Fiduciary advisors in Portland, OR

61 registered advisers

No sales tax and a state income tax rate among the highest in the country define the tax planning backdrop for Portland's fiduciary advisors. 61 SEC-registered firms operate in the metro, with 57 structured as fee-only. The city's economy spans athletic wear (Nike, Adidas NA), semiconductor manufacturing (Intel), and a sizable cohort of small-business owners whose exit planning needs drive demand for independent advisory services.

ACM MANAGEMENT COMPANY, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #283037
Typical Fee--
AUM$666M
Minimum--
Clients2

BECKER CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #110489
Typical Fee--
AUM$5.0B
Minimum--
Clients2,019

BLUE WATER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #164432
Typical Fee--
AUM$384M
Minimum--
Clients1,078

CAMPBELL GLOBAL

Fee-OnlyAlso Compensated via Product Sales
Portland, OregonCRD #111944
Typical Fee--
AUM$6.2B
Minimum--
Clients23

CLS FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #152892
Typical Fee--
AUM$167M
Minimum--
Clients321

COMPASS INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #131933
Typical Fee--
AUM$111M
Minimum--
Clients241

CONTINUITY WEALTH MANAGEMENT, CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #111010
Typical Fee1.00%
AUM$181M
Minimum--
Clients539

CORDANT WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #152395
Typical Fee--
AUM$338M
Minimum--
Clients978

CS PLANNING CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #149937
Typical Fee--
AUM$1.3B
Minimum--
Clients6,132

DESCHUTES INVESTMENT CONSULTING, LLC

Clean RecordAlso Compensated via Product Sales
Portland, OregonCRD #155312
Typical Fee--
AUM$2.5B
Minimum--
Clients340

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #313103
Typical Fee--
AUM$744M
Minimum--
Clients4

EFM INVESTMENTS & ADVISORY LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #339744
Typical Fee--
AUM$653M
Minimum--
Clients9

ENCOMPASS WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Portland, OregonCRD #170807
Typical Fee--
AUM$413M
Minimum--
Clients1,103

ENDEAVOUR CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #160800
Typical Fee--
AUM$2.1B
Minimum--
Clients6

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #182520
Typical Fee--
AUM$773M
Minimum--
Clients4

EVE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #334657
Typical Fee--
AUM$22K
Minimum--
Clients7

FAIRCHILD CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #298428
Typical Fee--
AUM$103M
Minimum--
Clients322

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #104692
Typical Fee--
AUM$9.0B
Minimum--
Clients4,418

FINANCIAL INVESTMENT TEAM ("FIT")

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #145724
Typical Fee--
AUM$209M
Minimum--
Clients870

FOCUSPOINT SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #131195
Typical Fee--
AUM$6.8B
Minimum--
Clients31,647

GOVERNMENT PORTFOLIO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #170384
Typical Fee--
AUM$25.9B
Minimum--
Clients73

GREEN CITIES INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #166263
Typical Fee--
AUM$1.1B
Minimum--
Clients4

HORST & GRABEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #297368
Typical Fee--
AUM$797M
Minimum--
Clients1,207

ICON FINANCIAL SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #306816
Typical Fee--
AUM$7M
Minimum--
Clients2,552

INMAN FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #297414
Typical Fee--
AUM$197M
Minimum--
Clients625

M FINANCIAL ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Portland, OregonCRD #136694
Typical Fee--
AUM$1.5B
Minimum--
Clients2,305

M FINANCIAL INVESTMENT ADVISERS INC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #106648
Typical Fee--
AUM$938M
Minimum--
Clients4

M HOLDINGS SECURITIES, INC.

Also Compensated via Brokerage
Portland, OregonCRD #43285
Typical Fee--
AUM$4.1B
Minimum--
Clients8,234

MATISSE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #155424
Typical Fee--
AUM$1.5B
Minimum--
Clients738

MENGIS CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #117127
Typical Fee--
AUM$903M
Minimum--
Clients766

MULTNOMAH GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #132131
Typical Fee1.00%
AUM$2.2B
Minimum$250,000
Clients361

PEARL WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #299508
Typical Fee--
AUM$149M
Minimum--
Clients338

PEREGRINE ASSET ADVISERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #115738
Typical Fee--
AUM$611M
Minimum--
Clients476

PHILLIPS AND COMPANY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #167214
Typical Fee--
AUM$2.3B
Minimum--
Clients1,525

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #171321
Typical Fee--
AUM$235M
Minimum--
Clients916

PREISZ FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #144469
Typical Fee--
AUM$613M
Minimum--
Clients485

PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #323146
Typical Fee--
AUM$173M
Minimum--
Clients1,340

RUTHERFORD INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #167545
Typical Fee--
AUM$250M
Minimum--
Clients126

RVK, INC.

Fee-OnlyAlso Compensated via Product Sales
Portland, OregonCRD #18005
Typical Fee--
AUM$766M
Minimum--
Clients32

SCOTT CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #307980
Typical Fee--
AUM$1.1B
Minimum--
Clients828

SELLWOOD INVESTMENT PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #164696
Typical Fee--
AUM$2.0B
Minimum--
Clients68

SILVER OAK ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #108298
Typical Fee--
AUM$419M
Minimum--
Clients738

SKYLINE FINANCIAL NORTHWEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #146844
Typical Fee--
AUM$111M
Minimum--
Clients552

SMB FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #154216
Typical Fee--
AUM$178M
Minimum--
Clients762

SOARING INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #305273
Typical Fee--
AUM$112M
Minimum--
Clients460

SORTIS FUND MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #315584
Typical Fee--
AUM$194M
Minimum--
Clients6

STANCORP INVESTMENT ADVISERS, INC.

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #110228
Typical Fee--
AUM$33.6B
Minimum--
Clients103,728

TENBRIDGE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #159378
Typical Fee--
AUM$103M
Minimum--
Clients558

THE H GROUP WASHINGTON, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #300464
Typical Fee--
AUM$256M
Minimum--
Clients763

THE H GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #106801
Typical Fee--
AUM$580M
Minimum--
Clients1,849

TPG FINANCIAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #141153
Typical Fee--
AUM$2.0B
Minimum--
Clients1,587

TRADEWINDS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #323879
Typical Fee1.75%
AUM$135M
Minimum--
Clients261

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #309098
Typical Fee1.25%
AUM$217M
Minimum--
Clients264

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Portland, OregonCRD #168256
Typical Fee--
AUM$575M
Minimum--
Clients1,261

VARIANT INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #289261
Typical Fee--
AUM$2.8B
Minimum--
Clients4

VISION CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #107793
Typical Fee--
AUM$1.1B
Minimum--
Clients1,743

VISTA CAPITAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #114913
Typical Fee--
AUM$2.7B
Minimum--
Clients3,126

WEALTH ADVISORS NW

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #284468
Typical Fee--
AUM$300M
Minimum--
Clients1,139

WILLAMETTE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #173482
Typical Fee--
AUM$117M
Minimum--
Clients488

XENA FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, OregonCRD #333436
Typical Fee--
AUM$104M
Minimum--
Clients384

ZUNA, LLC

Fee-Only, No ConflictsClean Record
Portland, OregonCRD #306113
Typical Fee--
AUM$411M
Minimum--
Clients60
Fiduciary Advisors in Portland, Oregon | FiduciaryListings