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Find Retirement Advisors for Retirement Planning in Scappoose, 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.

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Top 15 Retirement Planning firms in Scappoose, 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
JENSEN INVESTMENT MANAGEMENT INC.
5500 Meadows Road, Suite 200
Lake Oswego, OR, 97035-3623
$13,067,305,31242537
A Percentage of AUM
4
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
888 Sw 5th Ave Ste 1200,
Portland, OR, 97204
$7,145,593,038380855
A Percentage of AUM
5
NORTHWEST CAPITAL MANAGEMENT INC.
1 Centerpointe Drive, Suite 115
Lake Oswego, OR, 97035
$5,476,500,41999517
A Percentage of AUM, Hourly charges, Fixed Fees
6
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.)
7
FOCUSPOINT SOLUTIONS, INC.
3395 Sw Garden View Avenue,
Portland, OR, 97225
$4,726,374,0642829743
A Percentage of AUM, Fixed Fees
8
NORTHSIDE CAPITAL MANAGEMENT LLC
116 3rd Street, Suite 313,
Hood River, OR, 97031
$4,635,685,99951412
A Percentage of AUM, Fixed Fees
9
ALDRICH WEALTH LP
5665 Sw Meadows Rd, Suite 200
Lake Oswego, OR, 97035
$4,563,375,940218938
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
$3,932,369,63710065738
A Percentage of AUM, Hourly charges, Fixed Fees
11
BECKER CAPITAL MANAGEMENT, INC.
1211 Sw 5th Avenue, Suite 2185
Portland, OR, 97204-3740
$3,906,617,526173033
A Percentage of AUM, Hourly charges
12
KINGSVIEW WEALTH MANAGEMENT, LLC
509 Se 7th Street, 2nd Floor
Grants Pass, OR, 97526
$3,584,124,09613829150
A Percentage of AUM, Hourly charges, Fixed Fees
13
VARIANT INVESTMENTS
10300 Sw Greenburg Road, Suite 308
Portland, OR, 97223
$3,095,046,886224
A Percentage of AUM
14
ENDEAVOUR CAPITAL
760 Sw Ninth Avenue, Suite 2300,
Portland, OR, 97205
$2,149,730,373825
A Percentage of AUM, Performance Based
15
VISTA CAPITAL PARTNERS, INC.
9755 Sw Barnes Road, Suite 595
Portland, OR, 97225
$2,090,204,250280235
A Percentage of AUM

Information on Top Retirement Planning firms in Scappoose, 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
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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# 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
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# 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
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# 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
View Full Profile

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
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# 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
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

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