Powerlist: Financial Planners

The state's top financial planners, ranked by Oregon assets under management.


1 Jensen Investment Management

Oregon AUM: $10.5b | Total AUM: $12.7b
Oregon employees: 33
Licensed professionals in Oregon: 9

2 Ferguson Wellman Capital Management and West Bearing Investments

Oregon AUM: $4.7b | Total AUM: $7.2b
Oregon employees: 52
Licensed professionals in Oregon: 25

3 Becker Capital Management

Oregon AUM: $3.0b | Total AUM: $3.8b
Oregon employees: 28
Licensed professionals in Oregon: 13

4 Aldrich Wealth

Oregon AUM: $2.0b | Total AUM: $4.1b
Oregon employees: 19
Licensed professionals in Oregon: 11

5 Arnerich Massena

Oregon AUM: $1.6b | Total AUM: $3.2b
Oregon employees: 38
Licensed professionals in Oregon: 11

6 Matisse Capital

Oregon AUM: $1.1b | Total AUM: $1.6b
Oregon employees: 8
Licensed professionals in Oregon: 8

7 Pioneer Trust Bank, N.A.

Oregon AUM: $1.0b | Total AUM: $1.0b
Oregon employees: 23
Licensed professionals in Oregon: 10

8 The Partners Group

Oregon AUM: $933.8m | Total AUM: $1.1b
Oregon employees: 17
Licensed professionals in Oregon: 12

9 Allen Trust Company

Oregon AUM: $634.0m | Total AUM: $634.0m
Oregon employees: 13
Licensed professionals in Oregon: 9

10 Cascadia Wealth Management

Oregon AUM: $560.0m | Total AUM: $600.0m
Oregon employees: 34
Licensed professionals in Oregon: 17

11 Peregrine Asset Advisers

Oregon AUM: $376.8m | Total AUM: $376.8m
Oregon employees: 4
Licensed professionals in Oregon: 3

12 IMS Capital Management

Oregon AUM: $339.6m | Total AUM: $339.6m
Oregon employees: 10
Licensed professionals in Oregon: 6

13 Hurley Financial Group

Oregon AUM: $300.0m | Total AUM: $320.0m
Oregon employees: 5
Licensed professionals in Oregon: 3

14 Ascent Capital Management

Oregon AUM: $280.0m | Total AUM: $320.0m
Oregon employees: 6
Licensed professionals in Oregon: 6

15 Capstone Wealth Management Group

Oregon AUM: $170.0m | Total AUM: $190.0m
Oregon employees: 2
Licensed professionals in Oregon: 4

16 MCS Family Wealth Advisors

Oregon AUM: $81.4m | Total AUM: $170.3m
Oregon employees: 2
Licensed professionals in Oregon: 2

17 Titus Financial Inc.

Oregon AUM: $45.2m | Total AUM: $45.2m
Oregon employees: 2
Licensed professionals in Oregon: 1

18 The Legacy Group

Oregon AUM: $45.0m | Total AUM: $52.0m
Oregon employees: 2
Licensed professionals in Oregon: 1

19 Strategic Wealth Management

Oregon AUM: $16.5m | Total AUM: $16.5m
Oregon employees: 1
Licensed professionals in Oregon: 1


 

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