Find Top Financial Advisors in Portland, Oregon

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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 - 18-Mar-2023

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
8050 SW Pfaffle St. #100,
Portland, OR 97223
28 150000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Portland

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,
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.

About Mariner Wealth Advisors

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
1100 Sw Sixth Avenue , P9,
Portland, OR 97204
$28,694,241,208 82860 A percentage of AUM
Fixed fees
3395 Sw Garden View Avenue,
Portland, OR 97225
$5,146,721,323 61 A percentage of AUM
Fixed fees
760 Sw Ninth Avenue, Suite 2300,
Portland, OR 97205
$2,439,276,959 10 A percentage of AUM
Performance Based
10300 Sw Greenburg Road , Suite 308,
Portland, OR 97223
$1,624,000,000 2 A percentage of AUM
200 Sw Market Street , Suite 550,
Portland, OR 97201
$1,323,846,005 341 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
1211 Sw 5th Avenue, Suite 900,
Portland, OR 97204
$1,312,848,721 22 Hourly charges
Fixed fees
1125 Nw Couch St , Ste 900,
Portland, OR 97209
$1,216,062,980 2546 A percentage of AUM
4380 S Macadam Avenue , Suite 350,
Portland, OR 97239
$1,021,550,392 1439 A percentage of AUM
760 Sw 9th Avenue , Suite 2350,
Portland, OR 97205
$979,379,206 2086 A percentage of AUM
Hourly charges
Fixed fees
707 Sw Washington Street , Suite 810,
Portland, OR 97205
$777,186,013 779 A percentage of AUM
Hourly charges
Fixed fees
8995 S.E. Otty Road,
Portland, OR 97086
$390,393,644 530 A percentage of AUM
9955 Se Washington , Suite 101,
Portland, OR 97216
$217,000,000 1286 A percentage of AUM
Hourly charges
Fixed fees
10300 Sw Greenburg Road , Suite 115,
Portland, OR 97223
$201,521,925 129 A percentage of AUM
3395 Sw Garden View Ave.,
Portland, OR 97225
$181,860,014 676 A percentage of AUM
Hourly charges
Fixed fees
3903 S Kelly Ave,
Portland, OR 97239
$2,640,011 1 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
    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
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      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.

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      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.

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      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?