Clients per advisor for Supported firms serving clients in Oregon

In Oregon, supported financial advisory firms tend to serve a higher number of clients per advisor compared to the national pattern, with a median of 74 clients per advisor versus the national median of 47. This suggests that Oregon firms often operate with more structured, scalable models, allowing advisors to manage larger client bases efficiently. With 337 supported firms in the state, the market reflects a robust presence of small teams or advisors with staff who balance growth and client service. For clients, this means Oregon advisors may offer a blend of personalized attention and streamlined processes, depending on the firm's approach.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

5th 20th 40th 60th 80th 95th

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Sierra Asset Management	Very High 849	849	1	3
Preston Investments	Very High 842	2,526	3	4
Pacifica Partners Capital Management	Very High 544	544	1	10
Catalyst Financial NW Corporation	Very High 527	1,054	2	4
Arta Finance	Very High 522	1,043	2	68
Superior Planning Wealth Management & Family Office	Very High 509	509	1	12
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Encore Wealth Advisors	Very High 437	437	1	4
Orca Wealth Management, LLC	Very High 406	406	1	2
Monson Wealth Management, Inc.	Very High 364	364	1	3
Asia Pacific Financial Management Group, Inc.	Very High 354	1,417	4	9
Gunderson Capital Management	Very High 347	694	2	4
GreenPortfolio Inc.	Very High 346	346	1	6
McAlvany Wealth Management, LLC	Very High 325	650	2	5
Encompass Wealth Advisors, LLC	Very High 318	1,272	4	5
Elevation Capital Advisory	Very High 316	631	2	8
Fisher & Wiens Wealth Management, LLC	Very High 300	300	1	1
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Retirement Planning Specialists, Inc.	Very High 278	556	2	2
Sanchez Gaunt Capital Management, LLC	Very High 277	830	3	5
Claremont Financial Group,Inc.	Very High 275	275	1	4
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Newbore Wealth Management, Inc.	Very High 264	528	2	3
Jones & Associates Premier Financial Solutions	Very High 260	519	2	3
Fidelis IM	Very High 246	246	1	3
Wabash Capital, Inc.	Very High 244	488	2	3
Challenger Wealth Management	Very High 238	238	1	3
Piedmont Capital Management, LLC	Very High 232	464	2	3
Trademark Financial Management, LLC	Very High 229	458	2	5
Solano Wealth Advisors	Very High 228	456	2	7
Kiker Wealth Management, LLC	Very High 224	894	4	9
Stock Management LLC	Very High 220	439	2	2
Palouse Capital Management, Inc.	Very High 219	877	4	4
Crown Point Wealth Advisors	Very High 218	653	3	3
Financial Avengers, Inc.	Very High 206	206	1	2
Markin Asset Management, LP	Very High 206	412	2	3
4:8 Financial	Very High 205	821	4	8
Cornerstone Alternatives	Very High 205	410	2	6
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Wagner Planning	Very High 203	203	1	5
Lettin Wealth Management Group, Inc.	Very High 200	200	1	3
Adirondack Financial Services Corp	Very High 199	596	3	16
Wealthguard Advisors, Inc.	Very High 195	390	2	5
Interwest Investment Advisors, Inc	Very High 195	389	2	2
Graystone Partners Wealth Management, LLC	Very High 194	581	3	5
Welch Investment Group, LLC	Very High 194	387	2	3
Lefavi Wealth Management	Very High 192	576	3	5
Washington Park Capital Management, LLC	Very High 191	191	1	3
Financial Forum, Inc.	Very High 191	572	3	4
Wayfinding Financial, LLC	Very High 181	361	2	5
January Capital Advisors LLC	Very High 180	180	1	4
Sherman, Young & Leavitt, LLC	Very High 178	356	2	3
Evergreen Wealth Partners LLC	Very High 177	708	4	9
Abound Financial	Very High 175	525	3	3
Stride Investments, LLC	Very High 175	524	3	8
Soundpath Retirement Strategies, LLC	Very High 173	690	4	8
Bell & Brown Wealth Advisors, LLC	Very High 167	500	3	3
Pacific Capital Associates	Very High 166	497	3	6
Stangier Wealth Management	Very High 165	496	3	4
Shaker Financial Services	Very High 165	329	2	6
MarketRiders	Very High 159	477	3	6
Timepiece Financial Planning, Inc.	Very High 159	159	1	3
Connected Wealth Solutions, LLC	Very High 156	312	2	3
Pinnacle Wealth Management, LLC	Very High 153	458	3	5
The Clark Group Asset Management	Very High 153	458	3	5
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
von Adelung Wealth Management	Very High 148	296	2	5
Arrian Investments, Inc.	Very High 147	442	3	5
Hallett Advisors	Very High 147	293	2	5
Wordhouse Wealth Coaching	Very High 147	293	2	2
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
Portland Private Wealth Management, Inc.	Very High 146	439	3	5
Wood Tarver Financial	Very High 144	575	4	5
Roosevelt Advisors LLC	Very High 143	286	2	2
Next Level Wealth Planning, LLC	Very High 143	572	4	5
Tumwater Wealth Management, LLC	Very High 142	284	2	4
Littlejohn Financial Services Inc	Very High 139	555	4	8
ROI Financial	Very High 136	272	2	8
Axiom Wealth Strategies, LLC	Very High 136	272	2	3
Westmark Wealth Management	Very High 136	543	4	4
Wellspring Advisors, Inc.	Very High 136	271	2	5
Continuity Wealth Management, Corp.	Very High 135	270	2	4
Hardworking Capital Advisors, LLC	Very High 135	269	2	2
Advisifi LLC	Very High 133	133	1	6
Capstone RIA	Very High 131	262	2	3
NW Advisory	Very High 131	261	2	2
Hesen & Haslam	Very High 131	261	2	5
Retirement Capital Strategies, Inc.	Very High 131	261	2	6
Digital Asset Investment Management	Very High 128	255	2	4
Rooted Financial Group, LLC	Very High 127	254	2	3
Sterling Retirement Group of Sacramento	Very High 126	503	4	4
M Premier Partners	Very High 126	251	2	3
Physician Family Financial Advisors Inc	Very High 125	376	3	4
Demars Financial Group LLC	Very High 125	498	4	4
Finley Financial, LLC	Very High 124	124	1	1
Ryan Financial Solutions, LLC	Very High 124	247	2	2
True North Retirement Advisors, LLC	Very High 122	365	3	7
Phillip B. White Co., Inc	Very High 122	243	2	2
Florin Pensions LLC	Very High 121	485	4	5
SkyOak Capital, Inc.	Very High 118	236	2	5
Hurley Financial Group, Inc.	Very High 117	467	4	6
Integrity Wealth Partners, LLC	Very High 116	231	2	4
Cottonwood Wealth Strategies, LLC	Very High 115	230	2	5
Five Pine Wealth	Very High 115	345	3	3
Lighthouse Financial Services Inc	Very High 115	458	4	6
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Principium Investments LLC	Very High 114	227	2	3
Your Private Client Group, Inc.	Very High 113	225	2	2
MFA Wealth Services	Very High 112	224	2	3
Vantage Financial Group	Very High 110	441	4	4
James R. Martin Consulting, Inc	Very High 110	220	2	3
Bellevue Asset Management, LLC	Very High 110	219	2	2
Vantage Wealth Management LLC	Very High 110	219	2	5
Allen Capital Management, LLC	Very High 109	109	1	9
Dale Q. Rice Investment Management	Very High 108	108	1	4
The Blakeley Group Inc	Very High 107	107	1	4
Fifr	Very High 107	214	2	2
Strada Financial Group LLC	Very High 107	213	2	4
MSP Wealth Management, LLC	High 104	414	4	6
FamilyWealth Asset Management	High 103	413	4	4
Cairn Investment Group	High 103	309	3	6
Cascade Financial Strategies	High 102	307	3	5
Wealthspring	High 102	409	4	7
RBP Investment Advisors Inc.	High 102	102	1	4
Logan Park Wealth Management	High 102	408	4	6
Eldon Reese Advisory Group	High 101	302	3	6
Willamette Financial Advisors, LLC	High 101	201	2	3
Merryfield Barnes, LLC	High 100	200	2	4
Lookahead Wealth LLC	High 100	199	2	2
Dachtler Wealth Advisors, LLC	High 99	198	2	4
Law & Associates Inc	High 99	297	3	6
Bay Harbor Wealth Management, LLC	High 99	396	4	6
AIO Financial, LLC	High 99	197	2	4
Koenig Investment Advisory, LLC	High 98	293	3	3
Callahan Capital Management	High 97	389	4	5
Portfolio Strategies Inc	High 96	289	3	5
Lodestone Wealth Management LLC	High 96	287	3	3
Pring Turner	High 94	188	2	4
Gateway Financial & Estate Planning, Inc.	High 93	370	4	4
Urban Wealth Management (UWM)	High 92	275	3	5
Summit Wealth Management Group, Inc.	High 92	366	4	4
TJT Capital Group, LLC	High 91	181	2	4
Lifelong Wealth Management Group, LLC	High 91	181	2	2
Madison Park Capital Advisors, LLC	High 90	358	4	4
Snider Advisors	High 89	357	4	4
Tenbridge Partners LLC	High 89	356	4	5
Arcadia Investment Advisors, LLC	High 89	266	3	6
Rice Financial Consulting, Inc.	High 88	351	4	5
Babb Wealth Advisors LLC	High 87	347	4	8
TradeWinds Wealth Management	High 87	260	3	4
Mustard Seed Financial	High 87	346	4	4
Sierra Financial Advisory	High 87	173	2	2
Para Wealth Advisors, Inc.	High 86	257	3	4
Miller Financial Group, LLC	High 85	170	2	2
Ketron Financial LLC	High 84	252	3	3
TWM Wealth Management Corp	High 84	167	2	2
True Wealth Group	High 82	164	2	5
Sonoma Allocations	High 82	328	4	5
High Pines Wealth Management LLC	High 82	163	2	5
Investable	High 81	81	1	4
Shri Advisors	High 81	161	2	2
Apple & Associates	High 80	239	3	4
Portfolio Advisors, Inc.	High 79	238	3	7
Lesa Sroufe & Company, Inc.	High 79	238	3	4
Rock Creek Wealth Management	High 79	237	3	3
IQVestment, LLC	High 78	235	3	5
Blue Marble Investments	High 78	235	3	3
Inman Financial Services, Inc.	High 78	234	3	5
Twenty Twenty Investment Advisors, LLC	High 78	312	4	6
Navigoe, LLC	High 78	155	2	3
Rogue Advisors, LLC	High 77	154	2	2
Trihelix Wealth Collective	High 77	153	2	2
Pearl Planning	High 76	305	4	7
Breakwater Investment Management	High 76	152	2	3
Dynamic Wealth Advisors	High 76	304	4	4
Financial Investment Team ("FIT")	High 76	303	4	5
Grand Central Investment Group, LLC	High 76	227	3	5
ProCore Advisors, LLC	High 75	224	3	3
Financial Life Planners	High 75	298	4	7
APEX Wealth Advisors LLC	High 74	223	3	3
Courage Miller Partners, LLC	High 74	222	3	4
Capital Financial Planners	High 74	221	3	5
Ball & Company	High 74	147	2	4
Pecaut Wealth Management	High 73	219	3	6
Malaga Cove Capital, LLC	High 73	218	3	4
COPIA Wealth Management	High 72	288	4	4
Stapp Wealth Management, PLLC	High 72	215	3	3
Martin Capital Partners, LLC	High 72	286	4	4
Amara Financial, LLC	High 72	143	2	3
Investable Wealth, LLC	High 72	143	2	2
Sky-Mountain Capital Management	High 71	141	2	2
Secure Retirement Financial & Insurance Services Corp.	High 70	211	3	5
The Sterling Group	High 70	281	4	9
Rubey & Rust Capital Management, LLC	High 70	140	2	3
Invera Wealth Advisors LLC	High 70	139	2	3
Erlandson Wealth Management	High 70	139	2	2
Shira Ridge Wealth Management	High 69	277	4	6
Fairfield Financial Advisors	High 69	138	2	4
First Wilshire Securities Management, Inc.	High 69	275	4	9
Columbia River Financial Group	High 69	274	4	4
Decision Investments, Inc.	High 68	135	2	3
Audible Wealth Management	High 67	269	4	5
Ambassador Wealth Management, LLC	High 67	134	2	6
Tactivest, LLC	High 67	200	3	3
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
Oregon Pacific Wealth Management	High 66	265	4	5
Lake Road Advisors, LLC	High 66	132	2	2
aLuman	High 66	132	2	2
TRU Independence Asset Management 2, LLC	High 66	263	4	33
917 Advisory Services LLC	High 65	195	3	4
Grange Capital, LLC	High 65	259	4	6
Cavalot Capital	High 65	129	2	2
Return on Life Wealth Partners	High 64	255	4	13
Silver Oak Advisory Group	Typical 63	190	3	8
Capstone Wealth Advisors, LLC	Typical 63	125	2	3
Summa Global Advisors, LLC	Typical 63	125	2	2
Retirementadvice \| Jka	Typical 63	250	4	4
Capitol Family Office, Inc.	Typical 62	124	2	2
Syman-Degler Group, LLC	Typical 62	185	3	3
Keystone Advisory Group	Typical 61	122	2	3
JH Advisors	Typical 61	122	2	4
Foothills Advisors, LLC	Typical 61	182	3	3
Taurus Capital Advisors, LLC	Typical 61	242	4	5
Meridian Financial Group, Inc.	Typical 61	121	2	2
JGC Tax & Wealth Management	Typical 60	181	3	3
Village Wealth Advisors	Typical 60	240	4	4
Xena Financial Planning, LLC	Typical 59	118	2	4
Cascade Investment Advisors, Inc.	Typical 59	177	3	7
Mench Financial Inc	Typical 58	175	3	4
Columbia River Advisors	Typical 58	231	4	6
Marquam Capital	Typical 58	173	3	3
Bridgelight Capital LLC	Typical 58	173	3	4
Middleton & Company	Typical 58	115	2	4
Millennial Wealth	Typical 57	229	4	6
Soaring Investment Management, LLC	Typical 57	171	3	5
Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies	Typical 57	57	1	3
Handy & Company Financial Advisors, Inc.	Typical 57	114	2	2
Costello Financial Planning, Inc.	Typical 55	109	2	2
Springwater Wealth Management, LLC	Typical 55	109	2	2
Pearl Wealth LLC	Typical 53	105	2	4
Wychick Investment Advisors, Inc.	Typical 52	104	2	2
Nwk Group	Typical 52	207	4	6
V2 Financial Group, LLC	Typical 51	205	4	5
UTA LLC	Typical 51	102	2	2
KilterHowling LLC	Typical 51	203	4	4
Axia Wealth Management Inc	Typical 51	152	3	4
Trailhead Planners, LLC	Typical 50	151	3	4
44 Wealth Management LLC	Typical 50	201	4	5
Echo45 Advisors LLC	Typical 50	201	4	8
Cuthbert Financial Guidance	Typical 50	100	2	3
Seattle Wealth Management LLC	Typical 50	100	2	2
Clarity Capital Management LLC	Typical 50	100	2	2
Holistic Finance LLC	Typical 50	198	4	5
Gould Capital, LLC	Typical 49	146	3	3
Waterrock Global Asset Management	Typical 49	146	3	3
Fort Vancouver Investment Management, LLC	Typical 48	193	4	4
Grant Koehler & Levin Ltd.	Typical 48	191	4	4
Clelland & Company Inc	Typical 48	95	2	3
Strategic Advocates, LLC	Typical 47	141	3	3
Anselme Capital, Inc.	Typical 47	94	2	2
Convexity Wealth Management, LLC	Typical 47	94	2	2
Marin Wealth Advisors LLC	Typical 47	94	2	3
Pathways Advisory Group, Inc.	Typical 47	186	4	10
Defined Wealth Management, LLC	Typical 46	137	3	4
Financial Freedom for Dentists LLC	Typical 45	136	3	3
Swiftwater Capital	Typical 45	45	1	3
Monteith Wealth	Typical 45	90	2	6
Bernard & Johnson Family Wealth Management	Typical 45	89	2	2
Waits Investments, LLC	Typical 45	89	2	2
Samara Capital	Typical 45	89	2	2
Nexus Strategic Wealth	Typical 44	88	2	3
The Freyr Group	Typical 44	132	3	3
Compass Investments LLC	Typical 44	176	4	5
Capital Squared Financial LLC	Typical 44	87	2	3
North Ridge	Typical 43	130	3	3
Finance Wisdom	Typical 43	128	3	4
My Personal CFO, LLC	Typical 43	85	2	3
Holton & Kosanke Wealth Management, LLC	Typical 42	127	3	3
Pine Haven Investment Counsel, Inc.	Typical 42	84	2	3
Davies Financial Advisors, Inc.	Typical 42	125	3	10
Viento Financial Group, LLC	Typical 42	83	2	2
Opportunus Wealth Management, LLC	Typical 41	123	3	3
Figure 8 Investment Strategies LLC	Typical 41	163	4	7
Rosenblum Silverman Sutton Sf Inc	Low 40	159	4	5
Skyline Financial Northwest	Low 40	119	3	3
Fpfoco	Low 40	119	3	4
APM Wealth	Low 40	79	2	3
Vigilare Wealth Management LLC	Low 39	157	4	6
Value Investment Professionals, LLC	Low 39	156	4	4
Main Avenue Financial Services, LLC	Low 39	77	2	2
Datalign	Low 38	38	1	20
Somerset Wealth Management, LLC	Low 38	76	2	2
Coho Advisory Services, LLC	Low 37	148	4	4
BMA Advisors, LLC	Low 37	111	3	4
HighRoad Wealth Advisors, LLC	Low 37	110	3	3
Compass Investment Advisers, LLC	Low 36	72	2	2
Settlement Capital Advisors	Low 36	108	3	3
Red Spruce Capital, LLC	Low 36	143	4	4
Pilot Wealth Management	Low 36	71	2	2
Evergreen Wealth Advisors	Low 36	142	4	18
Keith McBride Financial Services Inc.	Low 35	70	2	2
Barker Wealth Management, LLC	Low 35	70	2	2
Sound Investment Management Inc	Low 35	140	4	4
MKG Financial Group, Inc.	Low 35	70	2	2
Galileo Planning Group, Inc.	Low 35	140	4	7
Thalassa Capital LLC	Low 35	70	2	2
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Strategy Cap, LLC	Low 34	68	2	2
SimplyRich	Low 34	67	2	2
Abernathy Group II LLC	Low 33	33	1	4
Canaccord Genuity Wealth Management (USA) Inc.	Low 33	66	2	31
Liberty Capital Investment Corporation	Low 33	131	4	6
MCS Family Wealth Advisors	Low 32	64	2	2
Strategic Investment Advisors, Inc.	Low 32	64	2	2
Rain or Shine Planning, LLC	Low 32	63	2	2
Interactive Wealth Advisors	Low 32	63	2	2
Timberchase Financial, LLC	Low 32	126	4	7
Van Strum & Towne Inc	Low 31	94	3	6
Alturas Wealth Management, LLC	Low 31	61	2	2
Three Oaks Wealth	Low 30	91	3	4
Symphony Retirement Partners LLC	Low 30	91	3	3
Serene Point Advisors LLC	Low 30	60	2	2
Bristlecone Value Partners, LLC	Low 30	90	3	3
Planful Finance LLC	Low 30	60	2	2
Private Asset Management Inc	Low 30	60	2	4
CLS Financial Advisors, Inc.	Low 29	87	3	5
Westlake Wealth Management, LLC	Low 29	57	2	2
West Coast Capital Management, LLC	Low 28	84	3	8
Blue River Capital Management	Low 28	55	2	2
Masters Tax and Financial Planning LLC	Low 27	54	2	2
Birchwood Capital	Low 27	53	2	3
Fyooz Financial Planning	Low 26	79	3	3
Consilium Wealth Advisory, LLC	Low 26	102	4	5
Bruno Mountain Advisory, LLC	Low 25	50	2	2
Optimum Capital Strategies	Low 25	50	2	2
Mok Capital Management	Low 25	74	3	3
VergePointe Wealth Management, LLC	Low 25	98	4	4
Hawkins Investment Counsel, LLC	Low 25	98	4	4
Dollinger Management Inc.	Low 24	48	2	2
NEOKAI Capital	Low 23	70	3	3
Uplevel Wealth	Low 22	44	2	2
Isler Wealth Management, LLC	Low 22	44	2	2
Equilus Group Inc	Low 22	86	4	6
Acentrus Financial Partners LLC	Low 22	43	2	2
Rutherford Investment Management	Very Low 21	62	3	4
Farnam Financial	Very Low 20	81	4	4
Goldmark Financial Planners, LLC	Very Low 20	40	2	2
Fiduciary Capital Management LLC	Very Low 20	40	2	12
Insight Financial	Very Low 20	40	2	2
Westlake Wealth Management LLC	Very Low 19	74	4	4
M Stevens Wealth Advisors, LLC	Very Low 19	37	2	2
Evolve Wealth Advisors LP	Very Low 18	55	3	3
Meridian Wealth Management	Very Low 18	71	4	4
Integrated Capital Planning LLC	Very Low 18	35	2	2
Consolidated Financial Management Corp.	Very Low 16	65	4	4
Western Pacific Wealth Management, LP	Very Low 16	32	2	3
Modernist Financial, LLC	Very Low 16	48	3	5
Batley & Associates	Very Low 16	31	2	2
Filigree Wealth Advisors, LLC	Very Low 15	45	3	3
Prospera Capital Management, LLC	Very Low 15	44	3	3
Browning Capital Management LLC	Very Low 15	29	2	2
2260 West	Very Low 14	43	3	6
Innovation Partners LLC	Very Low 13	26	2	305
Vita Planning Group LLC	Very Low 13	50	4	12
MaxAdvisor Private Management	Very Low 12	23	2	2
Jones Kertz & Associates, Inc.	Very Low 11	44	4	4
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
GT Investment Management, LLC	Very Low 9	35	4	4
Maxwell Financial Group, Inc	Very Low 8	25	3	3
Greenbridge Investment Management, LLC	Very Low 7	13	2	2
Smithbrook, LLC	Very Low 5	15	3	3
Keturi Investment Management, LLC	Very Low 4	13	3	5
Aumakua Capital Management LLC	Very Low 4	8	2	2
Maxiam Capital, LLC	Very Low 4	7	2	2
Zacks Intelligence LLC	Very Low 1	1	1	7
Third Stanza Group	Very Low 1	1	2	2

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