Powerlist: Financial Planners

A roster of Oregon's largest financial planners/money managers.

Ranking by Oregon assets under management as of March 31, 2019.

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

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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