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Find Retirement Advisors for Retirement Planning in Oregon

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Oregon, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Oregon

Last Updated - April 24, 2025

Oregon has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 155 non-vetted advisors in your local area. These retirement advisors in Oregon have an average of 15 years of experience.

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List of Qualified Retirement Planning Advisors in Oregon

advisor
vector.svg VERIFIED

Neal Richards
Axiom Wealth Strategies

Qualifications
CRD# 5426580
Firm CRD# 313124
Series 6, 7, 63, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

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Top 15 Retirement Planning firms in Oregon (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1100 Sw Sixth Avenue, P9
Portland, OR, 97204
$34,385,256,113126310112
A percentage of AUM, Fixed fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
2

6650 Sw Redwood Lane, Suite 365
Portland, OR, 97224
$25,897,235,362739
A percentage of AUM, Hourly charges, Fixed fees
3

5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,438,401,05943141
A percentage of AUM
4

888 Sw 5th Ave Ste 1200,
Portland, OR, 97204
$8,394,137,837406860
A percentage of AUM
5

1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$6,856,132,947140917
A percentage of AUM, Hourly charges, Fixed fees
6

509 Se 7th Street, 2nd Floor
Grants Pass, OR, 97526
$6,745,495,35724847225
A percentage of AUM, Hourly charges, Fixed fees
7

5665 Sw Meadows Rd, Suite 200
Lake Oswego, OR, 97035
$5,572,244,811235240
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
8

116 3rd Street, Suite 313,
Hood River, OR, 97031
$5,287,126,75954512
A percentage of AUM, Fixed fees
9

1300 Sw 5th Avenue, Suite 3200,
Portland, OR, 97201
$5,283,396,28019142
A percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
10

3395 Sw Garden View Avenue,
Portland, OR, 97225
$5,001,681,1502766740
A percentage of AUM, Fixed fees
11

1211 Sw 5th Avenue, Suite 2185
Portland, OR, 97204-3740
$4,613,776,609189333
A percentage of AUM, Hourly charges
12

1125 N.W. Couch Street, Suite 900
Portland, OR, 97209
$4,513,584,9109871706
A percentage of AUM, Hourly charges, Fixed fees
13

10200 Sw Greenburg Road, Suite 760
Portland, OR, 97223
$2,986,840,963328
A percentage of AUM
14

200 Sw Market Street, Suite 550
Portland, OR, 97201
$2,474,201,62534012
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
15

9755 Sw Barnes Road, Suite 595
Portland, OR, 97225
$2,445,045,898290032
A percentage of AUM

Information on Top Retirement Planning firms in Oregon

QualificationsFirm CRD# 110228

Assets Under Management $34,385,256,113

No. Of Clients126310

Clients Per Financial Advisor1128

STANCORP INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 126310 clients. The team consists of 112 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (AS NOTED IN SCHEDULE D MISC
  • AFFILIATE BY INTERCOMPANY AGREEMENT)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
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QualificationsFirm CRD# 170384

Assets Under Management $25,897,235,362

No. Of Clients73

Clients Per Financial Advisor8

GOVERNMENT PORTFOLIO ADVISORS LLC is a financial advisory firm situated in Portland, Oregon. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 105281

Assets Under Management $13,438,401,059

No. Of Clients431

Clients Per Financial Advisor11

JENSEN INVESTMENT MANAGEMENT INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 431 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 104692

Assets Under Management $8,394,137,837

No. Of Clients4068

Clients Per Financial Advisor68

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4068 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 108091

Assets Under Management $6,856,132,947

No. Of Clients1409

Clients Per Financial Advisor83

NORTHWEST CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1409 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 148107

Assets Under Management $6,745,495,357

No. Of Clients24847

Clients Per Financial Advisor110

KINGSVIEW WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grants Pass, Oregon. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24847 clients. The team consists of 225 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 147200

Assets Under Management $5,572,244,811

No. Of Clients2352

Clients Per Financial Advisor59

ALDRICH WEALTH LP is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2352 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (TAX SERVICES)
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QualificationsFirm CRD# 107784

Assets Under Management $5,287,126,759

No. Of Clients545

Clients Per Financial Advisor45

NORTHSIDE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Hood River, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 545 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 111944

Assets Under Management $5,283,396,280

No. Of Clients19

Clients Per Financial Advisor0

CAMPBELL GLOBAL is a financial advisory firm situated in Portland, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 142 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 131195

Assets Under Management $5,001,681,150

No. Of Clients27667

Clients Per Financial Advisor692

FOCUSPOINT SOLUTIONS, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27667 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (TURNKEY ASSET MANAGEMENT FOR RIA'S)
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QualificationsFirm CRD# 110489

Assets Under Management $4,613,776,609

No. Of Clients1893

Clients Per Financial Advisor57

BECKER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1893 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 43285

Assets Under Management $4,513,584,910

No. Of Clients9871

Clients Per Financial Advisor14

M HOLDINGS SECURITIES, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9871 clients. The team consists of 706 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 289261

Assets Under Management $2,986,840,963

No. Of Clients3

Clients Per Financial Advisor0

VARIANT INVESTMENTS is a financial advisory firm situated in Portland, Oregon. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
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QualificationsFirm CRD# 155312

Assets Under Management $2,474,201,625

No. Of Clients340

Clients Per Financial Advisor28

DESCHUTES INVESTMENT CONSULTING, LLC is a financial advisory firm situated in Portland, Oregon. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 114913

Assets Under Management $2,445,045,898

No. Of Clients2900

Clients Per Financial Advisor91

VISTA CAPITAL PARTNERS, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2900 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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