National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Portland, Oregon

Portland, Oregon, is the largest city in Oregon. Known for its various coffeehouses and parks, Portland provides its residents with long-standing traditions and historical significance. The cost of living in Portland is 27% higher than the national average, so having the right financial plan and investments in place is perhaps important to consider. There are over 1,431 financial advisors in Portland, and it may seem difficult to choose top advisors you can trust to assist your financial situation. To improve your retirement and investment planning strategies, look no further than Our mission is to connect you to 1-3 qualified advisors that meet your specific needs, understand your goals, and help you grow your finances for the future.

How To Find The Best Financial Advisors in Portland, Oregon

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Portland, Oregon, is a useful resource. We've compiled a list of the 1 vetted financial advisors and 161 non-vetted financial advisors in Portland, Oregon, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Portland, Oregon have an average of 28 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 Portland, Oregon


Greg Bowen

Mariner Wealth Advisors

8050 SW Pfaffle St. #100

Portland, OR 97223


Top Financial Advisor Firms in Oregon (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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)
3395 Sw Garden View Avenue, Portland, OR 97225
131195 $5,146,721,323 61 A percentage of AUM, Fixed fees
760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205
160800 $2,439,276,959 10 A percentage of AUM, Performance Based
10300 Sw Greenburg Road, Suite 308 Portland, OR 97223
289261 $1,624,000,000 2 A percentage of AUM
200 Sw Market Street, Suite 550 Portland, OR 97201
155312 $1,323,846,005 341 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
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)
1125 Nw Couch St, Ste 900 Portland, OR 97209
136694 $1,216,062,980 2546 A percentage of AUM
4380 S Macadam Avenue, Suite 350 Portland, OR 97239
107793 $1,021,550,392 1439 A percentage of AUM
760 Sw 9th Avenue, Suite 2350 Portland, OR 97205
290694 $979,379,206 2086 A percentage of AUM, Hourly charges, Fixed fees
707 Sw Washington Street, Suite 810 Portland, OR 97205
307980 $777,186,013 779 A percentage of AUM, Hourly charges, Fixed fees
8995 S.E. Otty Road, Portland, OR 97086
105939 $390,393,644 530 A percentage of AUM
9955 Se Washington, Suite 101 Portland, OR 97216
171336 $217,000,000 1286 A percentage of AUM, Hourly charges, Fixed fees
10300 Sw Greenburg Road, Suite 115 Portland, OR 97223
167545 $201,521,925 129 A percentage of AUM
3395 Sw Garden View Ave., Portland, OR 97225
300464 $181,860,014 676 A percentage of AUM, Hourly charges, Fixed fees
3903 S Kelly Ave, Portland, OR 97239
306113 $2,640,011 1 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Oregon

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Al Korb
Inquire with Al
10260 SW Greenburg Rd, Ste 950 Portland, OR 97223 503-892-1343
Brian Johnson
Inquire with Brian
760 SW 9th Ave, Ste 2100 Portland, OR 97205 503-221-8723
Andrew Carter
Inquire with Andrew
760 SW 9th Ave, Ste 2100 Portland, OR 97205 503-221-6626
Bill Terrill
Inquire with Bill
7450 SW Beveland St, Ste 100 Portland, OR 97223 503-808-1515
Ben Rollins
Inquire with Ben
6500 SW Beaverton Hlsdl Hwy, Ste 1 Portland, OR 97225 503-439-1880
Bradley E Home
Inquire with Bradley
760 SW 9th Ave, Ste 2100 Portland, OR 97205 503-221-7635
Andy Norris
Inquire with Andy
1000 SW Broadway, Ste 2200 Portland, OR 97205 503-484-1546
AIM Wealth Advisory Group
Inquire with AIM
5550 SW Macadam Ave, Ste 102 Portland, OR 97239 503-595-9020
Brandon Jochim
Inquire with Brandon
110 SW Bancroft St, Ste A Portland, OR 97239 503-650-7949
Brian Schuler
Inquire with Brian
760 SW 9th Ave, Ste 2100 Portland, OR 97205 503-412-6329

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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

Get Matched With Advisors