Top Wealth Management Firms in Oregon by Assets Under Management

When it comes to managing assets in Oregon, there are a few key players that stand out from the rest. Let’s take a look at the top firms ranked by Oregon assets under management:

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

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

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

4. Matisse Capital
– 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

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

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

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

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

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

10. Advanced Wealth Management
– Oregon Assets Under Management: $240.0M
– Total Assets Under Management: $273M
– Licensed Professionals in OR and SW Wash.: 2
– Oregon Full-time Employees: 7

These firms are leading the way in managing assets in Oregon, providing top-notch services to their clients and helping them achieve their financial goals. Whether you’re looking to grow your wealth or protect your assets, these firms have the expertise and experience to guide you in the right direction.

If you’re interested in staying up to date on the latest news and trends in Oregon business, be sure to subscribe to Oregon Business for more insights and information. With the right financial advisor by your side, you can navigate the complex world of asset management with confidence and peace of mind.