Clients per advisor for Independent firms in Oregon

In Oregon, independent financial advisors tend to serve a higher number of clients per advisor compared to the national median for this category. With 174 independent firms and a median client count of 33, advisors in the state generally manage a moderately larger client base than the typical 24 clients seen nationally. This suggests that Oregon’s independent advisors may balance personalized service with a somewhat broader client reach, potentially reflecting a mix of advisors in growth phases and those maintaining manageable caseloads. For clients, this could mean access to advisors who offer a blend of relationship focus and operational efficiency.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Shared Prosperity Group	Very Low 1	1	1	2
Seneca Wealth Advisors, LLC	Very Low 2	2	1	1
Bautista Planning and Analytics, LLC	Very Low 2	2	1	1
Alpine Road Financial	Very Low 3	3	1	1
Tandem Financial Planning LLC	Very Low 3	3	1	1
Meriwether Family Office, LLC	Very Low 3	3	1	2
George Hill Asset Management, LLC	Very Low 3	3	1	1
Harbor Horizon Financial, LLC	Very Low 4	4	1	1
Keychain Asset Management	Very Low 4	4	1	1
Trillium Valley Financial Planning	Very Low 5	5	1	1
Guiding Financial, LLC	Very Low 5	5	1	1
John C. Foti, DBA Experient Portfolio Management	Very Low 5	5	1	1
Quilt Investment Management, LLC	Very Low 5	5	1	1
Greeley Wealth Management	Very Low 5	5	1	1
Rose City Investment Consulting LLC	Very Low 6	6	1	1
TBG Investing	Very Low 6	6	1	1
Pinestar Capital Advisors LLC	Very Low 6	6	1	1
Neil A. Rue, CFA Investment Advisor	Very Low 6	6	1	1
Innovator Wealth Advisor, LLC	Very Low 6	6	1	1
Compound Insight	Very Low 7	7	1	1
Steve Pearson Capital Management LLC	Very Low 7	7	1	1
W.H. Lewis Financial, LLC.	Very Low 7	7	1	1
Strategic Finance Inc.	Very Low 8	8	1	1
Weikart Advisory Services LLC	Low 9	9	1	1
Money Blossoms	Low 9	9	1	1
Moneywise Financial Advisors	Low 9	9	1	1
Mark Sharp Retirement	Low 9	9	1	1
Zen Trends Capital LLC	Low 9	9	1	1
Gradow Capital Management, LLC	Low 9	9	1	1
Sunset Strategic Financial Advisors, LLC	Low 10	10	1	1
Scruggs Advisors, LLC	Low 10	10	1	1
Doty Equity Advisors, Inc.	Low 10	10	1	1
Thistle Wealth	Low 11	11	1	1
Pathlight Financial Planning LLC	Low 11	11	1	1
Pursuit Planning and Investments, LLC	Low 11	11	1	1
Magnolia Growth Capital	Low 12	12	1	1
EISRC	Low 12	12	1	1
Total Assets Management, Inc.	Very Low 12	12	1	2
True Purpose Advisors, LLC	Low 12	12	1	1
Tandem Views Investment Services, LLC	Low 13	13	1	1
FullGuards Financial	Low 15	15	1	1
Gallagher Capital Corp.	Low 16	16	1	1
Crossroads Wealth Planning	Low 16	16	1	1
D. Mattersdorff LLC	Low 16	16	1	1
Difi Advisory	Low 16	16	1	1
Nandi Pathefinder & Flourish Financial Group	Low 17	17	1	1
Cascadia Investment Consultants	Low 17	17	1	1
Grow Planning, LLC	Low 18	18	1	1
DJ Financial	Low 18	18	1	1
Paradise Advisor Group LLC	Typical 19	19	1	1
AIM Advisors	Typical 19	19	1	1
Heissler Financial, LLC	Typical 20	20	1	1
Ravensview Capital Management, LLC	Typical 20	20	1	1
Real Agency Wealth LLC	Typical 20	20	1	1
Greig, Kevin P	Typical 20	20	1	1
Old Growth Financial LLC	Typical 20	20	1	1
Strategic Wealth Management, LLC	Typical 21	21	1	1
Henderson Asset Management, LLC	Typical 21	21	1	1
Rww Investment Advisors Inc.	Typical 21	21	1	1
Tailored Financial Planning	Typical 22	22	1	1
Gerritz Wealth Management, Inc.	Typical 22	22	1	1
DIWY Financial Planning	Typical 22	22	1	1
Pacific Capital Works, Inc.	Typical 22	22	1	1
Independent Investment Advisors	Typical 23	23	1	1
ViviFi Planning	Low 23	23	1	2
Head to Toe Financial Planning	Typical 23	23	1	1
Narrative Financial Group	Typical 25	25	1	1
Stewardship Investment Services LLC	Typical 26	26	1	1
Financial Facilitators, Inc.	Typical 26	26	1	1
Wipple Creek, LLC	Typical 26	26	1	1
Sunnybranch Wealth LLC	Typical 27	27	1	1
Empowering Finance, LLC	Typical 27	27	1	1
Gray Wealth Strategies LLC	Typical 27	27	1	1
Alongside Financial Partners	Typical 27	27	1	1
Wealth Management Northwest, Inc.	Typical 27	27	1	1
Laurelhurst Asset Management LLC	Typical 28	28	1	1
Wide Eye Capital	Typical 28	28	1	1
WTF Planning	Typical 28	28	1	1
Ascent Financial Advisors	Typical 30	30	1	1
Hunter Investment Services LLC	Typical 30	30	1	1
Capital Income Management, LLC	Typical 30	30	1	1
Financial Planning Northwest	Typical 30	30	1	1
ADB Capital Management, LLC	Typical 31	31	1	1
Integrated Retirement Strategies	Typical 31	31	1	1
Aegis Financial Advisory	Typical 31	31	1	1
Pihl Financial Planning	Typical 31	31	1	1
Collective Wealth Planning	Typical 31	31	1	1
Sloan Advisory Group, Inc.	Typical 32	32	1	1
Mulligan Capital, Inc.	Typical 32	32	1	1
Rare Wolf Capital LLC	High 33	33	1	1
RIO Financial Planning	High 33	33	1	1
Seagrass Financial, LLC	High 34	34	1	1
XEL	High 34	34	1	1
Svane Capital, LLC	High 35	35	1	1
Whitewater Wealth	High 35	35	1	1
Flight Capital Management, LLC	High 35	35	1	1
TMG Wealth Advisors, Inc.	Low 35	35	1	2
Treeline Financial Planning	High 36	36	1	1
Hermens Capital Management, Inc	High 36	36	1	1
Brightwood Ventures, LLC	High 36	36	1	1
Vessel Wealth Advisors LLC	High 36	36	1	1
Vintage Asset Management, LLC	High 36	36	1	1
Kleinsmith Resource Management, LLC	High 37	37	1	1
Sundowner Capital Management LLC	High 37	37	1	1
MW Investment Advisor, LLC	High 38	38	1	1
MAR Financial	High 38	38	1	1
Timberline Investment Management, LLC	High 39	39	1	1
Burnside and Co.	High 40	40	1	1
Gratke Wealth, LLC	High 40	40	1	1
Boz & Company LLC	High 40	40	1	1
J.P. Capital Management, Inc.	High 41	41	1	1
GlacierWealth	High 41	41	1	1
Carlton Advisors, LLC	High 42	42	1	1
Clements Investment Management	High 42	42	1	1
Insight Investment Solutions	High 45	45	1	1
Beacon Rock Wealth Advisors	High 45	45	1	1
Markiz Wealth Management	Typical 45	45	1	2
Cognitiant Registered Investment Advisors	High 45	45	1	1
MP Townsend Financial	High 46	46	1	1
Parish & Company LLC	High 46	46	1	1
WBH Financial Services, LLC	Typical 46	46	1	2
Raaf Investment Advisors, LLC	Typical 47	47	1	2
Crest Financial, LLC	High 47	47	1	1
Watershed Wealth Planning LLC	High 47	47	1	1
Tarascio Financial Planning, LLC	High 49	49	1	1
T. Mann Financial	Typical 51	51	1	2
Clarity Financial, LLC	High 51	51	1	1
Gabriel Capital, LLC	High 54	54	1	1
Oppna Wealth LLC	High 54	54	1	1
1B - Inbundance Wealth Management	High 54	54	1	1
RX Investment Solutions LLC	High 55	55	1	1
Penfield Investments LLC	High 55	55	1	1
Westface Financial Advisory	Typical 57	57	1	2
Oswego Private Wealth Management	High 57	57	1	1
Red Sky Financial Planning, LLC	High 59	59	1	1
Maranantha Financial	High 60	60	1	1
Opportunity Investment Group, LLC	High 60	60	1	1
Jaffe Financial Services, LLC	High 60	60	1	1
Eugenio Financial	Typical 62	62	1	2
Delphi Advisers	Very High 62	62	1	1
Executive Investment Services, LLC	Typical 63	63	1	2
Dobson Asset Management LLC	Typical 63	63	1	2
Woven Capital, LLC	Very High 65	65	1	1
Rubicon Global Group, Rubicon Global Advisors	Very High 65	65	1	1
Birch Elliott Financial, LLC	Very High 67	67	1	1
Willamette Valley Wealth Management, LLC	Very High 67	67	1	1
Madrona Wealth Management LLC	Very High 68	68	1	1
Ciclo Wealth LLC	Very High 68	68	1	1
Taylor Goddard Investments	Very High 68	68	1	1
Living Earth Investments, LLC	Very High 70	70	1	1
Insight Advisors NW, LLC	Very High 70	70	1	1
Venture Forth Financial	Very High 70	70	1	1
Nest Financial Planning, LLC	High 71	71	1	2
Blueprint Financial Advisors, LLC	Very High 73	73	1	1
North Forty Two & Co.	High 74	74	1	2
Encompass Financial Planning	Very High 74	74	1	1
Blue Rock Financial Services, Inc.	Very High 74	74	1	1
JPS Global Investments, LLC	Very High 74	74	1	1
Oregon Financial Products & Services, LLC	Very High 75	75	1	1
Delphi Wealth Partners	High 79	79	1	2
EmboldenFP	Very High 80	80	1	1
Conway Partners	High 81	81	1	2
Integrated Advisors	Very High 82	82	1	1
McKelvey Wealth Management, LLC	Very High 82	82	1	1
Reign Wealth Logic	Very High 86	86	1	1
Momentum Financial and Insurance Services LLC	Very High 91	91	1	1
Goalen Capital Advisors, LLC	High 91	91	1	2
Arc Advisers LLC	Very High 91	91	1	1
Aspire Wealth Advisors, LLC	Very High 91	91	1	1
Peterson Wealth Management	Very High 95	95	1	1
Eureka Financial Planners, LLC	Very High 98	98	1	1
Mallery Financial	High 100	100	1	2
Columbia Wealth Advisors LLC	Very High 101	101	1	1
Scout Asset Management	Very High 103	103	1	1
Pacific Coast Investment Advisors, LLC	Very High 105	105	1	1
Ridinger Wealth Management, LLC	Very High 105	105	1	1
Fairchild Capital LLC	High 107	107	1	2
Overland Park Wealth Management LLC	Very High 108	108	1	1
Palladio Consulting LLC	Very High 108	108	1	2
Sykes Financial Services	Very High 111	111	1	1
GSR Capital Management, Inc.	Very High 113	113	1	1
Chaim Investment Advisors LLC	Very High 114	114	1	1
CSLA Financial Inc	Very High 122	122	1	1
Clear Resource Group, LLC	Very High 125	125	1	2
Davidson & Watson Financial	Very High 152	152	1	1
Sustainvest Asset Management, LLC	Very High 158	158	1	1
Pembroke Asset Advisors, LLC	Very High 168	168	1	2
Enduring Wealth Management, LLC	Very High 170	170	1	1
Purpose First Financial, LLC	Very High 172	172	1	2
Burgess Financial Planning	Very High 177	177	1	1
Thoughtful Money LLC	Very High 187	187	1	1
McBee Advisors, Inc.	Very High 219	219	1	1
B P Financial Associates, LLC	Very High 304	304	1	1
Schulmerich & Associates Asset Management, LLC	Very High 392	392	1	2
A.T. Lloyd's, Inc	Very High 418	418	1	2
Skloff Financial Group	Very High 444	444	1	1
LendingRobot	Very High 609	609	1	2
Clarion Advisors Inc.	Very High 632	632	1	1

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Clients per advisor for Independent firms serving clients in Oregon