Powerlist: Financial Planners

RANK

COMPANY

OREGON ASSETS UNDER MANAGEMENT

TOTAL ASSETS UNDER MANAGEMENT 

OR AN SW WASH. LICENSED PROS.

OREGON EMPLOYEES

1

Wells Fargo Advisers Private Client Group 

$7.5B

$858B

88

145

2

Jensen Investment Management

$7.2B

$8.2B

9

28

3

Wells Fargo Private Bank 

$5.8B

$1.8T

66

102

4

D.A. Davidson & Co.

$5.3B

$43.6B

127

164

5

Ferguson Wellman Capital Management and West Bearing Investments 

$3.4B

$5.5B

21

49

6

Becker Capital Management

$2.9B

$3.9B

17

30

7

U.S. Bank Private Wealth Management

$2.9B

$172B

115

175

8

Aldrich Wealth 

$1.3B

$1.7B

11

19

9

Northwest Capital Management

$1.1B

$3.5B

5

11

TIE 10

Pioneer Trust Bank, N.A.

$1B

$1B

9

24

TIE 10

Arnerich Massena

$1B

$1.9B

12

47

12

Empirical Wealth Management

$933M

$2.2B

6

7

13

Matisse Capital

$896M

$1B

9

10

14

TRUE Private Wealth Advisors

$780.6M

$952M

12

19

15

Mercer Advisors | Sigma Investment Management 

$524M

$15B

7

12

16

Columbia Trust Company

$462M

$692M

10

22

17

McGee Wealth Management

$402M

$528.7M

5

14

18

Northwest Investment Counselors 

$386M

$415.1M

5

6

19

Peregrine Asset Advisers

$363.5M

$363.5M

4

4

20

Northwest Quadrant Wealth Management

$351.5M

$351.5M

5

7

21

Allen Trust Company

$340M

$340M

9

13

22

Rosenbaum Financial

$322.1M

$335M

6

11

23

von Borstel & Associates

$321M

$392M

5

10

24

Financial Reserve

$318.6M

$680.1M

8

14

25

IMS Capital Management

$282.3M

$282.3M

6

10

26

Wealth Strategy Partners

$200M

$250M

3

6

TIE 27

Ascent Capital Management 

$175M

$213M

6

6

TIE 27

SRM Advisors

$175M

$175M

3

7

29

Hurley Financial Group

$158.3M

$176M

3

5

30

Capstone Wealth Management Group 

$130M

$185M

4

6

31

Advanced Wealth Management

$112.8M

$176.8M

3

9

32

Financial Investment Team

$104.2M

$116.5M

3

8

33

Rutherford Investment Management

$83.9M

$894M

3

4

34

MCS Family Wealth Advisors

$79.2M

$164.3M

2

3

35

Evergreen Financial Advisors 

$61.2M

$70.3M

1

1

36

Oregon Pacific Financial Advisors 

$59M

$66M

5

9

37

Sundowner Capital Management 

$58M

$72M

1

3

38

The Legacy Group

$44M

$47M

1

2