Top Financial Advisors in Portland, OR

Find an Advisor

Ferguson Wellman Capital Management, a fee-only firm with a large team of advisors, is the top-rated financial advisory firm in Portland. The Ferguson Wellman team includes advisors who have earned the Certified Financial Planner™ (CFP®) and chartered financial analyst (CFA) designations, among others.

To be a client, you’ll need at least $4 million. However, the firm has another division, West Bearing Investments, that has a lower account minimum of $1 million. The firm primarily serves high-net-worth individuals, but also works with individuals without a high net worth, pension and profit-sharing plans, charitable organizations and corporations. 

Ferguson Wellman Capital Management was founded in 1975. The employee-owned firm offers investment account management services and wealth management services, which include wealth planning, retirement, life events, philanthropic strategies, trusts and estates, taxes, risk management and education funding. 

At Ferguson Wellman, each client is served by a team, not by an individual advisor. A relationship associate and portfolio manager tend to planning, long-term strategies and day-to-day needs, while a team of analysts weighs in with expertise and experience. The firm's in-house team of analysts creates most of the firm’s investment strategies, which primarily use individual securities. 

Ferguson Wellman Capital Management's investment principles prioritize a focus on the long term, an analysis of the global economic landscape and the management of risk. The firm offers several investment strategies, which it customizes according to each client's risk tolerance, time horizon, income needs and other factors. 

Its strategies, which primarily use individual securities, include large-cap tax-efficient equity, large-cap core equity, large-cap dividend value, international equity, fixed income and alternatives, such as hedge funds, private equity, private real estate or other nontraditional assets.

Find an Advisor

The individual investment management services at Becker Capital Management require at least $3 million in investable assets. As a result, a majority of the firm's clients are high-net-worth individuals. However, Becker Capital Management also serves non-high-net-worth individuals and various institutional clients. 

Becker Capital Management’s advisory team holds multiple certifications, including the Certified Financial Planner™ (CFP®), certified private wealth advisor (CPWA), and chartered financial analyst (CFAs), among others. 

Founded in 1976, Becker Capital Management offers customized investment advisory services and financial planning services "as needed." Its financial planning services are focused on helping clients achieve financial security. 

Becker Capital Management, Inc. creates customized portfolios for each client, based on his or her current income, risk tolerance, restrictions and long-term growth needs. The firm works with each of its clients to determine the appropriate asset allocation for both their taxable portfolios and their retirement funds, with a focus on tax efficiency.  

Becker Capital Management uses a variety of investment strategies for client portfolios. These inclue:

• All Cap Value Equity
• All Cap Value Equity with ETFs
• Focused Value Equity Income
• Large Cap Value Equity
• Balanced Balanced with ETFs
• Taxable Fixed Income
• Municipal Fixed Income
• Impact/ESG/Socially Responsible Investing
• Alternative Assets

Find an Advisor

Founded in 2001, Vista Capital Partners is a fee-only firm that specializes in investment and wealth management. However, the firm isn't for everyone, as it requires its clients to have at least $3 million in investable assets.

The firm has both Certified Financial Planners™ (CFP®) and chartered financial analysts (CFAs) on staff. Vista Capital Partners provides services for both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations and corporations or businesses.

In addition to its investment and wealth advisory services, Vista Capital Partners advises its clients on retirement planning, concentrated positions, college savings plans and charitable giving.

The firm collaborates with clients' other advisors in the areas of insurance, estate planning and taxes to create a fully comprehensive wealth management plan. 

At the start of each client relationship, Vista develops a custom investment policy statement, detailing a client's financial situation and objectives. Clients are able to impose restrictions on certain securities or types of securities. Each client's investment policy statement informs his or her investment plan.

The firm typically focuses on asset allocation, which it says has been shown to be "the most important determinant of investment return and risk." To increase exposure to asset classes, Vista primarily invests its clients in index funds, which it believes can "maximize long-term returns by minimizing costs and taxes."

The firm employs a disciplined rebalancing strategy to ensure that portfolios remain within allocation targets.

Find an Advisor

Phillips & Company Advisors, which has been in buisiness for over 20 years, is a fee-based practice that does not impose a minimum account size or minimum requirement. As a result, the vast majority of clients do not have a high net worth, although the firm also works with high-net-worth individuals, retirement plans, charities and businesses. 

As a fee-based operation, some of Phillips & Company's advisors have the opportunity to sell securities and insurance products for commissions. Despite the conflict of interest that this additional compensation creates, the firm does abide by fiduciary duty, which legally binds it to act in clients' best interests no matter what.

Philips & Company Securities, Inc., the predecessor to Phillips & Company Advisors, was created in 2004. The firm changed to the name it holds today in 2011.

CEO Tim Phillips founded the firm and remains its majority owner. He has been in financial services industry for about 30 years and was, at one point, named by the Governor of Oregon to aid in the management of the state's venture capital and private equity investments.

Phillips and Company Advisors employs cyclical, fundamental, and technical analysis to evaluate investments. Its strategies include long- and short-term purchases, frequent trading and margin transactions. The firm does not attempt to time the market but may modestly increase cash holdings based on risk tolerance and market expectations. Customization accommodates client-specific situations

Find an Advisor

Deschutes Investment Consulting is a fee-based firm that serves both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, insurance companies and corporations or businesses.

The firm offers both non-discretionary and discretionary investment management and planning services. Clients may receive portfolio construction, retirement planning, estate planning, insurance analysis and education funding strategies. Clients may also access automated investment management through the Schwab Institutional Intelligent Portfolios platform.

The advisory team at Deschutes Investment Consulting holds multiple certifications, including the Certified Financial Planner™ (CFP®), certified plan fiduciary advisor (CPFA), chartered financial consultant (ChFC), among other designations.

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. The firm generally requires a minimum investment of $250,000 to open an account and charges a minimum annual fee of $5,000.

Deschutes Investment Consulting has been registered with the Securities and Exchange Commission (SEC) since it was founded in 2011. 

In a nutshell, Deschutes Investment Consulting looks to manage assets for the long-term to achieve capital preservation and safe, consistent growth. The firm invests almost entirely in mutual funds, ETFs and separately managed accounts (SMAs). Its investment process centers on manager and fund selection using performance, cost and risk-adjusted criteria.

Find an Advisor

Cable Hill Partners is a fee-only firm that serves non-high-net-worth and high-net-worth individuals, pension and profit sharing plans, trusts, charitable organizations and businesses.

The firm’s staff of advisors includes advisory certifications such as Certified Financial Planner™ (CFP®), certified investment management analyst (CIMA) and chartered retirement planning counselor (CRPC). 

While Cable Hill does not have a minimum account size requirement, the firm imposes a minimum annual fee of $10,000 for investment management services. Retirement plan advisory services carry a $5,000 minimum annual fee. 

Founded in 2014, the firm specializes in portfolio management, financial planning, pension consulting and selection of other advisors.

Cable Hill Partners employs a long-term, fundamentals-based investment strategy tailored to each client’s goals, risk tolerance, and financial situation. Portfolios typically consist of mutual funds, ETFs, and occasionally individual securities. The firm’s Investment Committee conducts internal due diligence, and portfolio adjustments may be made based on client needs or market conditions.

Find an Advisor

TPG Financial Advisors is a fee-based firm that works with invidiuals above and below the high-net-worth mark, as well as pension and profit-sharing plans, charities and businesses.

The Partners Group, known as TPG, was founded in 2006. There is no minimum account size at the firm, although advisors on staff may receive commissions for selling insurance in their separate capacities as insurance agents. While this is a conflict of interest, the firm has a fiduciary duty to act in clients' best interests. 

TPG Financial Advisors provides investment management, retirement plan consulting, and financial planning services. Offerings include portfolio analysis, development of investment strategies, and ongoing monitoring. Services are customized to individual financial goals and may involve either discretionary or non-discretionary account management. The firm also offers standalone financial planning for an hourly or flat fee.

TPG Financial Advisors employs a systematic investment approach focused on broadly diversified portfolios tailored to each client's financial goals, risk tolerance and time horizon. The firm relies on strategic and tactical allocation, unconstrained approaches and absolute return portfolios. Investments typically include mutual funds, ETFs, bonds and U.S. government securities.

Find an Advisor

Vision Capital Management is another Portland advisory firm that works on a fee-only basis. The firm primarily serves high-net-worth individuals and individuals below the high-net-worth threshold. It also works with retirement plans, charities, corporations and other businesses. 

Vision Capital Managemnet has a minimum account size requirement of $500,000 for full-service clients, and a $100,000 minimum for clients invested in the Vision Vaxa Dynamic Portfolios—an automated ETF allocation that includes tax-loss harvesting and automatic rebalancing. 

Founded in 1999, the firm's current team includes advisors who hold the Certified Financial Planner™ (CFP®), chartered financial analyst (CFA) and certified divorce financial analyst (CDFA) designations, among others. 

Vision Capital Management offers portfolio management, wealth planning, and tailored advisory services. It manages equity, balanced, fixed-income, and ESG portfolios, and provides access to its proprietary Vision Vaxa Dynamic Portfolios. Services are designed to accommodate various client needs, including individual customization and participation in subadvisory and wrap fee programs.Vision 

The firm applies a range of investment strategies, including U.S. large-cap equity, fixed-income and ESG-focused approaches. Its methods rely on fundamental analysis, portfolio monitoring and risk assessment. The firm structures portfolios around client objectives and incorporates both traditional and responsible investing criteria where applicable.

Find an Advisor

While the legal name of this fee-only firm is Deschutes Portfolio Strategy, LLC, it conducts business as Matisse Capital. The firm works with both individuals and high-net-worth individuals, as well as a variety of institutional clients like retirement plans, charitites and investment companies. Matisse Capital has a $1 million account minimum, but reserves the right to waive it. 

The firm provides investment advisory, financial planning and retirement plan management services on both discretionary and non-discretionary bases. Its offerings include asset allocation guidance, portfolio structuring and the selection and monitoring of mutual funds and third-party-managed partnerships. The firm also manages two mutual funds and oversees a hedge fund in the process of liquidating. 

Founded in 2010, Matisse Capital has several credentialed finance professionals on staff, including several chartered financial analysts (CFAs), an investment adviser certified compliance professional (IACCP), a certified plan fiduciary advisor (CPFA), among others. 

Matisse Capital’s investment philosophy centers on diversification through low-fee, institutional-class mutual funds and discounted closed-end fund strategies. The firm applies modern portfolio theory and fundamental analysis to select funds with consistent performance, low correlation, and value-based management. Its proprietary model targets inefficiencies in closed-end fund pricing.

Find an Advisor

Horst & Graben Wealth Management rounds out our list of the top financial advisors in Portland. As a fee-based firm, certain advsiors on staff may earn commissions when selling insurance products. While this is a conflict of interest—some advisors have a financial incentive to make certain recommendations—the firm has a fiduciary duty to act in your best interests. 

Clients typically need to invest at least $500,000, although the firm may accepts clients with fewer investible assets. High-net-worth individuals make up the vast majority of Horst & Graben clients, while non-high-net-worth individuals, retirement plans and charities comprise the remainder of the firm's client base. 

Members of the small advisory team at Horst & Graben hold several financial certifications, including the Certified Financial Planner™ (CFP®), chartered financial consultant (ChFC), certified plan fiduciary advisor (CPFA) and financial paraplanner qualified professional (FPQP) designations. 

As for advisory services, offers discretionary and non-discretionary asset management, financial planning, retirement and estate planning, and educational workshops. Services are customized through consultations, client data collection, and ongoing communication.

Horst & Graben primarily employs a tactical allocation strategy, actively adjusting client portfolios to respond to market conditions. Investment decisions are tailored to each client’s financial situation, tax considerations and goals. The firm uses technical, fundamental, and charting analysis, and emphasizes diversification, negatively correlated assets and ongoing monitoring to manage risk.