Falists

Oregon · 99 advisers

Financial Advisors in Portland, Oregon

Looking for a financial advisor in Portland, Oregon? Falists indexes 99 SEC-registered and state-registered investment advisers in Portland — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 90 firms list a website you can visit directly. Firms in this directory manage up to $35.09B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

99

With website

90

Largest AUM

$35.09B

Financial planning

59

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth90Planning59Trusts69Retirement36Institutional46

Top advisors in Portland

Ranked by AUM · Fees, team & specialties at a glance

View all 99 →
View all 99 advisors in Portland

More cities in Oregon

Lake Oswego (43)Bend (25)Beaverton (21)Eugene (16)Salem (9)Hillsboro (7)West Linn (7)Clackamas (6)Tigard (6)Corvallis (5)Ashland (4)Grants Pass (4)

Common questions

How many financial advisors are in Portland, Oregon?
99 registered investment advisers are listed in our Portland directory, sourced from public SEC filings.
What types of advisors are in Portland?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Portland?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.