Lincoln City, OR
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Find Top Financial Advisors in Lincoln City, Oregon

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Lincoln City, Oregon

Last Updated - May 13, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365, Portland, OR 97224
8 63 $16,725,387,863
A Percentage of AUM, Hourly charges, Fixed Fees
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9, Portland, OR 97204
82 116850 $16,214,303,154
A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200, Lake Oswego, OR 97035-3623
37 425 $13,067,305,312
A Percentage of AUM
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200, Portland, OR 97204
55 3808 $7,145,593,038
A Percentage of AUM
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115, Lake Oswego, OR 97035
17 995 $5,476,500,419
A Percentage of AUM, Hourly charges, Fixed Fees
CAMPBELL GLOBAL
1300 Sw 5th Avenue, Suite 3200, Portland, OR 97201
145 21 $5,060,526,289
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
43 28297 $4,726,374,064
A Percentage of AUM, Fixed Fees
NORTHSIDE CAPITAL MANAGEMENT LLC
116 3rd Street, Suite 313, Hood River, OR 97031
12 514 $4,635,685,999
A Percentage of AUM, Fixed Fees
ALDRICH WEALTH LP
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
38 2189 $4,563,375,940
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
M HOLDINGS SECURITIES, INC.
1125 N.W. Couch Street, Suite 900, Portland, OR 97209
738 10065 $3,932,369,637
A Percentage of AUM, Hourly charges, Fixed Fees
BECKER CAPITAL MANAGEMENT, INC.
1211 Sw 5th Avenue, Suite 2185, Portland, OR 97204-3740
33 1730 $3,906,617,526
A Percentage of AUM, Hourly charges
KINGSVIEW WEALTH MANAGEMENT, LLC
509 Se 7th Street, 2nd Floor, Grants Pass, OR 97526
150 13829 $3,584,124,096
A Percentage of AUM, Hourly charges, Fixed Fees
VARIANT INVESTMENTS
10300 Sw Greenburg Road, Suite 308, Portland, OR 97223
24 2 $3,095,046,886
A Percentage of AUM
ENDEAVOUR CAPITAL
760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205
25 8 $2,149,730,373
A Percentage of AUM, Performance Based
VISTA CAPITAL PARTNERS, INC.
9755 Sw Barnes Road, Suite 595, Portland, OR 97225
35 2802 $2,090,204,250
A Percentage of AUM

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    Frequently Asked Questions

    A financial advisor is a professional who provides financial services to their clients based on their specific circumstances and financial goals. These services may include specialized guidance and advice on various financial matters, such as financial planning, creating investment strategies, wealth management, retirement planning, and more. To further explore how financial advisors listed on our directory for the state of Oregon can support you, learn more about the different types of financial advisors and their areas of expertise.

    A financial advisor in Oregon can assist with retirement planning by assessing your current financial situation, including income, expenses, assets, and liabilities, to determine your retirement goals and estimate the amount of savings required. They can then develop a personalized retirement plan tailored to your specific needs, considering factors like your desired retirement age, lifestyle expectations, and risk tolerance. Advisors can help you choose appropriate retirement accounts, such as IRAs or 401(k)s, and guide you in making investment decisions to grow your retirement savings. They can also analyze your Social Security benefits and provide the guidance you need for a successful retirement. If you are seeking to learn more about how a financial advisor can help you secure your financial future in retirement, learn more about why you should hire a retirement advisor.

    When choosing a financial advisor in Oregon, it's important to consider their credentials, experience, and track record. Look for advisors who are registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You can also research their background and any disciplinary history on the SEC or FINRA BrokerCheck websites. Additionally, consider meeting with multiple advisors to compare their services, fees, and investment strategies to ensure they align with your financial goals. For a streamlined approach, we suggest using the free financial advisor match tool to find and compare vetted advisors in Oregon state, specifically tailored to your financial needs.

    A financial planner in Oregon can help you with various financial goals such as planning for your retirement, creating strategies for investments that will help you grow your wealth, and planning tax efficient ways to save your money. Additionally, they can help you manage your debt, and provide assistance in estate planning to transfer your assets to your heirs, and more. Read the article to learn more about how a financial advisor can help you with your financial goals.

    Yes, there are financial advisors in Oregon who specialize in retirement planning for high-net-worth individuals. These advisors typically have expertise in addressing the specific needs and goals of high-net-worth clients and managing complex financial situations. They can also provide guidance on investment strategies, tax planning, wealth preservation, and legacy planning to optimize retirement outcomes for individuals with significant wealth. For additional information, refer to our guide on retirement planning for high-net-worth individuals.

    The common fees and fee structure you can expect from a financial advisor in Oregon can vary depending on the type of advisor and the services they provide. Some advisors can charge a fee only on a percentage of assets under management, or an hourly rate for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to make sure you understand the fee structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the fees an advisor may charge for their services, explore the costs of hiring a financial advisor.

    To find a verified financial advisor in Oregon through WiserAdvisor, you can utilize our financial advisor directory, which allows you to explore and compare pre-screened and ranked financial advisors specifically in Oregon. Simply enter your zip code into the advisor list search, and you'll access a list of qualified financial advisors in your area. After reviewing an advisor's background and credentials, you may choose to inquire with the advisor for further information. Additionally, we recommend using our free match tool, which connects you with 2-3 vetted financial advisors tailored to your specific financial needs and objectives. By providing basic information about yourself, the tool can efficiently match you with an advisor best suited to assist you in achieving your financial goals.

    Yes, there are financial advisors in Oregon who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of retirement planning later on in life read on about how to plan for retirement if starting late.

    There are multiple benefits to hiring a financial advisor in Oregon. As a client, you can gain some peace of mind knowing you're making informed financial decisions due to your advisor's knowledge and years of relevant experience working with Oregon residents. A financial advisor can also potentially minimize investment risks and lead to more returns on your investments. Additionally, an advisor will review your investments regularly and provide ongoing support to help you stay on track toward your financial goals. To learn more, read about the benefits of working with a financial advisor.

    Yes, a financial advisor in Oregon can help you determine if a Roth IRA is the right choice for your retirement goals and tax situation. They'll personalize their guidance by taking into account key factors such as your tax situation, retirement goals, estate planning, eligibility, and risk tolerance. Based on this comprehensive assessment, the advisor can offer insights into whether a Roth IRA is the right choice for achieving your retirement goals while considering the potential tax implications. Their expertise can empower you to make an informed decision that best suits your financial future. To further help you determine if a Roth IRA is the right choice for you, read on about the things to consider when deciding between a Roth IRA or a traditional retirement account.

    Yes, financial advisors in Oregon can provide valuable guidance and support regardless of the size of your portfolio. Even with a small amount to invest, an advisor can help you develop a tailored plan to reach your financial goals, mitigate risks, and make informed financial decisions. To explore how financial advisors can assist with investment management and grow your portfolio, read more about the impact of asset allocation on your portfolio.

    Financial advisors in Oregon that offer investment management services may recommend several types of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments. These advisors may also assist in monitoring your investments and suggest portfolio adjustments when necessary. If you find yourself uncertain about the need for investment management services, read about why professional investment management may be right for you.