Top 10 RIAs in the West
*Assets under management: $5.15 billion
*Number of accounts: 2,669
Employees: 47
Location: Portland
2017 rank: 7
*Includes discretionary and nondiscretionary
*Assets under management: $5.15 billion
*Number of accounts: 2,669
Employees: 47
Location: Portland
2017 rank: 7
*Includes discretionary and nondiscretionary