Ranked by total shares and deposits Credit Unions (Continued) 42. Portland Local 8 Federal Credit Union TOTAL SHARES AND DEPOSITS: $36 MILLION TOTAL ASSETS: $40.4 MILLION | MEMBERS: 2,214 BRANCHES: 1 | FULL-TIME EMPLOYEES: 9 43. Northwest Adventist Federal Credit Union TOTAL SHARES AND DEPOSITS: $30.5 MILLION TOTAL ASSETS: $35.4 MILLION | MEMBERS: 3,168 BRANCHES: 1 | FULL-TIME EMPLOYEES: 7 44. EWEB Employees Federal Credit Union TOTAL SHARES AND DEPOSITS: $30 MILLION TOTAL ASSETS: $34.1 MILLION | MEMBERS: 1,395 BRANCHES: 2 | FULL-TIME EMPLOYEES: 4 45. Gateway Credit Union TOTAL SHARES AND DEPOSITS: $23 MILLION TOTAL ASSETS: $29.7 MILLION | MEMBERS: 2,126 BRANCHES: 1 | FULL-TIME EMPLOYEES: 4 46. Emerald Empire Credit Union TOTAL SHARES AND DEPOSITS: $20.9 MILLION TOTAL ASSETS: $26.7 MILLION | MEMBERS: 2,529 BRANCHES: 1 | FULL-TIME EMPLOYEES: 6 47. IBEW/SJ Cascade Federal Credit Union TOTAL SHARES AND DEPOSITS: $19.2 MILLION TOTAL ASSETS: $22 MILLION | MEMBERS: 2,688 BRANCHES: 1 | FULL-TIME EMPLOYEES: 4 48. South Coast ILWU Federal Credit Union TOTAL SHARES AND DEPOSITS: $14.7 MILLION TOTAL ASSETS: $18 MILLION | MEMBERS: 1,045 BRANCHES: 1 | FULL-TIME EMPLOYEES: 5 49. Machinists-Boilermakers Federal Credit Union TOTAL SHARES AND DEPOSITS: $3.8 MILLION TOTAL ASSETS: $4.3 MILLION | MEMBERS: 539 BRANCHES: 1 | FULL-TIME EMPLOYEES: 1 50. OPC Federal Credit Union TOTAL SHARES AND DEPOSITS: $2.8 MILLION TOTAL ASSETS: $2.8 MILLION | MEMBERS: 311 BRANCHES: 1 | FULL-TIME EMPLOYEES: 0 51. Radio Cab Credit Union TOTAL SHARES AND DEPOSITS: $2.6 MILLION TOTAL ASSETS: $3.5 MILLION | MEMBERS: 197 BRANCHES: 1 | FULL-TIME EMPLOYEES: 1 Ranked by Oregon assets under management Financial Planners 1 Ferguson Wellman Capital Management and West Bearing Investments OREGON ASSETS UNDER MANAGEMENT: $5.3B TOTAL ASSETS UNDER MANAGEMENT: $8.5B LICENSED PROFESSIONALS IN OR AND SW WASH.: 25 OREGON FULL-TIME EMPLOYEES: 59 2 Aldrich Wealth OREGON ASSETS UNDER MANAGEMENT: $3B TOTAL ASSETS UNDER MANAGEMENT: $6.1B LICENSED PROFESSIONALS IN OR AND SW WASH.: 21 OREGON FULL-TIME EMPLOYEES: 34 3 Vista Capital Partners OREGON ASSETS UNDER MANAGEMENT: $1.98B TOTAL ASSETS UNDER MANAGEMENT: $2.55B LICENSED PROFESSIONALS IN OR AND SW WASH.: 17 OREGON FULL-TIME EMPLOYEES: 31 4 Matisse Capital OREGON ASSETS UNDER MANAGEMENT: $1.2B TOTAL ASSETS UNDER MANAGEMENT: $1.5B LICENSED PROFESSIONALS IN OR AND SW WASH.: 8 OREGON FULL-TIME EMPLOYEES: 10 5 Pioneer Trust Bank OREGON ASSETS UNDER MANAGEMENT: $1.1B TOTAL ASSETS UNDER MANAGEMENT: $1.1B LICENSED PROFESSIONALS IN OR AND SW WASH.: 9 OREGON FULL-TIME EMPLOYEES: 22 6 Coldstream Wealth Management OREGON ASSETS UNDER MANAGEMENT: $807.9M TOTAL ASSETS UNDER MANAGEMENT: $8B LICENSED PROFESSIONALS IN OR AND SW WASH.: 7 OREGON FULL-TIME EMPLOYEES: 10 7 Columbia Trust Company, a division of Umpqua Bank OREGON ASSETS UNDER MANAGEMENT: $562M TOTAL ASSETS UNDER MANAGEMENT: $1.3B LICENSED PROFESSIONALS IN OR AND SW WASH.: 7 OREGON FULL-TIME EMPLOYEES: 18 8 Peregrine Asset Advisers OREGON ASSETS UNDER MANAGEMENT: $480M TOTAL ASSETS UNDER MANAGEMENT: $503M LICENSED PROFESSIONALS IN OR AND SW WASH.: 4 OREGON FULL-TIME EMPLOYEES: 2 9 Auxier Asset Management OREGON ASSETS UNDER MANAGEMENT: $441M TOTAL ASSETS UNDER MANAGEMENT: $856M LICENSED PROFESSIONALS IN OR AND SW WASH.: 6 OREGON FULL-TIME EMPLOYEES: 11 10 Advanced Wealth Management OREGON ASSETS UNDER MANAGEMENT: $240.0M TOTAL ASSETS UNDER MANAGEMENT: $273M LICENSED PROFESSIONALS IN OR AND SW WASH.: 2 OREGON FULL-TIME EMPLOYEES: 7 11 Capstone Wealth Management Group OREGON ASSETS UNDER MANAGEMENT: $170.0M TOTAL ASSETS UNDER MANAGEMENT: $220.0M LICENSED PROFESSIONALS IN OR AND SW WASH.: 4 OREGON FULL-TIME EMPLOYEES: 2 12 Sundowner Capital Management OREGON ASSETS UNDER MANAGEMENT: $104.2M TOTAL ASSETS UNDER MANAGEMENT: $109.5M LICENSED PROFESSIONALS IN OR AND SW WASH.: 1 OREGON FULL-TIME EMPLOYEES: 3 13 MCS Family Wealth Advisors OREGON ASSETS UNDER MANAGEMENT: $73M TOTAL ASSETS UNDER MANAGEMENT: $145.3M LICENSED PROFESSIONALS IN OR AND SW WASH.: 2 OREGON FULL-TIME EMPLOYEES: 2 14 Baker Boyer Wealth Management OREGON ASSETS UNDER MANAGEMENT: $55.35M TOTAL ASSETS UNDER MANAGEMENT: $1.54B LICENSED PROFESSIONALS IN OR AND SW WASH.: 7 OREGON FULL-TIME EMPLOYEES: 175 Source: National Credit Union Administration INDUSTRY TRENDS According to a survey of financial planning professionals conducted by the College for Financial Planning: n 33% joined the financial services field due to a desire to help others manage their finances and take control of their retirement. n 14% joined the field due to an interest in investing, wealth management and finances. n 12% were referred to the industry by others, including friends, family or colleagues. n 9% joined the profession due to its opportunity for advancement and earning potential. Of those surveyed, 77% report managing assets. Of those that do: n 5% manage assets of less than $1 million; n 19% manage asset amounts between $1 million and $19 million; n 14% manage asset amounts between $20 million and $39 million; n 12% manage asset amounts between $40 million and $59 million; n 5% manage asset amounts between $60 million and $79 million; n 4% manage asset amounts between $80 and $99 million; n 18% manage asset amounts of $100 million or more. Source: https://www.kaplanfinancial.com/wealth-management/ resources/survey-of-trends Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey. 51
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