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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 - July 15, 2025Oregon has 2 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 12 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Oregon
VERIFIEDMike Musco
Equilus Group, Inc
Qualifications
CRD# 7834991
Firm CRD# 300142
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDNeal 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Oregon (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1100 Sw Sixth Avenue, P9 Portland, OR, 97204 | $34,385,256,113 | 126310 | 112 | 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 | $25,897,235,362 | 73 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | $13,438,401,059 | 431 | 41 | A percentage of AUM |
| 4 | 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | $8,394,137,837 | 4068 | 60 | A percentage of AUM |
| 5 | 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | $6,856,132,947 | 1409 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 509 Se 7th Street, 2nd Floor Grants Pass, OR, 97526 | $6,745,495,357 | 24847 | 225 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | $5,572,244,811 | 2352 | 40 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 8 | 116 3rd Street, Suite 313, Hood River, OR, 97031 | $5,287,126,759 | 545 | 12 | A percentage of AUM, Fixed fees |
| 9 | 1300 Sw 5th Avenue, Suite 3200, Portland, OR, 97201 | $5,283,396,280 | 19 | 142 | 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 | $5,001,681,150 | 27667 | 40 | A percentage of AUM, Fixed fees |
| 11 | 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740 | $4,613,776,609 | 1893 | 33 | A percentage of AUM, Hourly charges |
| 12 | 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209 | $4,513,584,910 | 9871 | 706 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 10200 Sw Greenburg Road, Suite 760 Portland, OR, 97223 | $2,986,840,963 | 3 | 28 | A percentage of AUM |
| 14 | 200 Sw Market Street, Suite 550 Portland, OR, 97201 | $2,474,201,625 | 340 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 15 | 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225 | $2,445,045,898 | 2900 | 32 | 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
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
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
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
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
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
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)
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
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
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)
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
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
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
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
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
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