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Find Top Financial Advisors in Portland, Oregon

Portland, Oregon, has a robust economy driven by technology, manufacturing, and a growing green energy sector. The city's thriving tech industry, robust job market, and no state sales tax make it an appealing destination for professionals and retirees alike. However, navigating financial decisions-whether for retirement, investments, or estate planning-can be complex, making the guidance of an experienced financial advisor in Portland invaluable.

With over 1,200+ financial advisors in Portland, OR, finding the right professional to meet your specific needs can prove to be a difficult task. WiserAdvisor makes this process easier by matching you with 2-3 vetted Portland financial advisors who can create a personalized financial plan for your specific needs. Whether you're looking for a certified financial planner in Portland for retirement planning, wealth management, or long-term financial strategies, we can help you find a suitable match.

We have maintained a trusted directory of fiduciary advisors who meet strict industry standards over the past two decades. Every financial advisor in Portland, Oregon, within our network, is screened for experience and maintains clean records with FINRA and SEC. Let us help you find a suitable financial planner in Portland who understands your unique financial situation and can help you build, protect, and grow your wealth for long-term success.

Finding the Top Financial Advisor in Portland, Oregon

Last Updated - June 23, 2025

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.

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

Firm Name	No. of Advisors	No. of Clients	AUM	Fee Structure
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9, Portland, OR 97204	112	126310	$34,385,256,113	A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365, Portland, OR 97224	9	73	$25,897,235,362	A percentage of AUM, Hourly charges, Fixed fees
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR 97204	60	4068	$8,394,137,837	A percentage of AUM
CAMPBELL GLOBAL 1300 Sw 5th Avenue, Suite 3200, Portland, OR 97201	142	19	$5,283,396,280	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	40	27667	$5,001,681,150	A percentage of AUM, Fixed fees
BECKER CAPITAL MANAGEMENT, INC. 1211 Sw 5th Avenue, Suite 2185, Portland, OR 97204-3740	33	1893	$4,613,776,609	A percentage of AUM, Hourly charges
M HOLDINGS SECURITIES, INC. 1125 N.W. Couch Street, Suite 900, Portland, OR 97209	706	9871	$4,513,584,910	A percentage of AUM, Hourly charges, Fixed fees
VARIANT INVESTMENTS 10200 Sw Greenburg Road, Suite 760, Portland, OR 97223	28	3	$2,986,840,963	A percentage of AUM
DESCHUTES INVESTMENT CONSULTING, LLC 200 Sw Market Street, Suite 550, Portland, OR 97201	12	340	$2,474,201,625	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
VISTA CAPITAL PARTNERS, INC. 9755 Sw Barnes Road, Suite 595, Portland, OR 97225	32	2900	$2,445,045,898	A percentage of AUM
ENDEAVOUR CAPITAL 760 Sw Ninth Avenue, Suite 2300, Portland, OR 97205	23	8	$2,159,591,898	A percentage of AUM, Performance Based
CABLE HILL PARTNERS, LLC 1155 Sw Morrison Street, Suite 400, Portland, OR 97205	29	2982	$1,977,399,614	A percentage of AUM, Fixed fees
SELLWOOD INVESTMENT PARTNERS LLC 6650 Sw Redwood Lane, Suite 370, Portland, OR 97224	15	68	$1,883,200,000	A percentage of AUM, Hourly charges, Fixed fees, Other (% ASSETS UNDER ADVISEMENT)
TPG FINANCIAL ADVISORS, LLC 11850 Sw 67th Avenue, Suite 100, Portland, OR 97223	20	1514	$1,657,763,372	A percentage of AUM, Hourly charges, Fixed fees
PHILLIPS AND COMPANY ADVISORS LLC 521 Sw 11th Avenue, Suite 200, Portland, OR 97205	22	1384	$1,410,908,388	A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Frequently Asked Questions

What specific financial planning considerations are unique to Portland residents?

Portland financial planners have to consider the city's housing market when devising a financial plan for the local residents due to significant increase in housing prices, making real estate investment and housing affordability key considerations. They also have to take into account urban growth boundaries which affect property values and development opportunities, impacting long-term investment strategies. Further, since Portland is home to robust technology, manufacturing, and craft beer industries, these industries offer unique investment opportunities to the local residents.

How do financial advisors in Portland assist with retirement planning for local residents?

Financial advisors in Portland, Oregon develop retirement strategies that consider Portland's rising housing costs and overall living expenses to ensure sufficient retirement income. They also help navigate Oregon's tax policies, including income and property taxes, to optimize retirement savings. In addition, a financial planner in Portland will help leverage local investment opportunities to further boost your investment portfolios.

What are the typical fees for financial advisors in Portland, OR?

Fees typically vary based on the experience, services and credentials of financial advisors in Portland:

Flat Fees: Some advisors offer services for a fixed annual fee, which can range from $1,000 to $7,500, depending on the complexity of services provided.
Hourly Rates: Advisors may charge hourly fees, typically between $100 to $500 per hour, based on their experience and expertise.
Per-Plan Fees: For comprehensive financial plans, advisors might charge a one-time fee ranging from $1,000 to $3,000.
Assets Under Management (AUM): Advisors may charge a percentage of the assets they manage on your behalf, typically ranging from 0.5% to 2% annually. For example, managing a $500,000 portfolio may cost you anywhere between $2,500 and $10,000 per year.
Commission-only: Advisors earn commissions from selling financial products, meaning their income depends on the products they recommend.

Are there any local regulations or laws in Portland that financial advisors must comply with?

Financial advisors in Portland, OR, must comply with Oregon's regulatory requirements for financial professionals and abide by SEC and Department of Labor guidelines, including fiduciary responsibilities.

To ensure compliance, verify your advisor's credentials using FINRA's BrokerCheck or the SEC's Investment Adviser Public Disclosure tool. You may corroborate the advisor's employment history, licenses, qualifications, and any disciplinary actions.

You may also find a qualified advisor by using WiserAdvisor's free match tool. This tool connects you with vetted financial advisors who meet your specific needs. All advisors in WiserAdvisor's network are pre-screened for experience and hold clean records with FINRA and the SEC.

WiserAdvisor is a trusted platform that maintains a directory of fiduciary advisors who meet strict industry standards. Simply provide details about your financial goals, and WiserAdvisor's match tool will connect you with 2-3 financial advisors in your area based on your financial needs.

What certifications should I look for in a Portland financial advisor?

When choosing a top Portland financial advisor, look for qualifications that demonstrate expertise and ethical standards.

Certified Financial Planner (CFP): CFPs are trained in comprehensive financial planning and cover areas such as retirement, investments, tax planning, etc.
Retirement Income Certified Professional (RICP): RICPs specialize in ensuring you have a steady retirement income.
Registered Investment Advisor (RIA): RIAs are registered with the Securities and Exchange Commission (SEC) or state authorities. They are fiduciaries and legally bound to act in your best interest.
Chartered Financial Consultant (ChFC): ChFCs are trained to handle all aspects of financial planning, including retirement.
Chartered Retirement Planning Counselor (CRPC): CRPCs focus specifically on retirement strategies, such as managing your post-retirement withdrawals, etc.
Chartered Financial Analyst (CFA): CFAs are experts in asset management and investment strategies.
Certified Public Accountant (CPA): CPAs hold expertise in tax planning and tax filing. As the name suggests, CPAs are well-versed in accounting.
Chartered Life Underwriter (CLU): CLUs focus on life insurance and estate planning. If your needs include insurance and estate planning, hiring a CLU could be beneficial.
Certified Financial Fiduciary (CFF): CFFs ensure that the financial advisor is committed to upholding fiduciary standards.
Certified Private Wealth Advisor (CPWA): CPWAs are geared towards wealth management for high-net-worth individuals, along with niches in areas like estate planning and tax management.

How do financial advisors in Portland help with tax planning for local businesses?

Portland financial advisors assist businesses by ensuring compliance and adherence to federal, state, and local tax laws. They also help identify deductions, credits, and incentives to minimize tax liabilities. Additionally, they advise on business structures and transactions to optimize tax outcomes.

What kind of financial reports can I expect from a Portland financial advisor?

Certified financial planners in Portland typically provide detailed portfolio performance reports that contain exhaustive analyses of investment returns and asset allocations. They also offer comprehensive overviews of financial statements, including income, expenses, assets, and liabilities. Further, the advisor also provides tax reports containing summaries of taxable events and guidance for tax filings.

How often should I review my financial plan with a Portland advisor?

Regular communication with your financial advisor is crucial to ensure your financial plan remains aligned with your goals and adapts to any life changes. While the frequency of meetings can vary based on individual needs, ensure that you schedule a comprehensive review of your financial plan once a year to assess performance and make necessary adjustments, if needed. You may also schedule semi-annual or quarterly meetings based on the complexity of your financial situation or if any significant life events (e.g., retirement, inheritance, career changes), have taken place