Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - May 15, 2025Portland 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Portland, Oregon
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 | 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 | 888 Sw 5th Ave Ste 1200, Portland, OR, 97204 | $8,394,137,837 | 4068 | 60 | A percentage of AUM |
| 4 | 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.) |
| 5 | 3395 Sw Garden View Avenue, Portland, OR, 97225 | $5,001,681,150 | 27667 | 40 | A percentage of AUM, Fixed fees |
| 6 | 1211 Sw 5th Avenue, Suite 2185 Portland, OR, 97204-3740 | $4,613,776,609 | 1893 | 33 | A percentage of AUM, Hourly charges |
| 7 | 1125 N.W. Couch Street, Suite 900 Portland, OR, 97209 | $4,513,584,910 | 9871 | 706 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 10200 Sw Greenburg Road, Suite 760 Portland, OR, 97223 | $2,986,840,963 | 3 | 28 | A percentage of AUM |
| 9 | 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 |
| 10 | 9755 Sw Barnes Road, Suite 595 Portland, OR, 97225 | $2,445,045,898 | 2900 | 32 | A percentage of AUM |
| 11 | 760 Sw Ninth Avenue, Suite 2300, Portland, OR, 97205 | $2,159,591,898 | 8 | 23 | A percentage of AUM, Performance Based |
| 12 | 1155 Sw Morrison Street, Suite 400 Portland, OR, 97205 | $1,977,399,614 | 2982 | 29 | A percentage of AUM, Fixed fees |
| 13 | 6650 Sw Redwood Lane, Suite 370 Portland, OR, 97224 | $1,883,200,000 | 68 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Other (% ASSETS UNDER ADVISEMENT) |
| 14 | 11850 Sw 67th Avenue, Suite 100 Portland, OR, 97223 | $1,657,763,372 | 1514 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 521 Sw 11th Avenue, Suite 200 Portland, OR, 97205 | $1,410,908,388 | 1384 | 22 | 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
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# 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# 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
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
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
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)
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
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)
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.