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 you 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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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 Alabama 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 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 155 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 14 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

Neal Richards

Axiom Wealth Strategies

541-728-1285

Address

243 SW Scalehouse Loop,
Ste 5B,
Bend, OR 97702 See Details

Anthony Lishka

Lishka Financial / LPL Financial

503-608-7171

Address

12901 Se 97th Ave Ste 410,
Clackamas, OR 97015 See Details

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	$34,385,256,113	126310	A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	170384	$25,897,235,362	73	A percentage of AUM, Hourly charges, Fixed fees
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	105281	$13,438,401,059	431	A percentage of AUM
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR, 97204	104692	$8,394,137,837	4068	A percentage of AUM
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	108091	$6,856,132,947	1409	A percentage of AUM, Hourly charges, Fixed fees
KINGSVIEW WEALTH MANAGEMENT, LLC 509 Se 7th Street, 2nd Floor Grants Pass, OR, 97526	148107	$6,745,495,357	24847	A percentage of AUM, Hourly charges, Fixed fees
ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035	147200	$5,572,244,811	2352	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
NORTHSIDE CAPITAL MANAGEMENT LLC 116 3rd Street, Suite 313, Hood River, OR, 97031	107784	$5,287,126,759	545	A percentage of AUM, Fixed fees
CAMPBELL GLOBAL 1300 Sw 5th Avenue, Suite 3200, Portland, OR, 97201	111944	$5,283,396,280	19	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	$5,001,681,150	27667	A percentage of AUM, Fixed fees
BECKER CAPITAL MANAGEMENT, INC. 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740	110489	$4,613,776,609	1893	A percentage of AUM, Hourly charges
M HOLDINGS SECURITIES, INC. 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209	43285	$4,513,584,910	9871	A percentage of AUM, Hourly charges, Fixed fees
VARIANT INVESTMENTS 10200 Sw Greenburg Road, Suite 760 Portland, OR, 97223	289261	$2,986,840,963	3	A percentage of AUM
DESCHUTES INVESTMENT CONSULTING, LLC 200 Sw Market Street, Suite 550 Portland, OR, 97201	155312	$2,474,201,625	340	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
VISTA CAPITAL PARTNERS, INC. 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225	114913	$2,445,045,898	2900	A percentage of AUM

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Find The Best Financial Advisors in Oregon

How To Find The Best Financial Advisors in OregonLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Oregon

Neal Richards

Axiom Wealth Strategies

Address

Anthony Lishka

Lishka Financial / LPL Financial

Address

Top Financial Advisor Firms in Oregon (Ranked by AUM)

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Oregon
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy