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Start your Watchlist275 investment advisory firms are registered with a main office in Oregon, together advising $224B for 189,197 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Portland · SEC-registered
|
$35.1B | 73 | 10 | Clean |
| 2 |
Portland · SEC-registered
|
$34.5B | 96,128 | 81 | Clean |
| 3 |
Portland · SEC-registered
|
$10.7B | 1,085 | 68 | Clean |
| 4 |
Grants Pass · SEC-registered
|
$9.0B | 12,309 | 285 | Flagged |
| 5 |
Lake Oswego · SEC-registered
|
$8.5B | 203 | 11 | Clean |
| 6 |
Lake Oswego · SEC-registered
|
$7.6B | 782 | 42 | Clean |
| 7 |
Portland · SEC-registered
|
$7.0B | 15 | 144 | Flagged |
| 8 |
Hood River · SEC-registered
|
$6.9B | 60 | 17 | Clean |
| 9 |
Lake Oswego · SEC-registered
|
$6.5B | 411 | 36 | Clean |
| 10 |
Portland · SEC-registered
|
$5.7B | 841 | 42 | Clean |
| 11 |
Portland · SEC-registered
|
$3.2B | 667 | 35 | Clean |
| 12 |
Portland · SEC-registered
|
$3.2B | 4,513 | 1,442 | Flagged |
| 13 |
Portland · SEC-registered
|
$2.9B | 493 | 14 | Clean |
| 14 |
Portland · SEC-registered
|
$2.7B | 188 | 21 | Clean |
| 15 |
Portland · SEC-registered
|
$2.7B | 1,273 | 19 | Clean |
| 16 |
Portland · SEC-registered
|
$2.6B | 4 | 33 | Clean |
| 17 |
Portland · SEC-registered
|
$2.3B | 72 | 16 | Clean |
| 18 |
Lake Oswego · SEC-registered
|
$2.2B | 1,348 | 28 | Clean |
| 19 |
Portland · SEC-registered
|
$2.2B | 637 | 21 | Clean |
| 20 |
Portland · SEC-registered
|
$2.0B | 4,200 | 60 | Clean |
| 21 |
Portland · SEC-registered
|
$1.9B | 6 | 24 | Clean |
| 22 |
Eugene · SEC-registered
|
$1.7B | 661 | 15 | Clean |
| 23 |
Lake Oswego · SEC-registered
|
$1.7B | 125 | 9 | Clean |
| 24 |
Portland · SEC-registered
|
$1.6B | 358 | 11 | Clean |
| 25 |
Jacksonville · SEC-registered
|
$1.5B | 1,074 | 24 | Flagged |
| 26 |
Lake Oswego · SEC-registered
|
$1.5B | 256 | 9 | Clean |
| 27 |
Bend · SEC-registered
|
$1.4B | 803 | 23 | Clean |
| 28 |
Salem · SEC-registered
|
$1.4B | 1,592 | 22 | Clean |
| 29 |
Portland · SEC-registered
|
$1.2B | 1,021 | 5 | Flagged |
| 30 |
Portland · SEC-registered
|
$1.2B | 1,800 | 13 | Clean |
| 31 |
Lake Oswego · SEC-registered
|
$1.2B | 890 | 10 | Clean |
| 32 |
Portland · SEC-registered
|
$1.1B | 412 | 9 | Clean |
| 33 |
Eugene · SEC-registered
|
$1.0B | 475 | 6 | Clean |
| 34 |
Portland · SEC-registered
|
$1.0B | 1 | 3 | Clean |
| 35 |
Eugene · SEC-registered
|
$959.4M | 500 | 16 | Clean |
| 36 |
Aurora · SEC-registered
|
$946.1M | 506 | 11 | Clean |
| 37 |
Salem · SEC-registered
|
$921.5M | 816 | 11 | Clean |
| 38 |
Portland · SEC-registered
|
$920.1M | 1,311 | 10 | Clean |
| 39 |
Portland · SEC-registered
|
$903.5M | 300 | 7 | Clean |
| 40 |
Lake Oswego · SEC-registered
|
$875.8M | 1,151 | 13 | Clean |
| 41 |
Portland · SEC-registered
|
$875.0M | 4 | 16 | Clean |
| 42 |
Beaverton · SEC-registered
|
$847.5M | 2,272 | 5 | Clean |
| 43 |
Portland · SEC-registered
|
$827.9M | 205 | 127 | Flagged |
| 44 |
Portland · SEC-registered
|
$808.9M | 4 | 5 | Clean |
| 45 |
Lake Oswego · SEC-registered
|
$758.3M | 176 | 8 | Clean |
| 46 |
Lake Oswego · SEC-registered
|
$733.5M | 243 | 10 | Clean |
| 47 |
Portland · SEC-registered
|
$701.7M | 346 | 10 | Clean |
| 48 |
The Dalles · SEC-registered
|
$680.2M | 500 | 11 | Flagged |
| 49 |
Portland · SEC-registered
|
$680.0M | 9 | 13 | Clean |
| 50 |
West Linn · SEC-registered
|
$667.2M | 232 | 5 | Clean |
| 51 |
Portland · SEC-registered
|
$650.1M | 2 | 18 | Clean |
| 52 |
Portland · SEC-registered
|
$642.6M | 4 | 16 | Clean |
| 53 |
Portland · SEC-registered
|
$611.0M | 476 | 8 | Clean |
| 54 |
Bend · SEC-registered
|
$579.7M | 1,014 | 3 | Clean |
| 55 |
Clackamas · SEC-registered
|
$549.7M | 832 | 21 | Clean |
| 56 |
Mcminnville · SEC-registered
|
$543.0M | 649 | 7 | Clean |
| 57 |
Lake Oswego · SEC-registered
|
$541.3M | 8 | 18 | Clean |
| 58 |
Lake Oswego · SEC-registered
|
$515.9M | 6 | 4 | Clean |
| 59 |
West Linn · SEC-registered
|
$503.3M | 429 | 8 | Clean |
| 60 |
Lake Oswego · SEC-registered
|
$494.6M | 50 | 10 | Clean |
| 61 |
Eugene · SEC-registered
|
$487.4M | 237 | 5 | Clean |
| 62 |
Portland · SEC-registered
|
$481.8M | 1,873 | 12 | Clean |
| 63 |
Portland · SEC-registered
|
$472.8M | 404 | 15 | Clean |
| 64 |
Portland · SEC-registered
|
$472.8M | 1,343 | 5 | Clean |
| 65 |
Clackamas · SEC-registered
|
$460.9M | 382 | 7 | Clean |
| 66 |
Lake Oswego · SEC-registered
|
$457.0M | 86 | 4 | Clean |
| 67 |
Lake Oswego · SEC-registered
|
$445.3M | 232 | 9 | Clean |
| 68 |
Jacksonville · SEC-registered
|
$436.8M | 474 | 28 | Clean |
| 69 |
Portland · SEC-registered
|
$418.9M | 193 | 8 | Clean |
| 70 |
Portland · SEC-registered
|
$411.3M | 58 | 6 | Clean |
| 71 |
Tigard · SEC-registered
|
$408.1M | 405 | 9 | Clean |
| 72 |
Corvallis · SEC-registered
|
$406.5M | 481 | 6 | Clean |
| 73 |
Lake Oswego · SEC-registered
|
$392.7M | 159 | 7 | Clean |
| 74 |
Clackamas · SEC-registered
|
$380.9M | 283 | 9 | Clean |
| 75 |
Beaverton · SEC-registered
|
$379.8M | 672 | 7 | Clean |
| 76 |
Ashland · SEC-registered
|
$370.6M | 556 | 2 | Clean |
| 77 |
Portland · SEC-registered
|
$370.5M | 164 | 8 | Clean |
| 78 |
Hillsboro · SEC-registered
|
$362.1M | 1,242 | 9 | Clean |
| 79 |
Oregon City · SEC-registered
|
$360.4M | 177 | 7 | Clean |
| 80 |
Portland · SEC-registered
|
$359.5M | 194 | 3 | Clean |
| 81 |
Lake Oswego · SEC-registered
|
$354.7M | 40 | 6 | Clean |
| 82 |
Portland · SEC-registered
|
$354.3M | 304 | 8 | Clean |
| 83 |
Portland · SEC-registered
|
$336.9M | 1,059 | 24 | Clean |
| 84 |
Canby · SEC-registered
|
$318.0M | 834 | 8 | Clean |
| 85 |
Medford · SEC-registered
|
$306.1M | 275 | 3 | Clean |
| 86 |
Eugene · SEC-registered
|
$304.8M | 245 | 6 | Clean |
| 87 |
Clackamas · SEC-registered
|
$300.4M | 496 | 4 | Clean |
| 88 |
Eugene · SEC-registered
|
$290.5M | 507 | 4 | Clean |
| 89 |
Beaverton · SEC-registered
|
$284.9M | 376 | 4 | Flagged |
| 90 |
Salem · SEC-registered
|
$284.8M | 221 | 5 | Clean |
| 91 |
Lake Oswego · SEC-registered
|
$283.3M | 111 | 4 | Clean |
| 92 |
Corvallis · SEC-registered
|
$275.4M | 313 | 6 | Clean |
| 93 |
Bend · SEC-registered
|
$266.1M | 295 | 6 | Clean |
| 94 |
Portland · SEC-registered
|
$264.7M | 305 | 33 | Clean |
| 95 |
Beaverton · SEC-registered
|
$264.2M | 283 | 8 | Clean |
| 96 |
Grants Pass · SEC-registered
|
$263.8M | 405 | 3 | Clean |
| 97 |
Ashland · SEC-registered
|
$258.2M | 293 | 3 | Clean |
| 98 |
Tualatin · SEC-registered
|
$255.5M | 140 | 4 | Clean |
| 99 |
Beaverton · SEC-registered
|
$254.0M | 154 | 4 | Clean |
| 100 |
Bend · SEC-registered
|
$252.9M | 631 | 8 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Oregon by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.