Find a Financial Advisor in Portland, OR

 

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We did the hard work of finding trustworthy partners in Portland, OR.

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We Only Work With The Best Portland Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Portland, OR


  • Financial Advisor Close to Portland, OR

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Portland, OR


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Portland, OR

We evaluated over 13,000 RIA firms to bring you the best of the best Portland financial advisors.
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How Retirement-Friendly is Portland, OR?

  • Population: 645,291
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $418,000
  • Average Monthly Housing Cost: $1,428
  • Average Household Income: $95,998
  • Oregon Total Tax Burden: 8.29% (24th Lowest in U.S.)
  • Oregon Property Tax: 3.06% (18th Highest in U.S.)
  • Oregon Individual Income Tax: 4.17% (2nd Highest in U.S.)
  • Oregon Sales and Excise Tax: 1.06% (Lowest in U.S.)



The Top Financial Advisor Firms in Portland, OR

 

VISION CAPITAL MANAGEMENT INC

Website

(503) 221-5656

4380 Sw Macadam Avenue
Suite 350
Portland, OR 97239

SEC#: 801-56669
Years in Business: 22 years

STANCORP INVESTMENT ADVISERS, INC.

Website

(971) 321-8844

1100 Sw Sixth Avenue
P9
Portland, OR 97204

SEC#: 801-57811
Years in Business: 21 years

FOCUSPOINT SOLUTIONS, INC.

Website

(503) 445-1957

3395 Sw Garden View Avenue

Portland, OR 97225

SEC#: 801-63028
Years in Business: 17 years

TYGH CAPITAL MANAGEMENT, INC.

Website

(503) 972-0150

1211 Sw Fifth Avenue
Suite 2100
Portland, OR 97204

SEC#: 801-63231
Years in Business: 17 years

ENDEAVOUR CAPITAL

Website

(503) 223-2721

760 Sw Ninth Avenue, Suite 2300

Portland, OR 97205

SEC#: 801-73250
Years in Business: 9 years

DISTRIBUTION CONSULTANTS, INC.

Website

(503) 445-1957

3395 Sw Garden View Ave.

Portland, OR 97225

SEC#: 801-77783
Years in Business: 8 years

RUTHERFORD INVESTMENT MANAGEMENT

Website

(503) 452-1210

10300 Sw Greenburg Road
Suite 115
Portland, OR 97223

SEC#: 801-117368
Years in Business: 2 years

STANGIER WEALTH MANAGEMENT

Website

(503) 257-0057

9955 Se Washington
Suite 101
Portland, OR 97216

SEC#: 801-111889
Years in Business: 4 years

JGP WEALTH MANAGEMENT, LLC

Website

(503) 446-6450

760 Sw 9th Avenue, Suite 2350

Portland, OR 97205

SEC#: 801-112288
Years in Business: 4 years

 


Portland, OR Financial Advisor FAQs

According to Forbes' Fin Aid list, the average cost of a financial advisor is $70/hour.
Financial advisors charge an hourly fee, a percentage of money maintained in investment accounts, and/or a flat monthly fee to manage clients’ finances.
A good way to see if you like a potential advisor's style and methodology is to hear them speak live for free at a seminar or conference, attend classes on finances at your local community college, or read books they’ve published.
One of their typical functions is being able to guide people through complicated questions relating to investment strategies during retirement years so that the clients may maintain control of their own money instead of relying on others for help making decisions about these types of issues.