# Financial advisors for businesses in Portland, OR

> AdvisorCensus lists 84 investment advisory firms with a principal office in the Portland metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/or/portland/for-businesses

## At a glance

- Investment advisory firms: 84
- Registration: SEC-registered investment adviser: 70, State-registered investment adviser: 14
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 32 (38%); Percentage of assets 83 (99%); Hourly charges 45 (54%); Fixed fees 47 (56%); Commissions 1 (1%); Performance-based fees 8 (10%); Other 10 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (4%); $25 million to $100 million 12 (14%); $100 million to $500 million 37 (44%); $500 million to $1 billion 8 (10%); $1 billion to $5 billion 18 (21%); Over $5 billion 6 (7%)
- Years registered: Under 5 years 14 (17%); 5 to 9 years 26 (31%); 10 to 19 years 23 (27%); 20 years or more 21 (25%)

## Firms (page 1 of 2, 1 to 50 of 84, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [4:8 Financial](https://advisorcensus.com/firm/4-8-financial-canby-or-335831) ([md](https://advisorcensus.com/firm/4-8-financial-canby-or-335831.md)) | 335831 | Canby, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Advisor Share Wealth Management, LLC](https://advisorcensus.com/firm/advisor-share-wealth-management-llc-vancouver-wa-307997) ([md](https://advisorcensus.com/firm/advisor-share-wealth-management-llc-vancouver-wa-307997.md)) | 307997 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Aerodigm Wealth LLC](https://advisorcensus.com/firm/aerodigm-wealth-llc-lake-oswego-or-282312) ([md](https://advisorcensus.com/firm/aerodigm-wealth-llc-lake-oswego-or-282312.md)) | 282312 | Lake Oswego, OR | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Aldrich Wealth LP](https://advisorcensus.com/firm/aldrich-wealth-lp-lake-oswego-or-147200) ([md](https://advisorcensus.com/firm/aldrich-wealth-lp-lake-oswego-or-147200.md)) | 147200 | Lake Oswego, OR | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Allium Financial Advisors, LLC](https://advisorcensus.com/firm/allium-financial-advisors-llc-lake-oswego-or-288462) ([md](https://advisorcensus.com/firm/allium-financial-advisors-llc-lake-oswego-or-288462.md)) | 288462 | Lake Oswego, OR | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [APM Wealth](https://advisorcensus.com/firm/apm-wealth-portland-or-289340) ([md](https://advisorcensus.com/firm/apm-wealth-portland-or-289340.md)) | 289340 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Baker Ellis Asset Management LLC](https://advisorcensus.com/firm/baker-ellis-asset-management-llc-vancouver-wa-121802) ([md](https://advisorcensus.com/firm/baker-ellis-asset-management-llc-vancouver-wa-121802.md)) | 121802 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets |
| [Beacon Rock Wealth Advisors](https://advisorcensus.com/firm/beacon-rock-wealth-advisors-camas-wa-131592) ([md](https://advisorcensus.com/firm/beacon-rock-wealth-advisors-camas-wa-131592.md)) | 131592 | Camas, WA | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Performance fee |
| [Becker Capital Management, Inc.](https://advisorcensus.com/firm/becker-capital-management-inc-portland-or-110489) ([md](https://advisorcensus.com/firm/becker-capital-management-inc-portland-or-110489.md)) | 110489 | Portland, OR | SEC-registered investment adviser | Over $5 billion | 49 | % of assets, Hourly, Fixed fee |
| [Blue Water Wealth](https://advisorcensus.com/firm/blue-water-wealth-portland-or-164432) ([md](https://advisorcensus.com/firm/blue-water-wealth-portland-or-164432.md)) | 164432 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [BOZ & Company LLC](https://advisorcensus.com/firm/boz-and-company-llc-lake-oswego-or-167851) ([md](https://advisorcensus.com/firm/boz-and-company-llc-lake-oswego-or-167851.md)) | 167851 | Lake Oswego, OR | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Bridge City Capital, LLC](https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828) ([md](https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828.md)) | 148828 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Cairn Wealth Management](https://advisorcensus.com/firm/cairn-wealth-management-vancouver-wa-143601) ([md](https://advisorcensus.com/firm/cairn-wealth-management-vancouver-wa-143601.md)) | 143601 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Cedar Mountain Advisors, LLC](https://advisorcensus.com/firm/cedar-mountain-advisors-llc-lake-oswego-or-140339) ([md](https://advisorcensus.com/firm/cedar-mountain-advisors-llc-lake-oswego-or-140339.md)) | 140339 | Lake Oswego, OR | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [CGC Financial Services](https://advisorcensus.com/firm/cgc-financial-services-lake-oswego-or-155446) ([md](https://advisorcensus.com/firm/cgc-financial-services-lake-oswego-or-155446.md)) | 155446 | Lake Oswego, OR | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets |
| [Columbia River Financial Group](https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539) ([md](https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539.md)) | 288539 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Continuity Wealth Management, Corp.](https://advisorcensus.com/firm/continuity-wealth-management-corp-portland-or-111010) ([md](https://advisorcensus.com/firm/continuity-wealth-management-corp-portland-or-111010.md)) | 111010 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [Cross Financial Advisors](https://advisorcensus.com/firm/cross-financial-advisors-portland-or-287686) ([md](https://advisorcensus.com/firm/cross-financial-advisors-portland-or-287686.md)) | 287686 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [CS Planning Corp](https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937) ([md](https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937.md)) | 149937 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Davidson & Watson Financial](https://advisorcensus.com/firm/davidson-and-watson-financial-lake-oswego-or-306686) ([md](https://advisorcensus.com/firm/davidson-and-watson-financial-lake-oswego-or-306686.md)) | 306686 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Defined Wealth Management, LLC](https://advisorcensus.com/firm/defined-wealth-management-llc-beaverton-or-306779) ([md](https://advisorcensus.com/firm/defined-wealth-management-llc-beaverton-or-306779.md)) | 306779 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Deschutes Investment Consulting, LLC](https://advisorcensus.com/firm/deschutes-investment-consulting-llc-portland-or-155312) ([md](https://advisorcensus.com/firm/deschutes-investment-consulting-llc-portland-or-155312.md)) | 155312 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee, Commissions |
| [Etesian Wealth Advisors, Inc.](https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127) ([md](https://advisorcensus.com/firm/etesian-wealth-advisors-inc-west-linn-or-152127.md)) | 152127 | West Linn, OR | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Ferguson Wellman Capital Management, Inc.](https://advisorcensus.com/firm/ferguson-wellman-capital-management-inc-portland-or-104692) ([md](https://advisorcensus.com/firm/ferguson-wellman-capital-management-inc-portland-or-104692.md)) | 104692 | Portland, OR | SEC-registered investment adviser | Over $5 billion | 50 | % of assets |
| [First Pacific Financial, Inc.](https://advisorcensus.com/firm/first-pacific-financial-inc-vancouver-wa-284736) ([md](https://advisorcensus.com/firm/first-pacific-financial-inc-vancouver-wa-284736.md)) | 284736 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Freedom Family Office, LLC](https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275) ([md](https://advisorcensus.com/firm/freedom-family-office-llc-beaverton-or-310275.md)) | 310275 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Gabriel Capital, LLC](https://advisorcensus.com/firm/gabriel-capital-llc-portland-or-137613) ([md](https://advisorcensus.com/firm/gabriel-capital-llc-portland-or-137613.md)) | 137613 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Grange Capital, LLC](https://advisorcensus.com/firm/grange-capital-llc-beaverton-or-131699) ([md](https://advisorcensus.com/firm/grange-capital-llc-beaverton-or-131699.md)) | 131699 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Harlow Wealth Management, Inc.](https://advisorcensus.com/firm/harlow-wealth-management-inc-vancouver-wa-148315) ([md](https://advisorcensus.com/firm/harlow-wealth-management-inc-vancouver-wa-148315.md)) | 148315 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee, Other |
| [Headwater Investment Consulting,inc.](https://advisorcensus.com/firm/headwater-investment-consulting-inc-mcminnville-or-133009) ([md](https://advisorcensus.com/firm/headwater-investment-consulting-inc-mcminnville-or-133009.md)) | 133009 | McMinnville, OR | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets |
| [Helium Advisors LLC](https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356) ([md](https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356.md)) | 282356 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [J.P. Morgan Natural Capital](https://advisorcensus.com/firm/j-p-morgan-natural-capital-portland-or-111944) ([md](https://advisorcensus.com/firm/j-p-morgan-natural-capital-portland-or-111944.md)) | 111944 | Portland, OR | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Performance fee, Other |
| [James R. Martin Consulting, Inc](https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542) ([md](https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542.md)) | 109542 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Other |
| [Jensen Investment Management Inc.](https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281) ([md](https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281.md)) | 105281 | Lake Oswego, OR | SEC-registered investment adviser | Over $5 billion | 38 | % of assets |
| [M Financial Asset Management, Inc.](https://advisorcensus.com/firm/m-financial-asset-management-inc-portland-or-136694) ([md](https://advisorcensus.com/firm/m-financial-asset-management-inc-portland-or-136694.md)) | 136694 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [M Holdings Securities, Inc.](https://advisorcensus.com/firm/m-holdings-securities-inc-portland-or-43285) ([md](https://advisorcensus.com/firm/m-holdings-securities-inc-portland-or-43285.md)) | 43285 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly, Fixed fee |
| [Marquam Capital](https://advisorcensus.com/firm/marquam-capital-portland-or-147782) ([md](https://advisorcensus.com/firm/marquam-capital-portland-or-147782.md)) | 147782 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Fixed fee |
| [Marram Investment Management, LLC](https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821) ([md](https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821.md)) | 155821 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Performance fee |
| [Martel Wealth Advisors, LLC](https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896) ([md](https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896.md)) | 296896 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Mengis Capital Management, Inc.](https://advisorcensus.com/firm/mengis-capital-management-inc-portland-or-117127) ([md](https://advisorcensus.com/firm/mengis-capital-management-inc-portland-or-117127.md)) | 117127 | Portland, OR | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly |
| [Meridian Financial Group, Inc.](https://advisorcensus.com/firm/meridian-financial-group-inc-milwaukie-or-155067) ([md](https://advisorcensus.com/firm/meridian-financial-group-inc-milwaukie-or-155067.md)) | 155067 | Milwaukie, OR | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [MKG Financial Group, Inc.](https://advisorcensus.com/firm/mkg-financial-group-inc-portland-or-104214) ([md](https://advisorcensus.com/firm/mkg-financial-group-inc-portland-or-104214.md)) | 104214 | Portland, OR | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Momentous Wealth Management, Inc.](https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429) ([md](https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429.md)) | 288429 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Multnomah Group, Inc.](https://advisorcensus.com/firm/multnomah-group-inc-portland-or-132131) ([md](https://advisorcensus.com/firm/multnomah-group-inc-portland-or-132131.md)) | 132131 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [NBC Capital Advisors](https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483) ([md](https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483.md)) | 306483 | Beaverton, OR | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Northwest Capital Management Inc.](https://advisorcensus.com/firm/northwest-capital-management-inc-lake-oswego-or-108091) ([md](https://advisorcensus.com/firm/northwest-capital-management-inc-lake-oswego-or-108091.md)) | 108091 | Lake Oswego, OR | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Hourly, Fixed fee |
| [Optima Capital LLC](https://advisorcensus.com/firm/optima-capital-llc-beaverton-or-310146) ([md](https://advisorcensus.com/firm/optima-capital-llc-beaverton-or-310146.md)) | 310146 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Orca Investment Management, LLC](https://advisorcensus.com/firm/orca-investment-management-llc-lake-oswego-or-144377) ([md](https://advisorcensus.com/firm/orca-investment-management-llc-lake-oswego-or-144377.md)) | 144377 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Fixed fee, Other |
| [Pacific Coast Investment Advisors, LLC](https://advisorcensus.com/firm/pacific-coast-investment-advisors-llc-west-linn-or-137963) ([md](https://advisorcensus.com/firm/pacific-coast-investment-advisors-llc-west-linn-or-137963.md)) | 137963 | West Linn, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Pacific Ridge Capital Partners, LLC](https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154) ([md](https://advisorcensus.com/firm/pacific-ridge-capital-partners-llc-lake-oswego-or-152154.md)) | 152154 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |

- Next page: https://advisorcensus.com/advisors/or/portland/for-businesses/page/2.md

## Questions people ask

**Which financial advisors in Portland, OR work with businesses?**
84 investment advisory firms with a principal office in the Portland metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Portland, OR?**
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.

**How many fee-only financial advisors are in Portland, OR?**
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.

**How many financial advisors in Portland, OR offer financial planning?**
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.

**Are the financial advisors in Portland, OR fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Oregon](https://advisorcensus.com/advisors/or) (https://advisorcensus.com/advisors/or.md)
- [Financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland) (https://advisorcensus.com/advisors/or/portland.md)
- [Fee-only financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland/fee-only) (https://advisorcensus.com/advisors/or/portland/fee-only.md)
- [Flat-fee financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland/flat-fee) (https://advisorcensus.com/advisors/or/portland/flat-fee.md)
- [Hourly financial advisors in Portland, OR](https://advisorcensus.com/advisors/or/portland/hourly) (https://advisorcensus.com/advisors/or/portland/hourly.md)
- [Financial advisors for retirees in Portland, OR](https://advisorcensus.com/advisors/or/portland/retirees) (https://advisorcensus.com/advisors/or/portland/retirees.md)
- [Financial advisors in Lake Oswego, OR](https://advisorcensus.com/advisors/or/portland/lake-oswego) (https://advisorcensus.com/advisors/or/portland/lake-oswego.md)
- [Financial advisors in Vancouver, WA](https://advisorcensus.com/advisors/or/portland/vancouver) (https://advisorcensus.com/advisors/or/portland/vancouver.md)
- [Financial advisors in Beaverton, OR](https://advisorcensus.com/advisors/or/portland/beaverton) (https://advisorcensus.com/advisors/or/portland/beaverton.md)
- [Financial advisors in Bend](https://advisorcensus.com/advisors/or/bend) (https://advisorcensus.com/advisors/or/bend.md)
- [Financial advisors in Eugene](https://advisorcensus.com/advisors/or/eugene) (https://advisorcensus.com/advisors/or/eugene.md)
- [Financial advisors in Salem](https://advisorcensus.com/advisors/or/salem) (https://advisorcensus.com/advisors/or/salem.md)
- [Financial advisors in Medford](https://advisorcensus.com/advisors/or/medford) (https://advisorcensus.com/advisors/or/medford.md)
- [Financial advisors in Corvallis](https://advisorcensus.com/advisors/or/corvallis) (https://advisorcensus.com/advisors/or/corvallis.md)
- [Financial advisors in Grants Pass](https://advisorcensus.com/advisors/or/grants-pass) (https://advisorcensus.com/advisors/or/grants-pass.md)

Cite as: AdvisorCensus. Financial advisors for businesses in Portland, OR: 84 firms from Form ADV filings as of October 2026.