HNW client percentage for Independent firms serving clients in Oregon

Independent firms active in Oregon 191 firms

Very Low 0%-0%

Low 0%-8%

Typical 8%-29%

High 29%-57%

Very High 57%-85%

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

Median: 18%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
A.T. Lloyd's, Inc	Low 7%	28	418	$300K
B P Financial Associates, LLC	Low 4%	12	304	$180K
McBee Advisors, Inc.	Typical 21%	45	219	$270K
Burgess Financial Planning	Very High 77%	137	177	$520K
Purpose First Financial, LLC	Typical 18%	31	172	$350K
Pembroke Asset Advisors, LLC	Typical 15%	26	168	$300K
Davidson & Watson Financial	Low 5%	8	152	$280K
Clear Resource Group, LLC	Typical 24%	30	125	$930K
CSLA Financial Inc	Low 0%	—	122	$62K
Chaim Investment Advisors LLC	Low 3%	3	114	$170K
GSR Capital Management, Inc.	Typical 21%	24	113	$750K
Sykes Financial Services	Low 0%	—	111	$280K
Overland Park Wealth Management LLC	High 34%	37	108	$1M
Palladio Consulting LLC	High 31%	33	108	$1M
Fairchild Capital LLC	Typical 25%	27	107	$950K
Pacific Coast Investment Advisors, LLC	High 29%	30	105	$1.2M
Ridinger Wealth Management, LLC	Typical 15%	16	105	$590K
Scout Asset Management	Typical 18%	19	103	$640K
Columbia Wealth Advisors LLC	Low 2%	2	101	$200K
Mallery Financial	Typical 8%	8	100	$320K
Eureka Financial Planners, LLC	Typical 10%	10	98	$530K
Peterson Wealth Management	Typical 16%	15	95	$570K
Arc Advisers LLC	High 37%	34	91	$1.2M
Aspire Wealth Advisors, LLC	High 36%	33	91	$820K
Goalen Capital Advisors, LLC	High 51%	46	91	$900K
Momentum Financial and Insurance Services LLC	Low 0%	—	91	$650K
Reign Wealth Logic	Low 0%	—	86	$0
Integrated Advisors	High 45%	37	82	$600K
McKelvey Wealth Management, LLC	Typical 18%	15	82	$720K
EmboldenFP	Low 0%	—	80	—
Delphi Wealth Partners	High 41%	32	79	$650K
Oregon Financial Products & Services, LLC	Low 0%	—	75	$190K
Blue Rock Financial Services, Inc.	High 31%	23	74	$720K
Encompass Financial Planning	Typical 9%	7	74	$400K
JPS Global Investments, LLC	Typical 23%	17	74	$880K
North Forty Two & Co.	Very High 59%	44	74	$2.3M
Blueprint Financial Advisors, LLC	Very High 86%	63	73	$380K
Nest Financial Planning, LLC	Typical 17%	12	71	$650K
Insight Advisors NW, LLC	High 30%	21	70	$550K
Living Earth Investments, LLC	Low 0%	—	70	$230K
Venture Forth Financial	High 41%	29	70	$1.5M
Ciclo Wealth LLC	High 31%	21	68	$610K
Madrona Wealth Management LLC	High 32%	22	68	$1M
Taylor Goddard Investments	Low 1%	1	68	$120K
Birch Elliott Financial, LLC	High 40%	27	67	$940K
Willamette Valley Wealth Management, LLC	Typical 16%	11	67	$820K
Rubicon Global Group, Rubicon Global Advisors	Low 0%	—	65	$460K
Woven Capital, LLC	High 35%	23	65	$360K
Dobson Asset Management LLC	Low 3%	2	63	$1.1M
Executive Investment Services, LLC	Very High 76%	48	63	$1.3M
Delphi Advisers	High 47%	29	62	$530K
Eugenio Financial	Low 0%	—	62	$600K
Jaffe Financial Services, LLC	Low 0%	—	60	$430K
Maranantha Financial	Typical 8%	5	60	$140K
Opportunity Investment Group, LLC	Typical 28%	17	60	$1M
Red Sky Financial Planning, LLC	High 47%	28	59	$620K
Oswego Private Wealth Management	Very High 100%	57	57	$1.1M
Westface Financial Advisory	High 39%	22	57	$630K
Penfield Investments LLC	Low 0%	—	55	$89K
RX Investment Solutions LLC	High 33%	18	55	$510K
1B - Inbundance Wealth Management	Low 4%	2	54	$220K
Gabriel Capital, LLC	High 48%	26	54	$1.3M
Oppna Wealth LLC	Low 7%	4	54	$380K
Hicok Financial Solutions, LLC	High 38%	20	52	$920K
Clarity Financial, LLC	High 29%	15	51	$700K
T. Mann Financial	Typical 16%	8	51	$440K
Tarascio Financial Planning, LLC	Typical 20%	10	49	$360K
Crest Financial, LLC	High 32%	15	47	$810K
Raaf Investment Advisors, LLC	Very High 66%	31	47	$1.3M
Watershed Wealth Planning LLC	Low 4%	2	47	$660K
Clements Investment Management	Low 0%	—	46	$800K
MP Townsend Financial	Low 4%	2	46	$120K
Parish & Company LLC	Very High 74%	34	46	$2.3M
WBH Financial Services, LLC	Typical 13%	6	46	$690K
Beacon Rock Wealth Advisors	Very High 100%	45	45	$160K
Cognitiant Registered Investment Advisors	Low 0%	—	45	$580K
Insight Investment Solutions	Typical 11%	5	45	$780K
Markiz Wealth Management	Very High 73%	33	45	$2.3M
J.P. Capital Management, Inc.	Very High 58%	25	43	$3.9M
Carlton Advisors, LLC	Low 0%	—	42	—
GlacierWealth	Very High 78%	32	41	$770K
Boz & Company LLC	Typical 13%	5	40	$380K
Burnside and Co.	Very High 75%	30	40	$870K
Gratke Wealth, LLC	High 50%	20	40	$680K
Timberline Investment Management, LLC	Very High 77%	30	39	$2.2M
MAR Financial	Typical 16%	6	38	$580K
MW Investment Advisor, LLC	Low 0%	—	38	$870K
Kleinsmith Resource Management, LLC	Typical 8%	3	37	$230K
Sundowner Capital Management LLC	High 38%	14	37	$2.4M
Brightwood Ventures, LLC	Very High 72%	26	36	$2.1M
Hermens Capital Management, Inc	Very High 64%	23	36	$1.5M
Treeline Financial Planning	High 47%	17	36	$490K
Vessel Wealth Advisors LLC	Typical 28%	10	36	$890K
Vintage Asset Management, LLC	Very High 58%	21	36	$910K
Flight Capital Management, LLC	Very High 71%	25	35	$1.2M
Svane Capital, LLC	High 54%	19	35	$810K
TMG Wealth Advisors, Inc.	Low 0%	—	35	$840K
Whitewater Wealth	Very High 77%	27	35	$1.9M
Seagrass Financial, LLC	Very High 76%	26	34	$2.5M
XEL	Typical 21%	7	34	$250K
RIO Financial Planning	Low 0%	—	33	$230K
Mulligan Capital, Inc.	Low 0%	—	32	$1.3M
Sloan Advisory Group, Inc.	Very High 66%	21	32	$2M
ADB Capital Management, LLC	High 29%	9	31	$1.1M
Aegis Financial Advisory	Low 0%	—	31	—
Collective Wealth Planning	High 32%	10	31	$1.2M
Integrated Retirement Strategies	High 32%	10	31	$1.3M
Pihl Financial Planning	High 39%	12	31	$750K
Ascent Financial Advisors	Low 0%	—	30	$1.6M
Capital Income Management, LLC	High 33%	10	30	$770K
Financial Planning Northwest	Low 0%	—	30	$0
Hunter Investment Services LLC	Very High 57%	17	30	$590K
Laurelhurst Asset Management LLC	Very High 71%	20	28	$4.2M
Wide Eye Capital	High 36%	10	28	$390K
WTF Planning	Low 0%	—	28	$160K
Alongside Financial Partners	High 41%	11	27	$780K
Empowering Finance, LLC	Typical 26%	7	27	$1.4M
Gray Wealth Strategies LLC	Very High 81%	22	27	$3.4M
Wealth Management Northwest, Inc.	Low 0%	—	27	$380K
Financial Facilitators, Inc.	Low 0%	—	26	$390K
Stewardship Investment Services LLC	Low 0%	—	26	$61K
Wipple Creek, LLC	High 31%	8	26	$1.1M
Narrative Financial Group	Low 0%	—	25	$0
Head to Toe Financial Planning	Typical 9%	2	23	$1M
Independent Investment Advisors	Very High 61%	14	23	$2.9M
ViviFi Planning	High 39%	9	23	$460K
DIWY Financial Planning	Low 0%	—	22	—
Gerritz Wealth Management, Inc.	Low 0%	—	22	$230K
Pacific Capital Works, Inc.	Very High 91%	20	22	$2.4M
Tailored Financial Planning	Low 0%	—	22	$630K
Henderson Asset Management, LLC	Typical 10%	2	21	$350K
Rww Investment Advisors Inc.	Typical 24%	5	21	$510K
Strategic Wealth Management, LLC	Very High 57%	12	21	$620K
Greig, Kevin P	Typical 25%	5	20	$0
Heissler Financial, LLC	Low 0%	—	20	$130K
Old Growth Financial LLC	Low 0%	—	20	—
Ravensview Capital Management, LLC	Very High 60%	12	20	$3.8M
Real Agency Wealth LLC	High 35%	7	20	$800K
AIM Advisors	Typical 21%	4	19	$950K
Paradise Advisor Group LLC	Low 0%	—	19	$420K
DJ Financial	Low 0%	—	18	$740K
Grow Planning, LLC	Low 0%	—	18	$92K
Cascadia Investment Consultants	High 29%	5	17	$780K
Nandi Pathefinder & Flourish Financial Group	Low 0%	—	17	$240K
Crossroads Wealth Planning	Low 0%	—	16	—
Difi Advisory	Low 6%	1	16	$180K
D. Mattersdorff LLC	Very High 69%	11	16	$3.9M
Gallagher Capital Corp.	Very High 100%	16	16	$2.6M
EISRC	Typical 13%	2	15	$340K
FullGuards Financial	Typical 27%	4	15	$490K
Tandem Views Investment Services, LLC	Low 0%	—	13	$580K
Magnolia Growth Capital	Very High 58%	7	12	$140K
Retirement Strategy Advisors LLC	Low 0%	—	12	$13M
Total Assets Management, Inc.	Low 0%	—	12	$110K
True Purpose Advisors, LLC	Low 0%	—	12	$100K
Pathlight Financial Planning LLC	High 36%	4	11	$820K
Pursuit Planning and Investments, LLC	Low 0%	—	11	$170K
Thistle Wealth	Very High 73%	8	11	$1.6M
Doty Equity Advisors, Inc.	Very High 100%	10	10	$3.7M
Scruggs Advisors, LLC	Low 0%	—	10	$290K
Sunset Strategic Financial Advisors, LLC	Low 0%	—	10	$580K
Gradow Capital Management, LLC	High 56%	5	9	$3.8M
Mark Sharp Retirement	Very High 100%	9	9	$1.7M
Money Blossoms	Low 0%	—	9	$600K
Moneywise Financial Advisors	Very High 100%	9	9	$4.7M
Weikart Advisory Services LLC	Typical 11%	1	9	$430K
Zen Trends Capital LLC	Low 0%	—	9	$430K
Strategic Finance Inc.	Low 0%	—	8	$460K
Compound Insight	Low 0%	—	7	$410K
Steve Pearson Capital Management LLC	Low 0%	—	7	$810K
W.H. Lewis Financial, LLC.	Low 0%	—	7	$77K
Innovator Wealth Advisor, LLC	Low 0%	—	6	$83K
Neil A. Rue, CFA Investment Advisor	Very High 83%	5	6	$1.8M
Pinestar Capital Advisors LLC	Low 0%	—	6	$280K
Rose City Investment Consulting LLC	Low 0%	—	6	—
TBG Investing	Low 0%	—	6	$570K
Greeley Wealth Management	Very High 80%	4	5	—
Guiding Financial, LLC	Low 0%	—	5	$340K
John C. Foti, DBA Experient Portfolio Management	Very High 100%	5	5	$1.5M
Quilt Investment Management, LLC	Very High 80%	4	5	$1.1M
Trillium Valley Financial Planning	Low 0%	—	5	—
Harbor Horizon Financial, LLC	High 50%	2	4	$560K
Keychain Asset Management	Low 0%	—	4	$13K
Alpine Road Financial	Low 0%	—	3	$260K
George Hill Asset Management, LLC	Very High 100%	3	3	$1.3M
Meriwether Family Office, LLC	Low 0%	—	3	—
Tandem Financial Planning LLC	Low 0%	—	3	$21K
Bautista Planning and Analytics, LLC	Low 0%	—	2	$330K
Seneca Wealth Advisors, LLC	Low 0%	—	2	$670K
Orchid Wealth Management	Low 0%	—	1	$1.3M
Shared Prosperity Group	Low 0%	—	1	$680K
Bullbear Investment Management, LLC	—	—	—	—
Cascara Financial Planning LLC	—	—	—	—
Communitas Financial Planning PBC	—	—	—	—
Cresscila Wealth Management	—	—	—	—
Edgewood Wealth Management	—	—	—	—
Fluence Wealth Management LLC	—	—	—	—
Green Tree Wealth, Inc	—	—	—	—
Iambic Financial L.L.C	—	—	—	—
Longstream Capital Management LLC	—	—	—	—
Next Play Wealth	—	—	—	—
Pyles Financial Planning, LLC	—	—	—	—
Rogue Russell Investments	—	—	—	—
Sherwood Wealth Management	—	—	—	—
Stoneholt Wealth	—	—	—	—
Teak Financial LLC	—	—	—	—
Walsh Financial LLC	—	—	—	—
West Ridge Capital Management L.L.C.	—	—	—	—

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