AdvisorCensus / Financial advisors / Oregon / Portland, OR / New firms
New investment advisory firms in Portland, OR
17 investment advisory firms in Portland, OR first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Integrity Investing | Happy Valley, OR | State-registered investment adviser |
September 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Interchange Advisers LLC | Vancouver, WA | SEC-registered investment adviser |
| Uplevel Wealth | Portland, OR | SEC-registered investment adviser |
June 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Node by Mesh LLC | Portland, OR | Exempt reporting adviser |
May 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Lifelong Wealth Management Group, LLC | Lake Oswego, OR | SEC-registered investment adviser |
| Mesh Ventures LLC | Portland, OR | Exempt reporting adviser |
April 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Modernist Financial, LLC | Portland, OR | SEC-registered investment adviser |
| Odyssey Management LLC | Beaverton, OR | Exempt reporting adviser |
March 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Fairchild Capital LLC | Portland, OR | SEC-registered investment adviser |
February 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| EFM Investments & Advisory LLC | Portland, OR | SEC-registered investment adviser |
| Soaring Investment Management, LLC | Portland, OR | SEC-registered investment adviser |
January 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Swiftwater Capital | Lake Oswego, OR | SEC-registered investment adviser |
| Washington Park Capital Management, LLC | Portland, OR | SEC-registered investment adviser |
| Xena Financial Planning, LLC | Portland, OR | SEC-registered investment adviser |
December 2025 (3)
| Firm | Location | Registration |
|---|---|---|
| 4:8 Financial | Canby, OR | SEC-registered investment adviser |
| Holon Wealth Management | Beaverton, OR | SEC-registered investment adviser |
| Rock Creek Wealth Management | Hillsboro, OR | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Portland, OR. https://advisorcensus.com/advisors/or/portland/new-firms https://advisorcensus.com/advisors/or/portland/new-firms