Company lists · Data refreshed September 2026
Top 25 Asset consultants based in Portland, United States
RevenueBase identified 52 company matches for asset consultants associated with Portland, United States as of September 2026 and tracks 267 professional contacts across them, including 148 with verified work emails. Across the United States, New York is the largest hub for this category (319 companies); Portland has 52.
This list covers company matches for asset 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 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 asset consultants based in Portland, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 20 contacts → | ||||
Exact match “The Dunham Group is a commercial real estate brokerage company located in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 17 contacts → | ||||
Exact match “Ethos is an entrepreneurial commercial real estate advisory firm that takes pride in helping their clients identify opportunities, manage risk, and source capital across the…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “Wyse Real Estate Advisors is a Portland-based real estate investment advisor focused on the needs of commercial real estate investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 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 21, 2026 · View company records in RevenueBase | |||||
| 6 | 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 | |||||
| 7 | 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 21, 2026 · View company records in RevenueBase | |||||
| 8 | 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 21, 2026 · View company records in RevenueBase | |||||
| 9 | 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 21, 2026 · View company records in RevenueBase | |||||
| 10 | 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 21, 2026 · View company records in RevenueBase | |||||
| 11 | 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 21, 2026 · View company records in RevenueBase | |||||
| 12 | 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 | |||||
| 13 | 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 | |||||
| 14 | 4 contacts → | ||||
Exact match “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “Benco Commercial Real Estate, LLC was founded on one guiding principal: less clients, more attention.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 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 | |||||
| 17 | 3 contacts → | ||||
Exact match “Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Experience.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Established in 1979, Moscato, Okoneski & Associates is a real estate firm founded by Louis J.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Professional consulting practice based in Portland, OR, providing commercial real estate project/property analysis and related support to developers, investors, and institutions” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Focused on advising our clients through every step of the real estate life cycle, Atlas Realty Advisors strives to develop lifelong partnerships.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “Financial freedom requires a game plan, execution, and implementation of that game plan.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “We provide appraisals for the Portland metropolitan area, including Multnomah County, Clackamas County, Washington County, Yamhill County, Columbia County, and northern Marion…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” 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 “asset 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 52 asset consultants based in Portland, United States
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Asset consultants 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 52 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 “asset 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 148 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.
Asset consultants by metro in the United States
- Asset consultants in New York319
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego70
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Overland Park39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
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 “asset consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset consultants are there based in Portland, United States?
RevenueBase identified 52 company matches for asset 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?
The Dunham Group 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 asset consultants?
New York leads the United States with 319 company records, followed by Chicago (120) and Atlanta (113). Portland has 52.
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 148 professional contacts with verified work emails tracked across these 52 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 52 asset consultants based in Portland, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset consultants by geography
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- Asset consultants based in Porto Alegre, Brazil
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- Asset consultants based in Montreal, Canada
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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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- Lists A-Z
- New lists
- Asset consultants based in Adelaide, Australia
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Company intelligence · public preview
Top 25 asset consultants 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 52 matching company records for asset consultants based in Portland, United States, with 267 tracked contacts and 148 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 asset consultants 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 |  The Dunham Groupdunham-group.comHQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 20 contacts → |
“The Dunham Group is a commercial real estate brokerage company located in Portland, Maine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ethos Commercial Advisorsecacre.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 17 contacts → |
“Ethos is an entrepreneurial commercial real estate advisory firm that takes pride in helping their clients identify opportunities, manage risk, and source capital across the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wyse Real Estate Advisorswyserea.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 14 contacts → |
“Wyse Real Estate Advisors is a Portland-based real estate investment advisor focused on the needs of commercial real estate investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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. | |||||
| 5 |  Deschutes Investment Consultingdeschutesinvestment.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 13 contacts → |
“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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. | |||||
| 7 | Hyas Group, LLChyasgroup.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Sellwood Investment Partners LLCsellwoodip.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Preisz Financialpreisz.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Columbia Associates Wealth Management Groupcolumbiaassociates.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Cordant Wealth Partnerscordantwealth.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  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. | |||||
| 13 | 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. | |||||
| 14 |  Rsma Wealth Managementrsmawealthmanagement.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 4 contacts → |
“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Benco Commercial Real Estate, LLCbencocre.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“Benco Commercial Real Estate, LLC was founded on one guiding principal: less clients, more attention.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  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. | |||||
| 17 |  Naviquant Capital Managementnaviquant.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | U.S. Investors Internationalusii.biz HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Portland Home Teamportlandhometeam.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Experience.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Moscato, Okoneski & Associatesmohportland.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Established in 1979, Moscato, Okoneski & Associates is a real estate firm founded by Louis J.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Pioneer Project Partners, LLCpioneerprojectpartners.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Professional consulting practice based in Portland, OR, providing commercial real estate project/property analysis and related support to developers, investors, and institutions” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Atlas Realty Advisorsatlasrealtypdx.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Focused on advising our clients through every step of the real estate life cycle, Atlas Realty Advisors strives to develop lifelong partnerships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Frazier Wealth Management LLCfrazierwm.comHQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Financial freedom requires a game plan, execution, and implementation of that game plan.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Riverside Appraisals NW LLCriversideappraisalsnw.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“We provide appraisals for the Portland metropolitan area, including Multnomah County, Clackamas County, Washington County, Yamhill County, Columbia County, and northern Marion…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  August Wealth Management, LLCaugustwealthmanagement.comHQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 1 contacts → |
“August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Asset consultants: 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
51 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 52 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 ↗
Asset consultants by metro in the United States
- Asset consultants in New York319
- Asset consultants in Chicago120
- Asset consultants in Atlanta113
- Asset consultants in Dallas101
- Asset consultants in Houston91
- Asset consultants in Miami89
- Asset consultants in Los Angeles75
- Asset consultants in San Diego70
- Asset consultants in Boston67
- Asset consultants in Austin66
- Asset consultants in Denver64
- Asset consultants in San Francisco62
- Asset consultants in Charlotte51
- Asset consultants in Scottsdale48
- Asset consultants in Tampa45
- Asset consultants in Newport Beach44
- Asset consultants in Minneapolis42
- Asset consultants in Indianapolis41
- Asset consultants in Columbus39
- Asset consultants in Overland Park39
- Asset consultants in Seattle39
- Asset consultants in Washington38
- Asset consultants in Orlando36
- Asset consultants in Cincinnati34
- Asset consultants in Irvine33
- Asset consultants in Las Vegas32
- Asset consultants in Boca Raton31
- Asset consultants in Pittsburgh30
- Asset consultants in Rochester30
- Asset consultants in Phoenix28
- Asset consultants in Raleigh28
- Asset consultants in Fort Lauderdale27
- Asset consultants in Greenville27
- Asset consultants in Omaha27
- Asset consultants in Richmond27
- Asset consultants in Birmingham26
- Asset consultants in Greenwood Village25
- Asset consultants in Nashville25
- Asset consultants in Sarasota25
Questions about this company list
What does Exact match mean for asset consultants?
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 asset consultants did RevenueBase find based in Portland, United States?
The saved snapshot records 52 matching company records, 267 tracked contacts and 148 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
Asset consultants by geography
- Asset consultants based in Adelaide, Australia
- Asset consultants based in Brisbane, Australia
- Asset consultants based in Melbourne, Australia
- Asset consultants based in Sydney, Australia
- Asset consultants based in Belo Horizonte, Brazil
- Asset consultants based in Curitiba, Brazil
- Asset consultants based in Porto Alegre, Brazil
- Asset consultants based in Rio De Janeiro, Brazil
- Asset consultants based in Sao Paulo, Brazil
- Asset consultants based in Montreal, Canada
- Asset consultants based in Toronto, Canada
- Asset consultants based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 asset consultants based in Portland, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/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
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Company intelligence · public preview
Top 25 asset consultants based in Portland, United States
RevenueBase records 52 matching company records for asset consultants based in Portland, United States, with 267 tracked contacts and 148 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 asset consultants 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 | The Dunham Groupdunham-group.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 20 contacts → |
“The Dunham Group is a commercial real estate brokerage company located in Portland, Maine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ethos Commercial Advisorsecacre.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 17 contacts → |
“Ethos is an entrepreneurial commercial real estate advisory firm that takes pride in helping their clients identify opportunities, manage risk, and source capital across the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wyse Real Estate Advisorswyserea.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 14 contacts → |
“Wyse Real Estate Advisors is a Portland-based real estate investment advisor focused on the needs of commercial real estate investors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | Deschutes Investment Consultingdeschutesinvestment.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 13 contacts → |
“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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. | |||||
| 7 | Hyas Group, LLChyasgroup.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sellwood Investment Partners LLCsellwoodip.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Preisz Financialpreisz.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 12 contacts → |
“PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Columbia Associates Wealth Management Groupcolumbiaassociates.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 8 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Cordant Wealth Partnerscordantwealth.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 8 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | Rsma Wealth Managementrsmawealthmanagement.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 4 contacts → |
“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Benco Commercial Real Estate, LLCbencocre.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 4 contacts → |
“Benco Commercial Real Estate, LLC was founded on one guiding principal: less clients, more attention.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | 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. | |||||
| 17 | Naviquant Capital Managementnaviquant.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 3 contacts → |
“Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | U.S. Investors Internationalusii.biz HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“U.S.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Portland Home Teamportlandhometeam.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Experience.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Moscato, Okoneski & Associatesmohportland.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 2 contacts → |
“Established in 1979, Moscato, Okoneski & Associates is a real estate firm founded by Louis J.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pioneer Project Partners, LLCpioneerprojectpartners.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Professional consulting practice based in Portland, OR, providing commercial real estate project/property analysis and related support to developers, investors, and institutions” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Atlas Realty Advisorsatlasrealtypdx.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Focused on advising our clients through every step of the real estate life cycle, Atlas Realty Advisors strives to develop lifelong partnerships.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Frazier Wealth Management LLCfrazierwm.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“Financial freedom requires a game plan, execution, and implementation of that game plan.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Riverside Appraisals NW LLCriversideappraisalsnw.com HQ: Portland, OR, United StatesReported employees: 1-10 | Portland, OR, United States | 1-10 | Exact match | 1 contacts → |
“We provide appraisals for the Portland metropolitan area, including Multnomah County, Clackamas County, Washington County, Yamhill County, Columbia County, and northern Marion…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | August Wealth Management, LLCaugustwealthmanagement.com HQ: Portland, ME, United StatesReported employees: 1-10 | Portland, ME, United States | 1-10 | Exact match | 1 contacts → |
“August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 52 company matches
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Asset consultants: 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
51 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 52 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 ↗
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Questions about this company list
What does Exact match mean for asset consultants?
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 asset consultants did RevenueBase find based in Portland, United States?
The saved snapshot records 52 matching company records, 267 tracked contacts and 148 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.
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Cite this list
RevenueBase Data Team. Top 25 asset consultants based in Portland, United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-consultants/united-states/portland.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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