Top Financial Advisors in Portland, Oregon

FinanceHQ’s team of experts conducted thorough research on financial advisors in Portland. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Portland range from $2B to $19B in AUM, and have an average of 30 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 29, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Portland, ORInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Savant Wealth Management has decades-long experience in wealth management, with an overarching dedication to its clients nationwide. Founded in 1986 and headquartered in Rockford, IL, they bring their expertise in comprehensive wealth management, investment management, financial planning, estate planning, tax advisory, trust services, and more to clients in Portland. With an unwavering commitment to fiduciary responsibility and a legacy of excellence, Savant is a trusted partner for individuals, families, and businesses seeking financial security and longevity.

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Facet wealth logo

Facet Wealth

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About Facet Wealth

Portland, ORInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Facet Wealth offers a wide range of services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. Despite being headquartered in Baltimore, MD, they work with clients nationwide, with each individual overseen by a team of seasoned financial experts who are Certified Financial Planner (CFP®) professionals. With their innovative flat fee model and commitment to acting as fiduciaries without the influence of commissions, Facet provides objective guidance and tailored financial strategies to help clients achieve their financial goals.

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Ferguson wellman capital management logo

Ferguson Wellman Capital Management

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About Ferguson Wellman Capital Management

Portland, ORInvestment Advisor Firm
Assets Managed: $7,145,593,038Total Number of Advisors: 25Number of Accounts: 3,808In Business Since: 1975

Ferguson Wellman Capital Management is a top financial advisor in Portland because of its extensive experience and stability in managing diverse portfolios for various clientele. With a founding date of 1975 and a headquarters in Portland, they have deep roots in the community and a strong understanding of client needs. Their specialty areas include financial planning, retirement planning, and tax optimization, ensuring clients receive comprehensive and personalized advice.

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Vista capital partners logo

Vista Capital Partners

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About Vista Capital Partners

Portland, ORInvestment Advisor Firm
Assets Managed: $2,090,204,250Total Number of Advisors: 18Number of Accounts: 2,802In Business Since: 2001

Since its founding in 2001, Vista Capital Partners has been a top financial advisor in Portland. Their expertise in financial planning, portfolio construction, and retirement planning allows them to provide clients with a clear investment trajectory and enhance their overall financial security. Additionally, by replacing market timing and stock selection with low-cost index funds, they eliminate uncertainty and minimize risk for their clients' portfolios.

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Frequently Asked Questions

Can I cancel my contract with a financial advisor in Portland at any time?

Yes, you can terminate your contract with a financial advisor in Portland anytime. It's essential to review the terms of your agreement for any potential fees or notice periods. If you're considering a change, our platform provides resources and tools to seamlessly explore alternative advisors and make informed decisions for your financial future.

How much do financial advisors in Portland typically charge?

Financial advisor fees in Portland vary, but on average, you can expect to pay between 1% to 2% of your assets under management (AUM). Some advisors may charge hourly rates ranging from $150 to $400. It's essential to discuss fee structures upfront and ensure they align with your financial goals.

Are there any recommended boutique wealth management firms in Portland?

Certainly! While specific recommendations may vary based on individual financial goals, several Portland boutique wealth management firms have garnered positive attention. Notable options include Bridgetown Wealth Management, Somerset Wealth Strategies, and Lion Financial Advisors. It's advisable to schedule consultations to determine the best fit for your unique financial needs and objectives.

Is a Portland-registered financial advisor allowed to work in other states?

Yes, a Portland-registered financial advisor can work in other states through a process called "registration by qualification" or by becoming registered in those states. This involves meeting specific requirements set by each state's regulatory authorities, ensuring compliance with diverse licensing standards. Individuals seeking cross-state financial advice should verify their advisor's credentials and licensing to ensure adherence to regional regulations.

Are all Portland financial advisors fiduciaries?

No, not all Portland financial advisors are fiduciaries. Fiduciary status varies among professionals, so it's crucial to inquire about their commitment to acting in your best interest. Our platform connects you with vetted advisors who prioritize fiduciary responsibility, ensuring your financial well-being remains the top priority.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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