Powerlist: 2020 Financial Planners
- Written by Kim Moore
- Published in Powerlist
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The state's top financial planners, ranked by Oregon assets under management.
1 Jensen Investment Management
OREGON AUM: $8.4B
TOTAL AUM: $9.8B
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 33
2 D.A. Davidson & Co.
OREGON AUM: $5.4B
TOTAL AUM: $47.3B
OR AD SW WASH. LICENSED PROS.: 118
OREGON EMPLOYEES: 157
3 Ferguson Wellman Capital Management and West Bearing Investments
OREGON AUM: $3.2B
TOTAL AUM: $5.7B
OR AD SW WASH. LICENSED PROS.: 25
OREGON EMPLOYEES: 51
4 U.S. Bank Private Wealth Management
OREGON AUM: $2.9B
TOTAL AUM: $180B
OR AD SW WASH. LICENSED PROS.: 75
OREGON EMPLOYEES: 185
5 Becker Capital Management
OREGON AUM: $2.4B
TOTAL AUM: $3.1B
OR AD SW WASH. LICENSED PROS.: 14
OREGON EMPLOYEES: 30
6 Aldrich Wealth
OREGON AUM: $1.4B
TOTAL AUM: $1.9B
OR AD SW WASH. LICENSED PROS.: 16
OREGON EMPLOYEES: 21
7 Arnerich Massena
OREGON AUM: $1.4M
TOTAL AUM: $3B
OR AD SW WASH. LICENSED PROS.: 15
OREGON EMPLOYEES: 47
8 Vista Capital Partners
OREGON AUM: $1.2B
TOTAL AUM: $1.3B
OR AD SW WASH. LICENSED PROS.: 14
OREGON EMPLOYEES: 26
9 Matisse Capital
OREGON AUM: $1B
TOTAL AUM: $1.3B
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 10
10 Northwest Capital Management
OREGON AUM: $959.2M
TOTAL AUM: $3.7B
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 11
11 Pioneer Trust Bank, N.A.
OREGON AUM: $926M
TOTAL AUM: $926M
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 22
12 Wells Fargo Private Bank
OREGON AUM: $874.6M
TOTAL AUM: $159.5B
OR AD SW WASH. LICENSED PROS.: 8
OREGON EMPLOYEES: 62
13 The Partners Group
OREGON AUM: $677M
TOTAL AUM: $798M
OR AD SW WASH. LICENSED PROS.: 11
OREGON EMPLOYEES: 14
14 Empirical Wealth Management
OREGON AUM: $671M
TOTAL AUM: $2.6B
OR AD SW WASH. LICENSED PROS.: 7
OREGON EMPLOYEES: 8
15 Cascadia Wealth Management
OREGON AUM: $560M
TOTAL AUM: $580M
OR AD SW WASH. LICENSED PROS.: 16
OREGON EMPLOYEES: 31
16 Mercer Advisors
OREGON AUM: $522M
TOTAL AUM: $16.2B
OR AD SW WASH. LICENSED PROS.: 7
OREGON EMPLOYEES: 12
17 Columbia Trust Company
OREGON AUM: $386M
TOTAL AUM: $668M
OR AD SW WASH. LICENSED PROS.: 10
OREGON EMPLOYEES: 22
18 Allen Trust Company
OREGON AUM: $375M
TOTAL AUM: $375M
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 13
19 Northwest Quadrant Wealth Management
OREGON AUM: $351.5M
TOTAL AUM: $351.5M
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 7
20 Financial Reserve
OREGON AUM: $301.1M
TOTAL AUM: $674.6M
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 15
21 von Borstel & Associates
OREGON AUM: $279.4M
TOTAL AUM: $345.1M
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 10
22 IMS Capital Management
OREGON AUM: $248M
TOTAL AUM: $248M
OR AD SW WASH. LICENSED PROS.: 6
OREGON EMPLOYEES: 10
23 Silver Oak Advisory Group
OREGON AUM: $210.9M
TOTAL AUM: $259.6M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 7
24 Ascent Capital
OREGON AUM: $193M
TOTAL AUM: $238M
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 5
25 Hurley Financial Group,
OREGON AUM: $158.3M
TOTAL AUM: $176M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 5
26 Capstone Wealth Management Group
OREGON AUM: $130M
TOTAL AUM: $185M
OR AD SW WASH. LICENSED PROS.: 4
OREGON EMPLOYEES: 6
27 Valentine Ventures
OREGON AUM: $90M
TOTAL AUM: $138M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 4
28 Rutherford Investment Management
OREGON AUM: $86.5M
TOTAL AUM: $92.5M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 4
29 MCS Family Wealth Advisors
OREGON AUM: $76.2M
TOTAL AUM: $166.7M
OR AD SW WASH. LICENSED PROS.: 2
OREGON EMPLOYEES: 3
30 Sundowner Capital Management
OREGON AUM: $69.4M
TOTAL AUM: $72.1M
OR AD SW WASH. LICENSED PROS.: 1
OREGON EMPLOYEES: 3
31 The Legacy Group,
OREGON AUM: $44M
TOTAL AUM: $48M
OR AD SW WASH. LICENSED PROS.: 1
OREGON EMPLOYEES: 2
32 Strategic Wealth Management
OREGON AUM: $16M
TOTAL AUM: $16M
OR AD SW WASH. LICENSED PROS.: 1
OREGON EMPLOYEES: 1
