{ "path": "/advisors/or/portland/fee-only", "url": "https://advisorcensus.com/advisors/or/portland/fee-only/page/2", "page_type": "metro_fee", "title": "Fee-only financial advisors in Portland, OR", "filters": {}, "scope_total": 126, "faq": [ { "q": "How many financial advisory firms are there in Portland, OR?", "a": "AdvisorCensus lists 262 investment advisory firms with a principal office in the Portland metro area, from Form ADV filings as of October 2026: 139 SEC-registered, 109 state-registered, and 14 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Portland, OR?", "a": "126 of the 262 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Portland, OR offer financial planning?", "a": "181 of the 248 firms in Portland, OR that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Portland, OR fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 126 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 126 investment advisory firms with a principal office in the Portland metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Portland has 262 investment advisory firms with a principal office in the metro area as of October 2026: 139 SEC-registered, 109 state-registered, and 14 exempt reporting advisers. 126 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 96 report under $100 million in regulatory assets under management. The metro area has 1,010,265 households, 170,302 of them with income of $200,000 or more, or 650 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Portland, OR: 126 firms from Form ADV filings as of October 2026.", "total_firms": 126, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 60, "state": 66, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 126 }, { "code": "percentage_of_aum", "count": 124 }, { "code": "hourly", "count": 65 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 67 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 37 }, { "code": "5_to_9", "count": 30 }, { "code": "10_to_19", "count": 36 }, { "code": "20_plus", "count": 23 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 17 }, { "code": "25m_100m", "count": 42 }, { "code": "100m_500m", "count": 44 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 8 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 286170, "name": "Independent Investment Advisors", "name_as_filed": "INDEPENDENT INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/independent-investment-advisors-hillsboro-or-286170", "city": "Hillsboro", "state": "OR", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154130, "name": "Innovator Wealth Advisor, LLC", "name_as_filed": "INNOVATOR WEALTH ADVISOR, LLC", "url": "https://advisorcensus.com/firm/innovator-wealth-advisor-llc-beaverton-or-154130", "city": "Beaverton", "state": "OR", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340276, "name": "Integrity Investing", "name_as_filed": "INTEGRITY INVESTING", "url": "https://advisorcensus.com/firm/integrity-investing-happy-valley-or-340276", "city": "Happy Valley", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167033, "name": "Interactive Wealth Advisors", "name_as_filed": "INTERACTIVE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/interactive-wealth-advisors-portland-or-167033", "city": "Portland", "state": "OR", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142974, "name": "JPS Global Investments, LLC", "name_as_filed": "JPS GLOBAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/jps-global-investments-llc-lake-oswego-or-142974", "city": "Lake Oswego", "state": "OR", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315951, "name": "Keturi Investment Management, LLC", "name_as_filed": "KETURI INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/keturi-investment-management-llc-lake-oswego-or-315951", "city": "Lake Oswego", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306141, "name": "Laurelhurst Asset Management LLC", "name_as_filed": "LAURELHURST ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/laurelhurst-asset-management-llc-portland-or-306141", "city": "Portland", "state": "OR", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 46206, "name": "Leader Capital Corp.", "name_as_filed": "LEADER CAPITAL CORP.", "url": "https://advisorcensus.com/firm/leader-capital-corp-vancouver-wa-46206", "city": "Vancouver", "state": "WA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291661, "name": "Lifelong Wealth Management Group, LLC", "name_as_filed": "LIFELONG WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/lifelong-wealth-management-group-llc-lake-oswego-or-291661", "city": "Lake Oswego", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285724, "name": "Lookahead Wealth LLC", "name_as_filed": "LOOKAHEAD WEALTH LLC", "url": "https://advisorcensus.com/firm/lookahead-wealth-llc-west-linn-or-285724", "city": "West Linn", "state": "OR", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171261, "name": "Madrona Wealth Management LLC", "name_as_filed": "MADRONA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/madrona-wealth-management-llc-clackamas-or-171261", "city": "Clackamas", "state": "OR", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151580, "name": "Main Avenue Financial Services, LLC", "name_as_filed": "MAIN AVENUE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/main-avenue-financial-services-llc-beaverton-or-151580", "city": "Beaverton", "state": "OR", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147782, "name": "Marquam Capital", "name_as_filed": "MARQUAM CAPITAL", "url": "https://advisorcensus.com/firm/marquam-capital-portland-or-147782", "city": "Portland", "state": "OR", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316506, "name": "McKelvey Wealth Management, LLC", "name_as_filed": "MCKELVEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mckelvey-wealth-management-llc-tigard-or-316506", "city": "Tigard", "state": "OR", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117127, "name": "Mengis Capital Management, Inc.", "name_as_filed": "MENGIS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mengis-capital-management-inc-portland-or-117127", "city": "Portland", "state": "OR", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 284996, "name": "Middleton & Company", "name_as_filed": "MIDDLETON & COMPANY", "url": "https://advisorcensus.com/firm/middleton-and-company-vancouver-wa-284996", "city": "Vancouver", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 139249, "name": "Miller Financial Group, LLC", "name_as_filed": "MILLER FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/miller-financial-group-llc-portland-or-139249", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104214, "name": "MKG Financial Group, Inc.", "name_as_filed": "MKG FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/mkg-financial-group-inc-portland-or-104214", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 217511, "name": "Modernist Financial, LLC", "name_as_filed": "MODERNIST FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/modernist-financial-llc-portland-or-217511", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132131, "name": "Multnomah Group, Inc.", "name_as_filed": "MULTNOMAH GROUP, INC.", "url": "https://advisorcensus.com/firm/multnomah-group-inc-portland-or-132131", "city": "Portland", "state": "OR", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299424, "name": "My Personal CFO, LLC", "name_as_filed": "MY PERSONAL CFO, LLC", "url": "https://advisorcensus.com/firm/my-personal-cfo-llc-vancouver-wa-299424", "city": "Vancouver", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148417, "name": "North Forty Two & Co.", "name_as_filed": "NORTH FORTY TWO & CO.", "url": "https://advisorcensus.com/firm/north-forty-two-and-co-lake-oswego-or-148417", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148483, "name": "Optimum Capital Strategies", "name_as_filed": "OPTIMUM CAPITAL STRATEGIES", "url": "https://advisorcensus.com/firm/optimum-capital-strategies-beaverton-or-148483", "city": "Beaverton", "state": "OR", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333855, "name": "Oxdrawn Capital, LLC", "name_as_filed": "OXDRAWN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/oxdrawn-capital-llc-camas-wa-333855", "city": "Camas", "state": "WA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152250, "name": "Pacific Capital Works, Inc.", "name_as_filed": "PACIFIC CAPITAL WORKS, INC.", "url": "https://advisorcensus.com/firm/pacific-capital-works-inc-portland-or-152250", "city": "Portland", "state": "OR", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137963, "name": "Pacific Coast Investment Advisors, LLC", "name_as_filed": "PACIFIC COAST INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pacific-coast-investment-advisors-llc-west-linn-or-137963", "city": "West Linn", "state": "OR", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152154, "name": "Pacific Ridge Capital Partners, LLC", "name_as_filed": "PACIFIC RIDGE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154", "city": "Lake Oswego", "state": "OR", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322683, "name": "Para Wealth Advisors, Inc.", "name_as_filed": "PARA WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/para-wealth-advisors-inc-camas-wa-322683", "city": "Camas", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142713, "name": "Parish & Company LLC", "name_as_filed": "PARISH & COMPANY LLC", "url": "https://advisorcensus.com/firm/parish-and-company-llc-lake-oswego-or-142713", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327636, "name": "Pathlight Financial Planning LLC", "name_as_filed": "PATHLIGHT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/pathlight-financial-planning-llc-portland-or-327636", "city": "Portland", "state": "OR", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299508, "name": "Pearl Wealth LLC", "name_as_filed": "PEARL WEALTH LLC", "url": "https://advisorcensus.com/firm/pearl-wealth-llc-portland-or-299508", "city": "Portland", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322439, "name": "Planful Finance LLC", "name_as_filed": "PLANFUL FINANCE LLC", "url": "https://advisorcensus.com/firm/planful-finance-llc-lake-oswego-or-322439", "city": "Lake Oswego", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143055, "name": "Ponderosa Investment Group, LLC", "name_as_filed": "PONDEROSA INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/ponderosa-investment-group-llc-portland-or-143055", "city": "Portland", "state": "OR", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107777, "name": "Progressive Investment Management Corporation", "name_as_filed": "PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/progressive-investment-management-corporation-lake-oswego-or-107777", "city": "Lake Oswego", "state": "OR", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156004, "name": "Raaf Investment Advisors, LLC", "name_as_filed": "RAAF INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/raaf-investment-advisors-llc-portland-or-156004", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143990, "name": "Radnorwood Capital, LLC", "name_as_filed": "RADNORWOOD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/radnorwood-capital-llc-portland-or-143990", "city": "Portland", "state": "OR", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327703, "name": "Rain Or Shine Planning, LLC", "name_as_filed": "RAIN OR SHINE PLANNING, LLC", "url": "https://advisorcensus.com/firm/rain-or-shine-planning-llc-portland-or-327703", "city": "Portland", "state": "OR", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286242, "name": "Ravensview Capital Management, LLC", "name_as_filed": "RAVENSVIEW CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ravensview-capital-management-llc-portland-or-286242", "city": "Portland", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297597, "name": "Red Sky Financial Planning, LLC", "name_as_filed": "RED SKY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/red-sky-financial-planning-llc-wilsonville-or-297597", "city": "Wilsonville", "state": "OR", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311184, "name": "Retirement Consulting Group, Inc.", "name_as_filed": "RETIREMENT CONSULTING GROUP, INC.", "url": "https://advisorcensus.com/firm/retirement-consulting-group-inc-lake-oswego-or-311184", "city": "Lake Oswego", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160100, "name": "ROI Financial", "name_as_filed": "ROI FINANCIAL", "url": "https://advisorcensus.com/firm/roi-financial-beaverton-or-160100", "city": "Beaverton", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", 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"https://advisorcensus.com/firm/rubicon-global-group-rubicon-global-advisors-portland-or-127585", "city": "Portland", "state": "OR", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167545, "name": "Rutherford Investment Management", "name_as_filed": "RUTHERFORD INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/rutherford-investment-management-portland-or-167545", "city": "Portland", "state": "OR", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307980, "name": "Scott Capital Advisors, LLC", "name_as_filed": "SCOTT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/scott-capital-advisors-llc-portland-or-307980", "city": "Portland", "state": "OR", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 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