Vision Capital Management has been named to the Portland Business Journal’s annual “Top Money Managers” list, ranking 23 out of 46 firms.
To be considered for the ranking, firms were required to provide information on total assets under management and the number of clients served, and the number of assets and clients served in Oregon and SW Washington (Clark and Skamania counties). The ranking noted that the firms collectively managed more than $101 billion in assets across Oregon and SW Washington.
“We are thrilled to be recognized as a leading wealth management firm by the Portland Business Journal. This is a testament to the dedication of our entire team and reflects our collective mission of Empowering Financial Wellness. We also acknowledge our clients for their trust and collaboration, which inspires and motivates us every day,” said Sarah Quist, CFP®, managing director and principal of the firm.
###
Disclosures
The Portland Business Journal’s Top Money Management list is a ranking based on assets under management for Oregon and SW Washington clients as of May 31, 2025. Vision Capital Management, Inc. (“VCMI”) was ranked in July 2025 by Portland Business Journal. Portland Business Journal’s ranking orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit the survey. To be eligible for the ranking, firms must provide investment management and financial planning services and have an office in Oregon or SW Washington. Vision Capital Management (VCMI) did not pay a fee to Portland Business Journal in exchange for inclusion in the 2025 Top Money Managers list. VCMI is not aware of any conflicts of interest with the Portland Business Journal’s Top Money Management list.
