AUM per client for Team firms serving clients in Oregon

Team firms active in Oregon 173 firms

Very Low $260K-$450K

Low $450K-$860K

Typical $860K-$1.2M

High $1.2M-$1.9M

Very High $1.9M-$3.4M

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

Median: $940K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Investment Research Corp	Very Low $310K	$51M	163	2%
Prospero Wealth, LLC	Typical $1.1M	$90M	80	53%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
Colorado Financial Service Corporation	Very Low $450K	$84M	188	100%
Bull Harbor Capital LLC.	Low $840K	$350M	421	30%
Ministry Partners Securities, LLC	Very Low $100K	$15M	123	34%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Capital Synergy Partners	Very Low $310K	$100M	331	34%
Palisades Hudson Asset Management, L.P.	Very High $8.8M	$1.2B	138	70%
Maslow Wealth Advisors	Very High $6.9M	$2.6B	381	82%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
American Northwest Advisory Services L.L.C.	Very Low $430K	$41M	95	38%
LRI Investments	Very High $4M	$1.9B	477	45%
Consilium Wealth Advisory, LLC	Very High $3.5M	$360M	102	57%
AAN Wealth Advisors LLC	Low $570K	$130M	229	25%
Fruitful	Very Low $72K	$25M	351	0%
Maytech Global Investments	Very High $4.8M	$540M	111	86%
Gannett Wealth Advisors	Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Horizon Wealth	Typical $900K	$150M	163	47%
Black Diamond Financial, LLC	Very High $3.4M	$1.1B	335	65%
Kera Capital Partners	Very High $3.8M	$1.2B	310	91%
Hendershott Wealth Management, LLC	High $1.9M	$300M	157	46%
Panoramic Capital Partners LLC	Very High $2.4M	$390M	159	64%
HFG Advisors, Inc.	Low $850K	$110M	133	25%
BlueDoor Private Wealth, LLC	Very High $2.5M	$330M	135	50%
The Lam Group, Inc.	Very High $9M	$490M	54	100%
Cordant Wealth Partners	Very High $2.3M	$370M	164	77%
Opes Wealth Management, LLC	Very High $2M	$820M	419	51%
Avise Financial	Typical $1M	$170M	170	28%
WESTPARK WEALTH Advisors, Inc.	Very Low $330K	$240M	737	11%
St. Bernard Financial Services, Inc.	Very Low $160K	$140M	798	1%
TPG Financial Advisors, LLC	High $1.7M	$900M	545	32%
Aerodigm Wealth LLC	Very High $5.8M	$1.2B	212	75%
Integris Wealth Management, LLC	Very High $2.3M	$800M	344	67%
Blankinship & Foster, LLC	Very High $3.2M	$910M	284	79%
Connective Wealth Partners, LLC	Very Low $250K	$78M	316	2%
Orca Investment Management, LLC	Low $570K	$210M	359	11%
Allium Financial Advisors, LLC	Very High $3M	$690M	232	74%
Weatherly Asset Management	Very High $4.4M	$1.6B	371	76%
Riskbridge Advisors, LLC	High $1.6M	$440M	277	21%
Beacon Wealth Consultants, Inc.	Low $460K	$240M	522	5%
Harbour Investment Management L.L.C.	High $1.8M	$320M	177	44%
Brickley Wealth Management	Very High $5.2M	$940M	182	48%
Blue Water Wealth	High $1.2M	$470M	403	54%
Capital Markets IQ, LLC	Low $520K	$370M	698	13%
Copper Harbor Investment Advisors, LLC	Very High $3.3M	$750M	226	53%
Ims Capital Management	Low $820K	$220M	264	23%
Alpha Zero LLC	Low $610K	$260M	421	21%
Avier Wealth Advisors	Very High $2M	$1.2B	583	48%
Alterna Wealth Management, Inc.	Low $860K	$990M	1,151	55%
One Wealth Advisors, LLC	Very High $3M	$1.2B	406	61%
Integrity Wealth LLC	High $1.2M	$280M	245	49%
Chicago Capital Management Advisors, LLC	Very Low $210K	$130M	616	9%
Fortitude Advisory Group L.L.C.	Low $750K	$470M	622	0%
Progressive Investment Management Corporation	Very High $4.1M	$680M	167	84%
Roehl & Yi Investment Advisors, LLC	Very High $1.9M	$890M	460	38%
Capstone Wealth Management Group, LLC	Typical $900K	$270M	295	28%
Syndicated Capital, Inc.	Very Low $310K	$140M	465	6%
JGP Wealth Management, LLC	High $1.7M	$1.3B	771	49%
Cutler Investment Group	Typical $1M	$980M	949	39%
Paragon Capital Management LLC	Very High $2.1M	$740M	350	62%
Mengis Capital Management, Inc.	Very High $2.2M	$580M	263	49%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
Impact Investors	High $1.3M	$280M	220	24%
Horizons Sustainable Financial Services, Inc.	Low $490K	$150M	310	33%
Kelsey Financial, LLC	Low $640K	$170M	269	17%
Clarity Wealth Development, LLC	Typical $920K	$210M	226	36%
CorePath Wealth Partners LLC	Typical $1.1M	$260M	230	32%
CWC Advisors, LLC	Typical $860K	$200M	231	100%
REDW Wealth LLC	Typical $1.1M	$420M	370	29%
Sapient Private Wealth Management, LLC	Very High $2.6M	$1.6B	609	53%
EdgeRock Wealth Management	Typical $1M	$560M	564	28%
Alliance Advisory & Securities, LLC	Typical $1M	$680M	663	34%
CPR Investments Inc	Very Low $200K	$230M	1,165	3%
Blue Anchor Wealth Advisors, LLC	Low $450K	$130M	296	13%
Summit Wealth and Retirement Partners	Very High $2.8M	$970M	346	56%
Wealth Advisors NW	High $1.2M	$350M	299	35%
Alaska Wealth Advisors	High $1.7M	$1.1B	660	50%
Go Wealth Management	Very Low $270K	$120M	457	9%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Evexia Wealth, LLC	Typical $930K	$380M	416	29%
Mainsail Financial Group	Typical $940K	$400M	424	31%
Spectrum Strategic Capital Management, LLC	Typical $890K	$250M	280	31%
The H Group, Inc.	Low $710K	$520M	735	20%
Strategic Financial Partners, LTD	Typical $940K	$320M	340	25%
Range Financial Group, LLC	Typical $1M	$400M	400	33%
Veridan Wealth	Very High $2.9M	$670M	232	41%
Investor FAN	Typical $900K	$790M	874	27%
Bright Lake Wealth Management, LLC	Very Low $290K	$100M	354	4%
Etesian Wealth Advisors, Inc.	Typical $1.1M	$460M	415	5%
Highland Investment Advisors LLC	Low $580K	$350M	593	10%
Arrivity Financial Planning	—	—	366	0%
Capstone Investment Group	Very Low $300K	$170M	560	9%
Success Wealth Management LLC	Very Low $130K	$110M	814	1%
Comprehensive Wealth Management	Typical $880K	$330M	378	29%
Asset One Wealth Management, LLC	Low $800K	$940M	1,170	24%
Financial Management Network Inc	Typical $1.1M	$1.5B	1,379	33%
Maridea Wealth Management	Low $610K	$930M	1,530	47%
Continental Investors Services, Inc.	Very Low $320K	$190M	602	0%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
First Pacific Financial, Inc.	High $1.4M	$1.8B	1,291	44%
Momentous Wealth Management, Inc.	Low $740K	$360M	492	31%
Abraham & Co., Inc.	Very Low $330K	$120M	355	10%
Telos Capital Management, Inc.	High $1.7M	$1.6B	924	49%
Peregrine Asset Advisers, Inc.	High $1.3M	$580M	441	12%
Wealth Teams Alliance	Very Low $270K	$220M	812	6%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
SLOY, DAHL & HOLST, LLC	Very High $2M	$890M	448	37%
Auxier Asset Management	Typical $1.1M	$490M	466	26%
Human Investing	Low $720K	$920M	1,267	11%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Fortitude Financial LLC	Low $690K	$280M	408	17%
Baker Ellis Asset Management LLC	Very High $3M	$1B	334	41%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
Price Financial Group Wealth Management, Inc.	Very Low $330K	$170M	511	3%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Epsilon Financial Group, Inc.	High $1.4M	$600M	428	38%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
SPG Advisors LLC	Low $770K	$540M	692	23%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Smb Financial Services, Inc.	Very Low $390K	$170M	436	13%
GK Wealth Management LLC	Low $490K	$260M	525	24%
Meyers Wealth Management, LLC	Very High $2.2M	$1.8B	802	41%
SyntheticFi LLC	High $1.6M	$990M	624	0%
Cornerstone Securities LLC	Very Low $230K	$210M	900	10%
WT Wealth Management, LLC	Very Low $360K	$410M	1,133	9%
Keudell Morrison Wealth Management, LLC	Typical $1M	$800M	766	23%
Optima Capital LLC	Low $570K	$380M	671	12%
Lifelong Wealth Advisors, Inc.	Low $820K	$710M	865	23%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Pinnacle Wealth Advisors	Low $580K	$470M	810	9%
Willow Creek Wealth Management, Inc.	Very High $2.1M	$2.1B	1,029	55%
PACE Financial Advisors	Very Low $290K	$360M	1,240	6%
California Financial Advisors	High $1.5M	$2.3B	1,517	44%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Albitz/Miloe and Associates, Inc.	High $1.2M	$810M	657	32%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Sittner & Nelson, LLC	Very High $2.1M	$980M	455	42%
EPG Wealth Management LLC	Low $460K	$530M	1,156	49%
Headwater Investment Consulting,Inc.	Low $840K	$490M	588	31%
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low $420K	$300M	708	2%
Rubicon Advisors	Very Low $300K	$410M	1,370	22%
von Borstel & Associates	High $1.4M	$680M	499	52%
Redwood Financial Network	Very Low $260K	$260M	1,012	38%
TRUE Private Wealth Advisors, LLC	Typical $890K	$1.4B	1,576	23%
Tru Independence Asset Management, LLC	Very Low $320K	$340M	1,056	58%
Planned Solutions, Inc.	Low $810K	$670M	827	28%
Cedar Mountain Advisors, LLC	Typical $980K	$820M	832	29%
Evans Capital Management Associates	High $1.2M	$490M	422	31%
Richards Merrill Wealth Management	Very Low $430K	$550M	1,270	14%
Lighthouse Wealth Strategies, LLC	Typical $980K	$840M	866	25%
C2 Private WEalth	Typical $870K	$1.8B	2,056	25%
Aspire Capital Advisors LLC	Low $520K	$1B	1,956	14%
Independent Solutions Wealth Management, LLC	Very Low $350K	$1.5B	4,265	6%
Jeppson Wealth Management, LLC	Low $750K	$740M	975	56%
Harfst and Associates, Inc.	High $1.4M	$710M	499	26%
Cross Financial Advisors	Very Low $260K	$470M	1,831	30%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
West Wealth Group, LLC	Very Low $220K	$620M	2,736	3%
Vision Capital Management Inc	Low $620K	$1.1B	1,755	64%
Five Talents Financial Management Group LLC	Very Low $250K	$260M	1,039	5%
Chatterton & Associates	Typical $860K	$1.3B	1,542	26%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
First Affirmative Financial Network LLC	Very Low $390K	$890M	2,275	56%
CGC Financial Services	Low $750K	$850M	1,140	18%
Elite Wealth Management, Inc.	High $1.9M	$860M	465	37%
Channel Wealth, LLC	Very Low $410K	$810M	1,974	43%
M Financial Asset Management, Inc.	High $1.2M	$1.2B	995	4%
Horst & Graben Wealth Management, LLC	Low $660K	$850M	1,299	17%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Northwest Quadrant Wealth Management	Low $570K	$570M	1,004	33%
NBC Capital Advisors	Very Low $330K	$720M	2,183	41%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support