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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 you 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 registrations check. 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 - July 10, 2024

Portland has 1 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 15 years of experience.

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List of Qualified Retirement Planning Advisors in Portland, Oregon

advisor-photo
vector.svg VERIFIED

Mark 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
GOVERNMENT PORTFOLIO ADVISORS LLC
6650 Sw Redwood Lane, Suite 365
Portland, OR, 97224
$16,725,387,863638
A Percentage of AUM, Hourly charges, Fixed Fees
2
STANCORP INVESTMENT ADVISERS, INC.
1100 Sw Sixth Avenue, P9
Portland, OR, 97204
$16,214,303,15411685082
A Percentage of AUM, Fixed Fees, Other (AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT)
3
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200,
Portland, OR, 97204
$7,145,593,038380855
A Percentage of AUM
4
CAMPBELL GLOBAL
1300 Sw 5th Avenue, Suite 3200,
Portland, OR, 97201
$5,060,526,28921145
A Percentage of AUM, Performance Based, Other (PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.)
5
FOCUSPOINT SOLUTIONS, INC.
3395 Sw Garden View Avenue,
Portland, OR, 97225
$4,726,374,0642829743
A Percentage of AUM, Fixed Fees
6
M HOLDINGS SECURITIES, INC.
1125 N.W. Couch Street, Suite 900
Portland, OR, 97209
$3,932,369,63710065738
A Percentage of AUM, Hourly charges, Fixed Fees
7
BECKER CAPITAL MANAGEMENT, INC.
1211 Sw 5th Avenue, Suite 2185
Portland, OR, 97204-3740
$3,906,617,526173033
A Percentage of AUM, Hourly charges
8
VARIANT INVESTMENTS
10300 Sw Greenburg Road, Suite 308
Portland, OR, 97223
$3,095,046,886224
A Percentage of AUM
9
ENDEAVOUR CAPITAL
760 Sw Ninth Avenue, Suite 2300,
Portland, OR, 97205
$2,149,730,373825
A Percentage of AUM, Performance Based
10
VISTA CAPITAL PARTNERS, INC.
9755 Sw Barnes Road, Suite 595
Portland, OR, 97225
$2,090,204,250280235
A Percentage of AUM
11
ARNERICH MASSENA, INC.
650 Ne Holladay Street, Suite 1500
Portland, OR, 97232-2047
$2,064,367,26727925
A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS TO WHICH WE CONSULT)
12
GREEN CITIES INVESTMENT MANAGEMENT, LLC
920 Sw 6th Ave., Suite 900
Portland, OR, 97204
$1,854,195,327529
A Percentage of AUM, Performance Based
13
DESCHUTES INVESTMENT CONSULTING, LLC
200 Sw Market Street, Suite 550
Portland, OR, 97201
$1,693,264,6973278
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
14
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
411 Nw Park Ave, Suite 401
Portland, OR, 97209
$1,452,605,463445
A Percentage of AUM
15
TPG FINANCIAL ADVISORS, LLC
11850 Sw 67th Avenue, Suite 100
Portland, OR, 97223
$1,324,421,257132318
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Portland, 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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

QualificationsFirm CRD# 116395

Assets Under Management $2,064,367,267

No. Of Clients279

Clients Per Financial Advisor11

ARNERICH MASSENA, 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 279 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
  • Hourly charges
  • Fixed Fees
  • Other (A PERCENTAGE OF ASSETS TO WHICH WE CONSULT)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 166263

Assets Under Management $1,854,195,327

No. Of Clients5

Clients Per Financial Advisor0

GREEN CITIES INVESTMENT MANAGEMENT, 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 5 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 155312

Assets Under Management $1,693,264,697

No. Of Clients327

Clients Per Financial Advisor41

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 327 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
  • Commission Based

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
View Full Profile

QualificationsFirm CRD# 182520

Assets Under Management $1,452,605,463

No. Of Clients4

Clients Per Financial Advisor0

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , 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 4 clients. The team consists of 45 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 pooled Investment
View Full Profile

QualificationsFirm CRD# 141153

Assets Under Management $1,324,421,257

No. Of Clients1323

Clients Per Financial Advisor74

TPG FINANCIAL 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 1323 clients. The team consists of 18 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 pooled Investment
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

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