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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Portland, OR

Every SEC-registered financial advisor at a firm office in Portland who lists the Chartered Financial Analyst designation, A to Z.

59 CFA charterholders work in Portland; the most are at Ferguson Wellman Capital Management, Inc. (9). 9 are also registered broker representatives.

CFA advisors in Portland, A to Z

Every advisor in Portland →
  • Ryan R. Abou-HaidarGovernment Portfolio Advisors LLC · Chartered Financial Analyst
  • Philip W. BagdadeBlue River Capital Management · Chartered Financial Analyst
  • Eric A. BoughtonMatisse Capital · Chartered Financial Analyst
  • Meaghan E. Bradley-BussellBecker Capital Management, Inc. · Chartered Financial Analyst
  • Samuel R. BrighamEmpirical Wealth Management · Chartered Financial Analyst
  • Scott A. CameronMultnomah Group, Inc. · Chartered Financial Analyst
  • Alexander M. CanellopoulosVista Capital Partners, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Ralph W. Cole IVFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Krystal N. DaibesFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Erik B. DaleyMultnomah Group, Inc. · Chartered Financial Analyst
  • Thomas L. DavenportPreisz Financial · Chartered Financial Analyst
  • Jayson A. DavidsonFiduciary Consulting Group · Chartered Financial Analyst
  • Rebecca DobsonMultnomah Group, Inc. · Chartered Financial Analyst
  • Shuaisong FengCognitiant Registered Investment Advisors · Chartered Financial Analyst
  • Brandon S. FerreeBecker Capital Management, Inc. · Chartered Financial Analyst
  • Ryan E. FitzgeraldSellwood Investment Partners LLC · Chartered Financial Analyst
  • Maria E. GonzalezStancorp Investment Advisers, Inc. · Chartered Financial Analyst
  • Jeffrey K. GriggsVista Capital Partners, Inc. · Chartered Financial Analyst
  • Alex M. HardingFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Ryan W. HarveySellwood Investment Partners LLC · Chartered Financial Analyst
  • Joseph P. HerrleFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Timothy J. HierlmaierStancorp Investment Advisers, Inc. · Chartered Financial Analyst
  • Mark J. HigginsIndex Fund Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Suzanne K. HighetCore Planning · Certified Financial Planner, Chartered Financial Analyst
  • Steven J. HolwerdaFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • George W. HosfieldFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Bradley H. HouleFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Blake R. HowellsBecker Capital Management, Inc. · Chartered Financial Analyst
  • Marina L. JohnsonVision Capital Management Inc. · Chartered Financial Analyst
  • Peter D. JonesFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Daniel E. KaufmanMaslow Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
  • Bruce C. KellerTotal Assets Management, Inc. · Chartered Financial Analyst
  • Zachary J. KillLPL Financial LLC · Chartered Financial Analyst
  • David D. KimCompound Insight · Chartered Financial Analyst
  • Cole F. KimballLPL Financial LLC · Chartered Financial Analyst
  • John A. LabarcaVision Capital Management Inc. · Chartered Financial Analyst
  • Gary R. LeavertonJ.P. Morgan Securities LLC · Chartered Financial Analyst
  • John Y. LiuLaurelhurst Asset Management LLC · Chartered Financial Analyst
  • Robert D. McBeeStancorp Investment Advisers, Inc. · Chartered Financial Analyst
  • Elisabeth M. MesquitSoaring Investment Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Stuart J. MorriceRBC Capital Markets, LLC · Chartered Financial Analyst
  • Andrew J. MurrayBecker Capital Management, Inc. · Chartered Financial Analyst
  • George J. MyersPhillips And Company Advisors LLC · Chartered Financial Analyst
  • Jason D. NorrisFerguson Wellman Capital Management, Inc. · Chartered Financial Analyst
  • Michael D. PattersonMengis Capital Management, Inc. · Chartered Financial Analyst
  • Thomas E. PeekemaSmb Financial Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Katia N. ProchovnicJgp Wealth Management, LLC · Chartered Financial Analyst
  • Rupa RamanColdstream Wealth Management · Chartered Financial Analyst
  • Neil A. RueNeil A Rue, Cfa Investment Advisor · Chartered Financial Analyst
  • Jeffrey RueberStancorp Investment Advisers, Inc. · Chartered Financial Analyst
  • Jeffrey L. SchmidtVision Capital Management Inc. · Chartered Financial Analyst
  • Bryan P. ShipleyColdstream Wealth Management · Chartered Financial Analyst
  • Craig R. SmithVon Borstel & Associates · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Jonathan C. SullivanContinuum Advisory, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Anthony S. TursichCalamos Wealth Management LLC · Chartered Financial Analyst
  • Charles J. WaibelSellwood Investment Partners LLC · Chartered Financial Analyst
  • Rebecca Y. WeiMatisse Capital · Chartered Financial Analyst
  • Deanne WoodringGovernment Portfolio Advisors LLC · Chartered Financial Analyst
  • Kyle J. WorleyStancorp Investment Advisers, Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Portland

Ferguson Wellman Capital Management, Inc. 9Stancorp Investment Advisers, Inc. 5Becker Capital Management, Inc. 4Multnomah Group, Inc. 3Sellwood Investment Partners LLC 3Vision Capital Management Inc. 3Coldstream Wealth Management 2Government Portfolio Advisors LLC 2LPL Financial LLC 2Matisse Capital 2Vista Capital Partners, Inc. 2Blue River Capital Management 1Calamos Advisors LLC 1Calamos Wealth Management LLC 1Cognitiant Registered Investment Advisors 1

CFA advisors in other Oregon cities

All of Oregon →

Lake Oswego 18Bend 7Eugene 5Oregon City 3West Linn 3

Questions

How many CFA financial advisors are in Portland, OR?

59 SEC-registered investment adviser representatives at firm offices in Portland, Oregon list the CFA designation; Ferguson Wellman Capital Management, Inc. employs the most of them (9).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Portland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.