AUM per client for Independent firms serving clients in Oregon

Independent firms active in Oregon 181 firms

Very Low $83K-$280K

Low $280K-$530K

Typical $530K-$780K

High $780K-$1.2M

Very High $1.2M-$2.9M

5th 20th 40th 60th 80th 95th

Median: $630K

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Firm	AUM/client	AUM	Clients	HNW client %
A.T. Lloyd's, Inc	Low $300K	$130M	418	7%
B P Financial Associates, LLC	Very Low $180K	$56M	304	4%
McBee Advisors, Inc.	Very Low $270K	$59M	219	21%
Burgess Financial Planning	Low $520K	$91M	177	77%
Purpose First Financial, LLC	Low $350K	$60M	172	18%
Pembroke Asset Advisors, LLC	Low $300K	$51M	168	15%
Davidson & Watson Financial	Low $280K	$43M	152	5%
Clear Resource Group, LLC	High $930K	$120M	125	24%
CSLA Financial Inc	Very Low $62K	$7.5M	122	0%
Chaim Investment Advisors LLC	Very Low $170K	$19M	114	3%
GSR Capital Management, Inc.	Typical $750K	$85M	113	21%
Sykes Financial Services	Low $280K	$31M	111	0%
Overland Park Wealth Management LLC	High $1M	$110M	108	34%
Palladio Consulting LLC	High $1M	$110M	108	31%
Fairchild Capital LLC	High $950K	$100M	107	25%
Pacific Coast Investment Advisors, LLC	High $1.2M	$120M	105	29%
Ridinger Wealth Management, LLC	Typical $590K	$62M	105	15%
Scout Asset Management	Typical $640K	$66M	103	18%
Columbia Wealth Advisors LLC	Very Low $200K	$21M	101	2%
Mallery Financial	Low $320K	$32M	100	8%
Eureka Financial Planners, LLC	Low $530K	$52M	98	10%
Peterson Wealth Management	Typical $570K	$54M	95	16%
Arc Advisers LLC	High $1.2M	$100M	91	37%
Aspire Wealth Advisors, LLC	High $820K	$75M	91	36%
Goalen Capital Advisors, LLC	High $900K	$82M	91	51%
Momentum Financial and Insurance Services LLC	Typical $650K	$59M	91	0%
Reign Wealth Logic	Very Low $0	$0	86	0%
Integrated Advisors	Typical $600K	$49M	82	45%
McKelvey Wealth Management, LLC	Typical $720K	$59M	82	18%
EmboldenFP	—	—	80	0%
Delphi Wealth Partners	Typical $650K	$51M	79	41%
Oregon Financial Products & Services, LLC	Very Low $190K	$14M	75	0%
Blue Rock Financial Services, Inc.	Typical $720K	$53M	74	31%
Encompass Financial Planning	Low $400K	$30M	74	9%
JPS Global Investments, LLC	High $880K	$65M	74	23%
North Forty Two & Co.	Very High $2.3M	$170M	74	59%
Blueprint Financial Advisors, LLC	Low $380K	$28M	73	86%
Nest Financial Planning, LLC	Typical $650K	$46M	71	17%
Insight Advisors NW, LLC	Typical $550K	$39M	70	30%
Living Earth Investments, LLC	Very Low $230K	$16M	70	0%
Venture Forth Financial	Very High $1.5M	$110M	70	41%
Ciclo Wealth LLC	Typical $610K	$42M	68	31%
Madrona Wealth Management LLC	High $1M	$71M	68	32%
Taylor Goddard Investments	Very Low $120K	$7.8M	68	1%
Birch Elliott Financial, LLC	High $940K	$63M	67	40%
Willamette Valley Wealth Management, LLC	High $820K	$55M	67	16%
Rubicon Global Group, Rubicon Global Advisors	Low $460K	$30M	65	0%
Woven Capital, LLC	Low $360K	$23M	65	35%
Dobson Asset Management LLC	High $1.1M	$72M	63	3%
Executive Investment Services, LLC	Very High $1.3M	$82M	63	76%
Delphi Advisers	Typical $530K	$33M	62	47%
Eugenio Financial	Typical $600K	$37M	62	0%
Jaffe Financial Services, LLC	Low $430K	$26M	60	0%
Maranantha Financial	Very Low $140K	$8.3M	60	8%
Opportunity Investment Group, LLC	High $1M	$62M	60	28%
Red Sky Financial Planning, LLC	Typical $620K	$37M	59	47%
Oswego Private Wealth Management	High $1.1M	$61M	57	100%
Westface Financial Advisory	Typical $630K	$36M	57	39%
Penfield Investments LLC	Very Low $89K	$4.9M	55	0%
RX Investment Solutions LLC	Low $510K	$28M	55	33%
1B - Inbundance Wealth Management	Very Low $220K	$12M	54	4%
Gabriel Capital, LLC	Very High $1.3M	$69M	54	48%
Oppna Wealth LLC	Low $380K	$20M	54	7%
Hicok Financial Solutions, LLC	High $920K	$48M	52	38%
Clarity Financial, LLC	Typical $700K	$36M	51	29%
T. Mann Financial	Low $440K	$22M	51	16%
Tarascio Financial Planning, LLC	Low $360K	$18M	49	20%
Crest Financial, LLC	High $810K	$38M	47	32%
Raaf Investment Advisors, LLC	Very High $1.3M	$62M	47	66%
Watershed Wealth Planning LLC	Typical $660K	$31M	47	4%
Clements Investment Management	High $800K	$37M	46	0%
MP Townsend Financial	Very Low $120K	$5.4M	46	4%
Parish & Company LLC	Very High $2.3M	$100M	46	74%
WBH Financial Services, LLC	Typical $690K	$32M	46	13%
Beacon Rock Wealth Advisors	Very Low $160K	$7.3M	45	100%
Cognitiant Registered Investment Advisors	Typical $580K	$26M	45	0%
Insight Investment Solutions	High $780K	$35M	45	11%
Markiz Wealth Management	Very High $2.3M	$100M	45	73%
J.P. Capital Management, Inc.	Very High $3.9M	$170M	43	58%
Carlton Advisors, LLC	—	—	42	0%
GlacierWealth	Typical $770K	$32M	41	78%
Boz & Company LLC	Low $380K	$15M	40	13%
Burnside and Co.	High $870K	$35M	40	75%
Gratke Wealth, LLC	Typical $680K	$27M	40	50%
Timberline Investment Management, LLC	Very High $2.2M	$87M	39	77%
MAR Financial	Typical $580K	$22M	38	16%
MW Investment Advisor, LLC	High $870K	$33M	38	0%
Kleinsmith Resource Management, LLC	Very Low $230K	$8.3M	37	8%
Sundowner Capital Management LLC	Very High $2.4M	$90M	37	38%
Brightwood Ventures, LLC	Very High $2.1M	$75M	36	72%
Hermens Capital Management, Inc	Very High $1.5M	$54M	36	64%
Treeline Financial Planning	Low $490K	$18M	36	47%
Vessel Wealth Advisors LLC	High $890K	$32M	36	28%
Vintage Asset Management, LLC	High $910K	$33M	36	58%
Flight Capital Management, LLC	Very High $1.2M	$42M	35	71%
Svane Capital, LLC	High $810K	$28M	35	54%
TMG Wealth Advisors, Inc.	High $840K	$29M	35	0%
Whitewater Wealth	Very High $1.9M	$66M	35	77%
Seagrass Financial, LLC	Very High $2.5M	$86M	34	76%
XEL	Very Low $250K	$8.5M	34	21%
RIO Financial Planning	Very Low $230K	$7.7M	33	0%
Mulligan Capital, Inc.	Very High $1.3M	$40M	32	0%
Sloan Advisory Group, Inc.	Very High $2M	$64M	32	66%
ADB Capital Management, LLC	High $1.1M	$34M	31	29%
Aegis Financial Advisory	—	—	31	0%
Collective Wealth Planning	High $1.2M	$36M	31	32%
Integrated Retirement Strategies	Very High $1.3M	$41M	31	32%
Pihl Financial Planning	Typical $750K	$23M	31	39%
Ascent Financial Advisors	Very High $1.6M	$48M	30	0%
Capital Income Management, LLC	Typical $770K	$23M	30	33%
Financial Planning Northwest	Very Low $0	$0	30	0%
Hunter Investment Services LLC	Typical $590K	$18M	30	57%
Laurelhurst Asset Management LLC	Very High $4.2M	$120M	28	71%
Wide Eye Capital	Low $390K	$11M	28	36%
WTF Planning	Very Low $160K	$4.4M	28	0%
Alongside Financial Partners	High $780K	$21M	27	41%
Empowering Finance, LLC	Very High $1.4M	$37M	27	26%
Gray Wealth Strategies LLC	Very High $3.4M	$91M	27	81%
Wealth Management Northwest, Inc.	Low $380K	$10M	27	0%
Financial Facilitators, Inc.	Low $390K	$10M	26	0%
Stewardship Investment Services LLC	Very Low $61K	$1.6M	26	0%
Wipple Creek, LLC	High $1.1M	$27M	26	31%
Narrative Financial Group	Very Low $0	$0	25	0%
Head to Toe Financial Planning	High $1M	$23M	23	9%
Independent Investment Advisors	Very High $2.9M	$68M	23	61%
ViviFi Planning	Low $460K	$10M	23	39%
DIWY Financial Planning	—	—	22	0%
Gerritz Wealth Management, Inc.	Very Low $230K	$5M	22	0%
Pacific Capital Works, Inc.	Very High $2.4M	$53M	22	91%
Tailored Financial Planning	Typical $630K	$14M	22	0%
Henderson Asset Management, LLC	Low $350K	$7.3M	21	10%
Rww Investment Advisors Inc.	Low $510K	$11M	21	24%
Strategic Wealth Management, LLC	Typical $620K	$13M	21	57%
Greig, Kevin P	Very Low $0	$0	20	25%
Heissler Financial, LLC	Very Low $130K	$2.5M	20	0%
Old Growth Financial LLC	—	—	20	0%
Ravensview Capital Management, LLC	Very High $3.8M	$75M	20	60%
Real Agency Wealth LLC	High $800K	$16M	20	35%
AIM Advisors	High $950K	$18M	19	21%
Paradise Advisor Group LLC	Low $420K	$8M	19	0%
DJ Financial	Typical $740K	$13M	18	0%
Grow Planning, LLC	Very Low $92K	$1.7M	18	0%
Cascadia Investment Consultants	High $780K	$13M	17	29%
Nandi Pathefinder & Flourish Financial Group	Very Low $240K	$4.1M	17	0%
Crossroads Wealth Planning	—	—	16	0%
Difi Advisory	Very Low $180K	$2.8M	16	6%
D. Mattersdorff LLC	Very High $3.9M	$62M	16	69%
Gallagher Capital Corp.	Very High $2.6M	$42M	16	100%
EISRC	Low $340K	$5.1M	15	13%
FullGuards Financial	Low $490K	$7.4M	15	27%
Tandem Views Investment Services, LLC	Typical $580K	$7.6M	13	0%
Magnolia Growth Capital	Very Low $140K	$1.7M	12	58%
Retirement Strategy Advisors LLC	Very High $13M	$150M	12	0%
Total Assets Management, Inc.	Very Low $110K	$1.3M	12	0%
True Purpose Advisors, LLC	Very Low $100K	$1.2M	12	0%
Pathlight Financial Planning LLC	High $820K	$9M	11	36%
Pursuit Planning and Investments, LLC	Very Low $170K	$1.8M	11	0%
Thistle Wealth	Very High $1.6M	$18M	11	73%
Doty Equity Advisors, Inc.	Very High $3.7M	$37M	10	100%
Scruggs Advisors, LLC	Low $290K	$2.9M	10	0%
Sunset Strategic Financial Advisors, LLC	Typical $580K	$5.8M	10	0%
Gradow Capital Management, LLC	Very High $3.8M	$34M	9	56%
Mark Sharp Retirement	Very High $1.7M	$15M	9	100%
Money Blossoms	Typical $600K	$5.4M	9	0%
Moneywise Financial Advisors	Very High $4.7M	$42M	9	100%
Weikart Advisory Services LLC	Low $430K	$3.9M	9	11%
Zen Trends Capital LLC	Low $430K	$3.9M	9	0%
Strategic Finance Inc.	Low $460K	$3.7M	8	0%
Compound Insight	Low $410K	$2.9M	7	0%
Steve Pearson Capital Management LLC	High $810K	$5.7M	7	0%
W.H. Lewis Financial, LLC.	Very Low $77K	$540K	7	0%
Innovator Wealth Advisor, LLC	Very Low $83K	$500K	6	0%
Neil A. Rue, CFA Investment Advisor	Very High $1.8M	$11M	6	83%
Pinestar Capital Advisors LLC	Low $280K	$1.7M	6	0%
Rose City Investment Consulting LLC	—	—	6	0%
TBG Investing	Typical $570K	$3.4M	6	0%
Greeley Wealth Management	—	—	5	80%
Guiding Financial, LLC	Low $340K	$1.7M	5	0%
John C. Foti, DBA Experient Portfolio Management	Very High $1.5M	$7.4M	5	100%
Quilt Investment Management, LLC	High $1.1M	$5.5M	5	80%
Trillium Valley Financial Planning	—	—	5	0%
Harbor Horizon Financial, LLC	Typical $560K	$2.2M	4	50%
Keychain Asset Management	Very Low $13K	$50K	4	0%
Alpine Road Financial	Very Low $260K	$780K	3	0%
George Hill Asset Management, LLC	Very High $1.3M	$3.8M	3	100%
Meriwether Family Office, LLC	—	—	3	0%
Tandem Financial Planning LLC	Very Low $21K	$64K	3	0%
Bautista Planning and Analytics, LLC	Low $330K	$670K	2	0%
Seneca Wealth Advisors, LLC	Typical $670K	$1.3M	2	0%
Orchid Wealth Management	Very High $1.3M	$1.3M	1	0%
Shared Prosperity Group	Typical $680K	$680K	1	0%
Bullbear Investment Management, LLC	—	$3.1M	—	—
Cascara Financial Planning LLC	—	—	—	—
Communitas Financial Planning PBC	—	—	—	—
Cresscila Wealth Management	—	$0	—	—
Edgewood Wealth Management	—	—	—	—
Fluence Wealth Management LLC	—	$0	—	—
Green Tree Wealth, Inc	—	—	—	—
Iambic Financial L.L.C	—	—	—	—
Longstream Capital Management LLC	—	$0	—	—
Next Play Wealth	—	—	—	—
Pyles Financial Planning, LLC	—	—	—	—
Rogue Russell Investments	—	$550K	—	—
Sherwood Wealth Management	—	$490K	—	—
Stoneholt Wealth	—	—	—	—
Teak Financial LLC	—	$0	—	—
Walsh Financial LLC	—	$45K	—	—
West Ridge Capital Management L.L.C.	—	$1.6M	—	—

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