A roster of Oregon’s largest financial planners/money managers.
Ranking by Oregon assets under management as of March 31, 2019.
RANK | COMPANY | OREGON ASSETS UNDER MANAGEMENT | TOTAL ASSETS UNDER MANAGEMENT | OR AN SW WASH. LICENSED PROS. | OREGON EMPLOYEES |
1 | Wells Fargo Advisers Private Client Group | $7.5B | $858B | 88 | 145 |
2 | Jensen Investment Management | $7.2B | $8.2B | 9 | 28 |
3 | Wells Fargo Private Bank | $5.8B | $1.8T | 66 | 102 |
4 | D.A. Davidson & Co. | $5.3B | $43.6B | 127 | 164 |
5 | Ferguson Wellman Capital Management and West Bearing Investments | $3.4B | $5.5B | 21 | 49 |
6 | Becker Capital Management | $2.9B | $3.9B | 17 | 30 |
7 | U.S. Bank Private Wealth Management | $2.9B | $172B | 115 | 175 |
8 | Aldrich Wealth | $1.3B | $1.7B | 11 | 19 |
9 | Northwest Capital Management | $1.1B | $3.5B | 5 | 11 |
TIE 10 | Pioneer Trust Bank, N.A. | $1B | $1B | 9 | 24 |
TIE 10 | Arnerich Massena | $1B | $1.9B | 12 | 47 |
12 | Empirical Wealth Management | $933M | $2.2B | 6 | 7 |
13 | Matisse Capital | $896M | $1B | 9 | 10 |
14 | TRUE Private Wealth Advisors | $780.6M | $952M | 12 | 19 |
15 | Mercer Advisors | Sigma Investment Management | $524M | $15B | 7 | 12 |
16 | Columbia Trust Company | $462M | $692M | 10 | 22 |
17 | McGee Wealth Management | $402M | $528.7M | 5 | 14 |
18 | Northwest Investment Counselors | $386M | $415.1M | 5 | 6 |
19 | Peregrine Asset Advisers | $363.5M | $363.5M | 4 | 4 |
20 | Northwest Quadrant Wealth Management | $351.5M | $351.5M | 5 | 7 |
21 | Allen Trust Company | $340M | $340M | 9 | 13 |
22 | Rosenbaum Financial | $322.1M | $335M | 6 | 11 |
23 | von Borstel & Associates | $321M | $392M | 5 | 10 |
24 | Financial Reserve | $318.6M | $680.1M | 8 | 14 |
25 | IMS Capital Management | $282.3M | $282.3M | 6 | 10 |
26 | Wealth Strategy Partners | $200M | $250M | 3 | 6 |
TIE 27 | Ascent Capital Management | $175M | $213M | 6 | 6 |
TIE 27 | SRM Advisors | $175M | $175M | 3 | 7 |
29 | Hurley Financial Group | $158.3M | $176M | 3 | 5 |
30 | Capstone Wealth Management Group | $130M | $185M | 4 | 6 |
31 | Advanced Wealth Management | $112.8M | $176.8M | 3 | 9 |
32 | Financial Investment Team | $104.2M | $116.5M | 3 | 8 |
33 | Rutherford Investment Management | $83.9M | $894M | 3 | 4 |
34 | MCS Family Wealth Advisors | $79.2M | $164.3M | 2 | 3 |
35 | Evergreen Financial Advisors | $61.2M | $70.3M | 1 | 1 |
36 | Oregon Pacific Financial Advisors | $59M | $66M | 5 | 9 |
37 | Sundowner Capital Management | $58M | $72M | 1 | 3 |
38 | The Legacy Group | $44M | $47M | 1 | 2 |
Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey.