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Portland, OR

SEC-registered financial advisors in Portland, OR

SEC data as of September 29, 2026. Firms whose SEC registration has since ended are not listed. · Listed A to Z. Not a ranking or a recommendation. · Median size $419M

Common fee types

98%Percentage of assets
67%Fixed or flat fee
58%Hourly

Filters

48 SEC-registered firms

How it is paidPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

ServesServes individuals

Size bandUnder $25M$25M to $100M$100M to $500M$500M to $1B$1B or more

48 SEC-registered firms

Showing 24 of 48

Becker Capital Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Blue Water Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
CLS Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Compass Investment Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Continuity Wealth Management, Corp.$100M to $500MSEC recordPercentage of assets
Cross Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
CS Planning Corp$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Deschutes Investment Consulting, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
Encompass Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
Fairchild Capital LLC$100M to $500MSEC recordPercentage of assetsHourly
Ferguson Wellman Capital Management, Inc.$1B or moreSEC recordPercentage of assets
Financial Investment Team ("Fit")$100M to $500MSEC recordPercentage of assetsHourly
Government Portfolio Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Horst & Graben Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Icon Financial Services LLCUnder $25MSEC recordPercentage of assetsFixed or flat fee
Inman Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
M Financial Asset Management, Inc.$1B or moreSEC recordPercentage of assets
M Holdings Securities, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Matisse Capital$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Mengis Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsHourly
Modernist Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Multnomah Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Peregrine Asset Advisers, Inc.$500M to $1BSEC recordPercentage of assetsOther
Phillips and Company Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
Portland Private Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
Preisz Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
Price Financial Group Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Rutherford Investment Management$100M to $500MSEC recordPercentage of assets
RVK, Inc.$500M to $1BSEC recordHourlyFixed or flat feeOther
Scott Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Sellwood Investment Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
Silver Oak Advisory Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Skyline Financial Northwest$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
SMB Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourly
Soaring Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
Stancorp Investment Advisers, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
Tenbridge Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
TPG Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
Tradewinds Wealth Management$100M to $500MSEC recordPercentage of assetsPerformance-based
Tru Independence Asset Management 2, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
Tru Independence Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
Uplevel Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Vision Capital Management Inc$1B or moreSEC recordPercentage of assets
Vista Capital Partners, Inc.$1B or moreSEC recordPercentage of assets
Washington Park Capital Management, LLC$100M to $500MSEC recordPercentage of assets
Wealth Advisors NW$100M to $500MSEC recordPercentage of assetsFixed or flat fee
Willamette Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
Xena Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee

About this data

Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.

Firms registered with the SEC in the last 12 months

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