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Find The Best Financial Advisors in Portland, Oregon

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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 1 vetted financial advisors and 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 15 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

Mark Sharp

Mark Sharp Retirement

800-622-1045

Address

818 SW 3rd Ave # 221-1228,
Portland, OR 97204 See Details

Top Financial Advisor Firms in Portland, Oregon (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	170384	$16,725,387,863	63	A Percentage of AUM, Hourly charges, Fixed Fees
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	110228	$16,214,303,154	116850	A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR, 97204	104692	$7,145,593,038	3808	A Percentage of AUM
CAMPBELL GLOBAL 1300 Sw 5th Avenue, Suite 3200, Portland, OR, 97201	111944	$5,060,526,289	21	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	$4,726,374,064	28297	A Percentage of AUM, Fixed Fees
M HOLDINGS SECURITIES, INC. 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209	43285	$3,932,369,637	10065	A Percentage of AUM, Hourly charges, Fixed Fees
BECKER CAPITAL MANAGEMENT, INC. 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740	110489	$3,906,617,526	1730	A Percentage of AUM, Hourly charges
VARIANT INVESTMENTS 10300 Sw Greenburg Road, Suite 308 Portland, OR, 97223	289261	$3,095,046,886	2	A Percentage of AUM
ENDEAVOUR CAPITAL 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205	160800	$2,149,730,373	8	A Percentage of AUM, Performance Based
VISTA CAPITAL PARTNERS, INC. 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225	114913	$2,090,204,250	2802	A Percentage of AUM
ARNERICH MASSENA, INC. 650 Ne Holladay Street, Suite 1500 Portland, OR, 97232-2047	116395	$2,064,367,267	279	A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS TO WHICH WE CONSULT)
GREEN CITIES INVESTMENT MANAGEMENT, LLC 920 Sw 6th Ave., Suite 900 Portland, OR, 97204	166263	$1,854,195,327	5	A Percentage of AUM, Performance Based
DESCHUTES INVESTMENT CONSULTING, LLC 200 Sw Market Street, Suite 550 Portland, OR, 97201	155312	$1,693,264,697	327	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC 411 Nw Park Ave, Suite 401 Portland, OR, 97209	182520	$1,452,605,463	4	A Percentage of AUM
TPG FINANCIAL ADVISORS, LLC 11850 Sw 67th Avenue, Suite 100 Portland, OR, 97223	141153	$1,324,421,257	1323	A Percentage of AUM, Hourly charges, Fixed Fees

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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