| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $10.66B | 951 | 31 | Schwab | 2012 or earlier | |
| 2 | $5.73B | 745 | 20 | Schwab | 2012 or earlier | |
| 3 | $3.22B | 651 | 20 | Schwab | 2012 or earlier | |
| 4 | $3.21B | 4,368 | 171 | Pershing | 2012 or earlier | |
| 5 | $2.66B | 1,110 | 13 | Pershing | 2013 | |
| 6 | $1.96B | 4,190 | 49 | Fidelity | 2012 or earlier | |
| 7 | $1.23B | 995 | 4 | Pershing | 2012 or earlier | |
| 8 | $1.23B | 1,755 | 8 | Schwab | 2012 or earlier | |
| 9 | $920.1M | 1,299 | 4 | Schwab | 2018 | |
| 10 | $903.5M | 263 | 6 | Schwab | 2012 or earlier | |
| 11 | $611M | 441 | 6 | – | 2012 or earlier | |
| 12 | $481.8M | 1,831 | 11 | LPL Financial | 2017 | |
| 13 | $472.8M | 403 | 12 | Schwab | 2012 or earlier | |
| 14 | $472.8M | 1,272 | 3 | Fidelity | 2014 | |
| 15 | $418.9M | 190 | 7 | Schwab | 2012 or earlier | |
| 16 | $359.5M | 191 | 3 | – | 2026 | |
| 17 | $354.3M | 299 | 6 | Schwab | 2021 | |
| 18 | $336.9M | 1,056 | 8 | Raymond James | 2013 | |
| 19 | $250M | 62 | 4 | Schwab | 2019 | |
| 20 | $235.4M | 439 | 3 | Schwab | 2020 | |
| 21 | $214.3M | 270 | 2 | Schwab | 2012 or earlier | |
| 22 | $209.1M | 303 | 5 | Schwab | 2018 | |
| 23 | $197.5M | 234 | 3 | Schwab | 2021 | |
| 24 | $192M | 87 | 3 | Schwab | 2022 | |
| 25 | $177.8M | 436 | 5 | Schwab | 2019 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Oregon.