Ranked by assets under management (AUM) in Oregon and Southwest Washington
1. Ferguson Wellman Capital Management and West Bearing Investments
OR and SW Wash. AUM: $5.6 billion
Total AUM: $8.99 billion
Licensed professionals in OR and SW Wash.: 27
Oregon Full-time Employees: 61
2. Becker Capital Management
OR and SW Wash. AUM: $3.6 billion
Total AUM: $5 billion
Licensed professionals in OR and SW Wash.: 5
Oregon Full-time Employees: 34
3. Aldrich Wealth
OR and SW Wash. AUM: $3.1 billion
Total AUM: $6.5 billion
Licensed professionals in OR and SW Wash.: 22
Oregon Full-time Employees: 32
4. Coldstream Wealth Management
OR and SW Wash. AUM: $1.5 billion
Total AUM: $11.1 billion
Licensed professionals in OR and SW Wash.: 17
Oregon Full-time Employees: 29
5. Pioneer Trust Bank
OR and SW Wash. AUM: $1.2 billion
Total AUM: $1.2 billion
Licensed professionals in OR and SW Wash.: 9
Oregon Full-time Employees: 21
6. TRUE Private Wealth Advisors
OR and SW Wash. AUM: $1.1 billion
Total AUM: $1.3 billion
Licensed professionals in OR and SW Wash.: 10
Oregon Full-time Employees: 20
7. Vision Capital Management
OR and SW Wash. AUM: $858.5 million
Total AUM: $1.1 billion
Licensed professionals in OR and SW Wash.: 9
Oregon Full-time Employees: 16
8. Allen Trust Company
OR and SW Wash. AUM: $610 million
Total AUM: $610 million
Licensed professionals in OR and SW Wash.: 6
Oregon Full-time Employees: 12
9. Capstone Wealth Management Group
OR and SW Wash. AUM: $190 million
Total AUM: $240 million
Licensed professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 2
10. MCS Family Wealth Advisors
OR and SW Wash. AUM: $73 million
Total AUM: $145.3 million
Licensed professionals in OR and SW Wash.: 2
Oregon Full-time Employees: 2
Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey.
Editor’s Note: This list has been updated from an earlier version, which ran in the Q2 print edition of Oregon Business, to correctly reflect the number of employees at Coldstream Wealth Management.
