Company lists · Data refreshed September 2026

Top 25 Advisory and outsourcing services based in Portland, United States

Name: Advisory and outsourcing services based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 23, 2026 173 companies tracked

RevenueBase identified 173 advisory and outsourcing services headquartered in Portland, United States as of September 2026 and tracks 3,241 professional contacts across them, including 2,104 with verified work emails. New York is the largest hub.

This list covers advisory and outsourcing services headquartered in Portland, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 23, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 23, 2026 86% judged on-target in blind review

173Companies

3,241Contacts tracked

2,104Verified emails

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The 25 largest advisory and outsourcing services based in Portland, United States

Ranked by team size

Top 25 of 173 advisory and outsourcing services based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 23, 2026. RevenueBase Smart Search rates how each company's information relates to advisory and outsourcing services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Berrydunn Assurance, TAX And Consulting	Indirect evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	501-1,000	987 contacts →
	Indirect evidence “BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services.” Source: RevenueBase Database · checked Sep 23, 2026
2	Aldrich	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	201-500	410 contacts →
	Indirect evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 23, 2026
3	Baker Newman Noyes	Indirect evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	201-500	336 contacts →
	Indirect evidence “Baker Newman Noyes is one of the nation's top 100 accounting and consulting firms with offices in Massachusetts, Maine, and New Hampshire.” Source: RevenueBase Database · checked Sep 23, 2026
4	The Partners Group	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	201-500	266 contacts →
	Indirect evidence “At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Source: RevenueBase Database · checked Sep 23, 2026
5	Perkins & CO	Partial evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	201-500	197 contacts →
	Partial evidence “Perkins & Co CPAs help growth-focused organizations and individuals navigate complex tax, audit, and advisory needs with clarity and confidence.” Source: RevenueBase Database · checked Sep 23, 2026
6	Geffen Mesher	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	51-200	160 contacts →
	Indirect evidence “We’re a Portland-based accounting firm with a 90+ year legacy, and we’re continuing to grow and evolve every day.” Source: RevenueBase Database · checked Sep 23, 2026
7	Albin Randall & Bennett	Indirect evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	51-200	90 contacts →
	Indirect evidence “ARB guides organizations in the automotive, construction, manufacturing, and nonprofit sectors; closely held businesses; and family groups to make intelligent, sensible financial…” Source: RevenueBase Database · checked Sep 23, 2026
8	The Boutique COO	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	n/a	60 contacts →
	Indirect evidence “The Boutique COO offers strategic and tactical support for entrepreneurs, creatives, coaches, and businesses of all sizes by handling the tasks they’d rather not.” Source: RevenueBase Database · checked Sep 23, 2026
9	Percipio Consulting Group	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	50 contacts →
	Indirect evidence “Growth grounded in Partnership Deeply rooted in the Pacific Northwest, Percipio Group is a Portland-based consulting firm that is sharply focused on a prosperous future for the…” Source: RevenueBase Database · checked Sep 23, 2026
10	Purdy Powers & Company	Indirect evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	11-50	46 contacts →
	Indirect evidence “Confidence in Knowing.” Source: RevenueBase Database · checked Sep 23, 2026
11	Irvine & Company, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	35 contacts →
	Indirect evidence “Irvine & Company, LLC is a growing independent accounting firm located in Portland, OR.” Source: RevenueBase Database · checked Sep 23, 2026
12	Northcross Group	Indirect evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	11-50	34 contacts →
	Indirect evidence “Northcross Group (NCG) helps companies take on big challenges and build sustainable programs for continued success as they grow and evolve.” Source: RevenueBase Database · checked Sep 23, 2026
13	Isler Northwest LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	25 contacts →
	Partial evidence “Isler Northwest LLC is a locally-owned firm of certified public accountants and business advisors.” Source: RevenueBase Database · checked Sep 23, 2026
14	Succession Resource Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	25 contacts →
	Partial evidence “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Source: RevenueBase Database · checked Sep 23, 2026
15	Pittman & Brooks, P.C	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	25 contacts →
	Indirect evidence “We started Pittman & Brooks because we believe that businesses need more than accountants, they need business consultants who are CPA-certified.” Source: RevenueBase Database · checked Sep 23, 2026
16	Opus Consulting	Partial evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	11-50	21 contacts →
	Partial evidence “Opus Consulting is a full-service business advisory firm, that guides companies and their stakeholders across the entire lifecycle.” Source: RevenueBase Database · checked Sep 23, 2026
17	Meriwether Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	20 contacts →
	Partial evidence “Meriwether Group (MWG) is a trusted advisor and business acceleration firm serving entrepreneurs of iconic, disruptive consumer brands.” Source: RevenueBase Database · checked Sep 23, 2026
18	American Fiduciary Services LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	1-10	17 contacts →
	Indirect evidence “Headquartered in Portland, Oregon and founded in 2020, American Fiduciary Services provides fiduciary, forensic accounting, insolvency, litigation, and anti-fraud business support…” Source: RevenueBase Database · checked Sep 23, 2026
19	Focuspoint Solutions	Strong evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	15 contacts →
	Strong evidence “For over 20 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services.” Source: RevenueBase Database · checked Sep 23, 2026
20	Tyee Carr Advisory	Partial evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	1-10	14 contacts →
	Partial evidence “CFO Advisory and Outsourced Accounting for Growth Oriented Businesses and Nonprofits.” Source: RevenueBase Database · checked Sep 23, 2026
21	Collaborative Business Solutions, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	1-10	10 contacts →
	Indirect evidence “Our firm provides services for businesses in all stages of development.” Source: RevenueBase Database · checked Sep 23, 2026
22	Estmere Accounting	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	11-50	9 contacts →
	Indirect evidence “We install financial control for construction & home service companies doing $2–25M+.” Source: RevenueBase Database · checked Sep 23, 2026
23	The Bookkeeping Company	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	1-10	9 contacts →
	Indirect evidence “Consider us a convenient, dependable, affordable one-stop service for your accounting needs.” Source: RevenueBase Database · checked Sep 23, 2026
24	Cordant Wealth Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 23, 2026	1-10	8 contacts →
	Indirect evidence “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Source: RevenueBase Database · checked Sep 23, 2026
25	Robinson Smith Wealth Advisors, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 23, 2026	1-10	7 contacts →
	Partial evidence “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Source: RevenueBase Database · checked Sep 23, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: advisory and outsourcing services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names advisory and outsourcing services.
Partial evidence: Its own public description names part of advisory and outsourcing services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name advisory and outsourcing services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 173 advisory and outsourcing services based in Portland, United States

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Advisory and outsourcing services based in Portland, United States at a glance

As of Sep 23, 2026

64.9%Verified-email coverage

18.7Average contacts per company

1-10Median size (employees)

1054.3%Largest-city concentration · New York

Sep 23, 2026Page data refreshed

Companies by employee count

1-10

131

11-50

51-200

201-500

501-1,000

10001+

Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 173 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among advisory and outsourcing services, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Portland, United States whose own description of what they do matches “advisory and outsourcing services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names advisory and outsourcing services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among advisory and outsourcing services, and records with no verified work email. Companies headquartered outside Portland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,104 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 23, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Advisory and outsourcing services by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names advisory and outsourcing services, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many advisory and outsourcing services are there based in Portland, United States?

RevenueBase identified 173 advisory and outsourcing services headquartered in Portland, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Berrydunn Assurance, TAX And Consulting, headquartered in Portland, tops this list with the largest team on record.

Which city has the most advisory and outsourcing services?

New York leads with 1824 headquartered companies, followed by Houston (804) and Chicago (737).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,104 verified decision-maker contacts tracked across these 173 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 23, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.