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Powerlist: Financial Planning firms

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Articles - March 2010
Monday, February 15, 2010

RANKED BY OREGON ASSETS UNDER MANAGEMENT



RANK NAME ADDRESS/PHONE SENIOR EXECUTIVES OREGON / TOTAL AUM FIN PLANNERS / OR EMPLOYEES SPECIALTIES MIN ACCT SIZE / YEAR ESTAB
1 Wells Fargo 1300 S.W. Fifth Ave., 18th Floor
Portland 97201 800.688.6870
Jeff Grubb, James Osborne, April Sanderson $11.0b
$1,078.0b
152
350
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance NA
1852
2 StanCorp Investment Advisers 1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Julie Grandstaff, Dan Stancil $5.1b
$19.4b
1
17
Institutional fixed income management and private client comprehensive financial planning and investment management $250K
2000
3 The Private Client Reserve at US Bank 111 S.W. Fifth Ave., Ste. 600
Portland 97204 503.275.6588
Ted Austin $2.0b
$49.1b
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 888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd, Steven J. Holwerda $1.7b
$2.5b
0
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, fixed income, international, REITs and strategic opportunities $2m
1975
5 Becker Capital Management 1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch, Pat Becker Sr. $1.6b
$2.0b
1
27
Asset management for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and the no-load Becker Value Equity mutual fund $1m
1976
6 Umpqua Investments Inc. 200 S.W. Market St., Ste. 1900
Portland 97201 503.226.7000
John Noble, Harry Striplin $1.5b
$2.1b
5
58
Full-service Northwest regional firm, wealth management, private banking and trust services NA
1928
7 Northwest Capital Management 15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Fred J. Payne, $694.8m
$1.6b
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients $200k
1998
8 Pioneer Trust Bank NA P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton, Bonnie S. Hindman $620.3m
$620.3m
0
28
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts $300k
1924
9 Deschutes Investment Advisors 1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall, Bryn Torkelson $570.0m
$800.0m
1
12
Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning $800k
1997
10 The H Group Inc. 3395 S.W. Garden View Ave.
Portland 97225 503.292.5853
Brent Hicks, $567.0m
$611.0m
15
18
Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal NA
1991
11 The Pacific Wealth Group at Morgan Stanley Smith Barney 4800 S.W. Meadows Rd., Ste. 400
Lake Oswego 97035 866.882.5840
Scot Berryman, Jim Mead, Sean Gabrio, Jeff Weiler $515.0m
$565.0m
2
10
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives $1m
1997
12 Advisory Services & Investments LLC 15 S.W. Colorado, Ste. 280
Bend 97702 541.617.0898
Randy L. Miller, Lyle Kearns, Sue Studwell $478.9m
$782.1m
4
6
Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation $1m
1998
13 Willamette Financial Group LLC 3550 Liberty Rd. South, Ste. 230
Salem 97302 503.566.7266
Bill Steckelberg, Jeni Jensen $436.2m
$529.0m
7
22
Fully integrated financial planning; insurance and financial products; all securities and investment advisory services are provided through SagePoint Financial $50k
2003
14 Carter & Carter Financial 871 Country Club Road
Eugene 97401 541.683.2900
Charlene Carter, $400.0m
$400.0m
2
10
Full-service financial planning, asset management and retirement planning $250K
1980
15 Vista Capital Partners 9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O’Reilly, Douglas E. Johanson $375.0m
$400.0m
6
9
Fee-only investment advisor specializing in globally diversified portfolios of low cost, tax-friendly index funds with a high level of discipline $1m
2001
16 AKT Wealth Advisors LP 5665 S.W. Meadows Rd., Ste. 200
Lake Oswego 97035 503.620.5329
Scott Barchus, $320.0m
$450.0m
1
10
Personal financial planning, estate planning, high-net worth investment management, bundled 401(K) services $1m
1998
17 IMS Capital Management 8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker, $301.0m
$309.2m
1
11
Retirement income planning. Management of income-producing portfolios, individual bond portfolios, all-cap globally diversified no-load mutual fund and ETF portfolios, diversified dividend growth portfolios and concentrated individual stock portfolios $5k
1988
18 South Valley Wealth Management 810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood, $277.0m
$277.0m
3
12
Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans None
1984
19 The Greenberg Group @ Morgan Stanley Smith Barney 1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg, $240.0m
$355.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management $1m
1993
20 McGee Financial Strategies 12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee, LHD, CFP, ChFC, D. Linette Dobbins, CFP $211.3m
$295.5m
4
16
Independent counsel, retirement/estate planning, comprehensive financial planning, discretionary portfolio management, philanthropy $500k
1979
21 Allen Trust Company/Allen Capital Mgmt. 121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen, William A. Harris $175.0m
$175.0m
4
12
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations $1m
2000
22 Consolidated Financial Management 1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard, Kristy A. Motta $160.0m
$160.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals $250k
1982
22 FBR Wealth Management Group 8050 SW Pfaffle St., Ste. 100
Tigard 97223 503.620.5236
Greg Bowen, Doug Perry $160.0m
$200.0m
3
27
Comprehensive financial planning, estate planning, retirement planning, business planning $250K
1998
24 Financial Reserve Investors 12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
David K. Pederson, Gregory A. Parrott $155.0m
$350.0m
6
13
Personal economic advisors, CPAs, CFPs and chartered financial consultants (ChFCs); 13-part comprehensive planning program $50k
1985
25 CMC Advisers 4800 S.W. Macadam Ave., Ste. 305
Portland 97239 503.227.5284
David Morganstern, CFP, AIF, Marilyn Bergen, CFP $153.5m
$153.5m
5
8
In-depth retirement planning analysis, tax –efficient globally diversified portfolio management, outsourced trust services and transition planning $500K
1996
26 Security First Advisors, Inc. 4900 S.W. Meadows Road, Ste. 100
Lake Oswego 97035 503.274.4224
Ron Wilkinson, CFP, Evan S Russell, CFP; Stacy L Rerick, CFP $151.0m
$164.0m
5
8
Life/Wealth planning for families seeking privacy, trust and are as concerned about the return of their capital as the return of their capital $500K
1986
27 Washington Trust Bank 920 S.W. Sixth Ave., Ste.1300
Portland 97204 503.778.7077
JLinda A. Williams, Michelle Garcia $143.2m
$2,400.0b
0
18
Fee-based, investment management and fiduciary services: securities portfolio management, trust administration, estate settlement, special needs administration, private and public foundation administration, charitable service and family bank administration NA
1902
28 Empirical Wealth Management LLC 9755 S.W. Barnes Rd., Ste. 210
Portland 97225 503.808.9005
Jack Monteith, Melissa D. McDermott $139.0m
$377.0m
1
5
Comprehensive financial planning, asset allocation and retirement strategies $1m
2005
29 Chinook Capital Management LLC 4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser, Rick Schmidt $138.0m
$413.0m
1
7
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions $750k
1997
30 Hurley Financial Group Inc. 111 S.W. 4th St.
Corvallis 97333 541.757.2331
Dorann A. Hurley, Megan E. Schneider $130.0m
$150.0m
1
6
Registered investment advisory firm specializing in retirement planning $250k
1987
31 Rosenbaum Financial LLC 150 S.W. Harrison St., Ste. 300
Portland 97201 503.352.1300
Mark Rosenbaum, Fred Rosenbaum $111.6m
$130.0m
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
32 Pacific Investment Advisors 1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee, John Raaf $104.0m
$149.0m
3
3
Fee-only. Customized investment management for individuals, retirement plans and endowments/foundations, comprehensive financial/retirement planning, hourly consultations $1m
1997
33 Ascent Capital Management LLC 975 S.W. Colorado, Ste. 200
Bend 97702 541.382.4847
Scott Agnew, John Harrigan $98.0m
$106.0m
1
6
Independent registered investment advisor offering integrated financial planning and investment management services
2001
34 Silver Oak Advisory Group 1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas, Stephen W. Hewitt $80.0m
$99.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele $350k
1991
34 The Legacy Group Ltd. 2720 Commercial St. S.E., Ste. 260
Salem 97302 503.581.6020
Ronald W. LeBlanc, CFP, W. Ray Sagner, CFP $80.0m
$85.0m
2
3
Wealth management and financial planning advice on a fee-only basis $500k
1984
36 Oregon Pacific Financial Advisors 210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd, $76.0m
$81.0m
0
9
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
37 Valentine Ventures LLC 550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine, $70.0m
$100.0m
1
4
Full-service wealth management $500k
1997
38 CCB Financial Services 38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell, Heidi Smart $67.0m
$67.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. $5k
1994
39 Capstone Wealth Management Group LLC 908 S.E. Fourth St., Ste. 201
Bend 97701 541.330.0266
Michael Conrads, $65.0m
$85.0m
4
6
Full-service accounting and wealth management firm $500k
2003
40 McDonald Franceschi LLC 520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Eric R. Lochner, James R. McDonald $60.5m
$65.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies $250k
2001
41 MCS Financial Advisors 360 E. 10th Ave., Ste. 200
Eugene 97401 541.345.7023
Michael C. Stalker, CFA, James C. Tarvin, CFP and Jeffrey B. Yamada, CFP $57.5m
$128.2m
2
5
Personal, relationship and organizational counseling to reduce risk and increase wealth. Fiduciary, fee-only asset management and financial planning $1.5m
1991
42 LPL Financial/Rick J. Roemer, CPA/PFS, CFP 711 Chemawa Road, N.E. Keizer 97303 503.390.8011 Rick J. Roemer, $52.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning $100k
1984
43 Advanced Wealth Management 10220 S.W. Greenburg Road, Ste. 210
Portland 97223 503.452.9300
Robert K. Haley, JD, CFP, AIF, Theodore R. Haley $48.0m
$65.0m
1
6
Full service holistic financial planning and asset management, specializing in retirement income distributions. None
1990
44 CFG Wealth Management 8440 S.W. Canyon Lane
Portland 97225 503.222.7100
David Pullin, CFP, Chris Busby $45.0m
$45.0m
1
5
We help established business owners in the Portland area make smart decisions about their money so they can spend more time doing what they love. $500K
2005
45 The Partners Group Ltd./TPG Financial Advisors LLC 11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr, Rod Cruickshank $33.8m
$353.2m
2
50
Life/wealth planning, investment management and retirement plan consulting services NA
1980
46 Titus Financial, Inc. Five Centerpointe Drive., Ste. 400
Lake Oswego 97035 503.980.3337
James Titus, CFP, NA $27.0m
$31.0m
1
2
Fee only financial planning and investment management by Fiduciary based on client values, no product sales or commissions. $100K
2008
47 Chuck Jones & Associates, Inc., and Advisory Affiliate with The H Group, Inc. 3395 SW Garden View Ave.
Portland 97225 503.291.1313
Charles P. Jones, CFP, $26.0m
$32.0m
1
4
Financial life planning and investment management, specializing in retirement, estate and investment planning NA
1991
48 Rutherford Investment Mgmt. LLC 10300 S.W. Greenburg Rd., Ste. 115
Portland 97223 503.452.1210
William D. Rutherford, James Ulatowski $23.3m
$27.8m
0
3
Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services $500k
1994
49 Portland Financial Advisors 12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis, Gabriel J. Markiz $16.0m
$16.0m
2
5
Fee-only investment management; comprehensive financial, tax and estate planning $500k
2003
50 Union Bank, NA 407 S.W. Broadway
Portland 97205 503.225.2903
Mary Lago, Anton Oehlert $290,000
$16.0m
4
41
Private wealth planning; customized investment management; foundation and endowment services; family, charitable and special needs trusts; commercial and private banking $1m
1882
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RANK NAME ADDRESS/PHONE SENIOR EXECUTIVES OREGON / TOTAL AUM FIN PLANNERS / OR EMPLOYEES SPECIALTIES MIN ACCT SIZE / YEAR ESTAB
1 Wells Fargo 1300 S.W. Fifth Ave., 18th Floor
Portland 97201 800.688.6870
Jeff Grubb, James Osborne, April Sanderson $11.0b
$1,078.0b
152
350
Full-service and online brokerage, wealth planning, equity research, portfolio management, investment consulting, trust, private banking and insurance NA
1852
2 StanCorp Investment Advisers 1100 S.W. Sixth Ave.
Portland 97204 800.378.5742
Julie Grandstaff, Dan Stancil $5.1b
$19.4b
1
17
Institutional fixed income management and private client comprehensive financial planning and investment management $250K
2000
3 The Private Client Reserve at US Bank 111 S.W. Fifth Ave., Ste. 600
Portland 97204 503.275.6588
Ted Austin $2.0b
$49.1b
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 888 S.W. Fifth Ave., Ste. 1200
Portland 97204 503.226.1444
James H. Rudd, Steven J. Holwerda $1.7b
$2.5b
0
39
Diversified portfolios consisting of individual securities; personalized investment strategies including equity, equity-income, fixed income, international, REITs and strategic opportunities $2m
1975
5 Becker Capital Management 1211 S.W. Fifth Ave., Ste. 2185
Portland 97204 503.223.1720
Janeen S. McAninch, Pat Becker Sr. $1.6b
$2.0b
1
27
Asset management for individuals and institutions; large-, mid- and small-cap, balanced and fixed-income strategies via sep. accounts and the no-load Becker Value Equity mutual fund $1m
1976
6 Umpqua Investments Inc. 200 S.W. Market St., Ste. 1900
Portland 97201 503.226.7000
John Noble, Harry Striplin $1.5b
$2.1b
5
58
Full-service Northwest regional firm, wealth management, private banking and trust services NA
1928
7 Northwest Capital Management 15211 S.W. 68th Ave.
Portland 97223 503.597.1616
Fred J. Payne, $694.8m
$1.6b
4
15
Fiduciary, investment and consulting services for qualified retirement plans and private clients $200k
1998
8 Pioneer Trust Bank NA P.O. Box 2305
Salem 97308 503.363.3136
Michael S. Compton, Bonnie S. Hindman $620.3m
$620.3m
0
28
Personal trusts, inv. mgmt., qualified ret. plans, IRAs, conservatorships, estate mgmt., custom/agency accts., securities safekeeping, charit. trusts $300k
1924
9 Deschutes Investment Advisors 1211 S.W. Fifth Ave., Ste. 2830
Portland 97204 503.223.2500
MacGregor Hall, Bryn Torkelson $570.0m
$800.0m
1
12
Fee-only corporate retirement plan consulting, family wealth planning with retainer or hourly fees, asset management and retirement income planning $800k
1997
10 The H Group Inc. 3395 S.W. Garden View Ave.
Portland 97225 503.292.5853
Brent Hicks, $567.0m
$611.0m
15
18
Full-service firm specializing in retirement/estate planning; inv. philosophy based on strategic asset allocation to minimize risk/conserve principal NA
1991
11 The Pacific Wealth Group at Morgan Stanley Smith Barney 4800 S.W. Meadows Rd., Ste. 400
Lake Oswego 97035 866.882.5840
Scot Berryman, Jim Mead, Sean Gabrio, Jeff Weiler $515.0m
$565.0m
2
10
Financial planning, alternative investments, executive comp. plans; special focus on assisting business owners, physicians and corporate executives $1m
1997
12 Advisory Services & Investments LLC 15 S.W. Colorado, Ste. 280
Bend 97702 541.617.0898
Randy L. Miller, Lyle Kearns, Sue Studwell $478.9m
$782.1m
4
6
Comprehensive wealth management from independent experts for corporations, foundations, pension plans and individuals; no products or brokerage affiliation $1m
1998
13 Willamette Financial Group LLC 3550 Liberty Rd. South, Ste. 230
Salem 97302 503.566.7266
Bill Steckelberg, Jeni Jensen $436.2m
$529.0m
7
22
Fully integrated financial planning; insurance and financial products; all securities and investment advisory services are provided through SagePoint Financial $50k
2003
14 Carter & Carter Financial 871 Country Club Road
Eugene 97401 541.683.2900
Charlene Carter, $400.0m
$400.0m
2
10
Full-service financial planning, asset management and retirement planning $250K
1980
15 Vista Capital Partners 9755 S.W. Barnes Rd., Ste. 595
Portland 97225 503.772.9500
Michael J. O’Reilly, Douglas E. Johanson $375.0m
$400.0m
6
9
Fee-only investment advisor specializing in globally diversified portfolios of low cost, tax-friendly index funds with a high level of discipline $1m
2001
16 AKT Wealth Advisors LP 5665 S.W. Meadows Rd., Ste. 200
Lake Oswego 97035 503.620.5329
Scott Barchus, $320.0m
$450.0m
1
10
Personal financial planning, estate planning, high-net worth investment management, bundled 401(K) services $1m
1998
17 IMS Capital Management 8995 S.E. Otty Rd.
Portland 97086 503.788.4200
Carl W. Marker, $301.0m
$309.2m
1
11
Retirement income planning. Management of income-producing portfolios, individual bond portfolios, all-cap globally diversified no-load mutual fund and ETF portfolios, diversified dividend growth portfolios and concentrated individual stock portfolios $5k
1988
18 South Valley Wealth Management 810 Main St.
Klamath Falls 97601 541.882.5488
Martin R. Ledgerwood, $277.0m
$277.0m
3
12
Current and future income planning, tax-efficient investing, college planning, estate services, individual retirement planning, employer sponsored retirement plans None
1984
19 The Greenberg Group @ Morgan Stanley Smith Barney 1001 S.W. Fifth Ave., Ste. 2200
Portland 97204 503.221.8610
Douglas Greenberg, $240.0m
$355.0m
2
3
Financial consulting including the use of alternative investments, taxation planning, business-transaction planning and debt-side balance-sheet management $1m
1993
20 McGee Financial Strategies 12455 S.W. 68th Ave.
Portland 97223 503.597.2222
Judith A. McGee, LHD, CFP, ChFC, D. Linette Dobbins, CFP $211.3m
$295.5m
4
16
Independent counsel, retirement/estate planning, comprehensive financial planning, discretionary portfolio management, philanthropy $500k
1979
21 Allen Trust Company/Allen Capital Mgmt. 121 S.W. Morrison St., Ste. 875
Portland 97204 503.292.1041
Stuart B. Allen, William A. Harris $175.0m
$175.0m
4
12
Corporate trust services and investment management of securities, unique assets, and real estate for individuals and charitable organizations $1m
2000
22 Consolidated Financial Management 1915 N.W. AmberGlen Pkwy., Ste. 150
Beaverton 97006 503.844.9146
Leonard T. Berard, Kristy A. Motta $160.0m
$160.0m
3
5
Customized financial plans for corporate executives, small business owners and professionals $250k
1982
22 FBR Wealth Management Group 8050 SW Pfaffle St., Ste. 100
Tigard 97223 503.620.5236
Greg Bowen, Doug Perry $160.0m
$200.0m
3
27
Comprehensive financial planning, estate planning, retirement planning, business planning $250K
1998
24 Financial Reserve Investors 12725 S.W. 66th Ave., Ste. 102
Portland 97223 503.624.4600
David K. Pederson, Gregory A. Parrott $155.0m
$350.0m
6
13
Personal economic advisors, CPAs, CFPs and chartered financial consultants (ChFCs); 13-part comprehensive planning program $50k
1985
25 CMC Advisers 4800 S.W. Macadam Ave., Ste. 305
Portland 97239 503.227.5284
David Morganstern, CFP, AIF, Marilyn Bergen, CFP $153.5m
$153.5m
5
8
In-depth retirement planning analysis, tax –efficient globally diversified portfolio management, outsourced trust services and transition planning $500K
1996
26 Security First Advisors, Inc. 4900 S.W. Meadows Road, Ste. 100
Lake Oswego 97035 503.274.4224
Ron Wilkinson, CFP, Evan S Russell, CFP; Stacy L Rerick, CFP $151.0m
$164.0m
5
8
Life/Wealth planning for families seeking privacy, trust and are as concerned about the return of their capital as the return of their capital $500K
1986
27 Washington Trust Bank 920 S.W. Sixth Ave., Ste.1300
Portland 97204 503.778.7077
JLinda A. Williams, Michelle Garcia $143.2m
$2,400.0b
0
18
Fee-based, investment management and fiduciary services: securities portfolio management, trust administration, estate settlement, special needs administration, private and public foundation administration, charitable service and family bank administration NA
1902
28 Empirical Wealth Management LLC 9755 S.W. Barnes Rd., Ste. 210
Portland 97225 503.808.9005
Jack Monteith, Melissa D. McDermott $139.0m
$377.0m
1
5
Comprehensive financial planning, asset allocation and retirement strategies $1m
2005
29 Chinook Capital Management LLC 4380 S.W. Macadam Ave., Ste. 250
Portland 97239 503.228.1116
Greg Houser, Rick Schmidt $138.0m
$413.0m
1
7
Fee-only asset management for individuals, institutions, foundations, endowments, and retirement plans; financial planning; small-cap growth equity management for institutions $750k
1997
30 Hurley Financial Group Inc. 111 S.W. 4th St.
Corvallis 97333 541.757.2331
Dorann A. Hurley, Megan E. Schneider $130.0m
$150.0m
1
6
Registered investment advisory firm specializing in retirement planning $250k
1987
31 Rosenbaum Financial LLC 150 S.W. Harrison St., Ste. 300
Portland 97201 503.352.1300
Mark Rosenbaum, Fred Rosenbaum $111.6m
$130.0m
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
32 Pacific Investment Advisors 1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee, John Raaf $104.0m
$149.0m
3
3
Fee-only. Customized investment management for individuals, retirement plans and endowments/foundations, comprehensive financial/retirement planning, hourly consultations $1m
1997
33 Ascent Capital Management LLC 975 S.W. Colorado, Ste. 200
Bend 97702 541.382.4847
Scott Agnew, John Harrigan $98.0m
$106.0m
1
6
Independent registered investment advisor offering integrated financial planning and investment management services
2001
34 Silver Oak Advisory Group 1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas, Stephen W. Hewitt $80.0m
$99.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele $350k
1991
34 The Legacy Group Ltd. 2720 Commercial St. S.E., Ste. 260
Salem 97302 503.581.6020
Ronald W. LeBlanc, CFP, W. Ray Sagner, CFP $80.0m
$85.0m
2
3
Wealth management and financial planning advice on a fee-only basis $500k
1984
36 Oregon Pacific Financial Advisors 210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd, $76.0m
$81.0m
0
9
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
37 Valentine Ventures LLC 550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine, $70.0m
$100.0m
1
4
Full-service wealth management $500k
1997
38 CCB Financial Services 38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell, Heidi Smart $67.0m
$67.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. $5k
1994
39 Capstone Wealth Management Group LLC 908 S.E. Fourth St., Ste. 201
Bend 97701 541.330.0266
Michael Conrads, $65.0m
$85.0m
4
6
Full-service accounting and wealth management firm $500k
2003
40 McDonald Franceschi LLC 520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Eric R. Lochner, James R. McDonald $60.5m
$65.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies $250k
2001
41 MCS Financial Advisors 360 E. 10th Ave., Ste. 200
Eugene 97401 541.345.7023
Michael C. Stalker, CFA, James C. Tarvin, CFP and Jeffrey B. Yamada, CFP $57.5m
$128.2m
2
5
Personal, relationship and organizational counseling to reduce risk and increase wealth. Fiduciary, fee-only asset management and financial planning $1.5m
1991
42 LPL Financial/Rick J. Roemer, CPA/PFS, CFP 711 Chemawa Road, N.E. Keizer 97303 503.390.8011 Rick J. Roemer, $52.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning $100k
1984
43 Advanced Wealth Management 10220 S.W. Greenburg Road, Ste. 210
Portland 97223 503.452.9300
Robert K. Haley, JD, CFP, AIF, Theodore R. Haley $48.0m
$65.0m
1
6
Full service holistic financial planning and asset management, specializing in retirement income distributions. None
1990
44 CFG Wealth Management 8440 S.W. Canyon Lane
Portland 97225 503.222.7100
David Pullin, CFP, Chris Busby $45.0m
$45.0m
1
5
We help established business owners in the Portland area make smart decisions about their money so they can spend more time doing what they love. $500K
2005
45 The Partners Group Ltd./TPG Financial Advisors LLC 11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr, Rod Cruickshank $33.8m
$353.2m
2
50
Life/wealth planning, investment management and retirement plan consulting services NA
1980
46 Titus Financial, Inc. Five Centerpointe Drive., Ste. 400
Lake Oswego 97035 503.980.3337
James Titus, CFP, NA $27.0m
$31.0m
1
2
Fee only financial planning and investment management by Fiduciary based on client values, no product sales or commissions. $100K
2008
47 Chuck Jones & Associates, Inc., and Advisory Affiliate with The H Group, Inc. 3395 SW Garden View Ave.
Portland 97225 503.291.1313
Charles P. Jones, CFP, $26.0m
$32.0m
1
4
Financial life planning and investment management, specializing in retirement, estate and investment planning NA
1991
48 Rutherford Investment Mgmt. LLC 10300 S.W. Greenburg Rd., Ste. 115
Portland 97223 503.452.1210
William D. Rutherford, James Ulatowski $23.3m
$27.8m
0
3
Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services $500k
1994
49 Portland Financial Advisors 12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis, Gabriel J. Markiz $16.0m
$16.0m
2
5
Fee-only investment management; comprehensive financial, tax and estate planning $500k
2003
50 Union Bank, NA 407 S.W. Broadway
Portland 97205 503.225.2903
Mary Lago, Anton Oehlert $290,000
$16.0m
4
41
Private wealth planning; customized investment management; foundation and endowment services; family, charitable and special needs trusts; commercial and private banking $1m
1882
30 Rosenbaum Financial LLC 150 S.W. Harrison St., Ste. 300
Portland 97201 503.352.1300
Mark Rosenbaum, Fred Rosenbaum $111.6m
$130.0m
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
31 Pacific Investment Advisors 1211 S.W. Fifth Ave., Ste. 1050
Portland 97204 503.221.7595
Kathleen Kee, John Raaf $104.0m
$149.0m
3
3
Fee-only. Customized investment management for individuals, retirement plans and endowments/foundations, comprehensive financial/retirement planning, hourly consultations $1m
1997
32 Ascent Capital Management LLC 975 S.W. Colorado, Ste. 200
Bend 97702 541.382.4847
Scott Agnew, John Harrigan $98.0m
$106.0m
1
6
Independent registered investment advisor offering integrated financial planning and investment management services
2001
33 Silver Oak Advisory Group 1130 S.W. Morrison St., Ste. 610
Portland 97205 503.242.1715
Deborah L Thomas, Stephen W. Hewitt $80.0m
$99.0m
4
4
Fee-only financial advisory services on a consulting basis and ongoing portfolio management for a limited clientele $350k
1991
33 The Legacy Group Ltd. 2720 Commercial St. S.E., Ste. 260
Salem 97302 503.581.6020
Ronald W. LeBlanc, CFP, W. Ray Sagner, CFP $80.0m
$85.0m
2
3
Wealth management and financial planning advice on a fee-only basis $500k
1984
35 Oregon Pacific Financial Advisors 210 W. Eighth St.
Medford 97501 541.772.1116
Donald A. Todd, $76.0m
$81.0m
0
9
Wealth management, retirement distribution strategies, estate/business transfer solutions
1989
36 Valentine Ventures LLC 550 S.W. Industrial Way, Bldg. 2, Ste. 201
Bend 97702 541.389.4148
William L. Valentine, $70.0m
$100.0m
1
4
Full-service wealth management $500k
1997
37 CCB Financial Services 38975 Proctor Blvd./P.O. Box 38
Sandy 97055 503.668.2530
Robert Rockwell, Heidi Smart $67.0m
$67.0m
1
3
Estate planning, retirement planning, rollovers, IRAs, stocks, bonds, mutual funds, insurance, fee-based financial planning and asset mgmt. $5k
1994
38 Capstone Wealth Management Group LLC 908 S.E. Fourth St., Ste. 201
Bend 97701 541.330.0266
Michael Conrads, $65.0m
$85.0m
4
6
Full-service accounting and wealth management firm $500k
2003
39 McDonald Franceschi LLC 520 S.W. Yamhill St., Ste. 500
Portland 97204 503.827.8591
Eric R. Lochner, James R. McDonald $60.5m
$65.0m
3
5
Fee-only, comprehensive financial planning on consult basis and ongoing asset management services; transition strategies $250k
2001
40 MCS Financial Advisors 360 E. 10th Ave., Ste. 200
Eugene 97401 541.345.7023
Michael C. Stalker, CFA, James C. Tarvin, CFP and Jeffrey B. Yamada, CFP $57.5m
$128.2m
2
5
Personal, relationship and organizational counseling to reduce risk and increase wealth. Fiduciary, fee-only asset management and financial planning $1.5m
1991
41 LPL Financial/Rick J. Roemer, CPA/PFS, CFP 711 Chemawa Road, N.E. Keizer 97303 503.390.8011 Rick J. Roemer, $52.0m
$52.0m
1
3
Retirement planning, managing risk, income distribution planning, financial coaching, life planning $100k
1984
42 Advanced Wealth Management 10220 S.W. Greenburg Road, Ste. 210
Portland 97223 503.452.9300
Robert K. Haley, JD, CFP, AIF, Theodore R. Haley $48.0m
$65.0m
1
6
Full service holistic financial planning and asset management, specializing in retirement income distributions. None
1990
43 CFG Wealth Management 8440 S.W. Canyon Lane
Portland 97225 503.222.7100
David Pullin, CFP, Chris Busby $45.0m
$45.0m
1
5
We help established business owners in the Portland area make smart decisions about their money so they can spend more time doing what they love. $500K
2005
44 The Partners Group Ltd./TPG Financial Advisors LLC 11740 S.W. 68th Pkwy., Ste. 200
Portland 97223 503.241.9550
Bruce Kerr, Rod Cruickshank $33.8m
$353.2m
2
50
Life/wealth planning, investment management and retirement plan consulting services NA
1980
45 Titus Financial, Inc. Five Centerpointe Drive., Ste. 400
Lake Oswego 97035 503.980.3337
James Titus, CFP, NA $27.0m
$31.0m
1
2
Fee only financial planning and investment management by Fiduciary based on client values, no product sales or commissions. $100K
2008
46 Chuck Jones & Associates, Inc., and Advisory Affiliate with The H Group, Inc. 3395 SW Garden View Ave.
Portland 97225 503.291.1313
Charles P. Jones, CFP, $26.0m
$32.0m
1
4
Financial life planning and investment management, specializing in retirement, estate and investment planning NA
1991
47 Rutherford Investment Mgmt. LLC 10300 S.W. Greenburg Rd., Ste. 115
Portland 97223 503.452.1210
William D. Rutherford, James Ulatowski $23.3m
$27.8m
0
3
Multicap growth management of separately managed accounts offering investments in equities, fixed income and international; trust services $500k
1994
48 Portland Financial Advisors 12655 S.W. Center St., Ste. 520
Beaverton 97005 503.684.6116
Russell D. Francis, Gabriel J. Markiz $16.0m
$16.0m
2
5
Fee-only investment management; comprehensive financial, tax and estate planning $500k
2003
49 Union Bank, NA 407 S.W. Broadway
Portland 97205 503.225.2903
Mary Lago, Anton Oehlert $290,000
$16.0m
4
41
Private wealth planning; customized investment management; foundation and endowment services; family, charitable and special needs trusts; commercial and private banking $1m
1882
 

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