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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.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Oregon involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Oregon

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Oregon that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Oregon. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Oregon

advisor-photo

Matt Adams

Jones & Roth

260 Country Club Rd
#100

Eugene, OR 97401

541-434-7320

advisor-photo

Neal Richards

Axiom Wealth Strategies

243 SW Scalehouse Loop
Ste 3B

Bend, OR 97702

541-728-1285

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
FOCUSPOINT SOLUTIONS, INC.
3395 Sw Garden View Avenue, Portland, OR 97225
131195 $5,146,721,323 61 A percentage of AUM
Fixed fees
RVK, INC.
1211 Sw 5th Avenue, Suite 900, Portland, OR 97204
18005 $1,312,848,721 22 Hourly charges
Fixed fees
Other (% BASIS PT. ON PORTFOLIO VALUE)
M FINANCIAL ASSET MANAGEMENT, INC.
1125 Nw Couch St, Ste 900 Portland, OR 97209
136694 $1,216,062,980 2546 A percentage of AUM
VISION CAPITAL MANAGEMENT INC
4380 S Macadam Avenue, Suite 350 Portland, OR 97239
107793 $1,021,550,392 1439 A percentage of AUM
AUXIER ASSET MANAGEMENT
15668 Ne Eilers Rd, Aurora, OR 97002
107980 $791,039,117 459 A percentage of AUM
Fixed fees
Performance Based
IMS CAPITAL MANAGEMENT
8995 S.E. Otty Road, Portland, OR 97086
105939 $390,393,644 530 A percentage of AUM
HEADWATER INVESTMENT CONSULTING,INC.
408 Se 1st St., Mcminnville, OR 97128
133009 $353,179,000 1029 A percentage of AUM
CASCADE INVESTMENT ADVISORS, INC.
503 High Street, Oregon City, OR 97045
117294 $316,928,725 441 A percentage of AUM
Fixed fees
NORTHLINE WEALTH MANAGEMENT LLC
15 Sw Colorado Avenue, Suite 4 Bend, OR 97702-1229
150422 $252,719,596 634 A percentage of AUM
Other ($100 ANNUAL SERVICE FEE)
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
404 Sw Columbia St., Suite 230 Bend, OR 97702-3453
128097 $198,916,191 267 A percentage of AUM
Hourly charges
Fixed fees
FINLEY FINANCIAL, LLC
1709 Ne 27th Street, Suite B Mcminnville, OR 97128
131442 $184,378,788 284 A percentage of AUM
PINNACLE WEALTH ADVISORS
9200 Se Sunnybrook Boulevard, Suite # 170 Clackamas, OR 97015
117517 $183,407,455 434 A percentage of AUM
Hourly charges
Fixed fees
SUNDOWNER CAPITAL MANAGEMENT LLC
725 Nw Broadway Street, Bend, OR 97703
146253 $109,484,489 132 A percentage of AUM

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

Select other cities around Oregon to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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