NewRiaPulse: records in Oregon
13 newRiaPulse: records in Oregon are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-19 to 2026-08-06; the most frequent is Efm Investments & Advisory LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
13 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-19 to 2026-08-06. Most frequent: Efm Investments & Advisory LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Efm Investments & Advisory LLC (1)
- Axia Wealth Management INC (1)
- Stonepine Capital Management, LLC (1)
- J.P. Capital Management, INC. (1)
- Northwind Financial LLC (1)
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What are the top newRiaPulse: records in Oregon right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Efm Investments & Advisory LLC | $680,035,856 | 9 | Portland |
| Axia Wealth Management INC | $148,002,969 | 484 | Bend |
| Stonepine Capital Management, LLC | $181,001,870 | 1 | Bend |
| J.P. Capital Management, INC. | $166,598,986 | 162 | Eugene |
| Northwind Financial LLC | $142,241,176 | 361 | Bend |
| Lifelong Wealth Management Group, LLC | $121,740,000 | 187 | Lake Oswego |
| Modernist Financial, LLC | $113,275,149 | 264 | Portland |
| Capstone Wealth Management Group, INC. | $243,000,000 | 605 | Bend |
| Fairchild Capital LLC | $102,789,935 | 322 | Portland |
| Soaring Investment Management, LLC | $112,516,204 | 464 | Portland |
| Washington Park Capital Management, LLC | $359,458,316 | 317 | Portland |
| Xena Financial Planning, LLC | $104,461,476 | 384 | Portland |
| Rock Creek Wealth Management | $101,145,657 | 477 | Hillsboro |
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Frequently asked questions
How many newRiaPulse: records in Oregon are listed?
13 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-08-06.
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Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records