AdvisorRanked

Best Financial Advisors in PORTLAND, Oregon

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

63
Registered Firms
0.95%
Median Fee
of assets/year
$611M
Median AUM
63
Firms Listed
in our database

Top-Ranked Advisors in PORTLAND

#1
100

RVK, INC.

PORTLAND, OR · Since 1986

$828M AUM111 clientsFee: 0%
FiduciaryFee-Only
#2
100

SILVER OAK ADVISORY GROUP

PORTLAND, OR · Since 1991

$419M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
100

STANCORP INVESTMENT ADVISERS, INC.

PORTLAND, OR · Since 2000

$34.5B AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
100

VISTA CAPITAL PARTNERS, INC.

PORTLAND, OR · Since 2001

$3.2B AUM20 clientsFee: 0%
FiduciaryFee-Only
#5
100

PEREGRINE ASSET ADVISERS, INC.

PORTLAND, OR · Since 2001

$611M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
100

MULTNOMAH GROUP, INC.

PORTLAND, OR · Since 2005

$2.7B AUM16 clientsFee: 0%
FiduciaryFee-Only
#7
100

M FINANCIAL ASSET MANAGEMENT, INC.

PORTLAND, OR · Since 2006

$1.2B AUM4 clientsFee: 0%
FiduciaryFee-Only
#8
100

CLS FINANCIAL ADVISORS, INC.

PORTLAND, OR · Since 2022

$192M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
100

DESCHUTES INVESTMENT CONSULTING, LLC

PORTLAND, OR · Since 2011

$2.9B AUM10 clientsFee: 0%
FiduciaryFee-Only
#10
100

BLUE WATER WEALTH

PORTLAND, OR · Since 2018

$473M AUM12 clientsFee: 0%
FiduciaryFee-Only
#11
100

SELLWOOD INVESTMENT PARTNERS LLC

PORTLAND, OR · Since 2012

$2.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#12
100

PHILLIPS AND COMPANY ADVISORS LLC

PORTLAND, OR · Since 2011

$2.7B AUM13 clientsFee: 0%
FiduciaryFee-Only
#13
100

RUTHERFORD INVESTMENT MANAGEMENT

PORTLAND, OR · Since 2019

$250M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
100

GOVERNMENT PORTFOLIO ADVISORS LLC

PORTLAND, OR · Since 2014

$35.1B AUM6 clientsFee: 0%
FiduciaryFee-Only
#15
100

WILLAMETTE FINANCIAL ADVISORS, LLC

PORTLAND, OR · Since 2017

$117M AUM2 clientsFee: 0%
FiduciaryFee-Only
#16
100

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

PORTLAND, OR · Since 2015

$643M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
100

WEALTH ADVISORS NW

PORTLAND, OR · Since 2021

$354M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
100

HORST & GRABEN WEALTH MANAGEMENT, LLC

PORTLAND, OR · Since 2018

$920M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
100

INMAN FINANCIAL SERVICES, INC.

PORTLAND, OR · Since 2021

$197M AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
100

PEARL WEALTH LLC

PORTLAND, OR · Since 2021

$156M AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
100

ZUNA, LLC

PORTLAND, OR · Since 2019

$411M AUM5 clientsFee: 0%
FiduciaryFee-Only
#22
100

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

PORTLAND, OR · Since 2021

$809M AUM4 clientsFee: 0%
FiduciaryFee-Only
#23
100

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PORTLAND, OR · Since 2022

$173M AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
100

EFM INVESTMENTS & ADVISORY LLC

PORTLAND, OR · Since 2026

$680M AUM5 clientsFee: 0%
FiduciaryFee-Only
#25
100

SCWM, LLC

PORTLAND, OR · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#26
100

GREEN CITIES INVESTMENT MANAGEMENT, LLC

PORTLAND, OR · Since 2013

$875M AUM11 clientsFee: 0%
FiduciaryFee-Only
#27
100

M FINANCIAL INVESTMENT ADVISERS INC

PORTLAND, OR · Since 1995

$1.0B AUM0 clientsFee: 0%
FiduciaryFee-Only
#28
95

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

PORTLAND, OR · Since 1975

$10.7B AUM31 clientsFee: 0%
FiduciaryFee-Only
#29
95

THE H GROUP, INC.

PORTLAND, OR · Since 1991

$580M AUM11 clientsFee: 0%
FiduciaryFee-Only
#30
95

VISION CAPITAL MANAGEMENT INC

PORTLAND, OR · Since 1999

$1.2B AUM8 clientsFee: 0%
FiduciaryFee-Only
#31
95

BECKER CAPITAL MANAGEMENT, INC.

PORTLAND, OR · Since 1977

$5.7B AUM20 clientsFee: 0%
FiduciaryFee-Only
#32
95

CONTINUITY WEALTH MANAGEMENT, CORP.

PORTLAND, OR · Since 2001

$214M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
95

MENGIS CAPITAL MANAGEMENT, INC.

PORTLAND, OR · Since 2001

$903M AUM6 clientsFee: 0%
FiduciaryFee-Only
#34
95

FOCUSPOINT SOLUTIONS, INC.

PORTLAND, OR · Since 2004

$6.8B AUM1 clientsFee: 0%
FiduciaryFee-Only
#35
95

COMPASS INVESTMENT ADVISERS, LLC

PORTLAND, OR · Since 2024

$111M AUM2 clientsFee: 0%
FiduciaryFee-Only
#36
95

TPG FINANCIAL ADVISORS, LLC

PORTLAND, OR · Since 2012

$2.2B AUM13 clientsFee: 0%
FiduciaryFee-Only
#37
95

PREISZ FINANCIAL

PORTLAND, OR · Since 2019

$702M AUM8 clientsFee: 0%
FiduciaryFee-Only
#38
95

FINANCIAL INVESTMENT TEAM ("FIT")

PORTLAND, OR · Since 2018

$209M AUM5 clientsFee: 0%
FiduciaryFee-Only
#39
95

SKYLINE FINANCIAL NORTHWEST

PORTLAND, OR · Since 2025

$148M AUM3 clientsFee: 0%
FiduciaryFee-Only
#40
95

CS PLANNING CORP

PORTLAND, OR · Since 2009

$2.0B AUM49 clientsFee: 0%
FiduciaryFee-Only
#41
95

CORDANT WEALTH PARTNERS

PORTLAND, OR · Since 2010

$371M AUM5 clientsFee: 0%
FiduciaryFee-Only
#42
95

SMB FINANCIAL SERVICES, INC.

PORTLAND, OR · Since 2019

$178M AUM5 clientsFee: 0%
FiduciaryFee-Only
#43
95

MATISSE CAPITAL

PORTLAND, OR · Since 2010

$1.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#44
95

TENBRIDGE PARTNERS LLC

PORTLAND, OR · Since 2025

$110M AUM2 clientsFee: 0%
FiduciaryFee-Only
#45
95

ENDEAVOUR CAPITAL

PORTLAND, OR · Since 2012

$1.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#46
95

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

PORTLAND, OR · Since 2020

$235M AUM3 clientsFee: 0%
FiduciaryFee-Only
#47
95

MODERNIST FINANCIAL, LLC

PORTLAND, OR · Since 2026

$113M AUM3 clientsFee: 0%
FiduciaryFee-Only
#48
95

ACM MANAGEMENT COMPANY, LLC

PORTLAND, OR · Since 2016

$650M AUM12 clientsFee: 0%
FiduciaryFee-Only
#49
95

VARIANT INVESTMENTS

PORTLAND, OR · Since 2018

$2.6B AUM32 clientsFee: 0%
FiduciaryFee-Only
#50
95

FAIRCHILD CAPITAL LLC

PORTLAND, OR · Since 2026

$103M AUM1 clientsFee: 0%
FiduciaryFee-Only
#51
95

THE H GROUP WASHINGTON, INC.

PORTLAND, OR · Since 2019

$256M AUM6 clientsFee: 0%
FiduciaryFee-Only
#52
95

SOARING INVESTMENT MANAGEMENT, LLC

PORTLAND, OR · Since 2026

$113M AUM3 clientsFee: 0%
FiduciaryFee-Only
#53
95

ICON FINANCIAL SERVICES LLC

PORTLAND, OR · Since 2020

$20M AUM3 clientsFee: 0%
FiduciaryFee-Only
#54
95

SCOTT CAPITAL ADVISORS, LLC

PORTLAND, OR · Since 2020

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#55
95

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

PORTLAND, OR · Since 2020

$265M AUM3 clientsFee: 0%
FiduciaryFee-Only
#56
95

SORTIS FUND MANAGER, LLC

PORTLAND, OR · Since 2022

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#57
95

TRADEWINDS WEALTH MANAGEMENT

PORTLAND, OR · Since 2023

$135M AUM4 clientsFee: 0%
FiduciaryFee-Only
#58
95

XENA FINANCIAL PLANNING, LLC

PORTLAND, OR · Since 2025

$104M AUM2 clientsFee: 0%
FiduciaryFee-Only
#59
95

WASHINGTON PARK CAPITAL MANAGEMENT, LLC

PORTLAND, OR · Since 2025

$359M AUM3 clientsFee: 0%
FiduciaryFee-Only
#60
92

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

PORTLAND, OR · Since 2013

$337M AUM8 clientsFee: 0%
FiduciaryFee-Only
#61
92

ENCOMPASS WEALTH ADVISORS, LLC

PORTLAND, OR · Since 2014

$473M AUM3 clientsFee: 0%
FiduciaryFee-Only
#62
87

M HOLDINGS SECURITIES, INC.

PORTLAND, OR · Since 2000

$3.2B AUM171 clientsFee: 0%
Broker-Dealer1 complaint
#63
65

CAMPBELL GLOBAL

PORTLAND, OR · Since 2000

$7.0B AUM31 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.