Best Financial Advisors in PORTLAND, Oregon
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PORTLAND
Page 1 of 3 · 63 firms
VISTA CAPITAL PARTNERS, INC.
PORTLAND, OR · Since 2001
STANCORP INVESTMENT ADVISERS, INC.
PORTLAND, OR · Since 2000
DESCHUTES INVESTMENT CONSULTING, LLC
PORTLAND, OR · Since 2011
PHILLIPS AND COMPANY ADVISORS LLC
PORTLAND, OR · Since 2011
MULTNOMAH GROUP, INC.
PORTLAND, OR · Since 2005
SELLWOOD INVESTMENT PARTNERS LLC
PORTLAND, OR · Since 2012
RVK, INC.
PORTLAND, OR · Since 1986
GOVERNMENT PORTFOLIO ADVISORS LLC
PORTLAND, OR · Since 2014
PEREGRINE ASSET ADVISERS, INC.
PORTLAND, OR · Since 2001
M FINANCIAL ASSET MANAGEMENT, INC.
PORTLAND, OR · Since 2006
M FINANCIAL INVESTMENT ADVISERS INC
PORTLAND, OR · Since 1995
HORST & GRABEN WEALTH MANAGEMENT, LLC
PORTLAND, OR · Since 2018
GREEN CITIES INVESTMENT MANAGEMENT, LLC
PORTLAND, OR · Since 2013
SILVER OAK ADVISORY GROUP
PORTLAND, OR · Since 1991
BLUE WATER WEALTH
PORTLAND, OR · Since 2018
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
PORTLAND, OR · Since 2015
RUTHERFORD INVESTMENT MANAGEMENT
PORTLAND, OR · Since 2019
ZUNA, LLC
PORTLAND, OR · Since 2019
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
PORTLAND, OR · Since 2021
WILLAMETTE FINANCIAL ADVISORS, LLC
PORTLAND, OR · Since 2017
WEALTH ADVISORS NW
PORTLAND, OR · Since 2021
CLS FINANCIAL ADVISORS, INC.
PORTLAND, OR · Since 2022
INMAN FINANCIAL SERVICES, INC.
PORTLAND, OR · Since 2021
PEARL WEALTH LLC
PORTLAND, OR · Since 2021
EFM INVESTMENTS & ADVISORY LLC
PORTLAND, OR · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in PORTLAND?
The median advisory fee in PORTLAND, OR is 0.95% of assets under management per year, based on Form ADV filings from 63 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.