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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Portland is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Portland & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Portland?

Looking for a qualified financial advisor in Portland? We can help you by narrowing down your options & listing the best financial advisors in Portland as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Portland near you with the list of certified and vetted Portland financial advisors.

List of Qualified Financial Advisors in Portland, Oregon

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Greg Bowen, CFP®, ChFC®

Cascadia Wealth Management

8050 SW Pfaffle St. #100
503-620-5236

Portland, OR 97223
(503) 6205236

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Andreas Johnson

Creative Planning

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Portland, OR 97307
(503) 7173860

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Ron Barry, PhD, CFP®

Willamette Financial Advisors, LLC

5335 SW Meadows Road
Suite 240

Lake Oswego, OR 97035
(503) 4068909

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Thomas Daniels

Oswego Crest Financial Group, LLC

5000 Meadows Road

Lake Oswego, OR 97035
(503) 4965400

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Matt Carver

Pfs Investments Inc.

*

West Linn, OR 97068
(866) 6385323

List of Additional Financial Advisors in Portland, Oregon*

* Additional advisor listing is provided in partnership with Yext

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The Norris Group - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841545

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Brian Johnson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218723

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Melanie Finkle - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Andrew Carter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216626

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William Fussell - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Bradford McKeown - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217697

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Bradley E Home - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217635

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Paul Miller - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5033609310

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Brian Schuler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126329

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Cesar Gastiaburu | Key One Financial, Inc

650 NE Holladay St, Ste #1677

Portland, OR 97232
5038901430

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Brent Allen Carlson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217653

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AIM Wealth Advisory Group - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
5035959020

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Prosperity Wealth Advisory Group - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 310

Portland, OR 97239
5038089100

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Brian David Currier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528224

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Barbara Hutchinson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218702

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Erin Dwyer - Ameriprise Financial Services, LLC

16037 SW Upper Boones Ferry Rd
Ste 175

Portland, OR 97224
5032455352

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Ben Rollins - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Brent Usher - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
5036789909

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Patrick Schmitt - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054535

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Kristin Lyman - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
9715447675

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Andrew Clark - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 310

Portland, OR 97239
5038089100

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Robert McCall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034526066

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Jeffrey Tinnin - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5034852980

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Kristen Salt - Ameriprise Financial Services, LLC

600 NW Naito Pkwy
Unit D

Portland, OR 97209
5035950070

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Andrew Hall - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054517

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Brandon Jochim - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Thomas Hoover - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Jochim & Associates - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Allstate Personal Financial Representative: Kristin Tatyrek

7825 SE Foster Rd

Portland, OR 97206
5039705747

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Sean Matthew Zimmerman - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528228

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Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217600

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Shawn Colucy - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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David Vanderploeg - Ameriprise Financial Services, LLC

825 NE Multnomah St
Ste 925

Portland, OR 97232
5036789909

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Albert J Korb - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5034777362

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Shawn Downey - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
5036557621

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Daniel J Ruediger - Ameriprise Financial Services, LLC

5550 SW Macadam Ave
Ste 102

Portland, OR 97239
5035959020

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Marty C Sacks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054569

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Rolf Ellingsen, AIF, Voya Financial Advisors, Inc.

5331 SW Macadam Avenue
Suite 207

Portland, OR 97239
5035179363

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PACIFIC CORNERSTONE GROUP - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218723

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Don Zabudsky - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218708

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The Columbia Shores Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217616

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Evan Gremillion - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126321

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Eric Valentine - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217630

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Michael J Wheeler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218682

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William Scott - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126328

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The Northwest Shore Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528228

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Mark Haun - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218704

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Kyle Hunter - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217645

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Seth Radler - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217689

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Forest Park Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217600

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Clara Prendergast - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218646

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Southern Ridge Wealth

10260 SW Greenberg Rd
Suite 1150

Portland, OR 97223
5032933751

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TradeWinds Wealth Management

4380 Southwest Macadam Avenue
Suite 440

Portland, OR 97239
5036732828

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Ronald E. Barnette, CFP, CRPC

12005 NE Erin Way

Portland, OR 97220
5032582658

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John Fredrick York - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5034126325

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DA Davidson Wealth Management: Dusty Hume, CFP

1300 SW 5th Ave.
Suite 1950

Portland, OR 97201
5038635043

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Graystone Consulting - Portland, OR - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
8004520966

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The Bridgeport Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218682

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Michael S Culleton - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218664

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Michael Louaillier - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218624

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Jeremy Miller - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482279

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David A Price - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435658

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John P Lorenz - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436918

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The Fisher Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435667

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The Gulla Gremillion Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218603

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Nicholas Hubert - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217606

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Douglas Paul Mannen - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482210

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Tiffany Helleson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032482236

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Frederick A Blank - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436935

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Cascade Pacific Group - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435693

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Zach Meikle - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216254

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Steinberg Investment Group

1 SW Columbia St.
Suite #1650

Portland, OR 97258
5034882025

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Stephen V Jackson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436926

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Caryn Alles - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032435667

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Davida Wilson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032217646

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James Daniel Schenk - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035528226

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Stuart Munro - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032218672

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Ken Anderson - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035523365

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Jim North - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032216262

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Levi Deshaw - Ameriprise Financial Services, LLC

6650 SW Redwood Ln
Ste 160

Portland, OR 97224
5036557621

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Josh Brakel - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Bill Terrill - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Toews, Van Zante & Associates - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
5034448288

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Wealth Strategy Partners - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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Kayla Van Horn - Ameriprise Financial Services, LLC

7450 SW Beveland St
Ste 100

Portland, OR 97223
5038081515

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RJ Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841545

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Kirk Matteson

9700 Southwest Capitol Highway
Suite 150

Portland, OR 97219
5032279800

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Michael Minervini - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5035343448

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Allstate Personal Financial Representative: Robert Stampfli

1203 SE 122nd Ave

Portland, OR 97233
5032977118

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Jim Osborne - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054565

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Vieng Bounnam - Ameriprise Financial Services, LLC

4380 SW Macadam Ave
Ste 180

Portland, OR 97239
5035462243

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C Brantley Smith - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054510

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TruBridge Wealth Advisors - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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John-Paul Daly - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 1170

Portland, OR 97223
5033609310

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Russell McLean - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054506

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Andy Norris - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5034841546

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Rebecca Rooks - Ameriprise Financial Services, LLC

1000 SW Broadway
Ste 2200

Portland, OR 97205
5032054573

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Drake Van Zante - Ameriprise Financial Services, LLC

10220 SW Greenburg Rd
Ste 120

Portland, OR 97223
5034448288

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R Pasha Horiuchi - Ameriprise Financial Services, LLC

10260 SW Greenburg Rd
Ste 950

Portland, OR 97223
5038921340

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Susan McFadden - Ameriprise Financial Services, LLC

110 SW Bancroft St
Ste A

Portland, OR 97239
5036507949

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Chad Martindale - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
5034391880

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Natasha Hendricks - Morgan Stanley

760 SW 9th Ave
Ste 2100

Portland, OR 97205
5032436932

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The Permanence Group - Ameriprise Financial Services, LLC

6500 SW Beaverton Hlsdl Hwy
Ste 1

Portland, OR 97225
8003035488

* Additional advisor listing is provided in partnership with Yext

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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