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Find The Best Financial Advisors in Oregon
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How To Find The Best Financial Advisors in Oregon
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 780 non-vetted financial advisors in Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Oregon have an average of 17 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Oregon
541-434-7320
Top Financial Advisor Firms in Oregon (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204 | 110228 | $28,694,241,208 | 82860 | A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT) |
| JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | 105281 | $14,495,257,651 | 933 | A percentage of AUM |
| GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224 | 170384 | $12,683,409,759 | 53 | A percentage of AUM, Hourly charges, Fixed fees |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | 104692 | $8,200,257,802 | 3585 | A percentage of AUM |
| NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | 108091 | $6,487,085,957 | 1266 | A percentage of AUM, Hourly charges, Fixed fees |
| NORTHSIDE CAPITAL MANAGEMENT LLC 116 3rd Street, Suite 313, Hood River, OR, 97031 | 107784 | $5,634,100,041 | 483 | A percentage of AUM, Fixed fees |
| FOCUSPOINT SOLUTIONS, INC. 3395 Sw Garden View Avenue, Portland, OR, 97225 | 131195 | $5,146,721,323 | 61 | A percentage of AUM, Fixed fees |
| ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | 147200 | $4,774,644,173 | 2092 | A percentage of AUM, Hourly charges, Fixed fees |
| M HOLDINGS SECURITIES, INC. 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209 | 43285 | $4,582,621,012 | 9704 | A percentage of AUM, Hourly charges, Fixed fees |
| BECKER CAPITAL MANAGEMENT, INC. 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740 | 110489 | $4,356,284,397 | 1583 | A percentage of AUM, Hourly charges, Fixed fees |
| CAMPBELL GLOBAL 1300 Sw 5th Avenue, Suite 3200, Portland, OR, 97201 | 111944 | $3,965,496,082 | 13 | A percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.) |
| KINGSVIEW WEALTH MANAGEMENT, LLC 509 Se 7th Street, 2nd Floor Grants Pass, OR, 97526 | 148107 | $3,479,623,895 | 10692 | A percentage of AUM, Hourly charges, Fixed fees |
| ARNERICH MASSENA, INC. 650 Ne Holladay Street, Suite 1500 Portland, OR, 97232-2047 | 116395 | $2,749,521,969 | 335 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF ASSETS TO WHICH WE CONSULT) |
| VISTA CAPITAL PARTNERS, INC. 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225 | 114913 | $2,656,805,764 | 2368 | A percentage of AUM |
| ENDEAVOUR CAPITAL 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205 | 160800 | $2,439,276,959 | 10 | A percentage of AUM, Performance Based |
Additional Financial Advisors in Oregon
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Brent Highberger Inquire with Brent | 4800 SW Meadows Rd, Ste 400 Lake Oswego, OR 97035 | 503-534-3463 |
| Al Korb Inquire with Al | 10260 SW Greenburg Rd, Ste 950 Portland, OR 97223 | 503-892-1343 |
| Adam M. Anderson Inquire with Adam | 4800 SW Meadows Rd, Ste 400 Lake Oswego, OR 97035 | 503-534-3421 |
| Brian Johnson Inquire with Brian | 760 SW 9th Ave, Ste 2100 Portland, OR 97205 | 503-221-8723 |
| Bridge City Advisors Inquire with Bridge | 201 B Ave, Ste 240 Lake Oswego, OR 97034 | 503-635-8192 |
| Andrew Carter Inquire with Andrew | 760 SW 9th Ave, Ste 2100 Portland, OR 97205 | 503-221-6626 |
| Arch Bridge Financial Advisors Inquire with Arch | 1742 Willamette Falls Dr, West Linn, OR 97068 | 503-655-5883 |
| Bob Welle Inquire with Bob | 388 State St, Ste 850 Salem, OR 97301 | 503-485-5204 |
| Andrew Beck Inquire with Andrew | 777 NE 2nd St, Ste G Corvallis, OR 97330 | 541-286-4062 |
| Bill Terrill Inquire with Bill | 7450 SW Beveland St, Ste 100 Portland, OR 97223 | 503-808-1515 |
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