Company lists · Data refreshed September 2026
Top 25 AI advisory firms based in Portland, United States
RevenueBase identified 73 company matches for AI advisory firms associated with Portland, United States as of September 2026 and tracks 327 professional contacts across them, including 147 with verified work emails. Across the United States, New York is the largest hub for this category (413 companies); Portland has 73.
This list covers company matches for AI advisory firms associated with Portland, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest AI advisory firms based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 24 contacts → | ||||
Exact match “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 19 contacts → | ||||
Exact match “Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 18 contacts → | ||||
Exact match “When Al changes your market and your team''s work, we give you the research to read it and the judgment to redesign how the work gets done” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “At Upward Technology, we have always believed that great technology can be a critical strategic lever for business growth and success.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 16 contacts → | ||||
Exact match “Tell us the work.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 13 contacts → | ||||
Exact match “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “Government Portfolio Advisors (GPA) is a boutique, independent Registered Investment Advisory firm with headquarters in Portland, Oregon.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Encompass Wealth Advisors is an independent Registered Investment Advisor full service financial advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Daybreak Financial Partners-partnering with one another to best partner with you.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “At Mode Lab, we empower lean organizations to drive impact and scale smarter through innovative AI and automation solutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match “AI Governance Group (AIGG) helps leaders and teams unlock the power of artificial intelligence-*safely, smartly, and together*.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Securities and investment advisory services offered through & Partners, LLC, a broker-dealer and investment adviser registered with the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Clark & Burke helps small businesses and professional teams turn scattered tools, rough ideas, and manual work into useful business systems.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Clear Resource is an Oregon-based, state Registered Investment Advisor firm, with offices in Portland and Bend, founded by Kirk N.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI advisory firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 73 AI advisory firms based in Portland, United States
See the full list, filter by size, metro and specialty, and access 147 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI advisory firms based in Portland, United States at a glance
As of Sep 21, 2026Companies by employee count
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 73 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Portland, United States whose business descriptions match “AI advisory firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 147 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI advisory firms by metro in the United States
- AI advisory firms in New York413
- AI advisory firms in San Francisco192
- AI advisory firms in Austin191
- AI advisory firms in Chicago184
- AI advisory firms in Atlanta170
- AI advisory firms in Dallas156
- AI advisory firms in Houston145
- AI advisory firms in Miami136
- AI advisory firms in Los Angeles129
- AI advisory firms in Boston128
- AI advisory firms in San Diego106
- AI advisory firms in Denver95
- AI advisory firms in Washington77
- AI advisory firms in Seattle72
- AI advisory firms in Charlotte67
- AI advisory firms in Tampa62
- AI advisory firms in Raleigh58
- AI advisory firms in Phoenix56
- AI advisory firms in Scottsdale56
- AI advisory firms in Irvine53
- AI advisory firms in Minneapolis51
- AI advisory firms in Pittsburgh47
- AI advisory firms in Sheridan46
- AI advisory firms in Indianapolis44
- AI advisory firms in Orlando41
- AI advisory firms in Wilmington41
- AI advisory firms in Dover40
- AI advisory firms in Philadelphia39
- AI advisory firms in Bellevue38
- AI advisory firms in Cincinnati38
- AI advisory firms in Las Vegas38
- AI advisory firms in San Antonio38
- AI advisory firms in Boca Raton37
- AI advisory firms in Frisco37
- AI advisory firms in Overland Park37
- AI advisory firms in Columbus36
- AI advisory firms in Palo Alto36
- AI advisory firms in Nashville35
- AI advisory firms in San Jose34
- AI advisory firms in Alpharetta33
- AI advisory firms in Newport Beach33
- AI advisory firms in Birmingham32
- AI advisory firms in Fort Lauderdale31
- AI advisory firms in Omaha31
- AI advisory firms in Cleveland30
- AI advisory firms in Grand Rapids29
- AI advisory firms in Kansas City28
- AI advisory firms in Plano28
- AI advisory firms in Rochester27
- AI advisory firms in Sacramento27
- AI advisory firms in Salt Lake City27
- AI advisory firms in Sarasota26
- AI advisory firms in St. Louis26
- AI advisory firms in Baltimore25
- AI advisory firms in Columbia25
- AI advisory firms in Greenwood Village25
- AI advisory firms in Mclean25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI advisory firms are there based in Portland, United States?
RevenueBase identified 73 company matches for AI advisory firms associated with Portland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
JGP Wealth Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most AI advisory firms?
New York leads the United States with 413 company records, followed by San Francisco (192) and Austin (191). Portland has 73.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 147 professional contacts with verified work emails tracked across these 73 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 73 AI advisory firms based in Portland, United States. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
More company lists
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Company intelligence · public preview
Top 25 AI advisory firms based in Portland, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 73 matching company records for AI advisory firms based in Portland, United States, with 327 tracked contacts and 147 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI advisory firms based in Portland, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  JGP Wealth Managementjgpwealth.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 24 contacts → |
“We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Phillips And Company Wealth Strategiesphillipsandco.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 19 contacts → |
“Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cascade Insightscascadeinsights.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 18 contacts → |
“When Al changes your market and your team''s work, we give you the research to read it and the judgment to redesign how the work gets done” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Upward Technologyupward-technology.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 17 contacts → |
“At Upward Technology, we have always believed that great technology can be a critical strategic lever for business growth and success.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fountain Cityfountaincity.techHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 16 contacts → |
“Tell us the work.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  OLD Port Advisors Est. 1994oldportadvisors.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 13 contacts → |
“Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Headinvest LLCheadinvest.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 12 contacts → |
“HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Government Portfolio Advisorsgpafixedincome.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 11 contacts → |
“Government Portfolio Advisors (GPA) is a boutique, independent Registered Investment Advisory firm with headquarters in Portland, Oregon.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bigelow Investment Advisors, LLCbigelowadvisors.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 8 contacts → |
“Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Encompass Wealth Advisors, LLCencompasswa.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“Encompass Wealth Advisors is an independent Registered Investment Advisor full service financial advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cascadia Wealth Managementcascadiawm.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cedar Mountain Advisors, LLCcmapdx.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 7 contacts → |
“Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Sloy Dahl & Holst INCsdh-inc.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 7 contacts → |
“We are a full-service registered investment advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Robinson Smith Wealth Advisors, LLCrobinsonsmithwealth.comHQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Quest Investment Management, LLCquestinvestment.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 7 contacts → |
“Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Daybreak Financial Partnersdaybreakfinancial.comHQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 4 contacts → |
“Daybreak Financial Partners-partnering with one another to best partner with you.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Defined Wealth Managementdefinedwm.comHQ: Portland, United StatesReported employees: 1-10 | Portland, United States | 1-10 | Exact match | 4 contacts → |
“Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Summit Advisors NWsummitadvisorsnw.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Mode LABmodelab.designHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“At Mode Lab, we empower lean organizations to drive impact and scale smarter through innovative AI and automation solutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  AI Governance Groupaigovernancegroup.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“AI Governance Group (AIGG) helps leaders and teams unlock the power of artificial intelligence-*safely, smartly, and together*.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Steinberg Investment Groupsteinberginvestmentgroup.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zinn Wealth Management &partnerszinnwm.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 3 contacts → |
“Securities and investment advisory services offered through & Partners, LLC, a broker-dealer and investment adviser registered with the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Clark & Burkecnb.llcHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Clark & Burke helps small businesses and professional teams turn scattered tools, rough ideas, and manual work into useful business systems.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clear Resource Group, LLCclearresourcegroup.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Clear Resource is an Oregon-based, state Registered Investment Advisor firm, with offices in Portland and Bend, founded by Kirk N.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mengis Capital Management, INCmengiscapital.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 73 company matches
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AI advisory firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
72 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI advisory firms by metro in the United States
- AI advisory firms in New York413
- AI advisory firms in San Francisco192
- AI advisory firms in Austin191
- AI advisory firms in Chicago184
- AI advisory firms in Atlanta170
- AI advisory firms in Dallas156
- AI advisory firms in Houston145
- AI advisory firms in Miami136
- AI advisory firms in Los Angeles129
- AI advisory firms in Boston128
- AI advisory firms in San Diego106
- AI advisory firms in Denver95
- AI advisory firms in Washington77
- AI advisory firms in Seattle72
- AI advisory firms in Charlotte67
- AI advisory firms in Tampa62
- AI advisory firms in Raleigh58
- AI advisory firms in Phoenix56
- AI advisory firms in Scottsdale56
- AI advisory firms in Irvine53
- AI advisory firms in Minneapolis51
- AI advisory firms in Pittsburgh47
- AI advisory firms in Sheridan46
- AI advisory firms in Indianapolis44
- AI advisory firms in Orlando41
- AI advisory firms in Wilmington41
- AI advisory firms in Dover40
- AI advisory firms in Philadelphia39
- AI advisory firms in Bellevue38
- AI advisory firms in Cincinnati38
- AI advisory firms in Las Vegas38
- AI advisory firms in San Antonio38
- AI advisory firms in Boca Raton37
- AI advisory firms in Frisco37
- AI advisory firms in Overland Park37
- AI advisory firms in Columbus36
- AI advisory firms in Palo Alto36
- AI advisory firms in Nashville35
- AI advisory firms in San Jose34
- AI advisory firms in Alpharetta33
- AI advisory firms in Newport Beach33
- AI advisory firms in Birmingham32
- AI advisory firms in Fort Lauderdale31
- AI advisory firms in Omaha31
- AI advisory firms in Cleveland30
- AI advisory firms in Grand Rapids29
- AI advisory firms in Kansas City28
- AI advisory firms in Plano28
- AI advisory firms in Rochester27
- AI advisory firms in Sacramento27
- AI advisory firms in Salt Lake City27
- AI advisory firms in Sarasota26
- AI advisory firms in St. Louis26
- AI advisory firms in Baltimore25
- AI advisory firms in Columbia25
- AI advisory firms in Greenwood Village25
- AI advisory firms in Mclean25
Questions about this company list
What does Exact match mean for AI advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI advisory firms did RevenueBase find based in Portland, United States?
The saved snapshot records 73 matching company records, 327 tracked contacts and 147 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI advisory firms by geography
- AI advisory firms based in Brisbane, Australia
- AI advisory firms based in Melbourne, Australia
- AI advisory firms based in Perth, Australia
- AI advisory firms based in Sydney, Australia
- AI advisory firms based in Rio De Janeiro, Brazil
- AI advisory firms based in Sao Paulo, Brazil
- AI advisory firms based in Calgary, Canada
- AI advisory firms based in Montreal, Canada
- AI advisory firms based in Ottawa, Canada
- AI advisory firms based in Toronto, Canada
- AI advisory firms based in Vancouver, Canada
- AI advisory firms based in Santiago, Chile
Cite this list
RevenueBase Data Team. Top 25 AI advisory firms based in Portland, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/ai-advisory-firms/united-states/portland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI advisory firms based in Brisbane, Australia
- AI advisory firms based in Melbourne, Australia
- AI advisory firms based in Perth, Australia
- AI advisory firms based in Sydney, Australia
- AI advisory firms based in Rio De Janeiro, Brazil
- AI advisory firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 AI advisory firms based in Portland, United States
RevenueBase records 73 matching company records for AI advisory firms based in Portland, United States, with 327 tracked contacts and 147 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 AI advisory firms based in Portland, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | JGP Wealth Managementjgpwealth.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 24 contacts → |
“We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Phillips And Company Wealth Strategiesphillipsandco.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 19 contacts → |
“Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cascade Insightscascadeinsights.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 18 contacts → |
“When Al changes your market and your team''s work, we give you the research to read it and the judgment to redesign how the work gets done” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Upward Technologyupward-technology.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 17 contacts → |
“At Upward Technology, we have always believed that great technology can be a critical strategic lever for business growth and success.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fountain Cityfountaincity.tech HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 16 contacts → |
“Tell us the work.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | OLD Port Advisors Est. 1994oldportadvisors.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 13 contacts → |
“Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Headinvest LLCheadinvest.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 12 contacts → |
“HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Government Portfolio Advisorsgpafixedincome.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 11 contacts → |
“Government Portfolio Advisors (GPA) is a boutique, independent Registered Investment Advisory firm with headquarters in Portland, Oregon.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bigelow Investment Advisors, LLCbigelowadvisors.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 8 contacts → |
“Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Encompass Wealth Advisors, LLCencompasswa.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“Encompass Wealth Advisors is an independent Registered Investment Advisor full service financial advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cascadia Wealth Managementcascadiawm.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Cedar Mountain Advisors, LLCcmapdx.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 7 contacts → |
“Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sloy Dahl & Holst INCsdh-inc.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 7 contacts → |
“We are a full-service registered investment advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Robinson Smith Wealth Advisors, LLCrobinsonsmithwealth.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 7 contacts → |
“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…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Quest Investment Management, LLCquestinvestment.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 7 contacts → |
“Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Daybreak Financial Partnersdaybreakfinancial.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 4 contacts → |
“Daybreak Financial Partners-partnering with one another to best partner with you.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Defined Wealth Managementdefinedwm.com HQ: Portland, United StatesReported employees: 1-10 | Portland, United States | 1-10 | Exact match | 4 contacts → |
“Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Summit Advisors NWsummitadvisorsnw.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mode LABmodelab.design HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“At Mode Lab, we empower lean organizations to drive impact and scale smarter through innovative AI and automation solutions.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | AI Governance Groupaigovernancegroup.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“AI Governance Group (AIGG) helps leaders and teams unlock the power of artificial intelligence-*safely, smartly, and together*.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Steinberg Investment Groupsteinberginvestmentgroup.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Zinn Wealth Management &partnerszinnwm.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 3 contacts → |
“Securities and investment advisory services offered through & Partners, LLC, a broker-dealer and investment adviser registered with the U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Clark & Burkecnb.llc HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Clark & Burke helps small businesses and professional teams turn scattered tools, rough ideas, and manual work into useful business systems.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Clear Resource Group, LLCclearresourcegroup.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Clear Resource is an Oregon-based, state Registered Investment Advisor firm, with offices in Portland and Bend, founded by Kirk N.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Mengis Capital Management, INCmengiscapital.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 25 of 73 company matches
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AI advisory firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
72 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI advisory firms by metro in the United States
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- AI advisory firms in Atlanta170
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- AI advisory firms in Boston128
- AI advisory firms in San Diego106
- AI advisory firms in Denver95
- AI advisory firms in Washington77
- AI advisory firms in Seattle72
- AI advisory firms in Charlotte67
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- AI advisory firms in Raleigh58
- AI advisory firms in Phoenix56
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- AI advisory firms in Pittsburgh47
- AI advisory firms in Sheridan46
- AI advisory firms in Indianapolis44
- AI advisory firms in Orlando41
- AI advisory firms in Wilmington41
- AI advisory firms in Dover40
- AI advisory firms in Philadelphia39
- AI advisory firms in Bellevue38
- AI advisory firms in Cincinnati38
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- AI advisory firms in Kansas City28
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- AI advisory firms in Rochester27
- AI advisory firms in Sacramento27
- AI advisory firms in Salt Lake City27
- AI advisory firms in Sarasota26
- AI advisory firms in St. Louis26
- AI advisory firms in Baltimore25
- AI advisory firms in Columbia25
- AI advisory firms in Greenwood Village25
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Questions about this company list
What does Exact match mean for AI advisory firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI advisory firms did RevenueBase find based in Portland, United States?
The saved snapshot records 73 matching company records, 327 tracked contacts and 147 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI advisory firms by geography
- AI advisory firms based in Brisbane, Australia
- AI advisory firms based in Melbourne, Australia
- AI advisory firms based in Perth, Australia
- AI advisory firms based in Sydney, Australia
- AI advisory firms based in Rio De Janeiro, Brazil
- AI advisory firms based in Sao Paulo, Brazil
- AI advisory firms based in Calgary, Canada
- AI advisory firms based in Montreal, Canada
- AI advisory firms based in Ottawa, Canada
- AI advisory firms based in Toronto, Canada
- AI advisory firms based in Vancouver, Canada
- AI advisory firms based in Santiago, Chile
Cite this list
RevenueBase Data Team. Top 25 AI advisory firms based in Portland, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/ai-advisory-firms/united-states/portland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI advisory firms based in Brisbane, Australia
- AI advisory firms based in Melbourne, Australia
- AI advisory firms based in Perth, Australia
- AI advisory firms based in Sydney, Australia
- AI advisory firms based in Rio De Janeiro, Brazil
- AI advisory firms based in Sao Paulo, Brazil