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Fastest Growing RIAs
in Oregon

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Delap Wealth Advisory, LLC
Lake Oswego, 
OR
3 Year Grow Rate:
255%
AUM (MM):
$103

#

Allium Financial Advisors, LLC
Lake Oswego, 
OR
3 Year Grow Rate:
95%
AUM (MM):
$270

#

Cable Hill Partners, LLC
Portland, 
OR
3 Year Grow Rate:
82%
AUM (MM):
$988

#

Cupps Wealth Management
West Linn, 
OR
3 Year Grow Rate:
74%
AUM (MM):
$19

#

Crestline Capital, LLC
Lake Oswego, 
OR
3 Year Grow Rate:
68%
AUM (MM):
$76

#

Northwest Wealth Advisors, LLC
West Linn, 
OR
3 Year Grow Rate:
67%
AUM (MM):
$71

#

Rutherford Investment Management
Portland, 
OR
3 Year Grow Rate:
65%
AUM (MM):
$102

#

tru Independence Asset Management, LLC
Portland, 
OR
3 Year Grow Rate:
60%
AUM (MM):
$967

#

Pacific Capital Works, Inc.
Portland, 
OR
3 Year Grow Rate:
60%
AUM (MM):
$25

#

Seagrass Financial, LLC
Portland, 
OR
3 Year Grow Rate:
59%
AUM (MM):
$42

#

Browning Capital Management LLC
Sisters, 
OR
3 Year Grow Rate:
54%
AUM (MM):
$138

#

Vista Capital Partners, Inc.
Portland, 
OR
3 Year Grow Rate:
47%
AUM (MM):
$1,621

#

Cedar Financial Advisors, LLC
Beaverton, 
OR
3 Year Grow Rate:
41%
AUM (MM):
$104

#

Ascent Capital Management, LLC
Bend, 
OR
3 Year Grow Rate:
34%
AUM (MM):
$243

#

Progressive Investment Management Corporation
Lake Oswego, 
OR
3 Year Grow Rate:
32%
AUM (MM):
$447

#

Ferguson Wellman Capital Management, Inc.
Portland, 
OR
3 Year Grow Rate:
31%
AUM (MM):
$5,962

#

Timberline Investment Management, LLC
West Linn, 
OR
3 Year Grow Rate:
30%
AUM (MM):
$62

#

Portlandia Investment Management
Portland, 
OR
3 Year Grow Rate:
30%
AUM (MM):
$41

#

Flight Capital Management, LLC
Bend, 
OR
3 Year Grow Rate:
29%
AUM (MM):
$51

#

Rain Capital Management
Portland, 
OR
3 Year Grow Rate:
28%
AUM (MM):
$354

#

Physician Family Financial Advisors Inc
Beaverton, 
OR
3 Year Grow Rate:
27%
AUM (MM):
$115

#

Silver Oak Advisory Group
Portland, 
OR
3 Year Grow Rate:
24%
AUM (MM):
$265

#

Becker Capital Management, Inc.
Portland, 
OR
3 Year Grow Rate:
23%
AUM (MM):
$4,308

#

Whitewater Wealth
Eugene, 
OR
3 Year Grow Rate:
22%
AUM (MM):
$22

#

Cordant, Inc.
Portland, 
OR
3 Year Grow Rate:
21%
AUM (MM):
$199

#

Cascade Investment Advisors, Inc.
Oregon City, 
OR
3 Year Grow Rate:
10%
AUM (MM):
$244
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