AUM per client for Supported firms serving clients in Oregon

Supported firms active in Oregon 207 firms

Very Low $190K-$380K

Low $380K-$600K

Typical $600K-$850K

High $850K-$1.3M

Very High $1.3M-$2.4M

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

Median: $710K

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Firm	AUM/client	AUM	Clients	HNW client %
Catalyst Financial NW Corporation	Very Low $200K	$210M	1,054	15%
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Encompass Wealth Advisors, LLC	Very Low $360K	$460M	1,272	47%
Elevation Capital Advisory	Low $400K	$250M	631	10%
Retirement Planning Specialists, Inc.	Typical $670K	$370M	556	0%
Newbore Wealth Management, Inc.	Low $380K	$200M	528	28%
Jones & Associates Premier Financial Solutions	Low $440K	$230M	521	10%
Fidelis IM	High $900K	$220M	246	26%
Trademark Financial Management, LLC	Typical $640K	$290M	458	11%
Stock Management LLC	Very Low $320K	$140M	439	18%
Crown Point Wealth Advisors	Very Low $270K	$180M	653	19%
4:8 Financial	Very Low $370K	$300M	821	8%
Wagner Planning	Typical $710K	$140M	203	34%
Lettin Wealth Management Group, Inc.	—	—	200	0%
Interwest Investment Advisors, Inc	Very Low $150K	$60M	389	1%
Welch Investment Group, LLC	Typical $640K	$250M	387	17%
Washington Park Capital Management, LLC	Very High $1.9M	$360M	191	51%
Sherman, Young & Leavitt, LLC	Very Low $220K	$77M	356	22%
Evergreen Wealth Partners LLC	Low $560K	$400M	708	17%
Soundpath Retirement Strategies, LLC	Very Low $190K	$130M	690	10%
Stangier Wealth Management	Low $600K	$300M	496	20%
Timepiece Financial Planning, Inc.	Low $460K	$74M	159	0%
Connected Wealth Solutions, LLC	Typical $710K	$220M	312	22%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
Wordhouse Wealth Coaching	—	—	293	0%
Portland Private Wealth Management, Inc.	Low $530K	$230M	439	14%
Next Level Wealth Planning, LLC	Low $560K	$320M	572	15%
Roosevelt Advisors LLC	Very Low $69K	$20M	286	0%
Littlejohn Financial Services Inc	Very Low $290K	$160M	555	7%
Axiom Wealth Strategies, LLC	Low $450K	$120M	272	25%
ROI Financial	High $940K	$260M	272	29%
Wellspring Advisors, Inc.	Low $560K	$150M	271	17%
Continuity Wealth Management, Corp.	Typical $770K	$210M	270	29%
NW Advisory	Very Low $290K	$75M	261	100%
Digital Asset Investment Management	Very Low $310K	$80M	255	9%
Rooted Financial Group, LLC	Low $430K	$110M	254	8%
Physician Family Financial Advisors Inc	Typical $760K	$280M	376	43%
Finley Financial, LLC	Very High $2.1M	$260M	124	63%
Ryan Financial Solutions, LLC	Very Low $320K	$78M	247	9%
True North Retirement Advisors, LLC	High $1.1M	$420M	365	34%
SkyOak Capital, Inc.	Typical $810K	$190M	236	19%
Hurley Financial Group, Inc.	High $860K	$400M	467	29%
Five Pine Wealth	Low $540K	$190M	345	14%
MFA Wealth Services	High $1.3M	$290M	224	4%
Vantage Financial Group	Very Low $260K	$120M	441	25%
Wealth Rabbit	Very Low $5.4K	$1.2M	220	1%
Vantage Wealth Management LLC	Very Low $250K	$56M	219	9%
Allen Capital Management, LLC	Very High $1.8M	$200M	109	45%
Strada Financial Group LLC	Typical $750K	$160M	213	22%
MSP Wealth Management, LLC	Low $510K	$210M	414	14%
Cairn Investment Group	High $1.2M	$380M	309	39%
Cascade Financial Strategies	Low $490K	$150M	307	13%
Eldon Reese Advisory Group	Very Low $200K	$59M	302	17%
Willamette Financial Advisors, LLC	Low $580K	$120M	201	16%
Lookahead Wealth LLC	Very Low $230K	$45M	199	44%
AIO Financial, LLC	High $1M	$200M	197	24%
Koenig Investment Advisory, LLC	High $870K	$260M	293	39%
Urban Wealth Management or UWM	Typical $710K	$200M	275	19%
Lifelong Wealth Management Group, LLC	Typical $650K	$120M	181	17%
Tenbridge Partners LLC	Very Low $310K	$110M	356	13%
Arcadia Investment Advisors, LLC	High $1.2M	$330M	266	44%
TradeWinds Wealth Management	Low $490K	$130M	260	11%
Mustard Seed Financial	Very Low $240K	$84M	346	14%
Sierra Financial Advisory	Typical $790K	$140M	173	26%
Para Wealth Advisors, Inc.	High $860K	$220M	257	30%
Miller Financial Group, LLC	Low $490K	$83M	170	12%
TWM Wealth Management Corp	Low $530K	$89M	167	16%
True Wealth Group	High $910K	$150M	164	48%
Shri Advisors	Typical $630K	$100M	161	17%
Apple & Associates	Low $550K	$130M	239	17%
Rock Creek Wealth Management	Low $420K	$100M	237	10%
Inman Financial Services, Inc.	Typical $820K	$190M	234	28%
Twenty Twenty Investment Advisors, LLC	Very Low $370K	$110M	312	7%
Rogue Advisors, LLC	Low $520K	$80M	154	8%
Trihelix Wealth Collective	Very Low $160K	$25M	153	0%
Financial Investment Team ("FIT")	Typical $690K	$210M	303	8%
Capital Financial Planners	High $1.2M	$270M	221	42%
Pecaut Wealth Management	Very High $1.7M	$370M	219	34%
COPIA Wealth Management	Low $540K	$150M	288	20%
Stapp Wealth Management, PLLC	Typical $670K	$150M	215	16%
Martin Capital Partners, LLC	Typical $680K	$200M	286	12%
Sky-Mountain Capital Management	Very High $1.5M	$210M	141	38%
Erlandson Wealth Management	Low $490K	$68M	139	34%
Invera Wealth Advisors LLC	Very High $1.6M	$220M	139	23%
Shira Ridge Wealth Management	High $1.3M	$360M	277	45%
First Wilshire Securities Management, Inc.	High $1.2M	$330M	275	73%
Columbia River Financial Group	Typical $700K	$190M	274	22%
Audible Wealth Management	Very Low $150K	$39M	269	3%
Ambassador Wealth Management, LLC	Typical $670K	$90M	134	31%
Oregon Pacific Wealth Management	Low $570K	$150M	265	14%
aLuman	High $940K	$120M	132	23%
Grange Capital, LLC	Typical $790K	$210M	259	45%
Cavalot Capital	Low $500K	$64M	129	15%
Silver Oak Advisory Group	Very High $2.2M	$410M	190	74%
Capstone Wealth Advisors, LLC	Typical $820K	$100M	125	26%
Summa Global Advisors, LLC	High $1.1M	$140M	125	33%
Capitol Family Office, Inc.	High $1.1M	$140M	124	36%
Syman-Degler Group, LLC	Very Low $320K	$59M	185	10%
JH Advisors	Very High $1.5M	$180M	122	48%
Keystone Advisory Group	Low $560K	$68M	122	17%
Meridian Financial Group, Inc.	Low $430K	$53M	121	31%
Taurus Capital Advisors, LLC	High $870K	$210M	242	19%
JGC Tax & Wealth Management	Typical $600K	$110M	181	19%
Cascade Investment Advisors, Inc.	Very High $2M	$360M	177	35%
Xena Financial Planning, LLC	High $890K	$100M	118	43%
Marquam Capital	Very Low $190K	$32M	173	23%
Middleton & Company	High $1.1M	$130M	115	37%
Handy & Company Financial Advisors, Inc.	Low $600K	$69M	114	23%
Soaring Investment Management, LLC	Typical $660K	$110M	171	35%
Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies	Low $420K	$24M	57	18%
Costello Financial Planning, Inc.	Very High $1.8M	$190M	109	37%
Springwater Wealth Management, LLC	Very High $1.5M	$170M	109	49%
Pearl Wealth LLC	Very High $1.5M	$150M	105	44%
Wychick Investment Advisors, Inc.	Very Low $310K	$33M	104	23%
UTA LLC	Very High $2.1M	$210M	102	42%
Axia Wealth Management Inc	Typical $850K	$130M	152	48%
Trailhead Planners, LLC	High $1.2M	$190M	151	28%
44 Wealth Management LLC	Very High $1.9M	$390M	201	68%
Clarity Capital Management LLC	Typical $840K	$84M	100	35%
Cuthbert Financial Guidance	—	—	100	0%
Waterrock Global Asset Management	Low $500K	$73M	146	36%
Fort Vancouver Investment Management, LLC	High $1.2M	$240M	193	42%
Anselme Capital, Inc.	Typical $690K	$65M	94	32%
Convexity Wealth Management, LLC	Typical $680K	$64M	94	26%
Defined Wealth Management, LLC	Very High $1.6M	$220M	137	32%
Monteith Wealth	Typical $820K	$74M	90	31%
Swiftwater Capital	Very High $3.7M	$170M	45	51%
Samara Capital	High $1.3M	$120M	89	24%
Waits Investments, LLC	High $880K	$78M	89	16%
Compass Investments LLC	Low $530K	$93M	176	15%
Nexus Strategic Wealth	Typical $640K	$56M	88	17%
The Freyr Group	Low $490K	$65M	132	19%
North Ridge	Very High $1.7M	$220M	130	54%
Finance Wisdom	Low $460K	$58M	128	2%
Holton & Kosanke Wealth Management, LLC	—	—	127	0%
Viento Financial Group, LLC	Typical $610K	$51M	83	23%
Opportunus Wealth Management, LLC	Typical $840K	$100M	123	29%
Figure 8 Investment Strategies LLC	Very High $1.3M	$220M	163	44%
Fpfoco	High $1.3M	$150M	119	34%
Skyline Financial Northwest	High $1.1M	$130M	119	65%
APM Wealth	Low $600K	$47M	79	27%
Vigilare Wealth Management LLC	Very High $2M	$320M	157	50%
Value Investment Professionals, LLC	Very High $1.6M	$240M	156	42%
Main Avenue Financial Services, LLC	High $1.3M	$100M	77	56%
Somerset Wealth Management, LLC	Very Low $230K	$17M	76	64%
BMA Advisors, LLC	Very Low $220K	$24M	111	7%
Coho Advisory Services, LLC	Very Low $310K	$46M	148	5%
HighRoad Wealth Advisors, LLC	Very High $1.7M	$190M	110	63%
Compass Investment Advisers, LLC	Very High $1.5M	$110M	72	35%
Settlement Capital Advisors	Typical $810K	$88M	108	28%
Red Spruce Capital, LLC	Very High $1.8M	$260M	143	45%
Pilot Wealth Management	High $980K	$70M	71	39%
Barker Wealth Management, LLC	Very High $3.3M	$230M	70	61%
Galileo Planning Group, Inc.	—	—	140	0%
Keith McBride Financial Services Inc.	Low $400K	$28M	70	20%
Sound Investment Management Inc	Very High $1.8M	$260M	140	30%
Thalassa Capital LLC	Very High $1.4M	$100M	70	26%
Strategy Cap, LLC	High $950K	$64M	68	49%
Liberty Capital Investment Corporation	Typical $650K	$84M	131	0%
MKG Financial Group, Inc.	Very Low $220K	$14M	65	0%
MCS Family Wealth Advisors	Very High $2.5M	$160M	64	84%
Interactive Wealth Advisors	Very High $1.4M	$91M	63	52%
Rain or Shine Planning, LLC	High $930K	$58M	63	46%
Timberchase Financial, LLC	Very High $2.1M	$260M	126	74%
Alturas Wealth Management, LLC	Typical $770K	$47M	61	18%
Symphony Retirement Partners LLC	Low $400K	$36M	91	37%
Three Oaks Wealth	High $850K	$78M	91	51%
Planful Finance LLC	High $890K	$54M	60	33%
Serene Point Advisors LLC	Low $550K	$33M	60	30%
CLS Financial Advisors, Inc.	Very High $2.2M	$190M	87	51%
Westlake Wealth Management, LLC	Very Low $270K	$16M	57	12%
West Coast Capital Management, LLC	Very Low $250K	$21M	84	18%
Blue River Capital Management	Typical $750K	$41M	55	20%
Farnam Financial	Very High $2M	$160M	81	73%
Masters Tax and Financial Planning LLC	Low $590K	$32M	54	81%
Birchwood Capital	Very High $2M	$110M	53	57%
Fyooz Financial Planning	Typical $750K	$59M	79	47%
Bruno Mountain Advisory, LLC	Typical $740K	$37M	50	62%
Optimum Capital Strategies	Typical $670K	$34M	50	30%
Mok Capital Management	High $860K	$64M	74	32%
VergePointe Wealth Management, LLC	Very High $2.2M	$220M	98	82%
Dollinger Management Inc.	High $960K	$46M	48	33%
NEOKAI Capital	Typical $620K	$43M	70	41%
Isler Wealth Management, LLC	High $960K	$42M	44	30%
Uplevel Wealth	Very High $2.6M	$120M	44	84%
Acentrus Financial Partners LLC	Very Low $290K	$13M	43	0%
Equilus Group Inc	Very Low $300K	$26M	86	15%
Rutherford Investment Management	Very High $3.7M	$230M	62	76%
Goldmark Financial Planners, LLC	Very Low $150K	$6M	40	0%
Insight Financial	Low $510K	$21M	40	0%
M Stevens Wealth Advisors, LLC	Very Low $190K	$7.1M	37	8%
Westlake Wealth Management LLC	High $1M	$77M	74	36%
Evolve Wealth Advisors LP	High $930K	$51M	55	65%
Meridian Wealth Management	Very High $1.6M	$110M	71	44%
Integrated Capital Planning LLC	Typical $800K	$28M	35	66%
Consolidated Financial Management Corp.	—	—	65	0%
Modernist Financial, LLC	Very High $2.4M	$110M	48	81%
Western Pacific Wealth Management, LP	Very High $6.4M	$200M	32	53%
Batley & Associates	Low $400K	$12M	31	0%
Filigree Wealth Advisors, LLC	Very High $4.6M	$210M	45	60%
Browning Capital Management LLC	Very High $1.3M	$39M	29	41%
2260 West	Very High $1.8M	$76M	43	35%
Sunnybranch Wealth LLC	High $1.1M	$31M	27	70%
MaxAdvisor Private Management	High $1.3M	$29M	23	57%
Jones Kertz & Associates, Inc.	Very High $5.3M	$230M	44	80%
GT Investment Management, LLC	Very Low $160K	$5.5M	35	100%
Maxwell Financial Group, Inc	Very Low $150K	$3.8M	25	20%
Greenbridge Investment Management, LLC	High $900K	$12M	13	54%
Smithbrook, LLC	Very High $6M	$90M	15	100%
Keturi Investment Management, LLC	Very High $5M	$65M	13	100%
Aumakua Capital Management LLC	Low $410K	$3.3M	8	63%
Maxiam Capital, LLC	Very High $3.4M	$24M	7	100%
Third Stanza Group	Very Low $38K	$38K	1	0%
21Peaks Capital Management, LLC	—	—	—	—
Conley Capital Group	—	—	—	—
Nagel & Padilla, LLC	—	—	—	—
Rostad Capital Management, Inc.	—	—	—	—

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