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Find Top Financial Advisors in Oregon

Oregon is home to a population of over 4.2 million residents with a cost of living in the state that is 14% higher than the national average. As such it may be beneficial for Oregon residents to seek the advice of an experienced and certified financial advisor to uncover economic growth opportunities and make the most of their finances. However, it is easier said than done. At WiserAdvisor, we recognize the importance of finding the right financial advisor that would be a good fit for you and one that would provide you with a customized financial plan. The list of vetted financial advisors and advisory firms in Oregon provided in the directory are all carefully vetted based on their years of experience, compensation methods (Fee-only and Fee-Based), and track records with FINRA and the SEC. Screened financial advisors in our network are knowledgeable about Oregon's financial environment and have experience providing tailored advice for various financial matters, including retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.

How To Find Trusted Financial Advisors in Oregon

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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FINRA/SEC Registered Advisors

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Firm Name
STANCORP INVESTMENT ADVISERS, INC.Portland, OR
No. of Advisors112
AUM$34,385,256,113
No. of Clients126310
Fee StructureA percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
Firm Name
GOVERNMENT PORTFOLIO ADVISORS LLCPortland, OR
No. of Advisors9
AUM$25,897,235,362
No. of Clients73
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
JENSEN INVESTMENT MANAGEMENT INC.Lake Oswego, OR
No. of Advisors41
AUM$13,438,401,059
No. of Clients431
Fee StructureA percentage of AUM
Firm Name
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.Portland, OR
No. of Advisors60
AUM$8,394,137,837
No. of Clients4068
Fee StructureA percentage of AUM
Firm Name
NORTHWEST CAPITAL MANAGEMENT INC.Lake Oswego, OR
No. of Advisors17
AUM$6,856,132,947
No. of Clients1409
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
KINGSVIEW WEALTH MANAGEMENT, LLCGrants Pass, OR
No. of Advisors225
AUM$6,745,495,357
No. of Clients24847
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
ALDRICH WEALTH LPLake Oswego, OR
No. of Advisors40
AUM$5,572,244,811
No. of Clients2352
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm Name
NORTHSIDE CAPITAL MANAGEMENT LLCHood River, OR
No. of Advisors12
AUM$5,287,126,759
No. of Clients545
Fee StructureA percentage of AUM, Fixed fees
Firm Name
CAMPBELL GLOBALPortland, OR
No. of Advisors142
AUM$5,283,396,280
No. of Clients19
Fee StructureA percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
Firm Name
FOCUSPOINT SOLUTIONS, INC.Portland, OR
No. of Advisors40
AUM$5,001,681,150
No. of Clients27667
Fee StructureA percentage of AUM, Fixed fees
Firm Name
BECKER CAPITAL MANAGEMENT, INC.Portland, OR
No. of Advisors33
AUM$4,613,776,609
No. of Clients1893
Fee StructureA percentage of AUM, Hourly charges
Firm Name
M HOLDINGS SECURITIES, INC.Portland, OR
No. of Advisors706
AUM$4,513,584,910
No. of Clients9871
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
VARIANT INVESTMENTSPortland, OR
No. of Advisors28
AUM$2,986,840,963
No. of Clients3
Fee StructureA percentage of AUM
Firm Name
DESCHUTES INVESTMENT CONSULTING, LLCPortland, OR
No. of Advisors12
AUM$2,474,201,625
No. of Clients340
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm Name
VISTA CAPITAL PARTNERS, INC.Portland, OR
No. of Advisors32
AUM$2,445,045,898
No. of Clients2900
Fee StructureA percentage of AUM

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