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Powerlist: Financial planners & money managers

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Archives - August 2009
Wednesday, July 22, 2009

RANKED BY OREGON ASSETS UNDER MANAGEMENT (AUM)

RANK NAME
WEBSITE
ADDRESS/PHONE SENIOR EXEC(S) OREGON AUM/ WORLDWIDE AUM FINANCIAL PLANNERS/ ORE. EMPLOYEES SPECIALTIES MIN. ACCT. SIZE/ YEAR ESTAB.
1
StanCorp Investment Advisers
stancorpadvisers.com
1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Scott A. Hibbs
Julie Grandstaff
.9b
.5b
2
14
Institutional fixed income management and private client comprehensive financial planning and investment management
0k
2000
2
Wells Fargo Private Bank
wellsfargo.com
1300 S.W. Fifth Ave., 18th Floor
Portland 97201 503.886.2377
Jeff Grubb
April Sanderson
RANK NAME
WEBSITE
ADDRESS/PHONE SENIOR EXEC(S) OREGON AUM/ WORLDWIDE AUM FINANCIAL PLANNERS/ ORE. EMPLOYEES SPECIALTIES MIN. ACCT. SIZE/ YEAR ESTAB.
1
StanCorp Investment Advisers
stancorpadvisers.com
1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Scott A. Hibbs
Julie Grandstaff
$4.9b
$15.5b
2
14
Institutional fixed income management and private client comprehensive financial planning and investment management
$100k
2000
2
Wells Fargo Private Bank
wellsfargo.com
1300 S.W. Fifth Ave., 18th Floor
Portland 97201 503.886.2377
Jeff Grubb
April Sanderson
$3.7b
$156.0b
12
150
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance
NA
1852
3
The Private Client Reserve at US Bank
111 S.W. Fifth Ave., Ste. 600
Portland 97204 503.275.6588
Ted Austin
$2.4b
$50.0b
7
75
Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth
$1m
1919
4
Ferguson Wellman Capital Management
fergusonwellman.com
888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd
Steven J. Holwerda
$1.7b
$2.2b
8
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities
1975
5
Becker Capital Management
beckercap.com
1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch
Pat Becker Sr.
$1.4b
$1.8b
1
27
Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds
$1m
1976
6
Pioneer Trust Bank NA
pioneertrustbank.com
P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton
Bonnie S. Hindman
$550.2m
$550.2m
30
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts
$300k
1924
7
Key Private Bank/Key Investment Services
key.com
1211 S.W. Fifth Ave., Ste. 560
Portland 97204 800.790.7620
Katharine Coakley
$540.0m
$42.5b
3
31
Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services
1924
8
Northwest Capital Management
nwcapital.com
15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Fred J. Payne
$512.0m
$739.6m
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients
$200k
1998
9
Phillips & Company
phillipsandco.com
1300 S.W. Fifth Ave., Ste. 2100
Portland 97201 503.224.0858
Tim Phillips
$500.0m
$500.0m
55
Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting
NA
1992
10
The Pacific Wealth Group at Morgan Stanley Smith Barney
morganstanley.com/fa/thepacificwealthgroup
4800 S.W. Meadows Rd., Ste. 400
Lake Oswego 97035 866.882.5840
Scot Berryman, Jim Mead
Sean Gabrio, Jeff Weiler
$475.0m
$525.0m
2
10
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives
$1m
1997
11
Advisory Services & Investments LLC
advisory-services.com
15 S.W. Colorado, Ste. 280
Bend 97702 541.617.0898
Randy L. Miller
Lyle Kearns, Sue Studwell
$463.5m
$869.7m
4
6
Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation
$1m
1998
12
The H Group Inc.
thehgroup.com
3395 S.W. Garden View Ave.
Portland 97225 503.292.5853
Brent Hicks
$411.0m
$543.0m
15
18
Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal
NA
1991
13
Deschutes Investment Advisors
deschutesadvisors.com
1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall
Bryn Torkelson
$406.0m
$591.0m
1
12
Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning
$500k
1997
14
The Partners Group Ltd./TPG Financial Advisors LLC
tpgrp.com
11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr
Rod Cruickshank
$321.0m
$336.0m
2
49
Life/wealth planning, investment management and retirement plan consulting services
NA
1980
15
Vista Capital Partners
vistacp.com
9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O'Reilly
Douglas E. Johanson
$315.0m
$340.0m
6
9
Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline.
$1m
2001
16
IMS Capital Management
imscapital.com
8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker
$279.0m
$279.0m
1
11
Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans
$5k
1988
17
South Valley Wealth Management
southvalleywealth.com
810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood
$243.0m
$243.0m
3
13
Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans
NA
1984
18
The Greenberg Group @ Morgan Stanley Smith Barney
morganstanley.com
1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg
$240.0m
$325.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management
$1m
1993
19
Pacific Investment Advisors
pia-invest.com
1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee
John Raaf
$215.0m
$230.0m
2
4
Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations
$1m
1997
20
Hurley Financial Group Inc.
hurleyfinancial.com
111 S.W. 4th St.
Corvallis 97333 541.757.2331
Dorann A. Hurley
Megan E. Schneider
$179.0m
$192.0m
1
6
Registered investment advisory firm specializing in retirement planning
$250k
1987
21
McGee Financial Strategies
mcgeenet.com
12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee
D. Linette Dobbins
$161.9m
$161.9m
2
16
Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy
$500k
1979
22
Consolidated Financial Management
cfmplanners.com
1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard
Kristy A. Motta
$148.0m
$148.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals
$250k
1982
23
Financial Reserve Investors
financialreserve.com
12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
David K. Pederson
Gregory A. Parrott
$137.0m
$311.0m
6
13
Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program
$50k
1985
24
Allen Trust Co./Allen Capital Mgmt.
allentrust.com
121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen
William A. Harris
$135.0m
$135.0m
4
12
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations
$1m
2000
25
Rosenbaum Financial LLC
rosenbaumfinancial.com
1675 S.W. Marlow Ave., Ste. 401
Portland 97225 503.352.1300
Mark Rosenbaum
Fred Rosenbaum
$111.6m
$118.2m
1
12
Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance
NA
1982
26
Arcadia Investment Advisors LLC
arcadiaia.net
1601 Officers Row
Vancouver 98661 360.823.0477
Richard A. Teutsch
Robert Pool
$106.0m
$168.0m
1
1
Fee-only investment advisory firm
$250k
1995
27
Chinook Capital Management LLC
chinookcapital.com
4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser
Rick Schmidt
$97.0m
$301.0m
2
7
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions
$750k
1997
28
Oregon Pacific Financial Advisors
opfa.com
210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd
$79.0m
$84.0m
5
8
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
29
CCB Financial Services
ccbfinancialservices.com
38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell
Heidi Smart
$62.0m
$62.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt.
$5k
1994
30
Northwest Financial
mycfp.com
711 Chemawa Rd. N.E.
Keizer 97303 503.390.8011
Rick J. Roemer
$50.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning
$100k
1984
31
Valentine Ventures LLC
valentineventures.com
550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine
$50.0m
$90.0m
2
4
Full-service wealth management
$500k
1997
32
McDonald Franceschi LLC
mcdfran.com
520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Bernard P. Franceschi
James R. McDonald
$45.0m
$50.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies
$250k
2001
33
MKG Capital Advisors
mkgfinancial.com
1500 S.W. First Ave., Ste. 1000
Portland 97201 503.226.6700
Mark Gaskill
Robert E. Davies
$21.1m
$25.0m
0
6
Separately managed accounts
$250k
2000
34
Portland Financial Advisors
pdxadvisors.com
12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis
Gabriel J. Markiz
$10.0m
$10.0m
2
4
Fee-only investment management; comprehensive financial, tax and estate planning
$500k
2003
35
Convergent Wealth Advisors
convergentwealth.com
620 S.W. Fifth Ave., Ste. 1100
Portland 97204 503.228.3941
John Workman
Jeff Marshall
$10.0b
9
Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies
$10m
1994
36
D.A. Davidson & Co.
davidsoncompanies.com
1300 S.W. Fifth Ave., Ste. 1950
Portland 97201 503.525.3600
Charles Cameron
Doug Woodcock
45
128
Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services
NA
1935
37
R.V. Kuhns & Associates Inc.
rvkuhns.com
111 S.W. Naito Parkway
Portland 97204 503.221.4200
Rebecca A. Gratsinger
James M. Voyto
0
64
Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide
1986
38
Silver Oak Advisory Group
silveroak.net
1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas
Stephen W. Hewitt
$77.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele
$350k
1991
39
Sundowner Capital Management LLC
sundownercapital.com
725 N.W. Broadway
Bend 97701 541.389.3311
Doug Downer
1
3
Custom portfolio management and personalized service
$300k
2000
40
U.S. Trust, Bank of America, NA, Private Wealth Management
ustrust.bankofamerica.com
4380 S.W. Macadam Ave., Ste. 450
Portland 97239 503.497.2800
Barbara Palmer
Marcia Jory
$697.3b
8
37
Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs.
$3m
1853
41
Washington Capital Management
wcmadvisors.com
6600 S.W. 92nd Ave., Ste. 160
Portland 97223 503.248.9188
Bruce Korter
Jon Bettendorf
$2.8b
3
Stocks, bonds, real estate
$1m
1978
.7b
6.0b
12
150
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance
NA
1852
3
The Private Client Reserve at US Bank
111 S.W. Fifth Ave., Ste. 600
Portland 97204 503.275.6588
Ted Austin
height="450px".4b
.0b
7
75
Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1919
4
Ferguson Wellman Capital Management
fergusonwellman.com
888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd
Steven J. Holwerda
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px".7b
height="450px".2b
8
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities
1975
5
Becker Capital Management
beckercap.com
1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch
Pat Becker Sr.
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px".4b
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px".8b
1
27
Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1976
6
Pioneer Trust Bank NA
pioneertrustbank.com
P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton
Bonnie S. Hindman
0.2m
0.2m
30
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts
0k
1924
7
Key Private Bank/Key Investment Services
key.com
1211 S.W. Fifth Ave., Ste. 560
Portland 97204 800.790.7620
Katharine Coakley
0.0m
.5b
3
31
Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services
1924
8
Northwest Capital Management
nwcapital.com
15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Fred J. Payne
2.0m
9.6m
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients
0k
1998
9
Phillips & Company
phillipsandco.com
1300 S.W. Fifth Ave., Ste. 2100
Portland 97201 503.224.0858
Tim Phillips
0.0m
0.0m
55
Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting
NA
1992
10
The Pacific Wealth Group at Morgan Stanley Smith Barney
morganstanley.com/fa/thepacificwealthgroup
4800 S.W. Meadows Rd., Ste. 400
Lake Oswego 97035 866.882.5840
Scot Berryman, Jim Mead
Sean Gabrio, Jeff Weiler
5.0m
5.0m
2
10
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1997
11
Advisory Services & Investments LLC
advisory-services.com
15 S.W. Colorado, Ste. 280
Bend 97702 541.617.0898
Randy L. Miller
Lyle Kearns, Sue Studwell
3.5m
9.7m
4
6
Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1998
12
The H Group Inc.
thehgroup.com
3395 S.W. Garden View Ave.
Portland 97225 503.292.5853
Brent Hicks
1.0m
3.0m
15
18
Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal
NA
1991
13
Deschutes Investment Advisors
deschutesadvisors.com
1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall
Bryn Torkelson
6.0m
1.0m
1
12
Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning
0k
1997
14
The Partners Group Ltd./TPG Financial Advisors LLC
tpgrp.com
11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr
Rod Cruickshank
1.0m
6.0m
2
49
Life/wealth planning, investment management and retirement plan consulting services
NA
1980
15
Vista Capital Partners
vistacp.com
9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O'Reilly
Douglas E. Johanson
5.0m
0.0m
6
9
Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline.
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
2001
16
IMS Capital Management
imscapital.com
8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker
9.0m
9.0m
1
11
Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans
k
1988
17
South Valley Wealth Management
southvalleywealth.com
810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood
3.0m
3.0m
3
13
Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans
NA
1984
18
The Greenberg Group @ Morgan Stanley Smith Barney
morganstanley.com
1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg
0.0m
5.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1993
19
Pacific Investment Advisors
pia-invest.com
1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee
John Raaf
5.0m
0.0m
2
4
Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1997
20
Hurley Financial Group Inc.
hurleyfinancial.com
111 S.W. 4th St.
Corvallis 97333 541.757.2331
Dorann A. Hurley
Megan E. Schneider
9.0m
2.0m
1
6
Registered investment advisory firm specializing in retirement planning
0k
1987
21
McGee Financial Strategies
mcgeenet.com
12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee
D. Linette Dobbins
1.9m
1.9m
2
16
Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy
0k
1979
22
Consolidated Financial Management
cfmplanners.com
1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard
Kristy A. Motta
8.0m
8.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals
0k
1982
23
Financial Reserve Investors
financialreserve.com
12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
David K. Pederson
Gregory A. Parrott
7.0m
1.0m
6
13
Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program
k
1985
24
Allen Trust Co./Allen Capital Mgmt.
allentrust.com
121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen
William A. Harris
5.0m
5.0m
4
12
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
2000
25
Rosenbaum Financial LLC
rosenbaumfinancial.com
1675 S.W. Marlow Ave., Ste. 401
Portland 97225 503.352.1300
Mark Rosenbaum
Fred Rosenbaum
1.6m
8.2m
1
12
Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance
NA
1982
26
Arcadia Investment Advisors LLC
arcadiaia.net
1601 Officers Row
Vancouver 98661 360.823.0477
Richard A. Teutsch
Robert Pool
6.0m
8.0m
1
1
Fee-only investment advisory firm
0k
1995
27
Chinook Capital Management LLC
chinookcapital.com
4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser
Rick Schmidt
.0m
1.0m
2
7
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions
0k
1997
28
Oregon Pacific Financial Advisors
opfa.com
210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd
.0m
.0m
5
8
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
29
CCB Financial Services
ccbfinancialservices.com
38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell
Heidi Smart
.0m
.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt.
k
1994
30
Northwest Financial
mycfp.com
711 Chemawa Rd. N.E.
Keizer 97303 503.390.8011
Rick J. Roemer
.0m
.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning
0k
1984
31
Valentine Ventures LLC
valentineventures.com
550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine
.0m
.0m
2
4
Full-service wealth management
0k
1997
32
McDonald Franceschi LLC
mcdfran.com
520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Bernard P. Franceschi
James R. McDonald
.0m
.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies
0k
2001
33
MKG Capital Advisors
mkgfinancial.com
1500 S.W. First Ave., Ste. 1000
Portland 97201 503.226.6700
Mark Gaskill
Robert E. Davies
.1m
.0m
0
6
Separately managed accounts
0k
2000
34
Portland Financial Advisors
pdxadvisors.com
12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis
Gabriel J. Markiz
.0m
.0m
2
4
Fee-only investment management; comprehensive financial, tax and estate planning
0k
2003
35
Convergent Wealth Advisors
convergentwealth.com
620 S.W. Fifth Ave., Ste. 1100
Portland 97204 503.228.3941
John Workman
Jeff Marshall
.0b
9
Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies
m
1994
36
D.A. Davidson & Co.
davidsoncompanies.com
1300 S.W. Fifth Ave., Ste. 1950
Portland 97201 503.525.3600
Charles Cameron
Doug Woodcock
45
128
Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services
NA
1935
37
R.V. Kuhns & Associates Inc.
rvkuhns.com
111 S.W. Naito Parkway
Portland 97204 503.221.4200
Rebecca A. Gratsinger
James M. Voyto
0
64
Strategic investment consulting; does not directly manage funds but has .1 billion assets under advisement in Oregon out of 3.8 billion firmwide
1986
38
Silver Oak Advisory Group
silveroak.net
1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas
Stephen W. Hewitt
.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele
0k
1991
39
Sundowner Capital Management LLC
sundownercapital.com
725 N.W. Broadway
Bend 97701 541.389.3311
Doug Downer
1
3
Custom portfolio management and personalized service
0k
2000
40
U.S. Trust, Bank of America, NA, Private Wealth Management
ustrust.bankofamerica.com
4380 S.W. Macadam Ave., Ste. 450
Portland 97239 503.497.2800
Barbara Palmer
Marcia Jory
7.3b
8
37
Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs.
RANK NAME
WEBSITE
ADDRESS/PHONE SENIOR EXEC(S) OREGON AUM/ WORLDWIDE AUM FINANCIAL PLANNERS/ ORE. EMPLOYEES SPECIALTIES MIN. ACCT. SIZE/ YEAR ESTAB.
1
StanCorp Investment Advisers
stancorpadvisers.com
1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Scott A. Hibbs
Julie Grandstaff
$4.9b
$15.5b
2
14
Institutional fixed income management and private client comprehensive financial planning and investment management
$100k
2000
2
Wells Fargo Private Bank
wellsfargo.com
1300 S.W. Fifth Ave., 18th Floor
Portland 97201 503.886.2377
Jeff Grubb
April Sanderson
$3.7b
$156.0b
12
150
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance
NA
1852
3
The Private Client Reserve at US Bank
111 S.W. Fifth Ave., Ste. 600
Portland 97204 503.275.6588
Ted Austin
$2.4b
$50.0b
7
75
Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth
$1m
1919
4
Ferguson Wellman Capital Management
fergusonwellman.com
888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd
Steven J. Holwerda
$1.7b
$2.2b
8
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities
1975
5
Becker Capital Management
beckercap.com
1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch
Pat Becker Sr.
$1.4b
$1.8b
1
27
Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds
$1m
1976
6
Pioneer Trust Bank NA
pioneertrustbank.com
P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton
Bonnie S. Hindman
$550.2m
$550.2m
30
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts
$300k
1924
7
Key Private Bank/Key Investment Services
key.com
1211 S.W. Fifth Ave., Ste. 560
Portland 97204 800.790.7620
Katharine Coakley
$540.0m
$42.5b
3
31
Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services
1924
8
Northwest Capital Management
nwcapital.com
15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Fred J. Payne
$512.0m
$739.6m
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients
$200k
1998
9
Phillips & Company
phillipsandco.com
1300 S.W. Fifth Ave., Ste. 2100
Portland 97201 503.224.0858
Tim Phillips
$500.0m
$500.0m
55
Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting
NA
1992
10
The Pacific Wealth Group at Morgan Stanley Smith Barney
morganstanley.com/fa/thepacificwealthgroup
4800 S.W. Meadows Rd., Ste. 400
Lake Oswego 97035 866.882.5840
Scot Berryman, Jim Mead
Sean Gabrio, Jeff Weiler
$475.0m
$525.0m
2
10
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives
$1m
1997
11
Advisory Services & Investments LLC
advisory-services.com
15 S.W. Colorado, Ste. 280
Bend 97702 541.617.0898
Randy L. Miller
Lyle Kearns, Sue Studwell
$463.5m
$869.7m
4
6
Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation
$1m
1998
12
The H Group Inc.
thehgroup.com
3395 S.W. Garden View Ave.
Portland 97225 503.292.5853
Brent Hicks
$411.0m
$543.0m
15
18
Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal
NA
1991
13
Deschutes Investment Advisors
deschutesadvisors.com
1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall
Bryn Torkelson
$406.0m
$591.0m
1
12
Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning
$500k
1997
14
The Partners Group Ltd./TPG Financial Advisors LLC
tpgrp.com
11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr
Rod Cruickshank
$321.0m
$336.0m
2
49
Life/wealth planning, investment management and retirement plan consulting services
NA
1980
15
Vista Capital Partners
vistacp.com
9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O'Reilly
Douglas E. Johanson
$315.0m
$340.0m
6
9
Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline.
$1m
2001
16
IMS Capital Management
imscapital.com
8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker
$279.0m
$279.0m
1
11
Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans
$5k
1988
17
South Valley Wealth Management
southvalleywealth.com
810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood
$243.0m
$243.0m
3
13
Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans
NA
1984
18
The Greenberg Group @ Morgan Stanley Smith Barney
morganstanley.com
1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg
$240.0m
$325.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management
$1m
1993
19
Pacific Investment Advisors
pia-invest.com
1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee
John Raaf
$215.0m
$230.0m
2
4
Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations
$1m
1997
20
Hurley Financial Group Inc.
hurleyfinancial.com
111 S.W. 4th St.
Corvallis 97333 541.757.2331
Dorann A. Hurley
Megan E. Schneider
$179.0m
$192.0m
1
6
Registered investment advisory firm specializing in retirement planning
$250k
1987
21
McGee Financial Strategies
mcgeenet.com
12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee
D. Linette Dobbins
$161.9m
$161.9m
2
16
Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy
$500k
1979
22
Consolidated Financial Management
cfmplanners.com
1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard
Kristy A. Motta
$148.0m
$148.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals
$250k
1982
23
Financial Reserve Investors
financialreserve.com
12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
David K. Pederson
Gregory A. Parrott
$137.0m
$311.0m
6
13
Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program
$50k
1985
24
Allen Trust Co./Allen Capital Mgmt.
allentrust.com
121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen
William A. Harris
$135.0m
$135.0m
4
12
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations
$1m
2000
25
Rosenbaum Financial LLC
rosenbaumfinancial.com
1675 S.W. Marlow Ave., Ste. 401
Portland 97225 503.352.1300
Mark Rosenbaum
Fred Rosenbaum
$111.6m
$118.2m
1
12
Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance
NA
1982
26
Arcadia Investment Advisors LLC
arcadiaia.net
1601 Officers Row
Vancouver 98661 360.823.0477
Richard A. Teutsch
Robert Pool
$106.0m
$168.0m
1
1
Fee-only investment advisory firm
$250k
1995
27
Chinook Capital Management LLC
chinookcapital.com
4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser
Rick Schmidt
$97.0m
$301.0m
2
7
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions
$750k
1997
28
Oregon Pacific Financial Advisors
opfa.com
210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd
$79.0m
$84.0m
5
8
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
29
CCB Financial Services
ccbfinancialservices.com
38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell
Heidi Smart
$62.0m
$62.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt.
$5k
1994
30
Northwest Financial
mycfp.com
711 Chemawa Rd. N.E.
Keizer 97303 503.390.8011
Rick J. Roemer
$50.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning
$100k
1984
31
Valentine Ventures LLC
valentineventures.com
550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine
$50.0m
$90.0m
2
4
Full-service wealth management
$500k
1997
32
McDonald Franceschi LLC
mcdfran.com
520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Bernard P. Franceschi
James R. McDonald
$45.0m
$50.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies
$250k
2001
33
MKG Capital Advisors
mkgfinancial.com
1500 S.W. First Ave., Ste. 1000
Portland 97201 503.226.6700
Mark Gaskill
Robert E. Davies
$21.1m
$25.0m
0
6
Separately managed accounts
$250k
2000
34
Portland Financial Advisors
pdxadvisors.com
12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis
Gabriel J. Markiz
$10.0m
$10.0m
2
4
Fee-only investment management; comprehensive financial, tax and estate planning
$500k
2003
35
Convergent Wealth Advisors
convergentwealth.com
620 S.W. Fifth Ave., Ste. 1100
Portland 97204 503.228.3941
John Workman
Jeff Marshall
$10.0b
9
Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies
$10m
1994
36
D.A. Davidson & Co.
davidsoncompanies.com
1300 S.W. Fifth Ave., Ste. 1950
Portland 97201 503.525.3600
Charles Cameron
Doug Woodcock
45
128
Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services
NA
1935
37
R.V. Kuhns & Associates Inc.
rvkuhns.com
111 S.W. Naito Parkway
Portland 97204 503.221.4200
Rebecca A. Gratsinger
James M. Voyto
0
64
Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide
1986
38
Silver Oak Advisory Group
silveroak.net
1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas
Stephen W. Hewitt
$77.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele
$350k
1991
39
Sundowner Capital Management LLC
sundownercapital.com
725 N.W. Broadway
Bend 97701 541.389.3311
Doug Downer
1
3
Custom portfolio management and personalized service
$300k
2000
40
U.S. Trust, Bank of America, NA, Private Wealth Management
ustrust.bankofamerica.com
4380 S.W. Macadam Ave., Ste. 450
Portland 97239 503.497.2800
Barbara Palmer
Marcia Jory
$697.3b
8
37
Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs.
$3m
1853
41
Washington Capital Management
wcmadvisors.com
6600 S.W. 92nd Ave., Ste. 160
Portland 97223 503.248.9188
Bruce Korter
Jon Bettendorf
$2.8b
3
Stocks, bonds, real estate
$1m
1978
m
1853
41
Washington Capital Management
wcmadvisors.com
6600 S.W. 92nd Ave., Ste. 160
Portland 97223 503.248.9188
Bruce Korter
Jon Bettendorf
height="450px".8b
3
Stocks, bonds, real estate
text="Click here to show full list in wide format" hideContent="true" width="900px" height="450px"m
1978
Click here to show full list in wide format

RANK NAME
WEBSITE
ADDRESS/PHONE SENIOR EXEC(S) OREGON AUM/ WORLDWIDE AUM FINANCIAL PLANNERS/ ORE. EMPLOYEES SPECIALTIES MIN. ACCT. SIZE/ YEAR ESTAB.
1
StanCorp Investment Advisers
stancorpadvisers.com
1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Scott A. Hibbs
Julie Grandstaff
$4.9b
$15.5b
2
14
Institutional fixed income management and private client comprehensive financial planning and investment management
$100k
2000
2
Wells Fargo Private Bank
wellsfargo.com
1300 S.W. Fifth Ave., 18th Floor
Portland 97201 503.886.2377
Jeff Grubb
April Sanderson
$3.7b
$156.0b
12
150
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance
NA
1852
3
The Private Client Reserve at US Bank
111 S.W. Fifth Ave., Ste. 600
Portland 97204 503.275.6588
Ted Austin
$2.4b
$50.0b
7
75
Customized private banking, personal trust and investment management strategies designed to help preserve and enhance wealth
$1m
1919
4
Ferguson Wellman Capital Management
fergusonwellman.com
888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd
Steven J. Holwerda
$1.7b
$2.2b
8
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, international, REITs, and strategic opportunities
1975
5
Becker Capital Management
beckercap.com
1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch
Pat Becker Sr.
$1.4b
$1.8b
1
27
Asset mgmt. for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and no-load mutual funds
$1m
1976
6
Pioneer Trust Bank NA
pioneertrustbank.com
P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton
Bonnie S. Hindman
$550.2m
$550.2m
30
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts
$300k
1924
7
Key Private Bank/Key Investment Services
key.com
1211 S.W. Fifth Ave., Ste. 560
Portland 97204 800.790.7620
Katharine Coakley
$540.0m
$42.5b
3
31
Wealth management, trust services, investment management, brokerage services, retirement planning, financial planning and insurance services
1924
8
Northwest Capital Management
nwcapital.com
15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Fred J. Payne
$512.0m
$739.6m
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients
$200k
1998
9
Phillips & Company
phillipsandco.com
1300 S.W. Fifth Ave., Ste. 2100
Portland 97201 503.224.0858
Tim Phillips
$500.0m
$500.0m
55
Full-service wealth management; 401(k) employee engagement and education, Foundation and Endowment consulting
NA
1992
10
The Pacific Wealth Group at Morgan Stanley Smith Barney
morganstanley.com/fa/thepacificwealthgroup
4800 S.W. Meadows Rd., Ste. 400
Lake Oswego 97035 866.882.5840
Scot Berryman, Jim Mead
Sean Gabrio, Jeff Weiler
$475.0m
$525.0m
2
10
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives
$1m
1997
11
Advisory Services & Investments LLC
advisory-services.com
15 S.W. Colorado, Ste. 280
Bend 97702 541.617.0898
Randy L. Miller
Lyle Kearns, Sue Studwell
&463.5m
$869.7m
4
6
Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation
$1m
1998
12
The H Group Inc.
thehgroup.com
3395 S.W. Garden View Ave.
Portland 97225 503.292.5853
Brent Hicks
$411.0m
$543.0m
15
18
Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal
NA
1991
13
Deschutes Investment Advisors
deschutesadvisors.com
1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall
Bryn Torkelson
$406.0m
$591.0m
1
12
Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning
$500k
1997
14
The Partners Group Ltd./TPG Financial Advisors LLC
tpgrp.com
11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr
Rod Cruickshank
$321.0m
$336.0m
2
49
Life/wealth planning, investment management and retirement plan consulting services
NA
1980
15
Vista Capital Partners
vistacp.com
9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O'Reilly
Douglas E. Johanson
$315.0m
$340.0m
6
9
Fee-only investment advisor specializing in globally diversified portfolio's of low cost, tax-friendly index funds with a high level of discipline.
$1m
2001
16
IMS Capital Management
imscapital.com
8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker
$279.0m
$279.0m
1
11
Mid-cap value stock portfolios, income-producing portfolios and concentrated equity portfolios for individuals, institutions and retirement plans
$5k
1988
17
South Valley Wealth Management
southvalleywealth.com
810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood
$243.0m
$243.0m
3
13
Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans
NA
1984
18
The Greenberg Group @ Morgan Stanley Smith Barney
morganstanley.com
1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg
$240.0m
$325.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management
$1m
1993
19
Pacific Investment Advisors
pia-invest.com
1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee
John Raaf
$215.0m
$230.0m
2
4
Fee-only asset management for taxable accounts, retirement plans and endowments/foundations, customized portfolios, comprehensive financial/retirement planning, hourly consultations
$1m
1997
20
Hurley Financial Group Inc.
hurleyfinancial.com
111 S.W. 4th St.
Corvallis 97333 541.757.2331
Dorann A. Hurley
Megan E. Schneider
$179.0m
$192.0m
1
6
Registered investment advisory firm specializing in retirement planning
$250k
1987
21
McGee Financial Strategies
mcgeenet.com
12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee
D. Linette Dobbins
$161.9m
$161.9m
2
16
Retirement/estate planning, comp. financial planning, specialized diversification strategies for concentrated stock positions, philanthropy
$500k
1979
22
Consolidated Financial Management
cfmplanners.com
1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard
Kristy A. Motta
$148.0m
$148.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals
$250k
1982
23
Financial Reserve Investors
financialreserve.com
12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
David K. Pederson
Gregory A. Parrott
$137.0m
$311.0m
6
13
Personal economic advisors, CPAs and chartered financial consultants (ChFCs); 13-part comprehensive planning program
$50k
1985
24
Allen Trust Co./Allen Capital Mgmt.
allentrust.com
121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen
William A. Harris
$135.0m
$135.0m
4
12
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations
$1m
2000
25
Rosenbaum Financial LLC
rosenbaumfinancial.com
1675 S.W. Marlow Ave., Ste. 401
Portland 97225 503.352.1300
Mark Rosenbaum
Fred Rosenbaum
$111.6m
$118.2m
1
12
Business planning: qualified and non-qual. plan design, profit-sharing, supplemental exec. comp., group insurance; individual retirement, estate/business succession, individual insurance
NA
1982
26
Arcadia Investment Advisors LLC
arcadiaia.net
1601 Officers Row
Vancouver 98661 360.823.0477
Richard A. Teutsch
Robert Pool
$106.0m
$168.0m
1
1
Fee-only investment advisory firm
$250k
1995
27
Chinook Capital Management LLC
chinookcapital.com
4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser
Rick Schmidt
$97.0m
$301.0m
2
7
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions
$750k
1997
28
Oregon Pacific Financial Advisors
opfa.com
210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd
$79.0m
$84.0m
5
8
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
29
CCB Financial Services
ccbfinancialservices.com
38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell
Heidi Smart
$62.0m
$62.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt.
$5k
1994
30
Northwest Financial
mycfp.com
711 Chemawa Rd. N.E.
Keizer 97303 503.390.8011
Rick J. Roemer
$50.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning
$100k
1984
31
Valentine Ventures LLC
valentineventures.com
550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine
$50.0m
$90.0m
2
4
Full-service wealth management
$500k
1997
32
McDonald Franceschi LLC
mcdfran.com
520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Bernard P. Franceschi
James R. McDonald
$45.0m
$50.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies
$250k
2001
33
MKG Capital Advisors
mkgfinancial.com
1500 S.W. First Ave., Ste. 1000
Portland 97201 503.226.6700
Mark Gaskill
Robert E. Davies
$21.1m
$25.0m
0
6
Separately managed accounts
$250k
2000
34
Portland Financial Advisors
pdxadvisors.com
12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis
Gabriel J. Markiz
$10.0m
$10.0m
2
4
Fee-only investment management; comprehensive financial, tax and estate planning
$500k
2003
35
Convergent Wealth Advisors
convergentwealth.com
620 S.W. Fifth Ave., Ste. 1100
Portland 97204 503.228.3941
John Workman
Jeff Marshall
$10.0b
9
Strategic asset allocation and diversification of risk, open architecture investment platform, advice and consultation of customized concentrated wealth strategies
$10m
1994
36
D.A. Davidson & Co.
davidsoncompanies.com
1300 S.W. Fifth Ave., Ste. 1950
Portland 97201 503.525.3600
Charles Cameron
Doug Woodcock
45
128
Investment banking and research; personalized advice on stocks, bonds, government securities, wealth management and other investment products and services
NA
1935
37
R.V. Kuhns & Associates Inc.
rvkuhns.com
111 S.W. Naito Parkway
Portland 97204 503.221.4200
Rebecca A. Gratsinger
James M. Voyto
0
64
Strategic investment consulting; does not directly manage funds but has $13.1 billion assets under advisement in Oregon out of $663.8 billion firmwide
1986
38
Silver Oak Advisory Group
silveroak.net
1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas
Stephen W. Hewitt
$77.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele
$350k
1991
39
Sundowner Capital Management LLC
sundownercapital.com
725 N.W. Broadway
Bend 97701 541.389.3311
Doug Downer
1
3
Custom portfolio management and personalized service
$300k
2000
40
U.S. Trust, Bank of America, NA, Private Wealth Management
ustrust.bankofamerica.com
4380 S.W. Macadam Ave., Ste. 450
Portland 97239 503.497.2800
Barbara Palmer
Marcia Jory
$697.3b
8
37
Comprehensive wealth mgmt. svcs. including investment mgmt., fiduciary svcs., private banking, estate and financial planning, custody svcs., foundations and endowment svcs.
$3m
1853
41
Washington Capital Management
wcmadvisors.com
6600 S.W. 92nd Ave., Ste. 160
Portland 97223 503.248.9188
Bruce Korter
Jon Bettendorf
$2.8b
3
Stocks, bonds, real estate
$1m
1978
 

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