Ranked by Oregon assets under management
Ranked by Oregon assets under management (AUM)
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| RANK | NAME WEBSITE | ADDRESS/PHONE | SENIOR EXEC(S) | OREGON AUM/ WORLDWIDE AUM | FINANCIAL PLANNERS/ ORE. EMPLOYEES | SPECIALTIES | MIN. ACCT. SIZE/ YEAR ESTAB. |
| 1 | StanCorp Investment Advisers stancorpadvisers.com | 1100 S.W. Sixth Ave. Portland 97204 800.378.5742 | Scott A. Hibbs Julie Grandstaff | $4.9b $15.5b | 2 14 | Institutional fixed income management and private client comprehensive financial planning and investment management | $100k 2000 |
| 2 | Wells Fargo Private Bank wellsfargo.com | 1300 S.W. Fifth Ave., 18th Floor Portland 97201 503.886.2377 | Jeff Grubb April Sanderson | $3.7b $156.0b | 12 150 | Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance | NA 1852 |
| 3 | The Private Client Reserve at US Bank | 111 S.W. Fifth Ave., Ste. 600 Portland 97204 503.275.6588 | Ted Austin | $2.4b $50.0b | 7 75 | Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth | $1m 1919 |
| 4 | Ferguson Wellman Capital Management fergusonwellman.com | 888 S.W. Fifth Ave., Ste. 1200 Portland 97204 503.226.1444 | James H. Rudd Steven J. Holwerda | $1.7b $2.2b | 8 39 | Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities | 1975 |
| 5 | Becker Capital Management beckercap.com | 1211 S.W. Fifth Ave., Ste. 2185 Portland 97204 503.223.1720 | Janeen S. McAninch Pat Becker Sr. | $1.4b $1.8b | 1 27 | Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds | $1m 1976 |
| 6 | Pioneer Trust Bank NA pioneertrustbank.com | P.O. Box 2305 Salem 97308 503.363.3136 | Michael S. Compton Bonnie S. Hindman | $550.2m $550.2m | 30 | Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts | $300k 1924 |
| 7 | Key Private Bank/Key Investment Services key.com | 1211 S.W. Fifth Ave., Ste. 560 Portland 97204 800.790.7620 | Katharine Coakley | $540.0m $42.5b | 3 31 | Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services | 1924 |
| 8 | Northwest Capital Management nwcapital.com | 15211 S.W. 68th Ave. Portland 97223 503.597.1616 | Fred J. Payne | $512.0m $739.6m | 4 15 | Fiduciary, investment and consulting services for qualified retirement plans and private clients | $200k 1998 |
| 9 | Phillips & Company phillipsandco.com | 1300 S.W. Fifth Ave., Ste. 2100 Portland 97201 503.224.0858 | Tim Phillips | $500.0m $500.0m | 55 | Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting | NA 1992 |
| 10 | The Pacific Wealth Group at Morgan Stanley Smith Barney morganstanley.com/fa/thepacificwealthgroup | 4800 S.W. Meadows Rd., Ste. 400 Lake Oswego 97035 866.882.5840 | Scot Berryman, Jim Mead Sean Gabrio, Jeff Weiler | $475.0m $525.0m | 2 10 | Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives | $1m 1997 |
| 11 | Advisory Services & Investments LLC advisory-services.com | 15 S.W. Colorado, Ste. 280 Bend 97702 541.617.0898 | Randy L. Miller Lyle Kearns, Sue Studwell | $463.5m $869.7m | 4 6 | Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation | $1m 1998 |
| 12 | The H Group Inc. thehgroup.com | 3395 S.W. Garden View Ave. Portland 97225 503.292.5853 | Brent Hicks | $411.0m $543.0m | 15 18 | Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal | NA 1991 |
| 13 | Deschutes Investment Advisors deschutesadvisors.com | 1211 S.W. Fifth Ave., Ste. 2830 Portland 97204 503.223.2500 | MacGregor Hall Bryn Torkelson | $406.0m $591.0m | 1 12 | Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning | $500k 1997 |
| 14 | The Partners Group Ltd./TPG Financial Advisors LLC tpgrp.com | 11740 S.W. 68th Pkwy., Ste. 200 Portland 97223 503.241.9550 | Bruce Kerr Rod Cruickshank | $321.0m $336.0m | 2 49 | Life/wealth planning, investment management and retirement plan consulting services | NA 1980 |
| 15 | Vista Capital Partners vistacp.com | 9755 S.W. Barnes Rd., Ste. 595 Portland 97225 503.772.9500 | Michael J. O’Reilly Douglas E. Johanson | $315.0m $340.0m | 6 9 | Fee-only investment advisor specializing in globally diversified portfolio’s of low cost, tax-friendly index funds with a high level of discipline. | $1m 2001 |
| 16 | IMS Capital Management imscapital.com | 8995 S.E. Otty Rd. Portland 97086 503.788.4200 | Carl W. Marker | $279.0m $279.0m | 1 11 | Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans | $5k 1988 |
| 17 | South Valley Wealth Management southvalleywealth.com | 810 Main St. Klamath Falls 97601 541.882.5488 | Martin R. Ledgerwood | $243.0m $243.0m | 3 13 | Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans | NA 1984 |
| 18 | The Greenberg Group @ Morgan Stanley Smith Barney morganstanley.com | 1001 S.W. Fifth Ave., Ste. 2200 Portland 97204 503.221.8610 | Douglas Greenberg | $240.0m $325.0m | 2 3 | Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management | $1m 1993 |
| 19 | Pacific Investment Advisors pia-invest.com | 1211 S.W. Fifth Ave., Ste. 1050 Portland 97204 503.221.7595 | Kathleen Kee John Raaf | $215.0m $230.0m | 2 4 | Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations | $1m 1997 |
| 20 | Hurley Financial Group Inc. hurleyfinancial.com | 111 S.W. 4th St. Corvallis 97333 541.757.2331 | Dorann A. Hurley Megan E. Schneider | $179.0m $192.0m | 1 6 | Registered investment advisory firm specializing in retirement planning | $250k 1987 |
| 21 | McGee Financial Strategies mcgeenet.com | 12455 S.W. 68th Ave. Portland 97223 503.597.2222 | Judith A. McGee D. Linette Dobbins | $161.9m $161.9m | 2 16 | Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy | $500k 1979 |
| 22 | Consolidated Financial Management cfmplanners.com | 1915 N.W. AmberGlen Pkwy., Ste. 150 Beaverton 97006 503.844.9146 | Leonard T. Berard Kristy A. Motta | $148.0m $148.0m | 3 5 | Customized financial plans for corporate executives, small business owners and professionals | $250k 1982 |
| 23 | Washington Trust Bank | 920 S.W. Sixth Ave., Ste.1300 Portland 97204 503.778.7077 | JLinda A. Williams, Michelle Garcia | $143.2m $2,400.0b | 0 18 | Fee-based, investment management and fiduciary services: securities portfolio management, trust administration, estate settlement, special needs administration, private and public foundation administration, charitable service and family bank administration | NA 1902 |
| 24 | Financial Reserve Investors financialreserve.com | 12725 S.W. 66th Ave., Ste. 102 Portland 97223 503.624.4600 | David K. Pederson Gregory A. Parrott | $137.0m $311.0m | 6 13 | Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program | $50k 1985 |
| 25 | Allen Trust Co./Allen Capital Mgmt. allentrust.com | 121 S.W. Morrison St., Ste. 875 Portland 97204 503.292.1041 | Stuart B. Allen William A. Harris | $135.0m $135.0m | 4 12 | Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations | $1m 2000 |
| 26 | Rosenbaum Financial LLC rosenbaumfinancial.com | 1675 S.W. Marlow Ave., Ste. 401 Portland 97225 503.352.1300 | Mark Rosenbaum Fred Rosenbaum | $111.6m $118.2m | 1 12 | Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance | NA 1982 |
| 27 | Arcadia Investment Advisors LLC arcadiaia.net | 1601 Officers Row Vancouver 98661 360.823.0477 | Richard A. Teutsch Robert Pool | $106.0m $168.0m | 1 1 | Fee-only investment advisory firm | $250k 1995 |
| 28 | Chinook Capital Management LLC chinookcapital.com | 4380 S.W. Macadam Ave., Ste. 250 Portland 97239 503.228.1116 | Greg Houser Rick Schmidt | $97.0m $301.0m | 2 7 | Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions | $750k 1997 |
| 29 | Oregon Pacific Financial Advisors opfa.com | 210 W. Eighth St. Medford 97501 541.772.1116 | Donald A. Todd | $79.0m $84.0m | 5 8 | Wealth management, retirement distribution strategies, estate/business transfer solutions | 1989 |
| 30 | CCB Financial Services ccbfinancialservices.com | 38975 Proctor Blvd./P.O. Box 38 Sandy 97055 503.668.2530 | Robert Rockwell Heidi Smart | $62.0m $62.0m | 1 3 | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. | $5k 1994 |
| 31 | Northwest Financial mycfp.com | 711 Chemawa Rd. N.E. Keizer 97303 503.390.8011 | Rick J. Roemer | $50.0m $52.0m | 1 3 | Retirement planning, managing risk, income distribution planning, financial coaching, life planning | $100k 1984 |
| 32 | Valentine Ventures LLC valentineventures.com | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 Bend 97702 541.389.4148 | William L. Valentine | $50.0m $90.0m | 2 4 | Full-service wealth management | $500k 1997 |
| 33 | McDonald Franceschi LLC mcdfran.com | 520 S.W. Yamhill St., Ste. 500 Portland 97204 503.827.8591 | Bernard P. Franceschi James R. McDonald | $45.0m $50.0m | 3 5 | Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies | $250k 2001 |
| 34 | MKG Capital Advisors mkgfinancial.com | 1500 S.W. First Ave., Ste. 1000 Portland 97201 503.226.6700 | Mark Gaskill Robert E. Davies | $21.1m $25.0m | 0 6 | Separately managed accounts | $250k 2000 |
| 35 | Portland Financial Advisors pdxadvisors.com | 12655 S.W. Center St., Ste. 520 Beaverton 97005 503.684.6116 | Russell D. Francis Gabriel J. Markiz | $10.0m $10.0m | 2 4 | Fee-only investment management; comprehensive financial, tax and estate planning | $500k 2003 |
| NR | Convergent Wealth Advisors convergentwealth.com | 620 S.W. Fifth Ave., Ste. 1100 Portland 97204 503.228.3941 | John Workman Jeff Marshall | $10.0b | 9 | Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies | $10m 1994 |
| NR | D.A. Davidson & Co. davidsoncompanies.com | 1300 S.W. Fifth Ave., Ste. 1950 Portland 97201 503.525.3600 | Charles Cameron Doug Woodcock | 45 128 | Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services | NA 1935 | |
| NR | R.V. Kuhns & Associates Inc. rvkuhns.com | 111 S.W. Naito Parkway Portland 97204 503.221.4200 | Rebecca A. Gratsinger James M. Voyto | 0 64 | Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide | 1986 | |
| NR | Silver Oak Advisory Group silveroak.net | 1130 S.W. Morrison St., Ste. 610 Portland 97205 503.242.1715 | Deborah L Thomas Stephen W. Hewitt | $77.0m | 4 4 | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele | $350k 1991 |
| NR | Sundowner Capital Management LLC sundownercapital.com | 725 N.W. Broadway Bend 97701 541.389.3311 | Doug Downer | 1 3 | Custom portfolio management and personalized service | $300k 2000 | |
| NR | U.S. Trust, Bank of America, NA, Private Wealth Management ustrust.bankofamerica.com | 4380 S.W. Macadam Ave., Ste. 450 Portland 97239 503.497.2800 | Barbara Palmer Marcia Jory | $697.3b | 8 37 | Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. | $3m 1853 |
| NR | Washington Capital Management wcmadvisors.com | 6600 S.W. 92nd Ave., Ste. 160 Portland 97223 503.248.9188 | Bruce Korter Jon Bettendorf | $2.8b | 3 | Stocks, bonds, real estate | $1m 1978 |
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| RANK | NAME WEBSITE | ADDRESS/PHONE | SENIOR EXEC(S) | OREGON AUM/ WORLDWIDE AUM | FINANCIAL PLANNERS/ ORE. EMPLOYEES | SPECIALTIES | MIN. ACCT. SIZE/ YEAR ESTAB. |
| 1 | StanCorp Investment Advisers stancorpadvisers.com | 1100 S.W. Sixth Ave. Portland 97204 800.378.5742 | Scott A. Hibbs Julie Grandstaff | $4.9b $15.5b | 2 14 | Institutional fixed income management and private client comprehensive financial planning and investment management | $100k 2000 |
| 2 | Wells Fargo Private Bank wellsfargo.com | 1300 S.W. Fifth Ave., 18th Floor Portland 97201 503.886.2377 | Jeff Grubb April Sanderson | $3.7b $156.0b | 12 150 | Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance | NA 1852 |
| 3 | The Private Client Reserve at US Bank | 111 S.W. Fifth Ave., Ste. 600 Portland 97204 503.275.6588 | Ted Austin | $2.4b $50.0b | 7 75 | Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth | $1m 1919 |
| 4 | Ferguson Wellman Capital Management fergusonwellman.com | 888 S.W. Fifth Ave., Ste. 1200 Portland 97204 503.226.1444 | James H. Rudd Steven J. Holwerda | $1.7b $2.2b | 8 39 | Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities | 1975 |
| 5 | Becker Capital Management beckercap.com | 1211 S.W. Fifth Ave., Ste. 2185 Portland 97204 503.223.1720 | Janeen S. McAninch Pat Becker Sr. | $1.4b $1.8b | 1 27 | Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds | $1m 1976 |
| 6 | Pioneer Trust Bank NA pioneertrustbank.com | P.O. Box 2305 Salem 97308 503.363.3136 | Michael S. Compton Bonnie S. Hindman | $550.2m $550.2m | 30 | Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts | $300k 1924 |
| 7 | Key Private Bank/Key Investment Services key.com | 1211 S.W. Fifth Ave., Ste. 560 Portland 97204 800.790.7620 | Katharine Coakley | $540.0m $42.5b | 3 31 | Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services | 1924 |
| 8 | Northwest Capital Management nwcapital.com | 15211 S.W. 68th Ave. Portland 97223 503.597.1616 | Fred J. Payne | $512.0m $739.6m | 4 15 | Fiduciary, investment and consulting services for qualified retirement plans and private clients | $200k 1998 |
| 9 | Phillips & Company phillipsandco.com | 1300 S.W. Fifth Ave., Ste. 2100 Portland 97201 503.224.0858 | Tim Phillips | $500.0m $500.0m | 55 | Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting | NA 1992 |
| 10 | The Pacific Wealth Group at Morgan Stanley Smith Barney morganstanley.com/fa/thepacificwealthgroup | 4800 S.W. Meadows Rd., Ste. 400 Lake Oswego 97035 866.882.5840 | Scot Berryman, Jim Mead Sean Gabrio, Jeff Weiler | $475.0m $525.0m | 2 10 | Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives | $1m 1997 |
| 11 | Advisory Services & Investments LLC advisory-services.com | 15 S.W. Colorado, Ste. 280 Bend 97702 541.617.0898 | Randy L. Miller Lyle Kearns, Sue Studwell | $463.5m $869.7m | 4 6 | Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation | $1m 1998 |
| 12 | The H Group Inc. thehgroup.com | 3395 S.W. Garden View Ave. Portland 97225 503.292.5853 | Brent Hicks | $411.0m $543.0m | 15 18 | Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal | NA 1991 |
| 13 | Deschutes Investment Advisors deschutesadvisors.com | 1211 S.W. Fifth Ave., Ste. 2830 Portland 97204 503.223.2500 | MacGregor Hall Bryn Torkelson | $406.0m $591.0m | 1 12 | Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning | $500k 1997 |
| 14 | The Partners Group Ltd./TPG Financial Advisors LLC tpgrp.com | 11740 S.W. 68th Pkwy., Ste. 200 Portland 97223 503.241.9550 | Bruce Kerr Rod Cruickshank | $321.0m $336.0m | 2 49 | Life/wealth planning, investment management and retirement plan consulting services | NA 1980 |
| 15 | Vista Capital Partners vistacp.com | 9755 S.W. Barnes Rd., Ste. 595 Portland 97225 503.772.9500 | Michael J. O’Reilly Douglas E. Johanson | $315.0m $340.0m | 6 9 | Fee-only investment advisor specializing in globally diversified portfolio’s of low cost, tax-friendly index funds with a high level of discipline. | $1m 2001 |
| 16 | IMS Capital Management imscapital.com | 8995 S.E. Otty Rd. Portland 97086 503.788.4200 | Carl W. Marker | $279.0m $279.0m | 1 11 | Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans | $5k 1988 |
| 17 | South Valley Wealth Management southvalleywealth.com | 810 Main St. Klamath Falls 97601 541.882.5488 | Martin R. Ledgerwood | $243.0m $243.0m | 3 13 | Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans | NA 1984 |
| 18 | The Greenberg Group @ Morgan Stanley Smith Barney morganstanley.com | 1001 S.W. Fifth Ave., Ste. 2200 Portland 97204 503.221.8610 | Douglas Greenberg | $240.0m $325.0m | 2 3 | Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management | $1m 1993 |
| 19 | Pacific Investment Advisors pia-invest.com | 1211 S.W. Fifth Ave., Ste. 1050 Portland 97204 503.221.7595 | Kathleen Kee John Raaf | $215.0m $230.0m | 2 4 | Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations | $1m 1997 |
| 20 | Hurley Financial Group Inc. hurleyfinancial.com | 111 S.W. 4th St. Corvallis 97333 541.757.2331 | Dorann A. Hurley Megan E. Schneider | $179.0m $192.0m | 1 6 | Registered investment advisory firm specializing in retirement planning | $250k 1987 |
| 21 | McGee Financial Strategies mcgeenet.com | 12455 S.W. 68th Ave. Portland 97223 503.597.2222 | Judith A. McGee D. Linette Dobbins | $161.9m $161.9m | 2 16 | Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy | $500k 1979 |
| 22 | Consolidated Financial Management cfmplanners.com | 1915 N.W. AmberGlen Pkwy., Ste. 150 Beaverton 97006 503.844.9146 | Leonard T. Berard Kristy A. Motta | $148.0m $148.0m | 3 5 | Customized financial plans for corporate executives, small business owners and professionals | $250k 1982 |
| 23 | Washington Trust Bank | 920 S.W. Sixth Ave., Ste.1300 Portland 97204 503.778.7077 | JLinda A. Williams, Michelle Garcia | $143.2m $2,400.0b | 0 18 | Fee-based, investment management and fiduciary services: securities portfolio management, trust administration, estate settlement, special needs administration, private and public foundation administration, charitable service and family bank administration | NA 1902 |
| 24 | Financial Reserve Investors financialreserve.com | 12725 S.W. 66th Ave., Ste. 102 Portland 97223 503.624.4600 | David K. Pederson Gregory A. Parrott | $137.0m $311.0m | 6 13 | Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program | $50k 1985 |
| 25 | Allen Trust Co./Allen Capital Mgmt. allentrust.com | 121 S.W. Morrison St., Ste. 875 Portland 97204 503.292.1041 | Stuart B. Allen William A. Harris | $135.0m $135.0m | 4 12 | Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations | $1m 2000 |
| 26 | Rosenbaum Financial LLC rosenbaumfinancial.com | 1675 S.W. Marlow Ave., Ste. 401 Portland 97225 503.352.1300 | Mark Rosenbaum Fred Rosenbaum | $111.6m $118.2m | 1 12 | Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance | NA 1982 |
| 27 | Arcadia Investment Advisors LLC arcadiaia.net | 1601 Officers Row Vancouver 98661 360.823.0477 | Richard A. Teutsch Robert Pool | $106.0m $168.0m | 1 1 | Fee-only investment advisory firm | $250k 1995 |
| 28 | Chinook Capital Management LLC chinookcapital.com | 4380 S.W. Macadam Ave., Ste. 250 Portland 97239 503.228.1116 | Greg Houser Rick Schmidt | $97.0m $301.0m | 2 7 | Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions | $750k 1997 |
| 29 | Oregon Pacific Financial Advisors opfa.com | 210 W. Eighth St. Medford 97501 541.772.1116 | Donald A. Todd | $79.0m $84.0m | 5 8 | Wealth management, retirement distribution strategies, estate/business transfer solutions | 1989 |
| 30 | CCB Financial Services ccbfinancialservices.com | 38975 Proctor Blvd./P.O. Box 38 Sandy 97055 503.668.2530 | Robert Rockwell Heidi Smart | $62.0m $62.0m | 1 3 | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. | $5k 1994 |
| 31 | Northwest Financial mycfp.com | 711 Chemawa Rd. N.E. Keizer 97303 503.390.8011 | Rick J. Roemer | $50.0m $52.0m | 1 3 | Retirement planning, managing risk, income distribution planning, financial coaching, life planning | $100k 1984 |
| 32 | Valentine Ventures LLC valentineventures.com | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 Bend 97702 541.389.4148 | William L. Valentine | $50.0m $90.0m | 2 4 | Full-service wealth management | $500k 1997 |
| 33 | McDonald Franceschi LLC mcdfran.com | 520 S.W. Yamhill St., Ste. 500 Portland 97204 503.827.8591 | Bernard P. Franceschi James R. McDonald | $45.0m $50.0m | 3 5 | Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies | $250k 2001 |
| 34 | MKG Capital Advisors mkgfinancial.com | 1500 S.W. First Ave., Ste. 1000 Portland 97201 503.226.6700 | Mark Gaskill Robert E. Davies | $21.1m $25.0m | 0 6 | Separately managed accounts | $250k 2000 |
| 35 | Portland Financial Advisors pdxadvisors.com | 12655 S.W. Center St., Ste. 520 Beaverton 97005 503.684.6116 | Russell D. Francis Gabriel J. Markiz | $10.0m $10.0m | 2 4 | Fee-only investment management; comprehensive financial, tax and estate planning | $500k 2003 |
| NR | Convergent Wealth Advisors convergentwealth.com | 620 S.W. Fifth Ave., Ste. 1100 Portland 97204 503.228.3941 | John Workman Jeff Marshall | $10.0b | 9 | Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies | $10m 1994 |
| NR | D.A. Davidson & Co. davidsoncompanies.com | 1300 S.W. Fifth Ave., Ste. 1950 Portland 97201 503.525.3600 | Charles Cameron Doug Woodcock | 45 128 | Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services | NA 1935 | |
| NR | R.V. Kuhns & Associates Inc. rvkuhns.com | 111 S.W. Naito Parkway Portland 97204 503.221.4200 | Rebecca A. Gratsinger James M. Voyto | 0 64 | Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide | 1986 | |
| NR | Silver Oak Advisory Group silveroak.net | 1130 S.W. Morrison St., Ste. 610 Portland 97205 503.242.1715 | Deborah L Thomas Stephen W. Hewitt | $77.0m | 4 4 | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele | $350k 1991 |
| NR | Sundowner Capital Management LLC sundownercapital.com | 725 N.W. Broadway Bend 97701 541.389.3311 | Doug Downer | 1 3 | Custom portfolio management and personalized service | $300k 2000 | |
| NR | U.S. Trust, Bank of America, NA, Private Wealth Management ustrust.bankofamerica.com | 4380 S.W. Macadam Ave., Ste. 450 Portland 97239 503.497.2800 | Barbara Palmer Marcia Jory | $697.3b | 8 37 | Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs. | $3m 1853 |
| NR | Washington Capital Management wcmadvisors.com | 6600 S.W. 92nd Ave., Ste. 160 Portland 97223 503.248.9188 | Bruce Korter Jon Bettendorf | $2.8b | 3 | Stocks, bonds, real estate | $1m 1978 |
