RIA firms in Oregon
2,613 RIA firms are registered or notice filed in Oregon: 347 state registered and 2,266 federally registered. 264 are headquartered here.
Another 66 state registered advisers with no address on file are registered only in Oregon. 11 exempt reporting advisers also file in Oregon and are not counted as RIA firms. #25 of 52 by RIA firms headquartered.
The largest RIA firms headquartered in Oregon, by adviser headcount.
| Firm | Advisers | Reported AUM | Registration | City |
|---|---|---|---|---|
| M Holdings Securities, Inc.also a Broker Dealer | 176 | $3.2B | Federally registered | Portland |
| Kingsview Wealth Management, LLC | 116 | $9B | Federally registered | Grants Pass |
| Stancorp Investment Advisers, Inc. | 76 | $34.5B | Federally registered | Portland |
| Aldrich Wealth LP | 28 | $7.6B | Federally registered | Lake Oswego |
| Ferguson Wellman Capital Management, Inc. | 27 | $10.7B | Federally registered | Portland |
| Becker Capital Management, Inc. | 23 | $5.7B | Federally registered | Portland |
| Vista Capital Partners, Inc. | 23 | $3.2B | Federally registered | Portland |
| CS Planning Corp | 23 | $2B | Federally registered | Portland |
| Cutler Investment Group | 21 | $1.5B | Federally registered | Jacksonville |
| TPG Financial Advisors, LLC | 18 | $2.2B | Federally registered | Portland |
Most advisers based in Oregon
Advisers registered and working in Oregon, by firm, wherever the firm is headquartered.
Reported AUM
Of the RIA firms headquartered in Oregon that report assets. Advisers each report the assets they manage, so assets one firm sub-advises for another are counted by both.
- Total reported
- $221B
- Firms reporting
- 241
- Median, federally registered
- $354M
- Median, state registered
- $42.4M
How they charge
Share of the 261 firms headquartered here that report their fees.
Who they serve
Share of the 243 firms headquartered here that report their client types.
Cities
RIA firms headquartered in each city.
Newly registered firms
RIA firms headquartered here, by the year they first registered.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Oregon RIA firms, answered.
How many RIA firms are registered in Oregon?
2,613 RIA firms are registered or notice filed in Oregon: 347 state registered and 2,266 federally registered. 264 are headquartered there.
Which RIA firms in Oregon have the most advisers?
M Holdings Securities, Inc. (176 advisers), Kingsview Wealth Management, LLC (116 advisers) and Stancorp Investment Advisers, Inc. (76 advisers).
How much do RIA firms in Oregon manage?
The 241 RIA firms headquartered in Oregon that report assets report $221B in total. The median is $354M for federally registered firms and $42.4M for state registered firms.
What is the difference between state and federally registered RIA firms?
Smaller advisers register with the states where they work. Larger advisers register federally and notice file in the states where they have clients, so both appear here.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered or notice filed in Oregon counts state registered firms and federally registered firms that notice file in the state; exempt reporting advisers are not counted as RIA firms. Headquartered means the firm's main office address. Reported AUM is as each firm reports it. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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