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Best Financial Advisors near Portland, Oregon


To help Americans find the best financial advisors in Portland, Oregon, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Portland, Oregon.


1. Callan
   (415) 974-5060
111 S.w. Fifth Avenue Suite 3150, Portland, Oregon

Callan, registered in 1973, manages $27.4 billion for 621 clients.

2. Mercer Global Advisors
   (888) 565-1681
121 Sw Morrison Street Suite 800, Portland, Oregon

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

3. Arcadia Investment Advisors
   (503) 224-4089
825 Ne Multnomah Street Suite 1160, Portland, Oregon

Arcadia Investment Advisors, registered in 1999, manages $198.7 million for 261 clients.

4. Multnomah Group
   (503) 772-0159
111 SW 5th Avenue, Suite 4000. Portland, OR

Multnomah Group, registered in 2005, manages $1.1 billion for 41 clients.

5. Allen Capital Management
   (503) 292-1041
121 SW Morrison Street, Suite 875. Portland, OR

Allen Capital Management, registered in 2006, manages $109.5 million for 63 clients.

6. Vision Capital Management
   (503) 221-5656
4380 SW Macadam Avenue, Suite 350. Portland, OR

Vision Capital Management, registered in 1999, manages $728.2 million for 495 clients.

7. Palisades Hudson Asset Management
   (971) 240-4533
One World Trade Center 121 Sw Salmon Street, 11th Floor, Pmb #1211, Portland, Oregon

Palisades Hudson Asset Management, registered in 1998, manages $1.3 billion for 143 clients.

8. Ferguson Wellman Capital Management
   (503) 226-1444
888 SW 5th Ave Ste 1200 Portland, OR

Ferguson Wellman Capital Management, registered in 1975, manages $6.0 billion for 848 clients.

9. Brighton Jones
   (503) 241-9997
111 Sw 5th Ave. 41th Floor, Portland, Oregon

Brighton Jones, registered in 2000, manages $6.8 billion for 1,994 clients.

10. Silver Oak Advisory Group
   (503) 242-1715
1130 SW Morrison ST, Ste 312. Portland, OR

Silver Oak Advisory Group, registered in 1991, manages $264.8 million for 167 clients.

11. Evergreen Capital Management
   (503) 575-9758
The Fox Tower 805 Sw Broadway, Suite 610, Portland, Oregon

Evergreen Capital Management, registered in 1983, manages $2.5 billion for 754 clients.

12. Rain Capital Management
   (503) 822-1700
121 SW Morrison ST., # 850. Portland, OR

Rain Capital Management, registered in 2011, manages $353.9 million for 192 clients.

13. Smart Investor
   (503) 248-9800
829 Nw 19th Avenue, Portland, Oregon

Smart Investor, registered in 2003, manages $574.7 million for 526 clients.

14. NEPC
   (971) 271-5141
222 Sw Columbia Street Suite 1650, Portland, Oregon

NEPC, registered in 1990, manages $29.5 billion for 385 clients.

15. Cordant
   (503) 621-9207
1211 SW Fifth Ave, Suite 2310. Portland, OR

Cordant, registered in 2010, manages $199.0 million for 92 clients.

16. Harbour Investment Management
   (971) 339-5701
1000 Sw Broadway - Suite 1010, Portland, Oregon

Harbour Investment Management, registered in 1991, manages $345.2 million for 194 clients.

17. Mission Wealth Management
   (888) 642-7221
1001 Sw 5th Avenue Suite 1100, Portland, Oregon

Mission Wealth Management, registered in 2002, manages $2.6 billion for 1,230 clients.

18. Tiedemann Advisors
   (971) 930-1760
1120 Nw Couch Street Suite 410, Portland, Oregon

Tiedemann Advisors, registered in 2009, manages $17.3 billion for 423 clients.

19. Progressive Investment Management Corporation
   (503) 224-7828
5100 SW Macadam Avenue, Suite 160. Portland, OR

Progressive Investment Management Corporation, registered in 1988, manages $446.7 million for 192 clients.

20. Progressive Investment Management Corporation
   (503) 224-7828
Multiple Locations

Progressive Investment Management Corporation, registered in 1988, manages $446.7 million for 192 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Top Cities for Oregon


Beaverton, Oregon Happy Valley, Oregon Hillsboro, Oregon Lake Oswego, Oregon Marylhurst, Oregon Oregon City, Oregon Portland, Oregon Sherwood, Oregon West Linn, Oregon Wilsonville, Oregon

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