Ranked by Oregon assets under management (AUM)
1. Jensen Investment Management
Oregon Assets under Management: $11.3B
Total AUM: $13.7B
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 32
2. Ferguson Wellman Capital Management and West Bearing Investments
Oregon Assets under Management: $5B
Total AUM: $7.6B
Licensed Professionals in OR and SW Wash.: 28
Oregon Full-time Employees: 58
3. Becker Capital Management
Oregon Assets under Management: $3.2B
Total AUM: $4.2B
Licensed Professionals in OR and SW Wash.: 15
Oregon Full-time Employees: 31
4. Aldrich Wealth
Oregon Assets under Management: $2.2B
Total AUM: $4.7B
Licensed Professionals in OR and SW Wash.: 17
Oregon Full-time Employees: 25
5. The Pacific Wealth Group
Oregon Assets under Management: $1.5B
Total AUM: $2.2B
Licensed Professionals in OR and SW Wash.: 15
Oregon Full-time Employees: 17
6. Arnerich Massena
Oregon Assets under Management: $1.4B
Total AUM: $2.1B
Licensed Professionals in OR and SW Wash.: 8
Oregon Full-time Employees: 28
7. Northwest Capital Management
Oregon Assets under Management: $1.3B
Total AUM: $6.5B
Licensed Professionals in OR and SW Wash.: 5
Oregon Full-time Employees: 11
8. Pioneer Trust Bank
Oregon Assets under Management: $1.0B
Total AUM: $1.0B
Licensed Professionals in OR and SW Wash.: 9
Oregon Full-time Employees: 24
9. Matisse Capital
Oregon Assets under Management: $982.0M
Total AUM: $1.1B
Licensed Professionals in OR and SW Wash.: 8
Oregon Full-time Employees: 9
10. TRUE Private Wealth Advisors
Oregon Assets under Management: $843.9M
Total AUM: $955.5M
Licensed Professionals in OR and SW Wash.: 10
Oregon Full-time Employees: 17
11. Allen Trust Company
Oregon Assets under Management: $600.0M
Total AUM: $600.0M
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 13
12. Wealth Strategy Partners
Oregon Assets under Management: $345.0M
Total AUM: $379.0M
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 7
13. IMS Capital Management
Oregon Assets under Management: $310.2M
Total AUM: $310.2M
Licensed Professionals in OR and SW Wash.: 6
Oregon Full-time Employees: 10
14. Hurley Financial Group
Oregon Assets under Management: $300.0M
Total AUM: $320.0M
Licensed Professionals in OR and SW Wash.: 3
Oregon Full-time Employees: 5
15. Capstone Wealth Management Group
Oregon Assets under Management: $170.0M
Total AUM: $220.0M
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 2
16. Rutherford Investment Mgmt.
Oregon Assets under Management: $160.7M
Total AUM: $179.9M
Licensed Professionals in OR and SW Wash.: 3
Oregon Full-time Employees: 4
17. Advanced Wealth Management
Oregon Assets under Management: $120.0M
Total AUM: $294.1M
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 9
18. Financial Investment Team
Oregon Assets under Management: $110.2M
Total AUM: $130.5M
Licensed Professionals in OR and SW Wash.: 3
Oregon Full-time Employees: 8
19. Sundowner Capital Management
Oregon Assets under Management: $104.2M
Total AUM: $109.5M
Licensed Professionals in OR and SW Wash.: 1
Oregon Full-time Employees: 3
20. MCS Family Wealth Advisors
Oregon Assets under Management: $67.2M
Total AUM: $149.3M
Licensed Professionals in OR and SW Wash.: 2
Oregon Full-time Employees: 2
21. The Legacy Group
Oregon Assets under Management: $53.0M
Total AUM: $56.0M
Licensed Professionals in OR and SW Wash.: 0
Oregon Full-time Employees: 2
Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey.
