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

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

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