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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 - March 19, 2025Portland has 3 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Portland, Oregon
VERIFIEDAnthony Lishka
FRCSM, CFF®, ChFC®
Lishka Financial / LPL Financial
Qualifications
CRD# 5767664
Firm CRD# 6413
Series 7, 24, 63, 65
Minimum Assets Required
$10,000
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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMatt 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Portland, Oregon (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224 | $16,725,387,863 | 63 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | 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 | 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | $7,145,593,038 | 3808 | 55 | A Percentage of AUM |
| 4 | 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.) |
| 5 | 3395 Sw Garden View Avenue, Portland, OR, 97225 | $4,726,374,064 | 28297 | 43 | A Percentage of AUM, Fixed Fees |
| 6 | 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209 | $3,932,369,637 | 10065 | 738 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740 | $3,906,617,526 | 1730 | 33 | A Percentage of AUM, Hourly charges |
| 8 | 10300 Sw Greenburg Road, Suite 308 Portland, OR, 97223 | $3,095,046,886 | 2 | 24 | A Percentage of AUM |
| 9 | 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205 | $2,149,730,373 | 8 | 25 | A Percentage of AUM, Performance Based |
| 10 | 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225 | $2,090,204,250 | 2802 | 35 | A Percentage of AUM |
| 11 | 650 Ne Holladay Street, Suite 1500 Portland, OR, 97232-2047 | $2,064,367,267 | 279 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (A PERCENTAGE OF ASSETS TO WHICH WE CONSULT) |
| 12 | 920 Sw 6th Ave., Suite 900 Portland, OR, 97204 | $1,854,195,327 | 5 | 29 | A Percentage of AUM, Performance Based |
| 13 | 200 Sw Market Street, Suite 550 Portland, OR, 97201 | $1,693,264,697 | 327 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 14 | 411 Nw Park Ave, Suite 401 Portland, OR, 97209 | $1,452,605,463 | 4 | 45 | A Percentage of AUM |
| 15 | 11850 Sw 67th Avenue, Suite 100 Portland, OR, 97223 | $1,324,421,257 | 1323 | 18 | 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
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# 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# 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# 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# 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
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
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
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
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
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
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 Clackamas, 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.