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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 can 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 - December 1, 2024Oregon has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 151 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
VERIFIEDMark Sharp
CFP®, EA, RICP®
Mark Sharp Retirement
Qualifications
CRD# 4975830
Firm CRD# 285773
Minimum Assets Required
$250,000
Advisory Services:
Retirement Planning, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee
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 | GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224 | $16,725,387,863 | 63 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204 | $16,214,303,154 | 116850 | 82 | A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT) |
| 3 | JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623 | $13,067,305,312 | 425 | 37 | A Percentage of AUM |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | $7,145,593,038 | 3808 | 55 | A Percentage of AUM |
| 5 | NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035 | $5,476,500,419 | 995 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | CAMPBELL GLOBAL 1300 Sw 5th Avenue, Suite 3200, Portland, OR, 97201 | $5,060,526,289 | 21 | 145 | A Percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.) |
| 7 | FOCUSPOINT SOLUTIONS, INC. 3395 Sw Garden View Avenue, Portland, OR, 97225 | $4,726,374,064 | 28297 | 43 | A Percentage of AUM, Fixed Fees |
| 8 | NORTHSIDE CAPITAL MANAGEMENT LLC 116 3rd Street, Suite 313, Hood River, OR, 97031 | $4,635,685,999 | 514 | 12 | A Percentage of AUM, Fixed Fees |
| 9 | ALDRICH WEALTH LP 5665 Sw Meadows Rd, Suite 200 Lake Oswego, OR, 97035 | $4,563,375,940 | 2189 | 38 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 10 | M HOLDINGS SECURITIES, INC. 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209 | $3,932,369,637 | 10065 | 738 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | BECKER CAPITAL MANAGEMENT, INC. 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740 | $3,906,617,526 | 1730 | 33 | A Percentage of AUM, Hourly charges |
| 12 | KINGSVIEW WEALTH MANAGEMENT, LLC 509 Se 7th Street, 2nd Floor Grants Pass, OR, 97526 | $3,584,124,096 | 13829 | 150 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | VARIANT INVESTMENTS 10300 Sw Greenburg Road, Suite 308 Portland, OR, 97223 | $3,095,046,886 | 2 | 24 | A Percentage of AUM |
| 14 | ENDEAVOUR CAPITAL 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205 | $2,149,730,373 | 8 | 25 | A Percentage of AUM, Performance Based |
| 15 | VISTA CAPITAL PARTNERS, INC. 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225 | $2,090,204,250 | 2802 | 35 | A Percentage of AUM |
Information on Top Retirement Planning firms in Oregon
QualificationsFirm CRD# 170384
Assets Under Management $16,725,387,863
No. Of Clients63
Clients Per Financial Advisor8
GOVERNMENT PORTFOLIO ADVISORS LLC is a financial advisory firm situated in Portland, Oregon. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 8 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
- Portfolio Management for Business
QualificationsFirm CRD# 110228
Assets Under Management $16,214,303,154
No. Of Clients116850
Clients Per Financial Advisor1425
STANCORP INVESTMENT ADVISERS, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 116850 clients. The team consists of 82 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 105281
Assets Under Management $13,067,305,312
No. Of Clients425
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 425 clients. The team consists of 37 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 104692
Assets Under Management $7,145,593,038
No. Of Clients3808
Clients Per Financial Advisor69
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3808 clients. The team consists of 55 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 108091
Assets Under Management $5,476,500,419
No. Of Clients995
Clients Per Financial Advisor59
NORTHWEST CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 995 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111944
Assets Under Management $5,060,526,289
No. Of Clients21
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 21 clients. The team consists of 145 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
- Portfolio Management for Business
QualificationsFirm CRD# 131195
Assets Under Management $4,726,374,064
No. Of Clients28297
Clients Per Financial Advisor658
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 28297 clients. The team consists of 43 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 Business
- Selection of Other Advisors
QualificationsFirm CRD# 107784
Assets Under Management $4,635,685,999
No. Of Clients514
Clients Per Financial Advisor43
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 514 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
- Selection of Other Advisors
QualificationsFirm CRD# 147200
Assets Under Management $4,563,375,940
No. Of Clients2189
Clients Per Financial Advisor58
ALDRICH WEALTH LP is a financial advisory firm situated in Lake Oswego, Oregon. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2189 clients. The team consists of 38 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 43285
Assets Under Management $3,932,369,637
No. Of Clients10065
Clients Per Financial Advisor14
M HOLDINGS SECURITIES, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10065 clients. The team consists of 738 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110489
Assets Under Management $3,906,617,526
No. Of Clients1730
Clients Per Financial Advisor52
BECKER CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Portland, Oregon. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1730 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 148107
Assets Under Management $3,584,124,096
No. Of Clients13829
Clients Per Financial Advisor92
KINGSVIEW WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grants Pass, Oregon. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13829 clients. The team consists of 150 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 289261
Assets Under Management $3,095,046,886
No. Of Clients2
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 2 clients. The team consists of 24 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
QualificationsFirm CRD# 160800
Assets Under Management $2,149,730,373
No. Of Clients8
Clients Per Financial Advisor0
ENDEAVOUR CAPITAL 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 8 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 114913
Assets Under Management $2,090,204,250
No. Of Clients2802
Clients Per Financial Advisor80
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 2802 clients. The team consists of 35 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
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Bend, Oregon
- Retirement Planners in Lake Oswego, Oregon
- Retirement Planners in Portland, Oregon
Looking for more choices? Use our free match service to compare retirement planners serving your area.