Top Financial Advisors in Oregon

Find an Advisor

Ferguson Wellman Capital Management is the top-rated financial advisory firm in the state of Oregon. It’s also featured at the top of SmartAsset’s Portland financial advisor list.

This fee-only firm requires a minimum investment amount of $4 million to open an account. However, those with less to invest can open an account through West Bearing, a division of Ferguson Wellman that requires $1 million.

As a result of this high investment minimum, the firm mainly works with high-net-worth individuals. Non-high-net-worth individuals, charities, pensions, profit-sharing plans and businesses make up the rest of this firm’s typical clientele.

The firm charges fees that are based on a client's assets under management (AUM).

As a fee-only firm, Ferguson Wellman makes money solely from the fees that clients pay for advisory services. Advisors do not collect commissions for selling financial products or insurance.

Ferguson Wellman constructs diversified, actively managed portfolios, primarily using individually selected securities.

Their flagship large-cap equity strategies — including core equity, dividend value and tax-efficient approaches — combine top-down macroeconomic analysis with bottom-up quantitative screening.

Alongside international equity, fixed income and a global sustainable investing offering, the firm selectively incorporates alternatives (private equity, hedge funds, etc.) to further diversify client portfolios and address varied risk-return objectives.

Find an Advisor

Northwest Capital Management is a fee-only firm located in Lake Oswego with an office in Seattle. 

The firm works with both high-net-worth individuals and individuals below the high-net-worth mark. However, the majority of its assets under management (AUM) are attributed to government entities, pensions and profit-sharing plans. it also serves charities and businesses.

Fees are charged as a percentage of AUM, as a fixed dollar amount and/or on an hourly basis.

As far as individual services are go, Northwest Capital Management offers both discretionary and non-discretionary investment management, as well as financial planning. The latter may include estate planning, tax management, asset allocation creation and more. 

Northwest Capital Management explicitly states in its SEC-filed paperwork that "We believe that when you need to spend your money determines how you should invest your money." This notion that your time horizon dictates how your portfolio should be built is not commonly seen, as most similar firms will consider your risk tolerance first and foremost. However, being that a client's risk level is often determined by when they'll need their investment earnings, this ideology inherently takes risk into account.

Northwest Capital Management has historically managed “fund of fund” portfolios, investing in various mutual funds that offer exposure to different asset classes and management styles. As an alternative to mutual funds, Northwest Capital Management purchases exchange-traded funds (ETFs) or collective trusts. The firm can also incorporate alternative investments like real estate, private equity, private debt and limited partnerships.

Find an Advisor

Aldrich Wealth is a fee-based financial advisory firm located in Portland.

Most of Aldrich Wealth's client base is made up of individuals both with and without a high net worth. The firm also commonly serves retirement plans, charitable organizations, other investment advisors, corporations and businesses.

Account minimums are negotiable and dependent upon several factors that go into the firm's client acceptance process.

Aldrich Wealth LP provides investment management, financial planning, and consulting to individuals, businesses, and retirement plans.

They develop strategies to each client’s goals, risk profile, and tax considerations.

Services include discretionary and non-discretionary portfolio management, specialized tax solutions through affiliate Aldrich CPAs, IDF sub-advisory, and other advisory offerings.

Aldrich Wealth uses a range of asset allocation models, from conservative to aggressive, designed to balance risk and return. Portfolios are diversified across styles, regions and asset classes, incorporating both active and passive management. In addition to traditional equity and fixed income, alternative investments are included for enhanced diversification.

The firm relies on a variety of investment vehicles, including registered funds, separately managed accounts, interval funds and private offerings. Throughout, Aldrich Wealth prioritizes competitive after-tax returns by integrating tax planning into its overall investment process.

Find an Advisor

Becker Capital Management is a fee-only firm with a wide range of clients. It works with individuals (a majority of whom have a high net worth), investment companies, insurance companies, pooled investment vehicles, pensions and profit sharing plans, charities and other businesses.

Becker Capital Management has a $3 million account size minimum, which may be negotiable in certain situations. Clients pay an asset-based fee for portfolio management, while certain financial planning and consulting services may be provided for a fixed hourly fee.

The firm pairs clients with the appropriate services after analyzing their financial needs. Individual clients may receive financial planning, asset allocation determination, portfolio implementation and monitoring for taxable portfolios and retirement funds.

Becker Capital Management designs individual portfolios to meet clients' current income, risk tolerance and long-term growth needs. The firm invests client assets in stocks, bonds, mutual funds and exchange-traded funds, and on occasion, alternative investments like real estate, private equity or hedge funds.

"Our firm focuses on underlying asset quality and pays close attention to valuation, irrespective of asset class," the firm states in its Form ADV brochure. "The research team merges a bottom-up asset selection process with a top-down portfolio construction process to maximize risk-adjusted returns within the constraints of clients’ circumstances."

Find an Advisor

Vista Capital Partners is a fee-only advisory practice based in Southwest Portland. The firm offers a simple fee schedule based solely on a percentage of assets under management (AUM). 

Vista Capital Partners serves both non-high-net-worth individuals and high-net-worth individuals, as well as retirement plans, charitable organizations, corporations and businesses. 

The firm reserves the right to waive its $2 million stated account minimum.

Should you become a client of this firm, the following services will be made available to you:

• Investment management
• Retirement planning
• College savings plans
• Charitable giving
• Tax strategy

Vista Capital Partners says that it tailors financial plans for clients based on needs and goals. To determine these important pieces of information, your advisor will speak with you specifically about your risk tolerance, time horizon and liquidity needs.

The firm wants clients to know that although there may be short-term dips in value, its portfolios are built for long-term success. This is largely because of the investments that the firm typically uses in client portfolios, which include stocks, bonds, domestic and global real estate investment trusts (REITs), cash, cash equivalents and index funds. 

The firm says that it focuses "on true sources of returns, not on stock-picking or market-timing, by structuring portfolios to benefit from smarter combinations of asset classes."

Find an Advisor

Phillips & Company Advisors is a fee-based advisory firm located in Portland. Its client base is primarily composed of individuals who do not have a high net worth, although the firm also works with high-net-worth individuals, pension and profit-sharing plans, charities and businesses.

As a fee-based firm, Phillips & Company advisors can earn commissions on the sale of certain securities or insurance products. While this creates a potential conflict of interest, the firm is a fiduciary and must act in its clients' best interests.

Phillips & Company does not have a minimum account requirement.

The firm offers a variety of asset management options, including portfolios through Lockwood Capital Management. The firm also offers clients pension consulting services, endowment and foundation consulting, and help selecting other advisors, including private fund managers.

Phillips & Company may employ several different investment strategies when managing client portfolios, including the use of long-term purchases, short-term purchases, frequent trading and margin transactions.

The firm offers advice on a myriad of investments, including mutual funds, ETFs, exchange-listed securities, certificates of deposit (CDs), municipal securities, foreign issues, warrants, corporate debt, among others. Phillips & Company may also invest client assets in partnerships that invest in real estate, oil and gas interests or hedge funds.

Find an Advisor

Human Investing, a fee-only firm located in Lake Oswego, primarily works with non-high-net-worth individuals. However, the practice also has pension and profit-sharing plans as clients, as well as charitable organizations and high-net-worth individuals.

Human Investing does not impose a minimum account size.

As a fee-only firm, Human Investing and its advisors do not earn commissions for recommending financial products or insurance. Instead, the firm is compensated solely through the fees that clients pay for advisory services.

Human Investing offers a range of services that include:

• Cash flow plan creation and management
• Tax mitigation and strategy
• Asset growth and wealth management
• Asset protection and risk management
• Asset distribution, estate and wealth transfer

Human Investing builds customized investment portfolios based on the client's financial plan and risk tolerance.

The firm typically uses a diversified mix of mutual funds, exchange-traded funds, individual stocks and bonds, cash and cash equivalents when constructing a portfolio.

Human Investing's investment strategy is informed by fundamental analysis, asset allocation and mutual fund/ETF analysis.

Find an Advisor

Deschutes Investment Consulting calls for a minimum investment of $250,000 to become a client.

The firm, which may charge a minimum annual fee of $5,000, works with individuals above and below the high-net-worth threshold. Deschutes also works with pension and profit-sharing plans, government entities, insurance companies and businesses.

Some of the advisors at this fee-based firm can earn commissions from the sale of insurance products. Despite the potential conflict of interest this creates, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Deschutes Investment Consulting provides comprehensive discretionary and non-discretionary investment advice, tailored asset allocation and wealth management services, including insurance, estate, retirement and college planning.

The firm aims to manage assets for the long-term, achieving capital preservation and safe, consistent growth. Because of this, it invests almost entirely in mutual funds, ETFs and separately managed accounts (SMAs).

Deschutes Investment Consulting also believes that these investment types offer many benefits, such as low management fees, legally required diversification, daily liquidity and more.

Find an Advisor

Cable Hill Partners is a fee-only firm in Portland that works with both high-net-worth individuals and those below the high-net-worth threshold, as well as retirement plans, charities, businesses and corporations.

While the firm does not impose a minimum account size, it does charge an asset-based fee for portfolio management that starts at $10,000 per year. Cable Hill charges a minimum fee of $5,000 for retirement plan advisory services and a $10,000 minimum fee for investment management. For financial planning services, the firm charges a fixed fee of up to $10,000.

The firm provides investment management, fiduciary guidance to retirement plans, as well as financial planning for individuals, families, businesses and trusts.

Cable Hill works with each client to identify their investment goals and objectives, as well as risk tolerance and financial situation in order to develop a long-term investment strategy and financial plan. Advisors then build a portfolio using diversified mutual funds and/or exchange-traded funds. 

The firm may also uSe individual stocks and individual bonds, when appropriate. Cable Hill primarily uses fundamental analysis to develop investment strategies.

Find an Advisor

TPG Financial Advisors, LLC (TPGFA) is a fee-based firm in Portland that works with both non-high-net-worth and high-net-worth clients, as well as retirement plans, charities and businesses.

TPGFA offers financial planning either as part of a client relationship or as a separate service for a flat fee or hourly rate. Costs range from $150 to $350 per hour, with half the fee (up to $1,200) due up front and the rest paid at completion. Long-term projects are billed quarterly.

The firm uses a variety of investment strategies, which may include strategic or tactical approaches, absolute return portfolios, proprietary models, or the use of third-party asset managers (TPAMs).

When TPAMs are engaged, they determine the mix of equities, bonds, and cash for a client’s account based on the chosen objectives, while TPGFA provides oversight and monitors their performance through annual reviews.

The firm says in its brochure that client portfolios are monitored on an ongoing basis, with allocations rebalanced when needed to stay within the stated risk and return range. Reviews are conducted at least annually to confirm strategies remain aligned with financial goals.

Typical investments include mutual funds, bonds and ETFs, although other securities may be used depending on client objectives, with risks explained as appropriate.