| Capstone Wealth Management Group, Inc. | Bend | $243M | — |
| Portland Private Wealth Management, Inc. | Portland | $235.4M | — |
| Catalyst Financial Nw Corporation | Gresham | $233.4M | — |
| Taurus Capital Advisors, LLC | Lake Oswego | $231.4M | — |
| Msp Wealth Management, LLC | Klamath Falls | $228.5M | — |
| Jones & Associates Premier Financial Solutions, LLC | Jacksonville | $227.4M | — |
| Connected Wealth Solutions, LLC | La Grande | $226.4M | — |
| Foster & Wood, Inc. | Lake Oswego | $218.7M | — |
| Grange Capital, LLC | Beaverton | $217.2M | — |
| Continuity Wealth Management, Corp. | Portland | $214.3M | — |
| Jamison Hanson Advisors LLC | Salem | $212M | — |
| Orca Investment Management, LLC | Lake Oswego | $211.7M | — |
| Financial Investment Team, Inc. | Portland | $209.1M | — |
| Clarity Wealth Development, LLC | Corvallis | $208.6M | — |
| O'Connell Investment and Insurance Services, LLC | Eugene | $208.4M | — |
| Sortis Fund Manager, LLC | Portland | $202M | 4 |
| Clearview Wealth Advisors, LLC | Salem | $201.8M | — |
| Newbore Wealth Management, Inc. | Gladstone | $200M | — |
| Inman Financial Services, Inc. | Portland | $197.5M | — |
| Cls Financial Advisors, Inc. | Portland | $192M | — |
| Highroad Wealth Advisors, LLC | Coos Bay | $188.5M | — |
| Cpwa LLC | Hood River | $185.5M | — |
| Smb Financial Services, Inc. | Portland | $177.8M | — |
| Price Financial Group Wealth Management, Inc. | Portland | $173.5M | — |
| Littlejohn Financial Services, Inc | Roseburg | $171.3M | — |
| North Forty Two & Co. | Lake Oswego | $167.9M | — |
| Strada Financial Group LLC | Boring | $159.2M | — |
| Copia Wealth Management, LLC | Bend | $157.5M | — |
| Oregon Pacific Wealth Management, LLC | Medford | $156.3M | — |
| Pearl Wealth LLC | Portland | $156.3M | — |
| Wellspring Advisors, Inc. | Hillsboro | $152.2M | — |
| Skyliner Wealth, LLC | Bend | $151.4M | — |
| Cascade Financial Strategies, LLC | Bend | $150.9M | — |
| Skyline Financial Northwest LLC | Portland | $148.3M | — |
| Wagner Financial, LLC | Lake Oswego | $144.7M | — |
| Summa Global Advisors, LLC | Clackamas | $144.1M | — |
| Northwind Financial LLC | Bend | $142.2M | — |
| Capitol Family Office, Inc. | Beaverton | $136.1M | — |
| Tradewinds Asset Management, LLC | Portland | $135.1M | 1 |
| Jgc Wealth Management, LLC | Salem | $132M | — |
| Axiom Wealth Strategies, LLC | Bend | $124.7M | — |
| Samara Investment Management, LLC | Beaverton | $123M | — |
| Pacific Coast Investment Advisors, LLC | West Linn | $122.2M | — |
| Lifelong Wealth Management Group, LLC | Lake Oswego | $121.7M | — |
| Willamette Financial Advisors, LLC | Portland | $117.5M | — |
| Modernist Financial, LLC | Portland | $113.3M | — |
| Soaring Investment Management, LLC | Portland | $112.5M | — |
| Compass Investment Advisers, LLC | Portland | $110.5M | — |
| Tenbridge Partners LLC | Portland | $110M | — |
| Rooted Financial Group, LLC | Tigard | $108.7M | — |