RANKED BY OREGON ASSETS UNDER MANAGEMENT
RANKED BY OREGON ASSETS UNDER MANAGEMENT
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| RANK | NAME | ADDRESS/PHONE | SENIOR EXECUTIVES | OREGON / TOTAL AUM | FIN PLANNERS / OR EMPLOYEES | SPECIALTIES | MIN ACCT SIZE / YEAR ESTAB |
| 1 | Wells Fargo | 1300 S.W. Fifth Ave., 18th Floor Portland 97201 800.688.6870 | Jeff Grubb, James Osborne, April Sanderson | $11.0b $1,078.0b | 152 350 | Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance | NA 1852 |
| 2 | StanCorp Investment Advisers | 1100 S.W. Sixth Ave. Portland 97204 800.378.5742 | Julie Grandstaff, Dan Stancil | $5.1b $19.4b | 1 17 | Institutional fixed income management and private client comprehensive financial planning and investment management | $250K 2000 |
| 3 | The Private Client Reserve at US Bank | 111 S.W. Fifth Ave., Ste. 600 Portland 97204 503.275.6588 | Ted Austin | $2.0b $49.1b | 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 | 888 S.W. Fifth Ave., Ste. 1200 Portland 97204 503.226.1444 | James H. Rudd, Steven J. Holwerda | $1.7b $2.5b | 0 39 | Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, fixed income, international, REITs and strategic opportunities | $2m 1975 |
| 5 | Becker Capital Management | 1211 S.W. Fifth Ave., Ste. 2185 Portland 97204 503.223.1720 | Janeen S. McAninch, Pat Becker Sr. | $1.6b $2.0b | 1 27 | Asset management for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and the no-load Becker Value Equity mutual fund | $1m 1976 |
| 6 | Umpqua Investments Inc. | 200 S.W. Market St., Ste. 1900 Portland 97201 503.226.7000 | John Noble, Harry Striplin | $1.5b $2.1b | 5 58 | Full-service Northwest regional firm, wealth management, private banking and trust services | NA 1928 |
| 7 | Northwest Capital Management | 15211 S.W. 68th Ave. Portland 97223 503.597.1616 | Fred J. Payne, | $694.8m $1.6b | 4 15 | Fiduciary, investment and consulting services for qualified retirement plans and private clients | $200k 1998 |
| 8 | Pioneer Trust Bank NA | P.O. Box 2305 Salem 97308 503.363.3136 | Michael S. Compton, Bonnie S. Hindman | $620.3m $620.3m | 0 28 | Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts | $300k 1924 |
| 9 | Deschutes Investment Advisors | 1211 S.W. Fifth Ave., Ste. 2830 Portland 97204 503.223.2500 | MacGregor Hall, Bryn Torkelson | $570.0m $800.0m | 1 12 | Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning | $800k 1997 |
| 10 | The H Group Inc. | 3395 S.W. Garden View Ave. Portland 97225 503.292.5853 | Brent Hicks, | $567.0m $611.0m | 15 18 | Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal | NA 1991 |
| 11 | The Pacific Wealth Group at Morgan Stanley Smith Barney | 4800 S.W. Meadows Rd., Ste. 400 Lake Oswego 97035 866.882.5840 | Scot Berryman, Jim Mead, Sean Gabrio, Jeff Weiler | $515.0m $565.0m | 2 10 | Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives | $1m 1997 |
| 12 | Advisory Services & Investments LLC | 15 S.W. Colorado, Ste. 280 Bend 97702 541.617.0898 | Randy L. Miller, Lyle Kearns, Sue Studwell | $478.9m $782.1m | 4 6 | Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation | $1m 1998 |
| 13 | Willamette Financial Group LLC | 3550 Liberty Rd. South, Ste. 230 Salem 97302 503.566.7266 | Bill Steckelberg, Jeni Jensen | $436.2m $529.0m | 7 22 | Fully integrated financial planning; insurance and financial products; all securities and investment advisory services are provided through SagePoint Financial | $50k 2003 |
| 14 | Carter & Carter Financial | 871 Country Club Road Eugene 97401 541.683.2900 | Charlene Carter, | $400.0m $400.0m | 2 10 | Full-service financial planning, asset management and retirement planning | $250K 1980 |
| 15 | Vista Capital Partners | 9755 S.W. Barnes Rd., Ste. 595 Portland 97225 503.772.9500 | Michael J. O’Reilly, Douglas E. Johanson | $375.0m $400.0m | 6 9 | Fee-only investment advisor specializing in globally diversified portfolios of low cost, tax-friendly index funds with a high level of discipline | $1m 2001 |
| 16 | AKT Wealth Advisors LP | 5665 S.W. Meadows Rd., Ste. 200 Lake Oswego 97035 503.620.5329 | Scott Barchus, | $320.0m $450.0m | 1 10 | Personal financial planning, estate planning, high-net worth investment management, bundled 401(K) services | $1m 1998 |
| 17 | IMS Capital Management | 8995 S.E. Otty Rd. Portland 97086 503.788.4200 | Carl W. Marker, | $301.0m $309.2m | 1 11 | Retirement income planning. Management of income-producing portfolios, individual bond portfolios, all-cap globally diversified no-load mutual fund and ETF portfolios, diversified dividend growth portfolios and concentrated individual stock portfolios | $5k 1988 |
| 18 | South Valley Wealth Management | 810 Main St. Klamath Falls 97601 541.882.5488 | Martin R. Ledgerwood, | $277.0m $277.0m | 3 12 | Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans | None 1984 |
| 19 | The Greenberg Group @ Morgan Stanley Smith Barney | 1001 S.W. Fifth Ave., Ste. 2200 Portland 97204 503.221.8610 | Douglas Greenberg, | $240.0m $355.0m | 2 3 | Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management | $1m 1993 |
| 20 | McGee Financial Strategies | 12455 S.W. 68th Ave. Portland 97223 503.597.2222 | Judith A. McGee, LHD, CFP, ChFC, D. Linette Dobbins, CFP | $211.3m $295.5m | 4 16 | Independent counsel, retirement/estate planning, comprehensive financial planning, discretionary portfolio management, philanthropy | $500k 1979 |
| 21 | Allen Trust Company/Allen Capital Mgmt. | 121 S.W. Morrison St., Ste. 875 Portland 97204 503.292.1041 | Stuart B. Allen, William A. Harris | $175.0m $175.0m | 4 12 | Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations | $1m 2000 |
| 22 | Consolidated Financial Management | 1915 N.W. AmberGlen Pkwy., Ste. 150 Beaverton 97006 503.844.9146 | Leonard T. Berard, Kristy A. Motta | $160.0m $160.0m | 3 5 | Customized financial plans for corporate executives, small business owners and professionals | $250k 1982 |
| 22 | FBR Wealth Management Group | 8050 SW Pfaffle St., Ste. 100 Tigard 97223 503.620.5236 | Greg Bowen, Doug Perry | $160.0m $200.0m | 3 27 | Comprehensive financial planning, estate planning, retirement planning, business planning | $250K 1998 |
| 24 | Financial Reserve Investors | 12725 S.W. 66th Ave., Ste. 102 Portland 97223 503.624.4600 | David K. Pederson, Gregory A. Parrott | $155.0m $350.0m | 6 13 | Personal economic advisors, CPAs, CFPs and chartered financial consultants (ChFCs); 13-part comprehensive planning program | $50k 1985 |
| 25 | CMC Advisers | 4800 S.W. Macadam Ave., Ste. 305 Portland 97239 503.227.5284 | David Morganstern, CFP, AIF, Marilyn Bergen, CFP | $153.5m $153.5m | 5 8 | In-depth retirement planning analysis, tax –efficient globally diversified portfolio management, outsourced trust services and transition planning | $500K 1996 |
| 26 | Security First Advisors, Inc. | 4900 S.W. Meadows Road, Ste. 100 Lake Oswego 97035 503.274.4224 | Ron Wilkinson, CFP, Evan S Russell, CFP; Stacy L Rerick, CFP | $151.0m $164.0m | 5 8 | Life/Wealth planning for families seeking privacy, trust and are as concerned about the return of their capital as the return of their capital | $500K 1986 |
| 27 | 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 |
| 28 | Empirical Wealth Management LLC | 9755 S.W. Barnes Rd., Ste. 210 Portland 97225 503.808.9005 | Jack Monteith, Melissa D. McDermott | $139.0m $377.0m | 1 5 | Comprehensive financial planning, asset allocation and retirement strategies | $1m 2005 |
| 29 | Chinook Capital Management LLC | 4380 S.W. Macadam Ave., Ste. 250 Portland 97239 503.228.1116 | Greg Houser, Rick Schmidt | $138.0m $413.0m | 1 7 | Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions | $750k 1997 |
| 30 | Hurley Financial Group Inc. | 111 S.W. 4th St. Corvallis 97333 541.757.2331 | Dorann A. Hurley, Megan E. Schneider | $130.0m $150.0m | 1 6 | Registered investment advisory firm specializing in retirement planning | $250k 1987 |
| 31 | Rosenbaum Financial LLC | 150 S.W. Harrison St., Ste. 300 Portland 97201 503.352.1300 | Mark Rosenbaum, Fred Rosenbaum | $111.6m $130.0m | 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 |
| 32 | Pacific Investment Advisors | 1211 S.W. Fifth Ave., Ste. 1050 Portland 97204 503.221.7595 | Kathleen Kee, John Raaf | $104.0m $149.0m | 3 3 | Fee-only. Customized investment management for individuals, retirement plans and endowments/foundations, comprehensive financial/retirement planning, hourly consultations | $1m 1997 |
| 33 | Ascent Capital Management LLC | 975 S.W. Colorado, Ste. 200 Bend 97702 541.382.4847 | Scott Agnew, John Harrigan | $98.0m $106.0m | 1 6 | Independent registered investment advisor offering integrated financial planning and investment management services | 2001 |
| 34 | Silver Oak Advisory Group | 1130 S.W. Morrison St., Ste. 610 Portland 97205 503.242.1715 | Deborah L Thomas, Stephen W. Hewitt | $80.0m $99.0m | 4 4 | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele | $350k 1991 |
| 34 | The Legacy Group Ltd. | 2720 Commercial St. S.E., Ste. 260 Salem 97302 503.581.6020 | Ronald W. LeBlanc, CFP, W. Ray Sagner, CFP | $80.0m $85.0m | 2 3 | Wealth management and financial planning advice on a fee-only basis | $500k 1984 |
| 36 | Oregon Pacific Financial Advisors | 210 W. Eighth St. Medford 97501 541.772.1116 | Donald A. Todd, | $76.0m $81.0m | 0 9 | Wealth management, retirement distribution strategies, estate/business transfer solutions | 1989 |
| 37 | Valentine Ventures LLC | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 Bend 97702 541.389.4148 | William L. Valentine, | $70.0m $100.0m | 1 4 | Full-service wealth management | $500k 1997 |
| 38 | CCB Financial Services | 38975 Proctor Blvd./P.O. Box 38 Sandy 97055 503.668.2530 | Robert Rockwell, Heidi Smart | $67.0m $67.0m | 1 3 | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. | $5k 1994 |
| 39 | Capstone Wealth Management Group LLC | 908 S.E. Fourth St., Ste. 201 Bend 97701 541.330.0266 | Michael Conrads, | $65.0m $85.0m | 4 6 | Full-service accounting and wealth management firm | $500k 2003 |
| 40 | McDonald Franceschi LLC | 520 S.W. Yamhill St., Ste. 500 Portland 97204 503.827.8591 | Eric R. Lochner, James R. McDonald | $60.5m $65.0m | 3 5 | Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies | $250k 2001 |
| 41 | MCS Financial Advisors | 360 E. 10th Ave., Ste. 200 Eugene 97401 541.345.7023 | Michael C. Stalker, CFA, James C. Tarvin, CFP and Jeffrey B. Yamada, CFP | $57.5m $128.2m | 2 5 | Personal, relationship and organizational counseling to reduce risk and increase wealth. Fiduciary, fee-only asset management and financial planning | $1.5m 1991 |
| 42 | LPL Financial/Rick J. Roemer, CPA/PFS, CFP | 711 Chemawa Road, N.E. Keizer 97303 503.390.8011 | Rick J. Roemer, | $52.0m $52.0m | 1 3 | Retirement planning, managing risk, income distribution planning, financial coaching, life planning | $100k 1984 |
| 43 | Advanced Wealth Management | 10220 S.W. Greenburg Road, Ste. 210 Portland 97223 503.452.9300 | Robert K. Haley, JD, CFP, AIF, Theodore R. Haley | $48.0m $65.0m | 1 6 | Full service holistic financial planning and asset management, specializing in retirement income distributions. | None 1990 |
| 44 | CFG Wealth Management | 8440 S.W. Canyon Lane Portland 97225 503.222.7100 | David Pullin, CFP, Chris Busby | $45.0m $45.0m | 1 5 | We help established business owners in the Portland area make smart decisions about their money so they can spend more time doing what they love. | $500K 2005 |
| 45 | The Partners Group Ltd./TPG Financial Advisors LLC | 11740 S.W. 68th Pkwy., Ste. 200 Portland 97223 503.241.9550 | Bruce Kerr, Rod Cruickshank | $33.8m $353.2m | 2 50 | Life/wealth planning, investment management and retirement plan consulting services | NA 1980 |
| 46 | Titus Financial, Inc. | Five Centerpointe Drive., Ste. 400 Lake Oswego 97035 503.980.3337 | James Titus, CFP, NA | $27.0m $31.0m | 1 2 | Fee only financial planning and investment management by Fiduciary based on client values, no product sales or commissions. | $100K 2008 |
| 47 | Chuck Jones & Associates, Inc., and Advisory Affiliate with The H Group, Inc. | 3395 SW Garden View Ave. Portland 97225 503.291.1313 | Charles P. Jones, CFP, | $26.0m $32.0m | 1 4 | Financial life planning and investment management, specializing in retirement, estate and investment planning | NA 1991 |
| 48 | Rutherford Investment Mgmt. LLC | 10300 S.W. Greenburg Rd., Ste. 115 Portland 97223 503.452.1210 | William D. Rutherford, James Ulatowski | $23.3m $27.8m | 0 3 | Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services | $500k 1994 |
| 49 | Portland Financial Advisors | 12655 S.W. Center St., Ste. 520 Beaverton 97005 503.684.6116 | Russell D. Francis, Gabriel J. Markiz | $16.0m $16.0m | 2 5 | Fee-only investment management; comprehensive financial, tax and estate planning | $500k 2003 |
| 50 | Union Bank, NA | 407 S.W. Broadway Portland 97205 503.225.2903 | Mary Lago, Anton Oehlert | $290,000 $16.0m | 4 41 | Private wealth planning; customized investment management; foundation and endowment services; family, charitable and special needs trusts; commercial and private banking | $1m 1882 |
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| RANK | NAME | ADDRESS/PHONE | SENIOR EXECUTIVES | OREGON / TOTAL AUM | FIN PLANNERS / OR EMPLOYEES | SPECIALTIES | MIN ACCT SIZE / YEAR ESTAB |
| 1 | Wells Fargo | 1300 S.W. Fifth Ave., 18th Floor Portland 97201 800.688.6870 | Jeff Grubb, James Osborne, April Sanderson | $11.0b $1,078.0b | 152 350 | Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance | NA 1852 |
| 2 | StanCorp Investment Advisers | 1100 S.W. Sixth Ave. Portland 97204 800.378.5742 | Julie Grandstaff, Dan Stancil | $5.1b $19.4b | 1 17 | Institutional fixed income management and private client comprehensive financial planning and investment management | $250K 2000 |
| 3 | The Private Client Reserve at US Bank | 111 S.W. Fifth Ave., Ste. 600 Portland 97204 503.275.6588 | Ted Austin | $2.0b $49.1b | 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 | 888 S.W. Fifth Ave., Ste. 1200 Portland 97204 503.226.1444 | James H. Rudd, Steven J. Holwerda | $1.7b $2.5b | 0 39 | Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, fixed income, international, REITs and strategic opportunities | $2m 1975 |
| 5 | Becker Capital Management | 1211 S.W. Fifth Ave., Ste. 2185 Portland 97204 503.223.1720 | Janeen S. McAninch, Pat Becker Sr. | $1.6b $2.0b | 1 27 | Asset management for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and the no-load Becker Value Equity mutual fund | $1m 1976 |
| 6 | Umpqua Investments Inc. | 200 S.W. Market St., Ste. 1900 Portland 97201 503.226.7000 | John Noble, Harry Striplin | $1.5b $2.1b | 5 58 | Full-service Northwest regional firm, wealth management, private banking and trust services | NA 1928 |
| 7 | Northwest Capital Management | 15211 S.W. 68th Ave. Portland 97223 503.597.1616 | Fred J. Payne, | $694.8m $1.6b | 4 15 | Fiduciary, investment and consulting services for qualified retirement plans and private clients | $200k 1998 |
| 8 | Pioneer Trust Bank NA | P.O. Box 2305 Salem 97308 503.363.3136 | Michael S. Compton, Bonnie S. Hindman | $620.3m $620.3m | 0 28 | Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts | $300k 1924 |
| 9 | Deschutes Investment Advisors | 1211 S.W. Fifth Ave., Ste. 2830 Portland 97204 503.223.2500 | MacGregor Hall, Bryn Torkelson | $570.0m $800.0m | 1 12 | Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning | $800k 1997 |
| 10 | The H Group Inc. | 3395 S.W. Garden View Ave. Portland 97225 503.292.5853 | Brent Hicks, | $567.0m $611.0m | 15 18 | Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal | NA 1991 |
| 11 | The Pacific Wealth Group at Morgan Stanley Smith Barney | 4800 S.W. Meadows Rd., Ste. 400 Lake Oswego 97035 866.882.5840 | Scot Berryman, Jim Mead, Sean Gabrio, Jeff Weiler | $515.0m $565.0m | 2 10 | Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives | $1m 1997 |
| 12 | Advisory Services & Investments LLC | 15 S.W. Colorado, Ste. 280 Bend 97702 541.617.0898 | Randy L. Miller, Lyle Kearns, Sue Studwell | $478.9m $782.1m | 4 6 | Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation | $1m 1998 |
| 13 | Willamette Financial Group LLC | 3550 Liberty Rd. South, Ste. 230 Salem 97302 503.566.7266 | Bill Steckelberg, Jeni Jensen | $436.2m $529.0m | 7 22 | Fully integrated financial planning; insurance and financial products; all securities and investment advisory services are provided through SagePoint Financial | $50k 2003 |
| 14 | Carter & Carter Financial | 871 Country Club Road Eugene 97401 541.683.2900 | Charlene Carter, | $400.0m $400.0m | 2 10 | Full-service financial planning, asset management and retirement planning | $250K 1980 |
| 15 | Vista Capital Partners | 9755 S.W. Barnes Rd., Ste. 595 Portland 97225 503.772.9500 | Michael J. O’Reilly, Douglas E. Johanson | $375.0m $400.0m | 6 9 | Fee-only investment advisor specializing in globally diversified portfolios of low cost, tax-friendly index funds with a high level of discipline | $1m 2001 |
| 16 | AKT Wealth Advisors LP | 5665 S.W. Meadows Rd., Ste. 200 Lake Oswego 97035 503.620.5329 | Scott Barchus, | $320.0m $450.0m | 1 10 | Personal financial planning, estate planning, high-net worth investment management, bundled 401(K) services | $1m 1998 |
| 17 | IMS Capital Management | 8995 S.E. Otty Rd. Portland 97086 503.788.4200 | Carl W. Marker, | $301.0m $309.2m | 1 11 | Retirement income planning. Management of income-producing portfolios, individual bond portfolios, all-cap globally diversified no-load mutual fund and ETF portfolios, diversified dividend growth portfolios and concentrated individual stock portfolios | $5k 1988 |
| 18 | South Valley Wealth Management | 810 Main St. Klamath Falls 97601 541.882.5488 | Martin R. Ledgerwood, | $277.0m $277.0m | 3 12 | Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans | None 1984 |
| 19 | The Greenberg Group @ Morgan Stanley Smith Barney | 1001 S.W. Fifth Ave., Ste. 2200 Portland 97204 503.221.8610 | Douglas Greenberg, | $240.0m $355.0m | 2 3 | Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management | $1m 1993 |
| 20 | McGee Financial Strategies | 12455 S.W. 68th Ave. Portland 97223 503.597.2222 | Judith A. McGee, LHD, CFP, ChFC, D. Linette Dobbins, CFP | $211.3m $295.5m | 4 16 | Independent counsel, retirement/estate planning, comprehensive financial planning, discretionary portfolio management, philanthropy | $500k 1979 |
| 21 | Allen Trust Company/Allen Capital Mgmt. | 121 S.W. Morrison St., Ste. 875 Portland 97204 503.292.1041 | Stuart B. Allen, William A. Harris | $175.0m $175.0m | 4 12 | Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations | $1m 2000 |
| 22 | Consolidated Financial Management | 1915 N.W. AmberGlen Pkwy., Ste. 150 Beaverton 97006 503.844.9146 | Leonard T. Berard, Kristy A. Motta | $160.0m $160.0m | 3 5 | Customized financial plans for corporate executives, small business owners and professionals | $250k 1982 |
| 22 | FBR Wealth Management Group | 8050 SW Pfaffle St., Ste. 100 Tigard 97223 503.620.5236 | Greg Bowen, Doug Perry | $160.0m $200.0m | 3 27 | Comprehensive financial planning, estate planning, retirement planning, business planning | $250K 1998 |
| 24 | Financial Reserve Investors | 12725 S.W. 66th Ave., Ste. 102 Portland 97223 503.624.4600 | David K. Pederson, Gregory A. Parrott | $155.0m $350.0m | 6 13 | Personal economic advisors, CPAs, CFPs and chartered financial consultants (ChFCs); 13-part comprehensive planning program | $50k 1985 |
| 25 | CMC Advisers | 4800 S.W. Macadam Ave., Ste. 305 Portland 97239 503.227.5284 | David Morganstern, CFP, AIF, Marilyn Bergen, CFP | $153.5m $153.5m | 5 8 | In-depth retirement planning analysis, tax –efficient globally diversified portfolio management, outsourced trust services and transition planning | $500K 1996 |
| 26 | Security First Advisors, Inc. | 4900 S.W. Meadows Road, Ste. 100 Lake Oswego 97035 503.274.4224 | Ron Wilkinson, CFP, Evan S Russell, CFP; Stacy L Rerick, CFP | $151.0m $164.0m | 5 8 | Life/Wealth planning for families seeking privacy, trust and are as concerned about the return of their capital as the return of their capital | $500K 1986 |
| 27 | 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 |
| 28 | Empirical Wealth Management LLC | 9755 S.W. Barnes Rd., Ste. 210 Portland 97225 503.808.9005 | Jack Monteith, Melissa D. McDermott | $139.0m $377.0m | 1 5 | Comprehensive financial planning, asset allocation and retirement strategies | $1m 2005 |
| 29 | Chinook Capital Management LLC | 4380 S.W. Macadam Ave., Ste. 250 Portland 97239 503.228.1116 | Greg Houser, Rick Schmidt | $138.0m $413.0m | 1 7 | Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions | $750k 1997 |
| 30 | Hurley Financial Group Inc. | 111 S.W. 4th St. Corvallis 97333 541.757.2331 | Dorann A. Hurley, Megan E. Schneider | $130.0m $150.0m | 1 6 | Registered investment advisory firm specializing in retirement planning | $250k 1987 |
| 31 | Rosenbaum Financial LLC | 150 S.W. Harrison St., Ste. 300 Portland 97201 503.352.1300 | Mark Rosenbaum, Fred Rosenbaum | $111.6m $130.0m | 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 |
| 32 | Pacific Investment Advisors | 1211 S.W. Fifth Ave., Ste. 1050 Portland 97204 503.221.7595 | Kathleen Kee, John Raaf | $104.0m $149.0m | 3 3 | Fee-only. Customized investment management for individuals, retirement plans and endowments/foundations, comprehensive financial/retirement planning, hourly consultations | $1m 1997 |
| 33 | Ascent Capital Management LLC | 975 S.W. Colorado, Ste. 200 Bend 97702 541.382.4847 | Scott Agnew, John Harrigan | $98.0m $106.0m | 1 6 | Independent registered investment advisor offering integrated financial planning and investment management services | 2001 |
| 34 | Silver Oak Advisory Group | 1130 S.W. Morrison St., Ste. 610 Portland 97205 503.242.1715 | Deborah L Thomas, Stephen W. Hewitt | $80.0m $99.0m | 4 4 | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele | $350k 1991 |
| 34 | The Legacy Group Ltd. | 2720 Commercial St. S.E., Ste. 260 Salem 97302 503.581.6020 | Ronald W. LeBlanc, CFP, W. Ray Sagner, CFP | $80.0m $85.0m | 2 3 | Wealth management and financial planning advice on a fee-only basis | $500k 1984 |
| 36 | Oregon Pacific Financial Advisors | 210 W. Eighth St. Medford 97501 541.772.1116 | Donald A. Todd, | $76.0m $81.0m | 0 9 | Wealth management, retirement distribution strategies, estate/business transfer solutions | 1989 |
| 37 | Valentine Ventures LLC | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 Bend 97702 541.389.4148 | William L. Valentine, | $70.0m $100.0m | 1 4 | Full-service wealth management | $500k 1997 |
| 38 | CCB Financial Services | 38975 Proctor Blvd./P.O. Box 38 Sandy 97055 503.668.2530 | Robert Rockwell, Heidi Smart | $67.0m $67.0m | 1 3 | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. | $5k 1994 |
| 39 | Capstone Wealth Management Group LLC | 908 S.E. Fourth St., Ste. 201 Bend 97701 541.330.0266 | Michael Conrads, | $65.0m $85.0m | 4 6 | Full-service accounting and wealth management firm | $500k 2003 |
| 40 | McDonald Franceschi LLC | 520 S.W. Yamhill St., Ste. 500 Portland 97204 503.827.8591 | Eric R. Lochner, James R. McDonald | $60.5m $65.0m | 3 5 | Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies | $250k 2001 |
| 41 | MCS Financial Advisors | 360 E. 10th Ave., Ste. 200 Eugene 97401 541.345.7023 | Michael C. Stalker, CFA, James C. Tarvin, CFP and Jeffrey B. Yamada, CFP | $57.5m $128.2m | 2 5 | Personal, relationship and organizational counseling to reduce risk and increase wealth. Fiduciary, fee-only asset management and financial planning | $1.5m 1991 |
| 42 | LPL Financial/Rick J. Roemer, CPA/PFS, CFP | 711 Chemawa Road, N.E. Keizer 97303 503.390.8011 | Rick J. Roemer, | $52.0m $52.0m | 1 3 | Retirement planning, managing risk, income distribution planning, financial coaching, life planning | $100k 1984 |
| 43 | Advanced Wealth Management | 10220 S.W. Greenburg Road, Ste. 210 Portland 97223 503.452.9300 | Robert K. Haley, JD, CFP, AIF, Theodore R. Haley | $48.0m $65.0m | 1 6 | Full service holistic financial planning and asset management, specializing in retirement income distributions. | None 1990 |
| 44 | CFG Wealth Management | 8440 S.W. Canyon Lane Portland 97225 503.222.7100 | David Pullin, CFP, Chris Busby | $45.0m $45.0m | 1 5 | We help established business owners in the Portland area make smart decisions about their money so they can spend more time doing what they love. | $500K 2005 |
| 45 | The Partners Group Ltd./TPG Financial Advisors LLC | 11740 S.W. 68th Pkwy., Ste. 200 Portland 97223 503.241.9550 | Bruce Kerr, Rod Cruickshank | $33.8m $353.2m | 2 50 | Life/wealth planning, investment management and retirement plan consulting services | NA 1980 |
| 46 | Titus Financial, Inc. | Five Centerpointe Drive., Ste. 400 Lake Oswego 97035 503.980.3337 | James Titus, CFP, NA | $27.0m $31.0m | 1 2 | Fee only financial planning and investment management by Fiduciary based on client values, no product sales or commissions. | $100K 2008 |
| 47 | Chuck Jones & Associates, Inc., and Advisory Affiliate with The H Group, Inc. | 3395 SW Garden View Ave. Portland 97225 503.291.1313 | Charles P. Jones, CFP, | $26.0m $32.0m | 1 4 | Financial life planning and investment management, specializing in retirement, estate and investment planning | NA 1991 |
| 48 | Rutherford Investment Mgmt. LLC | 10300 S.W. Greenburg Rd., Ste. 115 Portland 97223 503.452.1210 | William D. Rutherford, James Ulatowski | $23.3m $27.8m | 0 3 | Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services | $500k 1994 |
| 49 | Portland Financial Advisors | 12655 S.W. Center St., Ste. 520 Beaverton 97005 503.684.6116 | Russell D. Francis, Gabriel J. Markiz | $16.0m $16.0m | 2 5 | Fee-only investment management; comprehensive financial, tax and estate planning | $500k 2003 |
| 50 | Union Bank, NA | 407 S.W. Broadway Portland 97205 503.225.2903 | Mary Lago, Anton Oehlert | $290,000 $16.0m | 4 41 | Private wealth planning; customized investment management; foundation and endowment services; family, charitable and special needs trusts; commercial and private banking | $1m 1882 |
| 30 | Rosenbaum Financial LLC | 150 S.W. Harrison St., Ste. 300 Portland 97201 503.352.1300 | Mark Rosenbaum, Fred Rosenbaum | $111.6m $130.0m | 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 |
| 31 | Pacific Investment Advisors | 1211 S.W. Fifth Ave., Ste. 1050 Portland 97204 503.221.7595 | Kathleen Kee, John Raaf | $104.0m $149.0m | 3 3 | Fee-only. Customized investment management for individuals, retirement plans and endowments/foundations, comprehensive financial/retirement planning, hourly consultations | $1m 1997 |
| 32 | Ascent Capital Management LLC | 975 S.W. Colorado, Ste. 200 Bend 97702 541.382.4847 | Scott Agnew, John Harrigan | $98.0m $106.0m | 1 6 | Independent registered investment advisor offering integrated financial planning and investment management services | 2001 |
| 33 | Silver Oak Advisory Group | 1130 S.W. Morrison St., Ste. 610 Portland 97205 503.242.1715 | Deborah L Thomas, Stephen W. Hewitt | $80.0m $99.0m | 4 4 | Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele | $350k 1991 |
| 33 | The Legacy Group Ltd. | 2720 Commercial St. S.E., Ste. 260 Salem 97302 503.581.6020 | Ronald W. LeBlanc, CFP, W. Ray Sagner, CFP | $80.0m $85.0m | 2 3 | Wealth management and financial planning advice on a fee-only basis | $500k 1984 |
| 35 | Oregon Pacific Financial Advisors | 210 W. Eighth St. Medford 97501 541.772.1116 | Donald A. Todd, | $76.0m $81.0m | 0 9 | Wealth management, retirement distribution strategies, estate/business transfer solutions | 1989 |
| 36 | Valentine Ventures LLC | 550 S.W. Industrial Way, Bldg. 2, Ste. 201 Bend 97702 541.389.4148 | William L. Valentine, | $70.0m $100.0m | 1 4 | Full-service wealth management | $500k 1997 |
| 37 | CCB Financial Services | 38975 Proctor Blvd./P.O. Box 38 Sandy 97055 503.668.2530 | Robert Rockwell, Heidi Smart | $67.0m $67.0m | 1 3 | Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. | $5k 1994 |
| 38 | Capstone Wealth Management Group LLC | 908 S.E. Fourth St., Ste. 201 Bend 97701 541.330.0266 | Michael Conrads, | $65.0m $85.0m | 4 6 | Full-service accounting and wealth management firm | $500k 2003 |
| 39 | McDonald Franceschi LLC | 520 S.W. Yamhill St., Ste. 500 Portland 97204 503.827.8591 | Eric R. Lochner, James R. McDonald | $60.5m $65.0m | 3 5 | Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies | $250k 2001 |
| 40 | MCS Financial Advisors | 360 E. 10th Ave., Ste. 200 Eugene 97401 541.345.7023 | Michael C. Stalker, CFA, James C. Tarvin, CFP and Jeffrey B. Yamada, CFP | $57.5m $128.2m | 2 5 | Personal, relationship and organizational counseling to reduce risk and increase wealth. Fiduciary, fee-only asset management and financial planning | $1.5m 1991 |
| 41 | LPL Financial/Rick J. Roemer, CPA/PFS, CFP | 711 Chemawa Road, N.E. Keizer 97303 503.390.8011 | Rick J. Roemer, | $52.0m $52.0m | 1 3 | Retirement planning, managing risk, income distribution planning, financial coaching, life planning | $100k 1984 |
| 42 | Advanced Wealth Management | 10220 S.W. Greenburg Road, Ste. 210 Portland 97223 503.452.9300 | Robert K. Haley, JD, CFP, AIF, Theodore R. Haley | $48.0m $65.0m | 1 6 | Full service holistic financial planning and asset management, specializing in retirement income distributions. | None 1990 |
| 43 | CFG Wealth Management | 8440 S.W. Canyon Lane Portland 97225 503.222.7100 | David Pullin, CFP, Chris Busby | $45.0m $45.0m | 1 5 | We help established business owners in the Portland area make smart decisions about their money so they can spend more time doing what they love. | $500K 2005 |
| 44 | The Partners Group Ltd./TPG Financial Advisors LLC | 11740 S.W. 68th Pkwy., Ste. 200 Portland 97223 503.241.9550 | Bruce Kerr, Rod Cruickshank | $33.8m $353.2m | 2 50 | Life/wealth planning, investment management and retirement plan consulting services | NA 1980 |
| 45 | Titus Financial, Inc. | Five Centerpointe Drive., Ste. 400 Lake Oswego 97035 503.980.3337 | James Titus, CFP, NA | $27.0m $31.0m | 1 2 | Fee only financial planning and investment management by Fiduciary based on client values, no product sales or commissions. | $100K 2008 |
| 46 | Chuck Jones & Associates, Inc., and Advisory Affiliate with The H Group, Inc. | 3395 SW Garden View Ave. Portland 97225 503.291.1313 | Charles P. Jones, CFP, | $26.0m $32.0m | 1 4 | Financial life planning and investment management, specializing in retirement, estate and investment planning | NA 1991 |
| 47 | Rutherford Investment Mgmt. LLC | 10300 S.W. Greenburg Rd., Ste. 115 Portland 97223 503.452.1210 | William D. Rutherford, James Ulatowski | $23.3m $27.8m | 0 3 | Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services | $500k 1994 |
| 48 | Portland Financial Advisors | 12655 S.W. Center St., Ste. 520 Beaverton 97005 503.684.6116 | Russell D. Francis, Gabriel J. Markiz | $16.0m $16.0m | 2 5 | Fee-only investment management; comprehensive financial, tax and estate planning | $500k 2003 |
| 49 | Union Bank, NA | 407 S.W. Broadway Portland 97205 503.225.2903 | Mary Lago, Anton Oehlert | $290,000 $16.0m | 4 41 | Private wealth planning; customized investment management; foundation and endowment services; family, charitable and special needs trusts; commercial and private banking | $1m 1882 |
