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Top Financial Advisors in Portland

Portland is one of the fastest growing cities in the western United States with an extremely vibrant and thriving economic sector, meaning there’s a plethora of ways to manage your money via financial advisors. Read more to find out who Benzinga thinks are the best financial advisors in the Portland area.

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  • $430,722,189
    489
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $1,004,300,000
    760
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • FOUNDATION AND ENDOWMENT CONSULTING
  • $830,181,375
    523
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $160,529,000
    583
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • CDR# 164432
    $155,185,550
    344
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $805,173,963
    525
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $407,207,246
    814
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $4,965,805,899
    128
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $604,890,381
    302
    • Financial planning services
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • $323,934,172
    338
    • Financial planning services
    • Selection of other advisers (including private fund managers)

To determine the top financial advisors in Portland we poured through all SEC registered advisory firms who have an office in Portland. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

MCGEE WEALTH MANAGEMENT, INC.

CDR# 109847
$430,722,189
489
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
12455 SW 68TH AVENUE
PORTLAND OR, 97223
503-597-2222

$430,722,189
489
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

PHILLIPS AND COMPANY ADVISORS LLC

CDR# 167214
$1,004,300,000
760
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • FOUNDATION AND ENDOWMENT CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1300 SW FIFTH AVE SUITE 2100
PORTLAND OR, 97201
503-224-0858

$1,004,300,000
760
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • FOUNDATION AND ENDOWMENT CONSULTING
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CDR# 168256
$830,181,375
523
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
15350 SW SEQUOIA PARKWAY SUITE 250
PORTLAND OR, 97224
(971) 371-3444

$830,181,375
523
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

STANGIER WEALTH MANAGEMENT

CDR# 171336
$160,529,000
583
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
9955 SE WASHINGTON SUITE 101
PORTLAND OR, 97216
503-257-0057

$160,529,000
583
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

BLUE WATER WEALTH

CDR# 164432
$155,185,550
344
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
9755 SW BARNES ROAD SUITE 610
PORTLAND OR, 97225
503-296-8700

$155,185,550
344
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

TPG FINANCIAL ADVISORS, LLC

CDR# 141153
$805,173,963
525
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
11740 SW 68TH PARKWAY SUITE 200
PORTLAND OR, 97223
503-241-9550

$805,173,963
525
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

CASCADIA ADVISORY SERVICES, LLC

CDR# 290231
$407,207,246
814
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8050 SW PFAFFLE STREET SUITE 100
PORTLAND OR, 97223
(503) 620-5236

$407,207,246
814
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

CDR# 104692
$4,965,805,899
128
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
888 SW 5TH AVE STE 1200
PORTLAND OR, 97204
503-226-1444

$4,965,805,899
128
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management

VISION CAPITAL MANAGEMENT INC

CDR# 107793
$604,890,381
302
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
ONE SW COLUMBIA SUITE 915
PORTLAND OR, 97258
503-221-5656

$604,890,381
302
Works with high networth individuals
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management

PEREGRINE ASSET ADVISERS, INC.

CDR# 115738
$323,934,172
338
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
9755 SW BARNES RD, SUITE 295
PORTLAND OR, 97225
503-459-4651

$323,934,172
338
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management