| Firm | City | Reg. AUM | Funds |
|---|---|---|---|
| Axiom Wealth Strategies, LLC | Bend | $100.1M | — |
| Martin Capital Partners, LLC | Eugene | $95.9M | — |
| Sundowner Capital Management LLC | Bend | $77.5M | — |
| Icon Financial Services LLC | Portland | $6.8M | — |
| Carlson Financial, Inc. | Canby | — | — |
| Rock Creek Wealth Management, LLC | Hillsboro | — | — |
| Washington Park Capital Management, LLC | Portland | — | — |
| Holon Wealth Management, Inc | Eugene | — | — |