Powerlist: 2020 Financial Planners

The state's top financial planners, ranked by Oregon assets under management.


1 Jensen Investment Management

OREGON AUM: $8.4B
TOTAL AUM: $9.8B
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 33


2 D.A. Davidson & Co.

OREGON AUM: $5.4B
TOTAL AUM: $47.3B
OR AD SW WASH. LICENSED PROS.: 118
OREGON EMPLOYEES: 157


3 Ferguson Wellman Capital Management and West Bearing Investments

OREGON AUM: $3.2B
TOTAL AUM: $5.7B
OR AD SW WASH. LICENSED PROS.: 25
OREGON EMPLOYEES: 51


4 U.S. Bank Private Wealth Management

OREGON AUM: $2.9B
TOTAL AUM: $180B
OR AD SW WASH. LICENSED PROS.: 75
OREGON EMPLOYEES: 185


5 Becker Capital Management

OREGON AUM: $2.4B
TOTAL AUM: $3.1B
OR AD SW WASH. LICENSED PROS.: 14
OREGON EMPLOYEES: 30


6 Aldrich Wealth

OREGON AUM: $1.4B
TOTAL AUM: $1.9B
OR AD SW WASH. LICENSED PROS.: 16
OREGON EMPLOYEES: 21


7 Arnerich Massena

OREGON AUM: $1.4M
TOTAL AUM: $3B
OR AD SW WASH. LICENSED PROS.: 15
OREGON EMPLOYEES: 47


8 Vista Capital Partners

OREGON AUM: $1.2B
TOTAL AUM: $1.3B
OR AD SW WASH. LICENSED PROS.: 14
OREGON EMPLOYEES: 26


9 Matisse Capital

OREGON AUM: $1B
TOTAL AUM: $1.3B
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 10


10 Northwest Capital Management

OREGON AUM: $959.2M
TOTAL AUM: $3.7B
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 11


11 Pioneer Trust Bank, N.A.

OREGON AUM: $926M
TOTAL AUM: $926M
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 22


12 Wells Fargo Private Bank

OREGON AUM: $874.6M
TOTAL AUM: $159.5B
OR AD SW WASH. LICENSED PROS.: 8
OREGON EMPLOYEES: 62


13 The Partners Group

OREGON AUM: $677M
TOTAL AUM: $798M
OR AD SW WASH. LICENSED PROS.: 11
OREGON EMPLOYEES: 14


14 Empirical Wealth Management

OREGON AUM: $671M
TOTAL AUM: $2.6B
OR AD SW WASH. LICENSED PROS.: 7
OREGON EMPLOYEES: 8


15 Cascadia Wealth Management

OREGON AUM: $560M
TOTAL AUM: $580M
OR AD SW WASH. LICENSED PROS.: 16
OREGON EMPLOYEES: 31


16 Mercer Advisors

OREGON AUM: $522M
TOTAL AUM: $16.2B
OR AD SW WASH. LICENSED PROS.: 7
OREGON EMPLOYEES: 12


17 Columbia Trust Company

OREGON AUM: $386M
TOTAL AUM: $668M
OR AD SW WASH. LICENSED PROS.: 10
OREGON EMPLOYEES: 22


18 Allen Trust Company

OREGON AUM: $375M
TOTAL AUM: $375M
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 13


19 Northwest Quadrant Wealth Management

OREGON AUM: $351.5M
TOTAL AUM: $351.5M
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 7


20 Financial Reserve

OREGON AUM: $301.1M
TOTAL AUM: $674.6M
OR AD SW WASH. LICENSED PROS.: 9
OREGON EMPLOYEES: 15


21 von Borstel & Associates

OREGON AUM: $279.4M
TOTAL AUM: $345.1M
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 10


22 IMS Capital Management

OREGON AUM: $248M
TOTAL AUM: $248M
OR AD SW WASH. LICENSED PROS.: 6
OREGON EMPLOYEES: 10


23 Silver Oak Advisory Group

OREGON AUM: $210.9M
TOTAL AUM: $259.6M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 7


24 Ascent Capital

OREGON AUM: $193M
TOTAL AUM: $238M
OR AD SW WASH. LICENSED PROS.: 5
OREGON EMPLOYEES: 5


25 Hurley Financial Group,

OREGON AUM: $158.3M
TOTAL AUM: $176M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 5


26 Capstone Wealth Management Group

OREGON AUM: $130M
TOTAL AUM: $185M
OR AD SW WASH. LICENSED PROS.: 4
OREGON EMPLOYEES: 6


27 Valentine Ventures

OREGON AUM: $90M
TOTAL AUM: $138M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 4


28 Rutherford Investment Management

OREGON AUM: $86.5M
TOTAL AUM: $92.5M
OR AD SW WASH. LICENSED PROS.: 3
OREGON EMPLOYEES: 4


29 MCS Family Wealth Advisors

OREGON AUM: $76.2M
TOTAL AUM: $166.7M
OR AD SW WASH. LICENSED PROS.: 2
OREGON EMPLOYEES: 3


30 Sundowner Capital Management

OREGON AUM: $69.4M
TOTAL AUM: $72.1M
OR AD SW WASH. LICENSED PROS.: 1
OREGON EMPLOYEES: 3


31 The Legacy Group,

OREGON AUM: $44M
TOTAL AUM: $48M
OR AD SW WASH. LICENSED PROS.: 1
OREGON EMPLOYEES: 2


32 Strategic Wealth Management

OREGON AUM: $16M
TOTAL AUM: $16M
OR AD SW WASH. LICENSED PROS.: 1
OREGON EMPLOYEES: 1

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