Financial Planners – Oregon Business

Ranked by Oregon assets under management

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1. Ferguson Wellman Capital Management and West Bearing Investments

Oregon Assets Under Management: $5.3b
Total Assets Under Management: $8.5b
Licensed Professionals in OR and SW Wash.: 25
Oregon Full-time Employees: 59

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2. Aldrich Wealth

Oregon Assets Under Management: $3b
Total Assets Under Management: $6.1B
Licensed Professionals in OR and SW Wash.: 21
Oregon Full-time Employees: 34

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3. Vista Capital Partners

Oregon Assets Under Management: $1.98b
Total Assets Under Management: $2.55b
Licensed Professionals in OR and SW Wash.: 17
Oregon Full-time Employees: 31

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4. Matisse Capital

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Oregon Assets Under Management: $1.2b
Total Assets Under Management: $1.5b
Licensed Professionals in OR and SW Wash.: 8
Oregon Full-time Employees: 10

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5. Pioneer Trust Bank

Oregon Assets Under Management: $1.1b
Total Assets Under Management: $1.1b
Licensed Professionals in OR and SW Wash.: 9
Oregon Full-time Employees: 22

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6. Coldstream Wealth Management

Oregon Assets Under Management: $807.9m
Total Assets Under Management: $8b
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 10

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7. Columbia Trust Company, a division of Umpqua Bank

Oregon Assets Under Management: $562M
Total Assets Under Management: $1.3B
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 18

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8. Peregrine Asset Advisers

Oregon Assets Under Management: $480m
Total Assets Under Management: $503m
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 2

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9. Auxier Asset Management

Oregon Assets Under Management: $441m
Total Assets Under Management: $856m
Licensed Professionals in OR and SW Wash.: 6
Oregon Full-time Employees: 11

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10. Advanced Wealth Management

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Oregon Assets Under Management: $240.0m
Total Assets Under Management: $273m
Licensed Professionals in OR and SW Wash.: 2
Oregon Full-time Employees: 7

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11. Capstone Wealth Management Group

Oregon Assets Under Management: $170.0m
Total Assets Under Management: $220.0m
Licensed Professionals in OR and SW Wash.: 4
Oregon Full-time Employees: 2

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12. Sundowner Capital Management

Oregon Assets Under Management: $104.2m
Total Assets Under Management: $109.5m
Licensed Professionals in OR and SW Wash.: 1
Oregon Full-time Employees: 3

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13. MCS Family Wealth Advisors

Oregon Assets Under Management: $73m
Total Assets Under Management: $145.3M
Licensed Professionals in OR and SW Wash.: 2
Oregon Full-time Employees: 2

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14. Baker Boyer Wealth Management

Oregon Assets Under Management: $55.35m
Total Assets Under Management: $1.54b
Licensed Professionals in OR and SW Wash.: 7
Oregon Full-time Employees: 175

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