Joan McGuire
A rundown of the state’s largest money managers.
| FINANCIAL PLANNERS / MONEY MANAGERS | Ranked by Oregon AUM as of 9/30/18 | ||
| RANK | NAME | OREGON AUM | TOTAL AUM |
| 1 | Jensen Investment Management | $7.2B | $8.2B |
| 2 | Wells Fargo Private Bank | $6.1B | $547B |
| 3 | D.A. Davidson & Co. | $5.2B | $42.4B |
| 4 | Ferguson Wellman Capital Management | $3.4B | $5.4B |
| 5 | U.S. Bank Private Wealth Management | $2.9B | $164B |
| 6 | Northwest Capital Management | $1.8B | $4.3B |
| 7 | Arnerich Massena | $1.4B | $2.7B |
| 8 | Aldrich Wealth | $1.3B | $1.7B |
| 9 | Pioneer Trust Bank | $1B | $1B |
| 10 | Matisse Capital | $900M | $1.1B |
| 11 | The H Group | $608.4M | $612.3M |
| 12 | Empirical Wealth Management | $570M | $1.9B |
| 13 | Mercer Advisors | Sigma Investment Management | $525M | $13.1B |
| 14 | The Partners Group | $504M | $596M |
| 15 | Sloy, Dahl & Holst | $422.3M | $751.3M |
| 16 | Financial Reserve | $349.5M | $696.4M |
| 17 | Northwest Quadrant Wealth Management | $343M | $343M |
| 18 | Allen Trust Company | $340M | $340M |
| 19 | von Borstel & Associates | $332M | $405M |
| 20 | Peregrine Asset Advisers | $320M | $360M |
| 21 | Hines Warner Wealth Management | $312M | $314.5M |
| 22 | IMS Capital Management | $295.8M | $295.8M |
| 23 | ASI Wealth Management & Consulting Services | $208.9M | $385.8M |
| 24 | Wealth Strategy Partners | $200M | $250M |
| 25 | Hurley Financial Group | $195.2M | $204.7M |
| 26 | Ascent Capital Management | $150M | $190M |
| 27 | Advanced Wealth Management | $109.2M | $177.7M |
| 28 | Pinnacle Wealth Advisor | $105M | $105M |
| 29 | Capstone Wealth Management Group | $100M | $155M |
| 30 | Rutherford Investment Management | $88.8M | $95.9M |
| 31 | Valentine Ventures | $88.7M | $150M |
| 32 | MCS Family Wealth Advisors | $78.6M | $161.5M |
| 33 | Sundowner Capital Management | $61M | $71M |
| 34 | Evergreen Financial Advisors | $55.2M | $71M |
| 35 | Titus Financial | $43.7M | $44.9M |
| 36 | The Legacy Group | $40M | $46M |
| Disclaimer: The powerlist is compiled based on responses to a survey. Firms are not included if they do not respond to the survey. | |||
