{ "path": "/advisors/or/portland", "url": "https://advisorcensus.com/advisors/or/portland/page/3", "page_type": "metro", "title": "Financial advisors in Portland, OR", "filters": {}, "scope_total": 262, "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 262 investment advisory firms with a principal office in the Portland metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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. Financial advisors in Portland, OR: 262 firms from Form ADV filings as of October 2026.", "total_firms": 262, "page": 3, "total_pages": 6, "sort": "name", "registration_types": { "sec": 139, "state": 109, "exempt": 14 }, "fee_model_mix": [ { "code": "fee-only", "count": 126 }, { "code": "percentage_of_aum", "count": 239 }, { "code": "hourly", "count": 129 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 129 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 22 }, { "code": "other", "count": 20 }, { "code": "not_reported", "count": 14 } ], "years_registered_distribution": [ { "code": "under_5", "count": 73 }, { "code": "5_to_9", "count": 70 }, { "code": "10_to_19", "count": 78 }, { "code": "20_plus", "count": 40 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 27 }, { "code": "25m_100m", "count": 69 }, { "code": "100m_500m", "count": 84 }, { "code": "500m_1b", "count": 22 }, { "code": "1b_5b", "count": 25 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 27 } ], "firms": [ { "crd_number": 286467, "name": "Insight Financial", "name_as_filed": "INSIGHT FINANCIAL", "url": "https://advisorcensus.com/firm/insight-financial-tigard-or-286467", "city": "Tigard", "state": "OR", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "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": 338973, "name": "Interchange Advisers LLC", "name_as_filed": "INTERCHANGE ADVISERS LLC", "url": "https://advisorcensus.com/firm/interchange-advisers-llc-vancouver-wa-338973", "city": "Vancouver", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300128, "name": "Ironside Capital LLC", "name_as_filed": "IRONSIDE CAPITAL LLC", "url": "https://advisorcensus.com/firm/ironside-capital-llc-lake-oswego-or-300128", "city": "Lake Oswego", "state": "OR", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111944, "name": "J.P. Morgan Natural Capital", "name_as_filed": "J.P. MORGAN NATURAL CAPITAL", "url": "https://advisorcensus.com/firm/j-p-morgan-natural-capital-portland-or-111944", "city": "Portland", "state": "OR", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 109542, "name": "James R. Martin Consulting, Inc", "name_as_filed": "JAMES R. MARTIN CONSULTING, INC", "url": "https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542", "city": "Vancouver", "state": "WA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 105281, "name": "Jensen Investment Management Inc.", "name_as_filed": "JENSEN INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/jensen-investment-management-inc-lake-oswego-or-105281", "city": "Lake Oswego", "state": "OR", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310839, "name": "Johnson Bixby", "name_as_filed": "JOHNSON BIXBY", "url": "https://advisorcensus.com/firm/johnson-bixby-vancouver-wa-310839", "city": "Vancouver", "state": "WA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 149116, "name": "Lettin Wealth Management Group, Inc.", "name_as_filed": "LETTIN WEALTH MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/lettin-wealth-management-group-inc-lake-oswego-or-149116", "city": "Lake Oswego", "state": "OR", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 25706, "name": "Liberty Capital", "name_as_filed": "LIBERTY CAPITAL", "url": "https://advisorcensus.com/firm/liberty-capital-portland-or-25706", "city": "Portland", "state": "OR", "years_registered": 17, "raum_band": "25m_100m", "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": 136694, "name": "M Financial Asset Management, Inc.", "name_as_filed": "M FINANCIAL ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/m-financial-asset-management-inc-portland-or-136694", "city": "Portland", "state": "OR", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106648, "name": "M Financial Investment Advisers Inc", "name_as_filed": "M FINANCIAL INVESTMENT ADVISERS INC", "url": "https://advisorcensus.com/firm/m-financial-investment-advisers-inc-portland-or-106648", "city": "Portland", "state": "OR", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 43285, "name": "M Holdings Securities, Inc.", "name_as_filed": "M HOLDINGS SECURITIES, INC.", "url": "https://advisorcensus.com/firm/m-holdings-securities-inc-portland-or-43285", "city": "Portland", "state": "OR", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 155821, "name": "Marram Investment Management, LLC", "name_as_filed": "MARRAM INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821", "city": "Vancouver", "state": "WA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 296896, "name": "Martel Wealth Advisors, LLC", "name_as_filed": "MARTEL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896", "city": "Vancouver", "state": "WA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155424, "name": "Matisse Capital", "name_as_filed": "MATISSE CAPITAL", "url": "https://advisorcensus.com/firm/matisse-capital-portland-or-155424", "city": "Portland", "state": "OR", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167863, "name": "Maxwell Financial Group, Inc", "name_as_filed": "MAXWELL FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/maxwell-financial-group-inc-sherwood-or-167863", "city": "Sherwood", "state": "OR", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 155067, "name": "Meridian Financial Group, Inc.", "name_as_filed": "MERIDIAN FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/meridian-financial-group-inc-milwaukie-or-155067", "city": "Milwaukie", "state": "OR", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166010, "name": "Meriwether Family Office, LLC", "name_as_filed": "MERIWETHER FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/meriwether-family-office-llc-portland-or-166010", "city": "Portland", "state": "OR", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 341047, "name": "Mesh Ventures LLC", "name_as_filed": "MESH VENTURES LLC", "url": "https://advisorcensus.com/firm/mesh-ventures-llc-portland-or-341047", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 288429, "name": "Momentous Wealth Management, Inc.", "name_as_filed": "MOMENTOUS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429", "city": "Vancouver", "state": "WA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283383, "name": "Motus Ventures, LLC", "name_as_filed": "MOTUS VENTURES, LLC", "url": "https://advisorcensus.com/firm/motus-ventures-llc-portland-or-283383", "city": "Portland", "state": "OR", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165292, "name": "MP Townsend Financial", "name_as_filed": "MP TOWNSEND FINANCIAL", "url": "https://advisorcensus.com/firm/mp-townsend-financial-portland-or-165292", "city": "Portland", "state": "OR", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143406, "name": "Mulligan Capital, Inc", "name_as_filed": "MULLIGAN CAPITAL, INC", "url": "https://advisorcensus.com/firm/mulligan-capital-inc-tigard-or-143406", "city": "Tigard", "state": "OR", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "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": 306483, "name": "NBC Capital Advisors", "name_as_filed": "NBC CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483", "city": "Beaverton", "state": "OR", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306441, "name": "Newbore Wealth Management, Inc.", "name_as_filed": "NEWBORE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/newbore-wealth-management-inc-gladstone-or-306441", "city": "Gladstone", "state": "OR", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336847, "name": "Nexus Strategic Wealth", "name_as_filed": "NEXUS STRATEGIC WEALTH", "url": "https://advisorcensus.com/firm/nexus-strategic-wealth-tualatin-or-336847", "city": "Tualatin", "state": "OR", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331493, "name": "Node by Mesh LLC", "name_as_filed": "NODE BY MESH LLC", "url": "https://advisorcensus.com/firm/node-by-mesh-llc-portland-or-331493", "city": "Portland", "state": "OR", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 150703, "name": "Northmarq Fund Management, LLC", "name_as_filed": "NORTHMARQ FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northmarq-fund-management-llc-lake-oswego-or-150703", "city": "Lake Oswego", "state": "OR", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 108091, "name": "Northwest Capital Management 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