | $100k | Customized investment management for individuals and groups |
| peregrineaa.com | Portland 97258 503.459.4651 | $168.0m | 3 | |||
| 29 | The BMG Group @ Morgan Stanley | 1001 S.W. Fifth Ave., Ste. 2200 | Sean Gabrio | $165.0m | NA | Financial planning, alternative investments, executive comp. plans; qualified to work with business owners, physicians and corporate executives |
| morganstanley.com | Portland 97204 866.882.5840 | Jim Mead | $185.0m | 6 | ||
| 30 | CMC Advisers LLC | 4800 S.W. Macadam Ave., Ste. 305 | David Morganstern | $135.0m | $1m | Customized personal services integrating life and wealth management primarily for specialty physicians and small business owners; specializing in retirement |
| cmcadvisers.com | Portland 97239 503.227.5284 | Marilyn R. Bergen | $155.0m | 8 | ||
| 31 | Rosenbaum Financial LLC | 1675 S.W. Marlow Ave., Ste. 401 | Mark Rosenbaum | $123.2m | NA | Business planning: qualified and non-qualified plan design, profit-sharing plans, supplemental executive compensation, group insurance; individual retirement, estate and business succession planning |
| rosenbaumfinancial.com | Portland 97225 503.352.1300 | Fred Rosenbaum | $132.0m | 8 | ||
| 32 | Empirical Wealth Management LLC | 4380 S.W. Macadam Ave., Ste. 250 | Jack Monteith | $100.0m | $1m | Comprehensive financial planning, asset allocation and retirement strategies |
| empiricalwm.com | Portland 97239 503.808.9005 | Melissa D. McDermott | $300.0m | 6 | ||
| 32 | Progressive Investment Management | 721 N.W. Ninth Ave., Ste. 250 | Leslie E. Christian, Rob | $100.0m | $1m | Socially and environmentally responsible investing |
| progressiveinvestment.com | Portland 97209 503.224.7828 | Baird, Carsten Henningsen | $250.3m | 10 | ||
| 34 | Oregon Pacific Financial Services | 733 Highway 101 | David Littlejohn | $85.0m | $100k | Fee-based asset management; personal financial planning; customized wealth accumulation, preservation and transfer strategies |
| opbc.com | Florence 97439 541.997.3090 | Bruce Bjerke | $90.0m | 6 | ||
| 35 | Allen Trust Co./Allen Capital Mgmt. | 121 S.W. Morrison St., Ste. 875 | Stuart B. Allen | $82.0m | $500k | Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations |
| allentrust.com/allencapital.com | Portland 97204 503.292.1041 | William Harris | $1.2b | 18 | ||
| 36 | Hurley Financial Group | 226 S.W. Seventh St. | Dorann A. Hurley | $80.0m | $250k | Registered investment advisory firm specializing in asset management and financial advisory services |
| www.hurleyfinancial.com | Corvallis 97333 541.757.2331 | Megan Schneider | $85.0m | 4 | ||
| 37 | Silver Oak Advisory Group | 1130 S.W. Morrison St., Ste. 610 | Deborah L Thomas | $68.0m | $350k | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele |
| silveroak.net | Portland 97205 503.242.1715 | $88.7m | 4 | |||
| 38 | Ascent Capital Management LLC | 975 S.W. Colorado, Ste. 200 | Scott Agnew | $67.0m | Independent registered investment advisor offering integrated financial planning and investment management services | |
| ascentcap.com | Bend 97702 541/382.4847 | John Harrigan | $70.0m | 6 | ||
| 39 | Auxier Asset Management LLC | 5000 S.W. Meadows Rd., Ste. 410 | J. Jeffrey Auxier | $65.2m | $2m | Separately managed accounts, Auxier Focus Fund |
| auxierasset.com | Lake Oswego 97035 503.885.8807 | $385.2m | 7 | |||
| 40 | Northwest Financial Inc. | 711 Chemawa Rd. N.E. | Rick J. Roemer | $65.0m | $50k | Retirement planning, managing risk, income distribution planning, financial coaching, life planning |
| mycfp.com | Keizer 97303 503.390.8011 | $67.0m | 3 | |||
| 41 | Ameriprise Financial | 1800 Blankenship, Ste. 300 | T. Peter Toll, Jr., CWC | $55.0m | $100k | Preserving, protecting and passing assets through a values-based comprehensive plan for high-net worth families |
| West Linn 97068 503.656.6612 | Ralph Luchterhand, CFP | $77.0m | 5 | |||
| 42 | CCB Financial Services | P.O. Box 38 | Robert J. Rockwell | $50.0m | $5k | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. |
| clackamascountybank.com | Sandy 97055 503.668.2530 | $50.0m | 2 | |||
| Rank | Firm Website | Address/phone | Senior executives | AUM Oregon Worldwide | Min. acct. size Ore. Employees | Specialties |
| 43 | McDonald Franceschi LLC | 520 S.W. Yamhill St., Ste. 500 | Bernard P. Franceschi | $41.0m | $250K | Fee-only comprehensive financial planning and investment management services |
| mcdfran.com | Portland 97204 503.827.8591 | $41.0m | 3 | |||
| 44 | The Legacy Group Ltd. | 2720 Commercial St. S.E., Ste. 260 | Ronald W. LeBlanc, CFP | $40.0m | Wealth management and financial planning advice on a fee-only basis | |
| TheLegacyGroup.com | Salem 97302 503.581.6020 | W. Ray Sagner, CFP | $50.0m | 3 | ||
| 45 | Valentine Ventures LLC | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 | $32.8m | $500k | Full-service wealth management | |
| valentineventures.com | Bend 97702 541.389.4148 | $32.8m | 2 | |||
| 46 | Investment Alliance Inc. | Clackamas Town Center/11050 S.E. 105th | Ginny Brewster | $30.0m | $350 | Retirement and college planning, business pension plans, IRA, ROTH, maximizing net worth |
| financial-prosperity.com | Portland 97266 503.794.2737 | $30.0m | 1 | |||
| 47 | Rutherford Investment Mgmt. LLC | 10300 S.W. Greenburg Rd., Ste. 115 | William D. Rutherford | $18.8m | $1m | Multi-cap growth investment manager for high net worth individuals, pension funds and foundations |
| rutherfordinvestment.com | Portland 97223 503.452.1210 | $21.1m | 2 | |||
| 48 | Sundowner Capital Management LLC | 796 S.W. Bradbury Way, Ste 102 | Doug Downer | $16.0m | $300k | Custom portfolio management and personalized service |
| Bend 97702 541.389.3311 | $20.0m | 3 | ||||
| 49 | Consolidated Financial Management Corp. | 1915 N.W. AmberGlen Pkwy., Ste. 150 | Kristy A. Motta | $5.0m | $250k | Customized financial plans for corporate executives, small business owners and professionals |
| lpl.com/cfmplanners | Beaverton 97006 503.844.9146 | $110.0m | 5 | |||
| 49 | Cowlitz Bank dba Bay Bank | 1001 S.W. Fifth Ave., Ste. 250 | Kay E. Dalke | $5.0m | $10k | Trust services for continuity and support of individuals’ management and settling of affairs before and after death; focus on need, not net worth |
| cowlitzbank.com | Portland 97204 503.262.0359 | John Strohecker | $30.0m | 5 | ||
| 49 | Russell D. Francis, CPA, PC | 14050 S.W. Pacific Hwy., Ste. 212 | Russell D. Francis | $5.0m | $500k | Fee-only investment management; comprehensive financial, tax and estate planning |
| rdfranciscpa.com/financialplanning | Tigard 97224 503.684.6116 | $5.0m | 1 | |||
| NR | Baker Boyer Bank | P.O. Box 50 | Michael Pettyjohn | NA | $300k | Wealth management solutions, investments, retirement plans, farm property management, estate settlement, full service banking |
| bakerboyer.com | Milton-Freewater 97862 800.234.7923 | $560.0m | 20 | |||
| NR | M Holdings Securities Inc. | 1125 N.W. Couch St., Ste. 900 | Randall M. O’Connor | NA | NA | Financial products and services to ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. |
| mfin.com | Portland 97209 503.232.6960 | Heidi P. Donahe | $500.0m | 28 | ||
| NR | South Valley Wealth Management | 810 Main St. | Martin R. Ledgerwood | NA | NA | |
| southvalleywealth.com | Klamath Falls 97601 541.882.5488 | $347.0m | 13 | |||
| NR | Tygh Capital Management | 1201 S.W. Fifth Ave., Ste. 2100 | Richard J. Johnson | NA | $10m | Registered investment adviser primarily serving institutions such as corporations, foundations, endowments, pension plans and Taft-Hartley plans |
| tyghcap.com | Portland 97204 503.972.0150 | Jeff B. Curtis | $2.4b | 9 | ||
| NR | Union Bank of California NA | 407 S.W. Broadway | Mike Hart | NA | $500k | Commercial and private banking, customized investment mgmt.; self-directed portfolios; nonprofits; special assets; living, testamentary, charitable and special needs trusts |
| unionbank.com | Portland 97205 503.225.3682 | Gene d’Autremont | $19.6b | 75 | ||
NA: Data not available. NR: Not ranked
A reprentative of each firm provided PowerList data. Empty fields reflect information not received.
Please contact Brandon Sawyer at 503.223.0304 or [email protected] for changes or additions to the PowerList database.
