Wealth Management Acquisitions in Oregon

Aerodigm Wealth completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as an independent, partner-owned advisor with approximately $1.5 billion in AUM. The transaction establishes Aerodigm as a Portland, Oregon–headquartered firm focused on tax-aware wealth advice, multigenerational planning, and continuity of leadership following the separation from Delap.

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Pure Portfolios, a Lake Oswego, Oregon wealth management firm, in a deal that closed January 30, 2026. The acquisition adds approximately $437 million of AUM to Waverly and expands the firm into a new Oregon market as part of its continued growth across the Pacific Northwest.

The Mather Group (TMG) announced it has entered a strategic alliance and acquisition of Independent Progressive Advisors (IPA), a Portland-based fee-only Registered Investment Advisory firm. The deal expands TMG's national RIA platform and strengthens its presence in the Pacific Northwest while bringing IPA principals and their client relationships into TMG's broader wealth-management platform.

Coldstream has combined with Cable Hill Partners, a Portland, Oregon-based registered investment advisor managing approximately $2 billion in client assets. The Cable Hill team of 29 professionals will become shareholders of Coldstream as part of the partnership, enhancing Coldstream's retirement plan capabilities and expanding its presence in the Portland market; the transaction closed June 1 with terms undisclosed.

Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.

Wealth Enhancement, a national independent wealth management firm with $102.1 billion in client assets, has acquired Northwest Investment Counselors, an independent RIA based in Lake Oswego, Oregon that manages about $673 million in client assets. The transaction, which closed December 31, 2024, expands Wealth Enhancement's presence in the Pacific Northwest and augments its advisory bench and service capabilities.

Wealthcare Advisory Partners LLC, a NewSpring Holdings platform company and technology-enabled full-service RIA, has acquired Sommers Financial Management, a fee-only registered investment advisor founded in 2002. The deal expands Wealthcare's direct advisory footprint and adds advisors located in Scappoose, Oregon and Tucson, Arizona to its network of more than 150 advisors managing roughly $5 billion in AUM.

The Mather Group, a Chicago-based wealth management firm with approximately $8.4 billion AUM, has acquired Cedar Financial Advisors, an RIA based in Beaverton, Oregon with about $107 million in AUM. The deal adds a Portland-area office to TMG's footprint and provides succession planning for Cedar's founders while expanding TMG's local advisor presence in the Pacific Northwest.

Miracle Mile Advisors completed a merger with Johnstone Financial Advisors, bringing a six-person Johnstone team based in Lake Oswego, Oregon into Miracle Mile and increasing the firm's AUM by $150 million. The transaction expands Miracle Mile's presence in the Pacific Northwest and broadens its capabilities in servicing complex high-net-worth estates.