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: 92
Average Clients per Advisor: 3
AUM: $ 9.0B
BECKER CAPITAL MANAGEMENT, INC.
CRD#: 110489
Address: 1211 Sw 5th Avenue Suite 2185, Portland, OR 97204-3740
Clients: 226
Average Clients per Advisor: 11
AUM: $ 5.0B
M HOLDINGS SECURITIES, INC.
CRD#: 43285
Address: 1125 N.w. Couch Street Suite 900, Portland, OR 97209
Clients: 2,890
In Business for: 29 Years
Average Clients per Advisor: 13
AUM: $ 4.1B
Disclosures: 5
VISTA CAPITAL PARTNERS, INC.
CRD#: 114913
Address: 9755 Sw Barnes Road Suite 595, Portland, OR 97225
Clients: 360
Average Clients per Advisor: 18
AUM: $ 2.7B
DESCHUTES INVESTMENT CONSULTING, LLC
CRD#: 155312
Address: 200 Sw Market Street Suite 550, Portland, OR 97201
Clients: 171
Average Clients per Advisor: 24
AUM: $ 2.5B
PHILLIPS AND COMPANY ADVISORS LLC
CRD#: 167214
Address: 521 Sw 11th Avenue Suite 200, Portland, OR 97205
Clients: 1,295
Average Clients per Advisor: 92
AUM: $ 2.3B
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
Kristy Anne Motta
Registered Affiliation(s):GOLDEN STATE WEALTH MANAGEMENT, LLC
Kristen Anne Salt
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Attila Horvath
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Lee Wheeler
Registered Affiliation(s):OSAIC SERVICES, INC.
Timothy P Chapman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Theodore John Thoren
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
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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