Financial advisors in Portland, OR

906 match · page 1 of 31

Aaron Hillman
Financial advisor at Skyline Financial Northwest
Skyline Financial Northwest · $148.3M AUM
CFP®VerifiedFinancial planning
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Alex Chan
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
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Alex Sheppard
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Alexander Canellopoulos
Financial advisor at Vista Capital Partners, Inc.
Vista Capital Partners, Inc. · $3.22B AUM
CFP®VerifiedFinancial planning
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Alexander Reed
Financial advisor at Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC · $15.73B AUM
CFP®VerifiedFinancial planning
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Amanda Harvey
Financial advisor at Uplevel Wealth
Uplevel Wealth · $131.4M AUM
CFP®VerifiedFinancial planning
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Amanda Long
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Amy Walls
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Andrea Easterling
Financial advisor at Fruitful
Fruitful · $25.2M AUM
CFP®VerifiedFinancial planning
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Andrea Vedder
Financial advisor at Iambic Financial L.l.c
Iambic Financial L.l.c
CFP®VerifiedFinancial planning
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Andrew Darkins
Financial advisor at Vista Capital Partners, Inc.
Vista Capital Partners, Inc. · $3.22B AUM
CFP®VerifiedFinancial planning
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Andrew Watkins
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Anika Hedstrom
Financial advisor at Uplevel Wealth
Uplevel Wealth · $131.4M AUM
CFP®VerifiedFinancial planning
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Ann Garcia
Financial advisor at The Mather Group, LLC
The Mather Group, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
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Anna Shaw
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
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Anthony Rue
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
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Braden Balocan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Brandon Wooters
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Breanna Pangares
Financial advisor at Becker Capital Management, Inc.
Becker Capital Management, Inc. · $5.73B AUM
CFP®VerifiedFinancial planning
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Brent Hunsberger
Financial advisor at Silver Oak Advisory Group
Silver Oak Advisory Group · $418.9M AUM
CFP®VerifiedFinancial planning
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Brent Usher
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Brett Norris
Financial advisor at Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc. · $10.66B AUM
CFP®VerifiedFinancial planning
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Brian Little
Financial advisor at Valic Financial Advisors, Inc.
Valic Financial Advisors, Inc. · $29.22B AUM
CFP®VerifiedFinancial planning
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Brian Murphy
Financial advisor at Vista Capital Partners, Inc.
Vista Capital Partners, Inc. · $3.22B AUM
CFP®VerifiedFinancial planning
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Brianna Nichols
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Bryan Vandergriff
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Cara Partch
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Carol Vreeland
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Casey Cleveland
Financial advisor at Horst & Graben Wealth Management, LLC
Horst & Graben Wealth Management, LLC · $920.1M AUM
CFP®VerifiedFinancial planning
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Casey Norton
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Portland, OR

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Portland, OR.

How this list works

Before you hire an advisor in Portland, OR