# Financial advisors for high-net-worth individuals in Portland, OR

> Find financial advisors in Portland, OR who work with high-net-worth individuals. AdvisorCensus lists 203 investment advisory firms with a principal office in the Portland metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/or/portland/for-high-net-worth-individuals/page/4

## At a glance

- Investment advisory firms: 203
- Registration: SEC-registered investment adviser: 122, State-registered investment adviser: 81
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 110 (54%); Percentage of assets 201 (99%); Hourly charges 117 (58%); Fixed fees 116 (57%); Commissions 3 (1%); Performance-based fees 10 (5%); Other 11 (5%)
- Regulatory assets under management (Item 5.F): Under $25 million 19 (9%); $25 million to $100 million 61 (30%); $100 million to $500 million 81 (40%); $500 million to $1 billion 15 (7%); $1 billion to $5 billion 21 (10%); Over $5 billion 6 (3%)
- Years registered: Under 5 years 54 (27%); 5 to 9 years 61 (30%); 10 to 19 years 58 (29%); 20 years or more 30 (15%)

## Firms (page 4 of 5, 151 to 200 of 203, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [RVK, Inc.](https://advisorcensus.com/firm/rvk-inc-portland-or-18005) ([md](https://advisorcensus.com/firm/rvk-inc-portland-or-18005.md)) | 18005 | Portland, OR | SEC-registered investment adviser | $500 million to $1 billion | 40 | Hourly, Fixed fee, Other |
| [Ryan Financial Solutions, LLC](https://advisorcensus.com/firm/ryan-financial-solutions-llc-tualatin-or-312269) ([md](https://advisorcensus.com/firm/ryan-financial-solutions-llc-tualatin-or-312269.md)) | 312269 | Tualatin, OR | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Samara Capital](https://advisorcensus.com/firm/samara-capital-beaverton-or-336178) ([md](https://advisorcensus.com/firm/samara-capital-beaverton-or-336178.md)) | 336178 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Scott Capital Advisors, LLC](https://advisorcensus.com/firm/scott-capital-advisors-llc-portland-or-307980) ([md](https://advisorcensus.com/firm/scott-capital-advisors-llc-portland-or-307980.md)) | 307980 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Scout Asset Management](https://advisorcensus.com/firm/scout-asset-management-beaverton-or-316969) ([md](https://advisorcensus.com/firm/scout-asset-management-beaverton-or-316969.md)) | 316969 | Beaverton, OR | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Sellwood Investment Partners LLC](https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696) ([md](https://advisorcensus.com/firm/sellwood-investment-partners-llc-portland-or-164696.md)) | 164696 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [Serene Point Advisors LLC](https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433) ([md](https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433.md)) | 309433 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Settlement Capital Advisors](https://advisorcensus.com/firm/settlement-capital-advisors-west-linn-or-155250) ([md](https://advisorcensus.com/firm/settlement-capital-advisors-west-linn-or-155250.md)) | 155250 | West Linn, OR | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Sherman, Young & Leavitt, LLC](https://advisorcensus.com/firm/sherman-young-and-leavitt-llc-oregon-city-or-152955) ([md](https://advisorcensus.com/firm/sherman-young-and-leavitt-llc-oregon-city-or-152955.md)) | 152955 | Oregon City, OR | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Silver Oak Advisory Group](https://advisorcensus.com/firm/silver-oak-advisory-group-portland-or-108298) ([md](https://advisorcensus.com/firm/silver-oak-advisory-group-portland-or-108298.md)) | 108298 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Skyline Financial Northwest](https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844) ([md](https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844.md)) | 146844 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Sloy, Dahl & Holst, LLC](https://advisorcensus.com/firm/sloy-dahl-and-holst-llc-vancouver-wa-110102) ([md](https://advisorcensus.com/firm/sloy-dahl-and-holst-llc-vancouver-wa-110102.md)) | 110102 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Hourly, Performance fee |
| [SMB Financial Services, Inc.](https://advisorcensus.com/firm/smb-financial-services-inc-portland-or-154216) ([md](https://advisorcensus.com/firm/smb-financial-services-inc-portland-or-154216.md)) | 154216 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly |
| [Soaring Investment Management, LLC](https://advisorcensus.com/firm/soaring-investment-management-llc-portland-or-305273) ([md](https://advisorcensus.com/firm/soaring-investment-management-llc-portland-or-305273.md)) | 305273 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Somerset Wealth Management, LLC](https://advisorcensus.com/firm/somerset-wealth-management-llc-portland-or-170213) ([md](https://advisorcensus.com/firm/somerset-wealth-management-llc-portland-or-170213.md)) | 170213 | Portland, OR | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Sound Investment Management Inc](https://advisorcensus.com/firm/sound-investment-management-inc-tualatin-or-107438) ([md](https://advisorcensus.com/firm/sound-investment-management-inc-tualatin-or-107438.md)) | 107438 | Tualatin, OR | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets |
| [Stangier Wealth Management](https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336) ([md](https://advisorcensus.com/firm/stangier-wealth-management-clackamas-or-171336.md)) | 171336 | Clackamas, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Strada Financial Group LLC](https://advisorcensus.com/firm/strada-financial-group-llc-boring-or-316987) ([md](https://advisorcensus.com/firm/strada-financial-group-llc-boring-or-316987.md)) | 316987 | Boring, OR | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Strategic Finance Inc.](https://advisorcensus.com/firm/strategic-finance-inc-clackamas-or-328828) ([md](https://advisorcensus.com/firm/strategic-finance-inc-clackamas-or-328828.md)) | 328828 | Clackamas, OR | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Summa Global Advisors, LLC](https://advisorcensus.com/firm/summa-global-advisors-llc-clackamas-or-148713) ([md](https://advisorcensus.com/firm/summa-global-advisors-llc-clackamas-or-148713.md)) | 148713 | Clackamas, OR | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Sunnybranch Wealth LLC](https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075) ([md](https://advisorcensus.com/firm/sunnybranch-wealth-llc-portland-or-323075.md)) | 323075 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Swiftwater Capital](https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458) ([md](https://advisorcensus.com/firm/swiftwater-capital-lake-oswego-or-329458.md)) | 329458 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Symplectic Capital LLC](https://advisorcensus.com/firm/symplectic-capital-llc-camas-wa-283186) ([md](https://advisorcensus.com/firm/symplectic-capital-llc-camas-wa-283186.md)) | 283186 | Camas, WA | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Synergy Asset Management, LLC](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201) ([md](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201.md)) | 117201 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Performance fee |
| [Tandem Views Investment Services, LLC](https://advisorcensus.com/firm/tandem-views-investment-services-llc-lake-oswego-or-281611) ([md](https://advisorcensus.com/firm/tandem-views-investment-services-llc-lake-oswego-or-281611.md)) | 281611 | Lake Oswego, OR | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [Taurus Capital Advisors, LLC](https://advisorcensus.com/firm/taurus-capital-advisors-llc-lake-oswego-or-137633) ([md](https://advisorcensus.com/firm/taurus-capital-advisors-llc-lake-oswego-or-137633.md)) | 137633 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Tenbridge Partners LLC](https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378) ([md](https://advisorcensus.com/firm/tenbridge-partners-llc-portland-or-159378.md)) | 159378 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [The LAM Group, Inc.](https://advisorcensus.com/firm/the-lam-group-inc-lake-oswego-or-128055) ([md](https://advisorcensus.com/firm/the-lam-group-inc-lake-oswego-or-128055.md)) | 128055 | Lake Oswego, OR | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee |
| [TPG Financial Advisors, LLC](https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153) ([md](https://advisorcensus.com/firm/tpg-financial-advisors-llc-portland-or-141153.md)) | 141153 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Tradewinds Wealth Management](https://advisorcensus.com/firm/tradewinds-wealth-management-portland-or-323879) ([md](https://advisorcensus.com/firm/tradewinds-wealth-management-portland-or-323879.md)) | 323879 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee |
| [TRU Independence Asset Management 2, LLC](https://advisorcensus.com/firm/tru-independence-asset-management-2-llc-portland-or-309098) ([md](https://advisorcensus.com/firm/tru-independence-asset-management-2-llc-portland-or-309098.md)) | 309098 | Portland, OR | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [TRU Independence Asset Management, LLC](https://advisorcensus.com/firm/tru-independence-asset-management-llc-portland-or-168256) ([md](https://advisorcensus.com/firm/tru-independence-asset-management-llc-portland-or-168256.md)) | 168256 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee, Other |
| [True North Retirement Advisors, LLC](https://advisorcensus.com/firm/true-north-retirement-advisors-llc-clackamas-or-290885) ([md](https://advisorcensus.com/firm/true-north-retirement-advisors-llc-clackamas-or-290885.md)) | 290885 | Clackamas, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [TWM Wealth Management Corp](https://advisorcensus.com/firm/twm-wealth-management-corp-west-linn-or-321103) ([md](https://advisorcensus.com/firm/twm-wealth-management-corp-west-linn-or-321103.md)) | 321103 | West Linn, OR | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Uplevel Wealth](https://advisorcensus.com/firm/uplevel-wealth-portland-or-312641) ([md](https://advisorcensus.com/firm/uplevel-wealth-portland-or-312641.md)) | 312641 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [UTA LLC](https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427) ([md](https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427.md)) | 315427 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Vergepointe Wealth Management, LLC](https://advisorcensus.com/firm/vergepointe-wealth-management-llc-lake-oswego-or-151425) ([md](https://advisorcensus.com/firm/vergepointe-wealth-management-llc-lake-oswego-or-151425.md)) | 151425 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee |
| [Veridan Wealth](https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666) ([md](https://advisorcensus.com/firm/veridan-wealth-west-linn-or-329666.md)) | 329666 | West Linn, OR | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Vision Capital Management Inc](https://advisorcensus.com/firm/vision-capital-management-inc-portland-or-107793) ([md](https://advisorcensus.com/firm/vision-capital-management-inc-portland-or-107793.md)) | 107793 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets |
| [Vista Capital Partners, Inc.](https://advisorcensus.com/firm/vista-capital-partners-inc-portland-or-114913) ([md](https://advisorcensus.com/firm/vista-capital-partners-inc-portland-or-114913.md)) | 114913 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets |
| [Vita Planning Group LLC](https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323) ([md](https://advisorcensus.com/firm/vita-planning-group-llc-camas-wa-312323.md)) | 312323 | Camas, WA | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Wagner Planning](https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448) ([md](https://advisorcensus.com/firm/wagner-planning-lake-oswego-or-318448.md)) | 318448 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Washington Park Capital Management, LLC](https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939) ([md](https://advisorcensus.com/firm/washington-park-capital-management-llc-portland-or-338939.md)) | 338939 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Watershed Wealth Planning LLC](https://advisorcensus.com/firm/watershed-wealth-planning-llc-portland-or-285980) ([md](https://advisorcensus.com/firm/watershed-wealth-planning-llc-portland-or-285980.md)) | 285980 | Portland, OR | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [WBH Financial Services, LLC](https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071) ([md](https://advisorcensus.com/firm/wbh-financial-services-llc-lake-oswego-or-282071.md)) | 282071 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Wealth Advisors NW](https://advisorcensus.com/firm/wealth-advisors-nw-portland-or-284468) ([md](https://advisorcensus.com/firm/wealth-advisors-nw-portland-or-284468.md)) | 284468 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Wellspring Advisors, Inc.](https://advisorcensus.com/firm/wellspring-advisors-inc-hillsboro-or-147861) ([md](https://advisorcensus.com/firm/wellspring-advisors-inc-hillsboro-or-147861.md)) | 147861 | Hillsboro, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Westface Financial Advisory](https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959) ([md](https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959.md)) | 168959 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Westlake Wealth Management, LLC](https://advisorcensus.com/firm/westlake-wealth-management-llc-portland-or-155316) ([md](https://advisorcensus.com/firm/westlake-wealth-management-llc-portland-or-155316.md)) | 155316 | Portland, OR | State-registered investment adviser | Under $25 million | 15 | % of assets |
| [Wide EYE Capital](https://advisorcensus.com/firm/wide-eye-capital-vancouver-wa-322886) ([md](https://advisorcensus.com/firm/wide-eye-capital-vancouver-wa-322886.md)) | 322886 | Vancouver, WA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Portland, OR work with high-net-worth individuals?**
203 investment advisory firms with a principal office in the Portland metro area report high-net-worth individuals 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 high-net-worth individuals in Portland, OR: 203 firms from Form ADV filings as of October 2026.