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Find The Best Financial Advisors in Oregon

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

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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 151 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 15 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

advisor

Mark Sharp

Mark Sharp Retirement

call800-622-1045

advisor

Neal Richards

Axiom Wealth Strategies

call541-728-1285

Top Financial Advisor Firms in Oregon (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365
Portland, OR, 97224
170384 $16,725,387,863 63 A Percentage of AUM, Hourly charges, Fixed Fees
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9
Portland, OR, 97204
110228 $16,214,303,154 116850 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 $13,067,305,312 425 A Percentage of AUM
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200,
Portland, OR, 97204
104692 $7,145,593,038 3808 A Percentage of AUM
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
108091 $5,476,500,419 995 A Percentage of AUM, Hourly charges, Fixed Fees
CAMPBELL GLOBAL
1300 Sw 5th Avenue, Suite 3200,
Portland, OR, 97201
111944 $5,060,526,289 21 A Percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
FOCUSPOINT SOLUTIONS, INC.
3395 Sw Garden View Avenue,
Portland, OR, 97225
131195 $4,726,374,064 28297 A Percentage of AUM, Fixed Fees
NORTHSIDE CAPITAL MANAGEMENT LLC
116 3rd Street, Suite 313,
Hood River, OR, 97031
107784 $4,635,685,999 514 A Percentage of AUM, Fixed Fees
ALDRICH WEALTH LP
5665 Sw Meadows Rd, Suite 200
Lake Oswego, OR, 97035
147200 $4,563,375,940 2189 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
M HOLDINGS SECURITIES, INC.
1125 N.W. Couch Street, Suite 900
Portland, OR, 97209
43285 $3,932,369,637 10065 A Percentage of AUM, Hourly charges, Fixed Fees
BECKER CAPITAL MANAGEMENT, INC.
1211 Sw 5th Avenue, Suite 2185
Portland, OR, 97204-3740
110489 $3,906,617,526 1730 A Percentage of AUM, Hourly charges
KINGSVIEW WEALTH MANAGEMENT, LLC
509 Se 7th Street, 2nd Floor
Grants Pass, OR, 97526
148107 $3,584,124,096 13829 A Percentage of AUM, Hourly charges, Fixed Fees
VARIANT INVESTMENTS
10300 Sw Greenburg Road, Suite 308
Portland, OR, 97223
289261 $3,095,046,886 2 A Percentage of AUM
ENDEAVOUR CAPITAL
760 Sw Ninth Avenue, Suite 2300,
Portland, OR, 97205
160800 $2,149,730,373 8 A Percentage of AUM, Performance Based
VISTA CAPITAL PARTNERS, INC.
9755 Sw Barnes Road, Suite 595
Portland, OR, 97225
114913 $2,090,204,250 2802 A Percentage of AUM

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