Portland, OR

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Portland, OR
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Best Financial Advisors in Portland, OR

24 firms listed · all 24 in Portland · 20 rated 4.5+ · 1 shows a license

Data verified November 7, 2026

Finity Group

Finity Group

5.0 92 reviews
“They don't promise miracles or anything fancy, but do provide solid financial planning that has helped me develop a sound financial plan for major expenses, debt management, budgeting, insurance coverages, educational saving for kids, and financial planning.”
Free consultationSince 2011
5550 S Macadam Ave #120
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Bridgetown Wealth Management

Bridgetown Wealth Management

5.0 61 reviews
“My satisfaction with the service I've received from Cole and the Bridgetown Wealth Management staff is reflected in the fact that I have referred numerous friends and family members.”
Since 2016
700 NE Multnomah St #820
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Somerset Wealth Strategies

Somerset Wealth Strategies

5.0 87 reviews
“Brian Hamlin moves Somerset a very long way as a financial advisor, along with his administrative support Meagan Sinniger.”
Virtual consultationsSince 1997
4600 S Kelly Ave
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Vista Capital Partners

Vista Capital Partners

5.0 66 reviews
“Faduciary duty and a genuine interest in your life .”
Since 2001
9755 SW Barnes Rd #595
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Book onlineBook
Infinite Heights Wealth Management

Infinite Heights Wealth Management

4.9 34 reviews
“Every time my wife and I meet with her, we leave more confident and motivated, regarding our financial wellbeing and future.”
Free consultationCalifornia license #OL91264Since 2007
2701 NW Vaughn St #450
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Isler Northwest

Isler Northwest

5.0 10 reviews
“Riley has taken care of our family for years with tax preparation and support.”
Since 1961BBB A+
1300 SW 5th Ave #2600
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The 24 firms listed for Portland, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Portland, OR

All 24 firms we list here are in Portland itself. We have 78 firms in Portland on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 478 reviews; 4 have 50 or more reviews and 20 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), investment management (3), retirement planning (2) and tax planning (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 3 have a BBB rating of A or A+. Domain records put 22 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 20 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Portland take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Silver Oak Advisory Group

Silver Oak Advisory Group

BBB A+Since 1994Prices online
1130 SW Morrison St Suite 312
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Ponderosa Investment Group Ll:c

Ponderosa Investment Group Ll:c

5.0 1 review
“A great independent-run Investment management business who cares about your needs and have your best interests in mind.”
Since 2006BBB A+
4804 NW Bethany Blvd suite I-2, #154
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PDX Money Coaching

PDX Money Coaching

5.0 20 reviews
“Can't recommend Emily's services enough to get organized, clear and confident on business finances!”
Since 2016
A
Featured

You can successfully be 'on top of your money' no matter what system you use for managing your cash flow or spending. However, the bigger-picture-plan you are trying to accomplish with that tool is what is going to determine your success. Simply tracking spending can be great for having data to work with (if you ever look at it). And/but, what's going to change your relationship with money is actually stepping back and thinking, 'what do I want money to be doing for me right now in my life? What do I want to be different 3, 6, or 12 months from now?' Then, however you track or manage your cash is simply a necessary action toward getting the results or end-goal you want.

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Interactive Wealth Advisors

Interactive Wealth Advisors

5.0 6 reviews
“He spent twice the time with me, listening to the complexities of our financial situation and gave me clear instructions (no charge) regarding how to set things up over the next year.”
Free consultationServes Portland, Oregon, nationwideSince 2013Family-ownedPrices online
121 SW Morrison St #905
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JGP Wealth Management

JGP Wealth Management

5.0 14 reviews
“I have had the privilege of working with Jake Withnell as my financial advisor, and I can confidently say that he is an exceptional professional who has positively transformed my financial outlook.”
Since 2017Prices online
1140 SW Washington St Suite 640
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Deschutes Investment Consulting

Deschutes Investment Consulting

4.4 12 reviews
“Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them.”
Free consultationSince 2011
200 SW Market St #550
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Lakeside Financial Group

Lakeside Financial Group

5.0 1 review
“Melanie jumped right in, reviewed prior years, prepared my estimates and my tax returns.”
Since 2007FinancingBelow average pricesPrices online
16037 SW Upper Boones Ferry Rd Ste 150
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Empirical Wealth Management

Empirical Wealth Management

4.1 4 reviews
“By far the best team of financial advisors, estate attorneys, CPAs I've worked with!”
Free consultationSince 2009
805 SW Broadway #2400
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Cross Financial

Cross Financial

5.0 10 reviews
“They take the time to really investigate long and short term impacts to my business, rather than just a blanket answer to my questions.”
Since 2007
65 SW Yamhill St #400
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Trust Tax Service

Trust Tax Service

4.7 2 reviews
“They were amazing, one young man after several maneuvering got us out and the man we were meeting came to the car for mom's paperwork to make it easier on her.”
LicensedSince 2014
3215 NE Broadway
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Willamette Financial Advisors

Willamette Financial Advisors

5.0 1 review
“I know my "money" is safe with them.”
Since 2014
6650 SW Redwood Ln #310
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Preisz Financial

Preisz Financial

5.0 1 review
“Gave us confidence in our plans and highlighted the risks for action.”
CFP certifiedSince 1998
4525 SW Condor Ave
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Gabriel Capital

Gabriel Capital

5.0 1 review
“Very detailed in his investment philosophy and explains ideas, goals and strategies clearly.”
Since 2005
500 SW 116th Ave
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Clarity Capital Management

Clarity Capital Management

Since 2017
7307 SW Beveland St Suite 200
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Illuminate Financial Group

Illuminate Financial Group

4.4 4 reviews
“Not only was he informative and helpful in every way with my accounts, but Jim helped me with an issue that occurred with my benefits through PPS.”
Since 2016
1616 SW Sunset Blvd G
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IRA Advantage

IRA Advantage

5.0 4 reviews
“As someone who doesn't know a ton about IRAs, it was great to find a company that could answer all my questions!”
Since 2008
10300 SW Greenburg Rd Ste 465 Building 1
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Thimbleberry Financial

Thimbleberry Financial

4.0 2 reviews
“In conclusion, I highly recommend Thimbleberry Financial for anyone seeking comprehensive, responsive, and genuinely caring financial advisory services”
Since 2016
650 NE Holladay St Ste 1600
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Tribe Financial Group

Tribe Financial Group

5.0 1 review
“I highly recommend him and enjoy working with him.”
Since 2013
3526 SW Troy St
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HomeWealth Management AdvisorsOregonPortland, OR

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