Company lists · Data refreshed September 2026

Top 14 Asset consulting services based in Portland, United States

RevenueBase identified 32 asset consulting services headquartered in Portland, United States as of September 2026 and tracks 330 professional contacts across them, including 183 with verified work emails. New York is the largest hub.

This list covers asset consulting services headquartered in Portland, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
32Companies
330Contacts tracked
183Verified emails
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The 14 largest asset consulting services based in Portland, United States

Ranked by team size
Top 14 of 32 asset consulting services based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset consulting services: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 202651-200139 contacts →

Indirect evidence

“RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 202611-5038 contacts →

Indirect evidence

“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 202611-5014 contacts →

Indirect evidence

“Wyse Real Estate Advisors is a Portland-based real estate investment advisor focused on the needs of commercial real estate investors.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidencePortland, ME, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidencePortland, OR, United StatesHQ checked Sep 21, 202611-5013 contacts →

Partial evidence

“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidencePortland, ME, United StatesHQ checked Sep 21, 202611-5012 contacts →

Indirect evidence

“HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidencePortland, OR, United StatesHQ checked Sep 21, 202611-5012 contacts →

Partial evidence

“The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 202611-5012 contacts →

Indirect evidence

“Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 202611-504 contacts →

Indirect evidence

“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“We are an integrated real estate firm providing tailored investment opportunities, institutional-quality management and unrivaled value to our stakeholders.”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidencePortland, OR, United StatesHQ checked Sep 21, 20261-103 contacts →

Partial evidence

“Boutique wealth management, and asset management firm located in Portland Oregon.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidencePortland, ME, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidencePortland, OR, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 14 of 32 asset consulting services based in Portland, United States

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Asset consulting services based in Portland, United States at a glance

As of Sep 21, 2026
55.5%Verified-email coverage
10.3Average contacts per company
1-10Median size (employees)
865.6%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
11
51-200
2

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 32 companies.

How this list was built

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

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Portland, United States whose own description of what they do matches “asset consulting services”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset consulting services), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset consulting services, and records with no verified work email. Companies headquartered outside Portland are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 183 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

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

How many asset consulting services are there based in Portland, United States?

RevenueBase identified 32 asset consulting services headquartered in Portland, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Rvk, INC, headquartered in Portland, tops this list with the largest team on record.

Which city has the most asset consulting services?

New York leads with 277 headquartered companies, followed by Chicago (83) and Miami (75).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 183 verified decision-maker contacts tracked across these 32 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

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