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Find Best Financial Advisors in Oregon

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A densely populated state like Oregon has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Oregon and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Oregon
Last Updated - 21-Sep-2022

Oregon has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 751 non-vetted advisors in your local area. These financial advisors in Oregon have an average of 21 years of experience.

NOTE: The list of financial advisors in 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 Oregon.

List of Qualified Financial Advisors in Oregon
Financial Advisor Experience AUM Minimum Assets Fee Structure
Matt Adams
CFP®, CLU®, ChFC®
JONES & ROTH
260 Country Club Rd,
#100,
Eugene, OR 97401
20 $125,000,000 Not Specified Fee-Based
Neal Richards
AXIOM WEALTH STRATEGIES
243 SW Scalehouse Loop,
Ste 3B,
Bend, OR 97702
15 $56,000,000 Not Specified Fee-Only
Greg Bowen
CFP®, ChFC®
MARINER WEALTH ADVISORS
8050 SW Pfaffle St. #100,
503-620-5236,
Portland, OR 97223
28 150000 Not Specified Fee-Based

Information on Qualified Financial Advisors in Oregon

Qualifications CRD# 2354504
Firm CRD# 30349
Series 4, 7, 63, 65

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 260 Country Club Rd,
#100,
Eugene,
OR
97401
Phone Number 541-434-7320

Matt specializes in comprehensive wealth management for individuals, families and business owners. This includes, but is not limited to, investment strategies, 401(k) and retirement plans, disability income insurance, life insurance, long-term care insurance, charitable gifting strategies, estate conservation, and business succession planning. Matt has over 20 years of experience in the financial services profession. Matt is a CERTIFIED FINANCIAL PLANNER professional (CFP), Chartered Life Underwriter (CLU) for special knowledge in risk management, and Chartered Financial Consultant (ChFC). He has passed the Financial Industry Regulation Authority (FINRA) Series 7, 63 & 65 exams. Matt is also insurance licensed in OR, CA, WA, AZ, TX, IN, NM, AR, MI, ME, OH, FL, & KY. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP,CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boardâ¬"s initial and ongoing certification requirements. Securities offered through 1st Global Capital Corp. Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. Matt is licensed to offer securities in AZ, AR, CA, CO, HI, IL, IN, MT, NC, OR, WA. This is not an offer to sell securities in any other state or jurisdiction.

About Jones & Roth

Financial Advisory Services Our expertise is in utilizing integrated tax & investment strategy to spot strategic opportunities for both your business and for you as an individual. Investment Planning Chances are you have had changes in your life since you last reviewed your investment portfolio, and the investment strategy that once was adequate for the future you had in mind may no longer be appropriate. As your financial goals and needs change, your investment strategy may need to change to meet those goals and needs. Remember that your investments affect other elements of your financial plan such as estate planning, education planning, and retirement planning. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in AZ, CA, CO, FL, GA, HI, IL, IN, MA, MT, NC, NV, OH, OR, TX, UT, WA & WY. This is not an offer to sell securities in any other state or jurisdiction. Retirement Planning No cookie cutter approach You may look forward to retirement as a time to savor the finer things in life, and as a reward for many years of hard work. Retirement dreams can inspire you, but you need to set goals if your retirement is to live up to your aspirations. We can help you start addressing the challenges planning for your retirement holds. We can analyze your current retirement plan and help make sure you are working steadily towards your goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5426580
Firm CRD# 313124
Series 6, 7, 63, 66

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets


Office Location 243 SW Scalehouse Loop,
Ste 3B,
Bend,
OR
97702
Phone Number 541-728-1285

Neal began his career in 2007 working in Bend during the financial crisis and the great recession for Northwestern Mutual, a Life Insurance company. This experience helped refine his business as well as his personal financial planning. In 2012 Neal began working for Wells Fargo Advisors where he worked helping clients invest and plan. His experience at Wells Fargo Advisors amalgamized his investment philosophy as well as his conviction in the value of planning over product. In April of 2017, Neal joined Cascade Financial Strategies, an independent RIA, where his practice blossomed into what it is today. Neal and his wife Lindsey, married since 2006, reside in Bend Oregon where he and his four kids (Lydia, Thomas, Hazel, and Miles) 20 chickens, 2 rabbits, 2 cats, 1 dog, a goose, 10 ducks, and a fish share life together. When he isn't working or at home he can be found running and biking the local trails and training for triathlons at the pool. Who he is can be reflected in the people in his life he is most thankful for: His wife and kids: I'm not sure where you end, and I begin. His mom and dad, Janet and Thomas Richards: I am eternally grateful for you both. Working associate, John Aspell: I owe you my career& thanks for taking a chance on me. Authors Rene Girard, RC Sproul, Dave Ramsey, Nick Murray, Michael Kitces: These people have given me the lens through which I see the world.

About Axiom Wealth Strategies

Neal Richards is the CEO and author of Axiom Wealth Strategies. He founded Axiom in the desire to help families build true wealth. He believes that there are lasting principles to wealth building that, if understood and embraced, yield fruit in this life and in the lives to come. He believes these principles of wisdom are where true wealth resides. He named the firm Axiom, which means self-evidently true, with the hope of pointing to this wisdom and reveal where true wealth is found.

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


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.

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 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)
Jensen Investment Management Inc.
5500 Meadows Road , Suite 200,
Lake Oswego, OR 97035-3623
$14,495,257,651 933 A percentage of AUM
Focuspoint Solutions, Inc.
3395 Sw Garden View Avenue,
Portland, OR 97225
$5,146,721,323 61 A percentage of AUM
Fixed fees
Deschutes Investment Consulting, Llc
200 Sw Market Street , Suite 550,
Portland, OR 97201
$1,323,846,005 341 A percentage of AUM
Fixed fees
Commision Based
M Financial Asset Management, Inc.
1125 Nw Couch St , Ste 900,
Portland, OR 97209
$1,216,062,980 2546 A percentage of AUM
Hourly charges
Vision Capital Management Inc
4380 S Macadam Avenue , Suite 350,
Portland, OR 97239
$1,021,550,392 1439 A percentage of AUM
Northwest Quadrant Wealth Management
650 Sw Bond St. , Suite 250,
Bend, OR 97702
$441,126,333 1802 A percentage of AUM
Fixed fees
Ims Capital Management
8995 S.E. Otty Road,
Portland, OR 97086
$390,393,644 530 A percentage of AUM
Headwater Investment Consulting,Inc.
408 Se 1st St.,
Mcminnville, OR 97128
$353,179,000 1029 A percentage of AUM
Cascade Investment Advisors, Inc.
503 High Street,
Oregon City, OR 97045
$316,928,725 441 A percentage of AUM
Fixed fees
Northline Wealth Management Llc
15 Sw Colorado Avenue , Suite 4,
Bend, OR 97702-1229
$252,719,596 634 A percentage of AUM
Hourly charges
Other ($100 ANNUAL SERVICE FEE)
Capstone Wealth Management Group, Llc
404 Sw Columbia St. , Suite 230,
Bend, OR 97702-3453
$198,916,191 267 A percentage of AUM
Fixed fees
Finley Financial, Llc
1709 Ne 27th Street , Suite B,
Mcminnville, OR 97128
$184,378,788 284 A percentage of AUM
North Ridge Wealth Advisors, Inc.
8285 Sw Nimbus Avenue , Suite 155,
Beaverton, OR 97008
$130,177,138 442 A percentage of AUM
Sundowner Capital Management Llc
725 Nw Broadway Street,
Bend, OR 97703
$109,484,489 132 A percentage of AUM

    List of Additional Advisors in Oregon*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brent Highberger
    Inquire with Brent
    4800 SW Meadows Rd, Ste 400, Lake Oswego, OR  97035 503-534-3463
    Al Korb
    Inquire with Al
    10260 SW Greenburg Rd, Ste 950, Portland, OR  97223 503-892-1343
    Adam M. Anderson
    Inquire with Adam
    4800 SW Meadows Rd, Ste 400, Lake Oswego, OR  97035 503-534-3421
    Brian Johnson
    Inquire with Brian
    760 SW 9th Ave, Ste 2100, Portland, OR  97205 503-221-8723
    Bridge City Advisors
    Inquire with Bridge
    201 B Ave, Ste 240, Lake Oswego, OR  97034 503-635-8192
    Andrew Carter
    Inquire with Andrew
    760 SW 9th Ave, Ste 2100, Portland, OR  97205 503-221-6626
    Arch Bridge Financial Advisors
    Inquire with Arch
    1742 Willamette Falls Dr, West Linn, OR  97068 503-655-5883
    Bob Welle
    Inquire with Bob
    388 State St, Ste 850, Salem, OR  97301 503-485-5204
    Andrew Beck
    Inquire with Andrew
    777 NE 2nd St, Ste G, Corvallis, OR  97330 541-286-4062
    Bill Terrill
    Inquire with Bill
    7450 SW Beveland St, Ste 100, Portland, OR  97223 503-808-1515
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