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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 FinancialAdvisor.net. 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 - 13-Jun-2023
If you’re looking for qualified financial advisors in Portland, Oregon, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 59 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 22 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
360-823-0477
Top Financial Advisor Firms in Portland, 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 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | 104692 | $8,394,137,837 | 4068 | A percentage of AUM |
| 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 |
| ENDEAVOUR CAPITAL 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205 | 160800 | $2,159,591,898 | 8 | A percentage of AUM, Performance Based |
| CABLE HILL PARTNERS, LLC 1155 Sw Morrison Street, Suite 400 Portland, OR, 97205 | 168252 | $1,977,399,614 | 2982 | A percentage of AUM, Fixed fees |
| SELLWOOD INVESTMENT PARTNERS LLC 6650 Sw Redwood Lane, Suite 370 Portland, OR, 97224 | 164696 | $1,883,200,000 | 68 | A percentage of AUM, Hourly charges, Fixed fees, Other (% ASSETS UNDER ADVISEMENT) |
| TPG FINANCIAL ADVISORS, LLC 11850 Sw 67th Avenue, Suite 100 Portland, OR, 97223 | 141153 | $1,657,763,372 | 1514 | A percentage of AUM, Hourly charges, Fixed fees |
| PHILLIPS AND COMPANY ADVISORS LLC 521 Sw 11th Avenue, Suite 200 Portland, OR, 97205 | 167214 | $1,410,908,388 | 1384 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
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