Top 10 fastest-growing RIAs in Oregon (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Pinnacle Wealth Advisors CLACKAMAS	$202.1M → $549.7M	2.72× 2.0× typical	5 → 14	+1	Organic	Schwab	94.3
2	Kingsview Wealth Management, LLC GRANTS PASS	$4.85B → $8.96B	1.85× 1.4× typical	85 → 95	+11	Organic	Raymond James	86.3
3	Aerodigm Wealth LLC LAKE OSWEGO	$545.6M → $1.46B	2.68× 2.0× typical	3 → 5	-1	Organic	Schwab	73.1
4	Horst & Graben Wealth Management, LLC PORTLAND	$649.9M → $920.1M	1.42× 1.1× typical	3 → 4	+1	Organic	Schwab	71.9
5	Etesian Wealth Advisors, Inc. WEST LINN	$284.7M → $503.3M	1.77× 1.3× typical	4 → 6	0	Organic or recruited	Schwab	69.5
6	Strada Financial Group LLC BORING	$100.3M → $159.2M	1.59× 1.2× typical	1 → 2	0	Organic	SEI	68.1
7	Roi Financial BEAVERTON	$161.6M → $264.2M	1.63× 1.2× typical	3 → 5	-1	Organic	Schwab	66.6
8	Go Wealth Management EUGENE	$121.8M → $208.4M	1.71× 1.3× typical	7 → 9	0	Organic	Schwab	66.5
9	Panoramic Capital Partners LLC LAKE OSWEGO	$263.2M → $392.7M	1.49× 1.1× typical	2 → 6	0	Organic or recruited	Schwab	65.1
10	Range Financial Group, LLC TIGARD	$261.6M → $408.1M	1.56× 1.2× typical	5 → 7	0	Organic or recruited	Schwab	64.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in Oregon.

How we ranked