Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Portland, 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 Portland, Oregon

Last Updated - November 30, 2023

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.

Are you a Financial Advisor in Portland?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
1100 Sw Sixth Avenue, P9, Portland, OR 97204
102 82860 $28,694,241,208
3395 Sw Garden View Avenue, Portland, OR 97225
43 61 $5,146,721,323
A percentage of AUM, Fixed fees
760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205
23 10 $2,439,276,959
A percentage of AUM, Performance Based
10300 Sw Greenburg Road, Suite 308, Portland, OR 97223
11 2 $1,624,000,000
A percentage of AUM
200 Sw Market Street, Suite 550, Portland, OR 97201
12 341 $1,323,846,005
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
1211 Sw 5th Avenue, Suite 900, Portland, OR 97204
120 22 $1,312,848,721
Hourly charges, Fixed fees, Other (% BASIS PT. ON PORTFOLIO VALUE)
1125 Nw Couch St, Ste 900, Portland, OR 97209
4 2546 $1,216,062,980
A percentage of AUM
4380 S Macadam Avenue, Suite 350, Portland, OR 97239
14 1439 $1,021,550,392
A percentage of AUM
760 Sw 9th Avenue, Suite 2350, Portland, OR 97205
12 2086 $979,379,206
A percentage of AUM, Hourly charges, Fixed fees
707 Sw Washington Street, Suite 810, Portland, OR 97205
9 779 $777,186,013
A percentage of AUM, Hourly charges, Fixed fees
8995 S.E. Otty Road, Portland, OR 97086
8 530 $390,393,644
A percentage of AUM
9955 Se Washington, Suite 101, Portland, OR 97216
4 1286 $217,000,000
A percentage of AUM, Hourly charges, Fixed fees
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223
3 129 $201,521,925
A percentage of AUM
3395 Sw Garden View Ave., Portland, OR 97225
5 676 $181,860,014
A percentage of AUM, Hourly charges, Fixed fees
3903 S Kelly Ave, Portland, OR 97239
4 1 $2,640,011
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Portland, Oregon*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    10260 SW Greenburg Rd, Ste 950, Portland, OR  97223 503-892-1343
    760 SW 9th Ave, Ste 2100, Portland, OR  97205 503-221-8723
    760 SW 9th Ave, Ste 2100, Portland, OR  97205 503-221-6626
    7450 SW Beveland St, Ste 100, Portland, OR  97223 503-808-1515
    6500 SW Beaverton Hlsdl Hwy, Ste 1, Portland, OR  97225 503-439-1880
    760 SW 9th Ave, Ste 2100, Portland, OR  97205 503-221-7635
    1000 SW Broadway, Ste 2200, Portland, OR  97205 503-484-1546
    5550 SW Macadam Ave, Ste 102, Portland, OR  97239 503-595-9020
    110 SW Bancroft St, Ste A, Portland, OR  97239 503-650-7949
    760 SW 9th Ave, Ste 2100, Portland, OR  97205 503-412-6329

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

      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.