Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
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.
Portland
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
162
non-vetted advisors in your local area. These financial advisors in
Portland, Oregon
have an average of
28
years of experience.
NOTE: The list of financial
advisors in
Portland, Oregon
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Portland, Oregon.
| Qualified Financial Advisors in Portland, Oregon | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Greg Bowen
CFP®, ChFC® MARINER WEALTH ADVISORS 8050 SW Pfaffle St. #100, 503-620-5236, Portland, OR 97223 |
28 | 150000 | Not Specified | Fee-Based |
Qualifications
CRD# 2328903
Firm CRD# 10299
Series 6, 7, 24, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
8050 SW Pfaffle St. #100,
503-620-5236,
Portland,
OR
97223
Phone Number
503-620-5236
Greg has been assisting investors since 1993, developing comprehensive wealth management plans for clients designed to minimize risk and help them reach their goals. Prior to joining Mariner Wealth Advisors, he was a financial advisor and a managing principal for Cascadia Wealth Management. Greg is a member of the Financial Planning Association. He is also a registered representative with MSEC Personal Interests Greg enjoys biking, pickleball and racquetball. He participates in an annual food drive for the Oregon Food Bank.
Mariner Wealth Advisors is different than other wealth management firms in a variety of ways. One way in which were different is our business model. Our advisors are asked to do one thing, to provide clients wealth advice. Our advisors are not out soliciting new clients. Their objective is to retain the clients they currently have and develop an intimate relationship with them. In order to create that intimate relationship, we take a variety of responsibilities that advisors are traditionally charged with and remove them and simply have them focus on working with their clients, as well as limiting the amount of clients that they can serve. As a firm, we have a separate team of professionals that develops new business and it is their goal to understand who those people are and identify the right advisor they should be with.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Top Financial Advisor Firms in Portland, Oregon (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue , P9, Portland, OR 97204 |
$28,694,241,208 | 82860 |
A percentage of AUM Fixed fees Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT) |
| FOCUSPOINT SOLUTIONS, INC.
3395 Sw Garden View Avenue, Portland, OR 97225 |
$5,146,721,323 | 61 |
A percentage of AUM Fixed fees |
| ENDEAVOUR CAPITAL
760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205 |
$2,439,276,959 | 10 |
A percentage of AUM Performance Based |
| VARIANT INVESTMENTS
10300 Sw Greenburg Road , Suite 308, Portland, OR 97223 |
$1,624,000,000 | 2 |
A percentage of AUM |
| DESCHUTES INVESTMENT CONSULTING, LLC
200 Sw Market Street , Suite 550, Portland, OR 97201 |
$1,323,846,005 | 341 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| RVK, INC.
1211 Sw 5th Avenue, Suite 900, Portland, OR 97204 |
$1,312,848,721 | 22 |
Hourly charges Fixed fees Other (% BASIS PT. ON PORTFOLIO VALUE) |
| M FINANCIAL ASSET MANAGEMENT, INC.
1125 Nw Couch St , Ste 900, Portland, OR 97209 |
$1,216,062,980 | 2546 |
A percentage of AUM |
| VISION CAPITAL MANAGEMENT INC
4380 S Macadam Avenue , Suite 350, Portland, OR 97239 |
$1,021,550,392 | 1439 |
A percentage of AUM |
| JGP WEALTH MANAGEMENT, LLC
760 Sw 9th Avenue , Suite 2350, Portland, OR 97205 |
$979,379,206 | 2086 |
A percentage of AUM Hourly charges Fixed fees |
| SCOTT CAPITAL ADVISORS, LLC
707 Sw Washington Street , Suite 810, Portland, OR 97205 |
$777,186,013 | 779 |
A percentage of AUM Hourly charges Fixed fees |
| IMS CAPITAL MANAGEMENT
8995 S.E. Otty Road, Portland, OR 97086 |
$390,393,644 | 530 |
A percentage of AUM |
| STANGIER WEALTH MANAGEMENT
9955 Se Washington , Suite 101, Portland, OR 97216 |
$217,000,000 | 1286 |
A percentage of AUM Hourly charges Fixed fees |
| RUTHERFORD INVESTMENT MANAGEMENT
10300 Sw Greenburg Road , Suite 115, Portland, OR 97223 |
$201,521,925 | 129 |
A percentage of AUM |
| THE H GROUP WASHINGTON, INC.
3395 Sw Garden View Ave., Portland, OR 97225 |
$181,860,014 | 676 |
A percentage of AUM Hourly charges Fixed fees |
| ZUNA, LLC
3903 S Kelly Ave, Portland, OR 97239 |
$2,640,011 | 1 |
A percentage of AUM Hourly charges Fixed fees |
* 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 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
