9 advisors with offices in Portland. Credentials, fee structures, and minimums are disclosed on each listing.
Portland, Oregon
Clarity Capital Management, LLC is a Portland-based firm offering financial planning and investment management services. The firm operates in English and serves clients seeking guidance across these two core service areas.
View detailsPortland, Oregon
Deschutes Investment Consulting, LLC provides financial planning and investment management services to clients in Portland, Oregon. The firm operates on an English-language basis and has received a 4.4 rating across 12 Google reviews
View detailsPortland, Oregon
Interactive Wealth Advisors, Inc. is based in Portland, Oregon and serves small business owners through financial planning and investment management services. The firm works with clients in English and has received a 5-star rating on Google based on seven reviews.
View detailsPortland, Oregon
Marquam Capital is an investment advisor based in Portland, Oregon. The firm provides advisory services to clients in the region.
View detailsPortland, Oregon
Insurance-Based
Northwestern Mutual - Portland is an insurance-based firm located in Portland, Oregon, offering financial planning, insurance analysis, and investment management. The firm specializes in insurance planning services and conducts business in English.
View detailsPortland, Oregon
Raymond James & Associates operates in Portland, Oregon and specializes in retirement planning and small business services. Advisors on the team hold the CLU (Chartered Life Underwriter) credential. The firm provides retirement planning services and conducts business in English.
View detailsPortland, Oregon
TenBridge Partners is a financial planning and investment management firm based in Portland, Oregon. The firm provides financial planning and investment management services to clients. TenBridge Partners holds a 4.8-star rating on Google based on 22 client reviews
View detailsPortland, Oregon
Fee-Only Independent RIA
Vision Capital Management is an independent registered investment advisor in Portland, Oregon, offering financial planning and investment management on a fee-only basis. The firm operates under a fiduciary standard and serves clients in English.
View detailsPortland, Oregon
Wealth Enhancement Group is a financial planning firm located in Portland, Oregon. The firm provides financial planning services to clients in the region.
View detailsAdvisors serving Portland specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Oregon's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.