Powerlist: Financial Planners
- Written by Sander Gusinow
- Published in Powerlist
- 0 comments
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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