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Find Retirement Advisors for Retirement Planning in Portland, Oregon

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Portland, Oregon

Last Updated - April 25, 2025

Portland has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 59 non-vetted advisors in your local area. These retirement advisors in Portland, Oregon have an average of 22 years of experience.

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List of Qualified Retirement Planning Advisors in Portland, Oregon

advisor
vector.svg VERIFIED

Matt Ebeling
CFP®
Fort Vancouver Investment Management, LLC

Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Portland, 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

888 Sw 5th Ave Ste 1200,
Portland, OR, 97204
$8,394,137,837406860
A percentage of AUM
4

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.)
5

3395 Sw Garden View Avenue,
Portland, OR, 97225
$5,001,681,1502766740
A percentage of AUM, Fixed fees
6

1211 Sw 5th Avenue, Suite 2185
Portland, OR, 97204-3740
$4,613,776,609189333
A percentage of AUM, Hourly charges
7

1125 N.W. Couch Street, Suite 900
Portland, OR, 97209
$4,513,584,9109871706
A percentage of AUM, Hourly charges, Fixed fees
8

10200 Sw Greenburg Road, Suite 760
Portland, OR, 97223
$2,986,840,963328
A percentage of AUM
9

200 Sw Market Street, Suite 550
Portland, OR, 97201
$2,474,201,62534012
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
10

9755 Sw Barnes Road, Suite 595
Portland, OR, 97225
$2,445,045,898290032
A percentage of AUM
11

760 Sw Ninth Avenue, Suite 2300,
Portland, OR, 97205
$2,159,591,898823
A percentage of AUM, Performance Based
12

1155 Sw Morrison Street, Suite 400
Portland, OR, 97205
$1,977,399,614298229
A percentage of AUM, Fixed fees
13

6650 Sw Redwood Lane, Suite 370
Portland, OR, 97224
$1,883,200,0006815
A percentage of AUM, Hourly charges, Fixed fees, Other (% ASSETS UNDER ADVISEMENT)
14

11850 Sw 67th Avenue, Suite 100
Portland, OR, 97223
$1,657,763,372151420
A percentage of AUM, Hourly charges, Fixed fees
15

521 Sw 11th Avenue, Suite 200
Portland, OR, 97205
$1,410,908,388138422
A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Information on Top Retirement Planning firms in Portland, 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# 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# 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
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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
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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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QualificationsFirm CRD# 160800

Assets Under Management $2,159,591,898

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 23 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 vehicles
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QualificationsFirm CRD# 168252

Assets Under Management $1,977,399,614

No. Of Clients2982

Clients Per Financial Advisor103

CABLE HILL PARTNERS, 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 2982 clients. The team consists of 29 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

  • 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
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QualificationsFirm CRD# 164696

Assets Under Management $1,883,200,000

No. Of Clients68

Clients Per Financial Advisor5

SELLWOOD INVESTMENT PARTNERS 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 68 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (% ASSETS UNDER ADVISEMENT)

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 (INVESTMENT CONSULTING)
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QualificationsFirm CRD# 141153

Assets Under Management $1,657,763,372

No. Of Clients1514

Clients Per Financial Advisor76

TPG FINANCIAL ADVISORS, 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 1514 clients. The team consists of 20 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 pooled investment vehicles
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

QualificationsFirm CRD# 167214

Assets Under Management $1,410,908,388

No. Of Clients1384

Clients Per Financial Advisor63

PHILLIPS AND COMPANY ADVISORS LLC is a financial advisory firm situated in Portland, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1384 clients. The team consists of 22 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
  • Publication of periodicals and newsletters
  • Other (FOUNDATION AND ENDOWMENT CONSULTING)
View Full Profile

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