Company lists · Data refreshed September 2026

Top 25 Annual fund management consultants based in Portland, United States

Name: Annual fund management consultants based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 45 companies tracked

RevenueBase identified 45 company matches for annual fund management consultants associated with Portland, United States as of September 2026 and tracks 409 professional contacts across them, including 231 with verified work emails. Across the United States, New York is the largest hub for this category (271 companies); Portland has 45.

This list covers company matches for annual fund management consultants 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 27, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

45Companies

409Contacts tracked

231Verified emails

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The 25 largest annual fund management consultants based in Portland, United States

Ranked by team size

Top 25 of 45 company matches for annual fund management consultants based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Rvk, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	51-200	139 contacts →
	Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	M Benefit Solutions	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	51-200	61 contacts →
	Exact match “For nearly 50 years, M Benefit Solutions has been helping companies develop executive benefit and funding strategies that address their business goals and deliver an advantage in…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Matisse Capital	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	16 contacts →
	Exact match “Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	11-50	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 27, 2026 · View company records in RevenueBase
5	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	Headinvest LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	11-50	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 27, 2026 · View company records in RevenueBase
7	Hyas Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	Sellwood Investment Partners LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Preisz Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Bigelow Investment Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	11-50	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 27, 2026 · View company records in RevenueBase
13	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	1-10	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 27, 2026 · View company records in RevenueBase
15	Quest Investment Management, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	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 27, 2026 · View company records in RevenueBase
16	Guidance Point Retirement Services, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	1-10	6 contacts →
	Exact match “Guidance Point Retirement Services is an independent retirement plan consulting firm headquartered in Portland, ME.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	VIS Wealth Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	1-10	4 contacts →
	Exact match “Empowering Financial Futures: Discover Vis Wealth Partners, we specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	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 27, 2026 · View company records in RevenueBase
19	U.S. Investors International	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match “U.S.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Mengis Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	11-50	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	August Wealth Management, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Higley Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Sellwood Consulting LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Sellwood Consulting LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Emery Foley Investment Management Of LPL Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 27, 2026	1-10	1 contacts →
	Exact match “Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded in the RevenueBase company graph · Sep 27, 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 “annual fund management consultants”. 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 45 annual fund management consultants based in Portland, United States

See the full list, filter by size, metro and specialty, and access 231 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Annual fund management consultants based in Portland, United States at a glance

As of Sep 27, 2026

56.5%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 45 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 “annual fund management consultants” 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 231 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 27, 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.

Annual fund management consultants by metro in the United States

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 “annual fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many annual fund management consultants are there based in Portland, United States?

RevenueBase identified 45 company matches for annual fund management consultants 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?

Rvk, INC 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 annual fund management consultants?

New York leads the United States with 271 company records, followed by Chicago (101) and Atlanta (77). Portland has 45.

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 231 professional contacts with verified work emails tracked across these 45 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 27, 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 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.