HNW client percentage for Supported firms serving clients in Oregon

Supported firms active in Oregon 213 firms

Very Low 0%-12%

Low 12%-20%

Typical 20%-33%

High 33%-48%

Very High 48%-81%

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

Median: 27%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Catalyst Financial NW Corporation	Low 15%	160	1,054	$200K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Elevation Capital Advisory	Very Low 10%	61	631	$400K
Retirement Planning Specialists, Inc.	Very Low 0%	—	556	$670K
Newbore Wealth Management, Inc.	Typical 28%	150	528	$380K
Jones & Associates Premier Financial Solutions	Very Low 10%	52	521	$440K
Fidelis IM	Typical 26%	63	246	$900K
Trademark Financial Management, LLC	Very Low 11%	49	458	$640K
Stock Management LLC	Low 18%	77	439	$320K
Crown Point Wealth Advisors	Low 19%	126	653	$270K
4:8 Financial	Very Low 8%	69	821	$370K
Wagner Planning	High 34%	69	203	$710K
Lettin Wealth Management Group, Inc.	Very Low 0%	—	200	—
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Welch Investment Group, LLC	Low 17%	66	387	$640K
Washington Park Capital Management, LLC	Very High 51%	97	191	$1.9M
Sherman, Young & Leavitt, LLC	Typical 22%	80	356	$220K
Evergreen Wealth Partners LLC	Low 17%	119	708	$560K
Soundpath Retirement Strategies, LLC	Very Low 10%	66	690	$190K
Stangier Wealth Management	Typical 20%	101	496	$600K
Timepiece Financial Planning, Inc.	Very Low 0%	—	159	$460K
Connected Wealth Solutions, LLC	Typical 22%	69	312	$710K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Portland Private Wealth Management, Inc.	Low 14%	60	439	$530K
Next Level Wealth Planning, LLC	Low 15%	85	572	$560K
Roosevelt Advisors LLC	Very Low 0%	—	286	$69K
Littlejohn Financial Services Inc	Very Low 7%	39	555	$290K
Axiom Wealth Strategies, LLC	Typical 25%	69	272	$450K
ROI Financial	Typical 29%	80	272	$940K
Wellspring Advisors, Inc.	Low 17%	46	271	$560K
Continuity Wealth Management, Corp.	Typical 29%	79	270	$770K
NW Advisory	Very High 100%	261	261	$290K
Digital Asset Investment Management	Very Low 9%	24	255	$310K
Rooted Financial Group, LLC	Very Low 8%	20	254	$430K
Physician Family Financial Advisors Inc	High 43%	160	376	$760K
Finley Financial, LLC	Very High 63%	78	124	$2.1M
Ryan Financial Solutions, LLC	Very Low 9%	23	247	$320K
True North Retirement Advisors, LLC	High 34%	124	365	$1.1M
SkyOak Capital, Inc.	Low 19%	45	236	$810K
Hurley Financial Group, Inc.	Typical 29%	135	467	$860K
Five Pine Wealth	Low 14%	49	345	$540K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Vantage Financial Group	Typical 25%	110	441	$260K
Wealth Rabbit	Very Low 1%	2	220	$5.4K
Vantage Wealth Management LLC	Very Low 9%	19	219	$250K
Allen Capital Management, LLC	High 45%	49	109	$1.8M
Strada Financial Group LLC	Typical 22%	46	213	$750K
MSP Wealth Management, LLC	Low 14%	60	414	$510K
Cairn Investment Group	High 39%	120	309	$1.2M
Cascade Financial Strategies	Low 13%	40	307	$490K
Eldon Reese Advisory Group	Low 17%	50	302	$200K
Willamette Financial Advisors, LLC	Low 16%	33	201	$580K
Lookahead Wealth LLC	High 44%	87	199	$230K
AIO Financial, LLC	Typical 24%	48	197	$1M
Koenig Investment Advisory, LLC	High 39%	114	293	$870K
Urban Wealth Management or UWM	Low 19%	52	275	$710K
Lifelong Wealth Management Group, LLC	Low 17%	30	181	$650K
Tenbridge Partners LLC	Low 13%	45	356	$310K
Arcadia Investment Advisors, LLC	High 44%	118	266	$1.2M
TradeWinds Wealth Management	Very Low 11%	28	260	$490K
Mustard Seed Financial	Low 14%	49	346	$240K
Sierra Financial Advisory	Typical 26%	45	173	$790K
Para Wealth Advisors, Inc.	Typical 30%	78	257	$860K
Miller Financial Group, LLC	Low 12%	21	170	$490K
TWM Wealth Management Corp	Low 16%	26	167	$530K
True Wealth Group	Very High 48%	78	164	$910K
Shri Advisors	Low 17%	28	161	$630K
Apple & Associates	Low 17%	40	239	$550K
Rock Creek Wealth Management	Very Low 10%	23	237	$420K
Inman Financial Services, Inc.	Typical 28%	65	234	$820K
Twenty Twenty Investment Advisors, LLC	Very Low 7%	23	312	$370K
Rogue Advisors, LLC	Very Low 8%	13	154	$520K
Trihelix Wealth Collective	Very Low 0%	—	153	$160K
Financial Investment Team ("FIT")	Very Low 8%	24	303	$690K
Capital Financial Planners	High 42%	92	221	$1.2M
Pecaut Wealth Management	High 34%	75	219	$1.7M
COPIA Wealth Management	Typical 20%	57	288	$540K
Stapp Wealth Management, PLLC	Low 16%	35	215	$670K
Martin Capital Partners, LLC	Low 12%	35	286	$680K
Sky-Mountain Capital Management	High 38%	54	141	$1.5M
Erlandson Wealth Management	High 34%	47	139	$490K
Invera Wealth Advisors LLC	Typical 23%	32	139	$1.6M
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Columbia River Financial Group	Typical 22%	60	274	$700K
Audible Wealth Management	Very Low 3%	9	269	$150K
Ambassador Wealth Management, LLC	Typical 31%	41	134	$670K
Oregon Pacific Wealth Management	Low 14%	36	265	$570K
aLuman	Typical 23%	30	132	$940K
Grange Capital, LLC	High 45%	116	259	$790K
Cavalot Capital	Low 15%	19	129	$500K
Silver Oak Advisory Group	Very High 74%	140	190	$2.2M
Capstone Wealth Advisors, LLC	Typical 26%	32	125	$820K
Summa Global Advisors, LLC	High 33%	41	125	$1.1M
Capitol Family Office, Inc.	High 36%	45	124	$1.1M
Syman-Degler Group, LLC	Very Low 10%	19	185	$320K
JH Advisors	Very High 48%	58	122	$1.5M
Keystone Advisory Group	Low 17%	21	122	$560K
Meridian Financial Group, Inc.	Typical 31%	37	121	$430K
Taurus Capital Advisors, LLC	Low 19%	47	242	$870K
JGC Tax & Wealth Management	Low 19%	34	181	$600K
Cascade Investment Advisors, Inc.	High 35%	62	177	$2M
Xena Financial Planning, LLC	High 43%	51	118	$890K
Marquam Capital	Typical 23%	39	173	$190K
Middleton & Company	High 37%	43	115	$1.1M
Handy & Company Financial Advisors, Inc.	Typical 23%	26	114	$600K
Soaring Investment Management, LLC	High 35%	60	171	$660K
Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies	Low 18%	10	57	$420K
Costello Financial Planning, Inc.	High 37%	40	109	$1.8M
Springwater Wealth Management, LLC	Very High 49%	53	109	$1.5M
Pearl Wealth LLC	High 44%	46	105	$1.5M
Wychick Investment Advisors, Inc.	Typical 23%	24	104	$310K
UTA LLC	High 42%	43	102	$2.1M
Axia Wealth Management Inc	Very High 48%	73	152	$850K
Trailhead Planners, LLC	Typical 28%	43	151	$1.2M
44 Wealth Management LLC	Very High 68%	136	201	$1.9M
Clarity Capital Management LLC	High 35%	35	100	$840K
Cuthbert Financial Guidance	Very Low 0%	—	100	—
Waterrock Global Asset Management	High 36%	53	146	$500K
Fort Vancouver Investment Management, LLC	High 42%	82	193	$1.2M
Anselme Capital, Inc.	Typical 32%	30	94	$690K
Convexity Wealth Management, LLC	Typical 26%	24	94	$680K
Defined Wealth Management, LLC	Typical 32%	44	137	$1.6M
Monteith Wealth	Typical 31%	28	90	$820K
Swiftwater Capital	Very High 51%	23	45	$3.7M
Samara Capital	Typical 24%	21	89	$1.3M
Waits Investments, LLC	Low 16%	14	89	$880K
Compass Investments LLC	Low 15%	26	176	$530K
Nexus Strategic Wealth	Low 17%	15	88	$640K
The Freyr Group	Low 19%	25	132	$490K
North Ridge	Very High 54%	70	130	$1.7M
Finance Wisdom	Very Low 2%	3	128	$460K
Holton & Kosanke Wealth Management, LLC	Very Low 0%	—	127	—
Viento Financial Group, LLC	Typical 23%	19	83	$610K
Opportunus Wealth Management, LLC	Typical 29%	36	123	$840K
Figure 8 Investment Strategies LLC	High 44%	71	163	$1.3M
Fpfoco	High 34%	41	119	$1.3M
Skyline Financial Northwest	Very High 65%	77	119	$1.1M
APM Wealth	Typical 27%	21	79	$600K
Vigilare Wealth Management LLC	Very High 50%	79	157	$2M
Value Investment Professionals, LLC	High 42%	66	156	$1.6M
Main Avenue Financial Services, LLC	Very High 56%	43	77	$1.3M
Somerset Wealth Management, LLC	Very High 64%	49	76	$230K
BMA Advisors, LLC	Very Low 7%	8	111	$220K
Coho Advisory Services, LLC	Very Low 5%	7	148	$310K
HighRoad Wealth Advisors, LLC	Very High 63%	69	110	$1.7M
Compass Investment Advisers, LLC	High 35%	25	72	$1.5M
Settlement Capital Advisors	Typical 28%	30	108	$810K
Red Spruce Capital, LLC	High 45%	64	143	$1.8M
Pilot Wealth Management	High 39%	28	71	$980K
Barker Wealth Management, LLC	Very High 61%	43	70	$3.3M
Galileo Planning Group, Inc.	Very Low 0%	—	140	—
Keith McBride Financial Services Inc.	Typical 20%	14	70	$400K
Sound Investment Management Inc	Typical 30%	42	140	$1.8M
Thalassa Capital LLC	Typical 26%	18	70	$1.4M
Strategy Cap, LLC	Very High 49%	33	68	$950K
Liberty Capital Investment Corporation	Very Low 0%	—	131	$650K
MKG Financial Group, Inc.	Very Low 0%	—	65	$220K
MCS Family Wealth Advisors	Very High 84%	54	64	$2.5M
Interactive Wealth Advisors	Very High 52%	33	63	$1.4M
Rain or Shine Planning, LLC	High 46%	29	63	$930K
Timberchase Financial, LLC	Very High 74%	93	126	$2.1M
Alturas Wealth Management, LLC	Low 18%	11	61	$770K
Symphony Retirement Partners LLC	High 37%	34	91	$400K
Three Oaks Wealth	Very High 51%	46	91	$850K
Planful Finance LLC	High 33%	20	60	$890K
Serene Point Advisors LLC	Typical 30%	18	60	$550K
CLS Financial Advisors, Inc.	Very High 51%	44	87	$2.2M
Westlake Wealth Management, LLC	Low 12%	7	57	$270K
West Coast Capital Management, LLC	Low 18%	15	84	$250K
Blue River Capital Management	Typical 20%	11	55	$750K
Farnam Financial	Very High 73%	59	81	$2M
Masters Tax and Financial Planning LLC	Very High 81%	44	54	$590K
Birchwood Capital	Very High 57%	30	53	$2M
Fyooz Financial Planning	High 47%	37	79	$750K
Bruno Mountain Advisory, LLC	Very High 62%	31	50	$740K
Optimum Capital Strategies	Typical 30%	15	50	$670K
Mok Capital Management	Typical 32%	24	74	$860K
VergePointe Wealth Management, LLC	Very High 82%	80	98	$2.2M
Dollinger Management Inc.	High 33%	16	48	$960K
NEOKAI Capital	High 41%	29	70	$620K
Isler Wealth Management, LLC	Typical 30%	13	44	$960K
Uplevel Wealth	Very High 84%	37	44	$2.6M
Acentrus Financial Partners LLC	Very Low 0%	—	43	$290K
Equilus Group Inc	Low 15%	13	86	$300K
Rutherford Investment Management	Very High 76%	47	62	$3.7M
Goldmark Financial Planners, LLC	Very Low 0%	—	40	$150K
Insight Financial	Very Low 0%	—	40	$510K
M Stevens Wealth Advisors, LLC	Very Low 8%	3	37	$190K
Westlake Wealth Management LLC	High 36%	27	74	$1M
Evolve Wealth Advisors LP	Very High 65%	36	55	$930K
Meridian Wealth Management	High 44%	31	71	$1.6M
Integrated Capital Planning LLC	Very High 66%	23	35	$800K
Consolidated Financial Management Corp.	Very Low 0%	—	65	—
Modernist Financial, LLC	Very High 81%	39	48	$2.4M
Western Pacific Wealth Management, LP	Very High 53%	17	32	$6.4M
Batley & Associates	Very Low 0%	—	31	$400K
Filigree Wealth Advisors, LLC	Very High 60%	27	45	$4.6M
Browning Capital Management LLC	High 41%	12	29	$1.3M
2260 West	High 35%	15	43	$1.8M
Sunnybranch Wealth LLC	Very High 70%	19	27	$1.1M
MaxAdvisor Private Management	Very High 57%	13	23	$1.3M
Jones Kertz & Associates, Inc.	Very High 80%	35	44	$5.3M
GT Investment Management, LLC	Very High 100%	35	35	$160K
Maxwell Financial Group, Inc	Typical 20%	5	25	$150K
Greenbridge Investment Management, LLC	Very High 54%	7	13	$900K
Smithbrook, LLC	Very High 100%	15	15	$6M
Keturi Investment Management, LLC	Very High 100%	13	13	$5M
Aumakua Capital Management LLC	Very High 63%	5	8	$410K
Maxiam Capital, LLC	Very High 100%	7	7	$3.4M
Third Stanza Group	Very Low 0%	—	1	$38K
21Peaks Capital Management, LLC	—	—	—	—
Conley Capital Group	—	—	—	—
Nagel & Padilla, LLC	—	—	—	—
Rostad Capital Management, Inc.	—	—	—	—

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