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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 - 27-Nov-2022

Portland has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 165 non-vetted advisors in your local area. These financial advisors in Portland, Oregon have an average of 8 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
William Cartee
EDELMAN FINANCIAL ENGINES, LLC
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Portland

Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 305 SE Chkalov Drive Suite 113,
Vancouver,
WA
98683
Phone Number 425-247-2970

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Degree in Information Technology - Security from Western Governors University. Married to Nicki. They have two children: Cailin and Haley. David enjoys sports, hunting, fishing, camping, and spending valuable time with family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

    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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