Ranked by assets under management in Oregon and Southwest Washington
1. Jensen Investment Management
AUM in OR/SW WA: $10.8 billion
AUM worldwide: $13.1 billion
Licensed OR/SW WA. Professionals: 7
Oregon Employees: 32
2. Ferguson Wellman Capital Management and West Bearing Investments
AUM in OR/SW WA: $4.2 billion
AUM worldwide: $7.4 billion
Licensed OR/SW WA. Professionals: 25
Oregon Employees: 56
3. Becker Capital Management
AUM in OR/SW WA: $3 billion
AUM worldwide: $4.1 billion
Licensed OR/SW WA. Professionals: 14
Oregon Employees: 30
4. Aldrich Wealth
AUM in OR/SW WA: $2.2 billion
AUM worldwide: $4.7 billion
Licensed OR/SW WA. Professionals: 17
Oregon Employees: 25
5. Vista Capital Partners
AUM in OR/SW WA: $1.7 billion
AUM worldwide: $2 billion
Licensed OR/SW WA. Professionals: 16
Oregon Employees: 35
6. Arnerich Massena
AUM in OR/SW WA: $1.4 billion
AUM worldwide: $2.02 billion
Licensed OR/SW WA. Professionals: 8
Oregon Employees: 24
7. Pioneer Trust Bank
AUM in OR/SW WA: $1.1 billion
AUM worldwide: $1.1 billion
Licensed OR/SW WA. Professionals: 8
Oregon Employees: 22
8. Coldstream Wealth Management (formerly Rosenbaum Financial)
AUM in OR/SW WA: $683.1 million
AUM worldwide: $6.6 billion
Licensed OR/SW WA. Professionals: 6
Oregon Employees: 11
9. Allen Trust Company
AUM in OR/SW WA: $600 million
AUM worldwide: $600 million
Licensed OR/SW WA. Professionals: 7
Oregon Employees: 13
10. IMS Capital Management
AUM in OR/SW WA: $356.7 million
AUM worldwide: $356.7 million
Licensed OR/SW WA. Professionals: 6
Oregon Employees: 10
11. Peregrine Asset Advisers
AUM in OR/SW WA: $310 million
AUM worldwide: $350 million
Licensed OR/SW WA. Professionals: 2
Oregon Employees: 2
12. Capstone Wealth Management Group
AUM in OR/SW WA: $170 million
AUM worldwide: $220 million
Licensed OR/SW WA. Professionals: 4
Oregon Employees: 2
13. SRM Advisors
AUM in OR/SW WA: $154 million
AUM worldwide: $154 million
Licensed OR/SW WA. Professionals: 2
Oregon Employees: 5
14. Advanced Wealth Management
AUM in OR/SW WA: $120 million
AUM worldwide: $294.1 million
Licensed OR/SW WA. Professionals: 4
Oregon Employees: 9
15. MCS Family Wealth Advisors
AUM in OR/SW WA: $65.9 million
AUM worldwide: $148.9 million
Licensed OR/SW WA. Professionals: 2
Oregon Employees: 2
16. The Legacy Group
AUM in OR/SW WA: $48 million
AUM worldwide: $52 million
Licensed OR/SW WA. Professionals: 1
Oregon 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.
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