# Financial advisors for retirement plans in Portland, OR

> Find financial advisors in Portland, OR who work with retirement plans. AdvisorCensus lists 88 investment advisory firms with a principal office in the Portland metro area that report retirement plans 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-retirement-plans

## At a glance

- Investment advisory firms: 88
- Registration: SEC-registered investment adviser: 71, State-registered investment adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 31 (35%); Percentage of assets 87 (99%); Hourly charges 51 (58%); Fixed fees 54 (61%); Commissions 2 (2%); Performance-based fees 8 (9%); Other 10 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 1 (1%); $25 million to $100 million 17 (19%); $100 million to $500 million 34 (39%); $500 million to $1 billion 11 (13%); $1 billion to $5 billion 18 (20%); Over $5 billion 7 (8%)
- Years registered: Under 5 years 10 (11%); 5 to 9 years 33 (38%); 10 to 19 years 22 (25%); 20 years or more 23 (26%)

## Firms (page 1 of 2, 1 to 50 of 88, 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 |
| [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 |
| [Barker Wealth Management, LLC](https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768) ([md](https://advisorcensus.com/firm/barker-wealth-management-llc-camas-wa-226768.md)) | 226768 | Camas, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [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 |
| [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 |
| [Catalyst Financial NW Corporation](https://advisorcensus.com/firm/catalyst-financial-nw-corporation-gresham-or-168534) ([md](https://advisorcensus.com/firm/catalyst-financial-nw-corporation-gresham-or-168534.md)) | 168534 | Gresham, OR | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [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 |
| [Clarity Capital Management LLC](https://advisorcensus.com/firm/clarity-capital-management-llc-tigard-or-290179) ([md](https://advisorcensus.com/firm/clarity-capital-management-llc-tigard-or-290179.md)) | 290179 | Tigard, OR | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Encompass Wealth Advisors, LLC](https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807) ([md](https://advisorcensus.com/firm/encompass-wealth-advisors-llc-portland-or-170807.md)) | 170807 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [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 |
| [Eugenio Financial](https://advisorcensus.com/firm/eugenio-financial-lake-oswego-or-143260) ([md](https://advisorcensus.com/firm/eugenio-financial-lake-oswego-or-143260.md)) | 143260 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [Executive Investment Services, LLC](https://advisorcensus.com/firm/executive-investment-services-llc-lake-oswego-or-152410) ([md](https://advisorcensus.com/firm/executive-investment-services-llc-lake-oswego-or-152410.md)) | 152410 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Fairchild Capital LLC](https://advisorcensus.com/firm/fairchild-capital-llc-portland-or-298428) ([md](https://advisorcensus.com/firm/fairchild-capital-llc-portland-or-298428.md)) | 298428 | Portland, OR | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [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 |
| [Fort Vancouver Investment Management, LLC](https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019) ([md](https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019.md)) | 157019 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Foster & Wood, Inc.](https://advisorcensus.com/firm/foster-and-wood-inc-lake-oswego-or-165362) ([md](https://advisorcensus.com/firm/foster-and-wood-inc-lake-oswego-or-165362.md)) | 165362 | Lake Oswego, OR | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, 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 |
| [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 |
| [Holon Wealth Management](https://advisorcensus.com/firm/holon-wealth-management-beaverton-or-336780) ([md](https://advisorcensus.com/firm/holon-wealth-management-beaverton-or-336780.md)) | 336780 | Beaverton, OR | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Horst & Graben Wealth Management, LLC](https://advisorcensus.com/firm/horst-and-graben-wealth-management-llc-portland-or-297368) ([md](https://advisorcensus.com/firm/horst-and-graben-wealth-management-llc-portland-or-297368.md)) | 297368 | Portland, OR | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Human Investing](https://advisorcensus.com/firm/human-investing-lake-oswego-or-133017) ([md](https://advisorcensus.com/firm/human-investing-lake-oswego-or-133017.md)) | 133017 | Lake Oswego, OR | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Independent Investment Advisors](https://advisorcensus.com/firm/independent-investment-advisors-hillsboro-or-286170) ([md](https://advisorcensus.com/firm/independent-investment-advisors-hillsboro-or-286170.md)) | 286170 | Hillsboro, OR | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Insight Financial](https://advisorcensus.com/firm/insight-financial-tigard-or-286467) ([md](https://advisorcensus.com/firm/insight-financial-tigard-or-286467.md)) | 286467 | Tigard, OR | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, 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 |
| [JPS Global Investments, LLC](https://advisorcensus.com/firm/jps-global-investments-llc-lake-oswego-or-142974) ([md](https://advisorcensus.com/firm/jps-global-investments-llc-lake-oswego-or-142974.md)) | 142974 | Lake Oswego, OR | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [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 |
| [Matisse Capital](https://advisorcensus.com/firm/matisse-capital-portland-or-155424) ([md](https://advisorcensus.com/firm/matisse-capital-portland-or-155424.md)) | 155424 | Portland, OR | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Maxwell Financial Group, Inc](https://advisorcensus.com/firm/maxwell-financial-group-inc-sherwood-or-167863) ([md](https://advisorcensus.com/firm/maxwell-financial-group-inc-sherwood-or-167863.md)) | 167863 | Sherwood, OR | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [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 |

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

## Questions people ask

**Which financial advisors in Portland, OR work with retirement plans?**
88 investment advisory firms with a principal office in the Portland metro area report retirement plans 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 retirement plans in Portland, OR: 88 firms from Form ADV filings as of October 2026.