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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Portland, OR

Every SEC-registered investment adviser representative at a firm office in Portland, with the firms that employ the most of them.

1,204 registered advisors work in Portland; the most are at Ameriprise Financial Services, LLC (61). 0 list the CFP designation and 760 are also registered broker representatives.

Firms with the most advisors in Portland

FirmAdvisors in Portland
Ameriprise Financial Services, LLC news61
Stancorp Investment Advisers, Inc.56
Merrill Lynch, Pierce, Fenner & Smith Incorporated news55
LPL Financial LLC news54
UBS Financial Services Inc. news42
Edward Jones news38
M Holdings Securities, Inc.34
Morgan Stanley news34
Transamerica Financial Advisors, LLC29
Strategic Advisers LLC28
Wells Fargo Clearing Services, LLC news27
Coldstream Wealth Management25
Ferguson Wellman Capital Management, Inc.24
Vista Capital Partners, Inc.23
J.P. Morgan Securities LLC news22
Raymond James Financial Services Advisors, Inc. news22
Becker Capital Management, Inc.20
Osaic Wealth, Inc. news18
State Farm Investment Management Corp.18
Valic Financial Advisors, Inc.18
U.S. Bancorp Advisors, LLC17
Tpg Financial Advisors, LLC16
Cambridge Investment Research Advisors, Inc. news15
Stifel, Nicolaus & Company, Incorporated news15
Eagle Strategies LLC14

Advisors in Portland, A to Z (first 300 of 1,204)

Search all of Oregon →

Other cities in Oregon

All of Oregon →

Lake Oswego 558Bend 303Eugene 282Tigard 172Salem 171Beaverton 144Medford 111Grants Pass 74Hillsboro 74Clackamas 73Corvallis 72West Linn 59Gresham 43Oregon City 42Springfield 42Tualatin 42Roseburg 36Ashland 34Albany 29Jacksonville 26Wilsonville 26Canby 25Klamath Falls 23McMinnville 22

Questions

How many financial advisors are in Portland, OR?

1,204 investment adviser representatives are registered at firm offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records. 760 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Portland?

Ameriprise Financial Services, LLC, with 61 registered advisors in Portland, followed by Stancorp Investment Advisers, Inc. with 56.

How do I check a financial advisor in Portland?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.