Top Financial Advisors in Portland, Oregon
Finding the right financial advisor in Portland is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Portland, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Portland, OR.
Find the Best Financial Advisor Firms in Portland:
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692
Address: 888 Sw 5th Ave Ste 1200, Portland, OR 97204
Clients: 116
Average Clients per Advisor: 4
AUM: $ 7.1B
M HOLDINGS SECURITIES, INC.
CRD#: 43285
Address: 1125 N.w. Couch Street Suite 900, Portland, OR 97209
Clients: 8,170
In Business for: 29 Years
Average Clients per Advisor: 33
AUM: $ 3.9B
Disclosures: 4
BECKER CAPITAL MANAGEMENT, INC.
CRD#: 110489
Address: 1211 Sw 5th Avenue Suite 2185, Portland, OR 97204-3740
Clients: 199
Average Clients per Advisor: 11
AUM: $ 3.9B
VISTA CAPITAL PARTNERS, INC.
CRD#: 114913
Address: 9755 Sw Barnes Road Suite 595, Portland, OR 97225
Clients: 309
Average Clients per Advisor: 17
AUM: $ 2.1B
ARNERICH MASSENA, INC.
CRD#: 116395
Address: 650 Ne Holladay Street Suite 1500, Portland, OR 97232-2047
Clients: 92
Average Clients per Advisor: 9
AUM: $ 2.1B
DESCHUTES INVESTMENT CONSULTING, LLC
CRD#: 155312
Address: 200 Sw Market Street Suite 550, Portland, OR 97201
Clients: 171
Average Clients per Advisor: 21
AUM: $ 1.7B
How We Chose the Top Financial Advisors in Portland, Oregon
To create this list of top financial advisor firms in Portland, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Portland has to offer.
Search Financial Advisors in Portland, Oregon
James David Frank
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Tyler Robinson Elliott
Registered Affiliation(s):WATERSHED WEALTH PLANNING LLC
Samuel Lewis Koenig
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Reweti Paraone Wiki
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Anastasiya Pasc
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Stephen Robert Mccarty
Registered Affiliation(s):EDWARD JONES
Jefferson Wayne Withnell
Registered Affiliation(s):JGP WEALTH MANAGEMENT, LLC
Joni Carlisle
Registered Affiliation(s):EDWARD JONES
Christopher Abraham Wehbey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Alan Morgan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Katie Jo Swasey
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Lee Sylvia
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Daniel Wanous
Registered Affiliation(s):EDWARD JONES
Chelsea Greek Mcgraw
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronald Wingkai Lam
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Martin C Sacks
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew David Molnar
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Alan Macdonald
Registered Affiliation(s):EDWARD JONES
Cody Michael Calabrese
Registered Affiliation(s):EDWARD JONES
Louis Theodore Miller
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jeremiah David White
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jose Luis Cortez
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Pia Domineke Meyer
Registered Affiliation(s):EDWARD JONES
Kimberley Rene Lanphar
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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