Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Portland, United States

Name: Chartered financial planners based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 112 companies tracked

RevenueBase identified 112 chartered financial planners headquartered in Portland, United States as of September 2026 and tracks 1,124 professional contacts across them, including 684 with verified work emails. New York is the largest hub.

This list covers chartered financial planners 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 19, 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 19, 2026 86% judged on-target in blind review

112Companies

1,124Contacts tracked

684Verified emails

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The 25 largest chartered financial planners based in Portland, United States

Ranked by team size

Top 25 of 112 chartered financial planners based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to chartered financial planners: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Aldrich	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	201-500	410 contacts →
	Partial evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
2	R.M. Davis	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	51-200	70 contacts →
	Indirect evidence “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Source: RevenueBase Database · checked Sep 19, 2026
3	Vista Capital Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect evidence “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Source: RevenueBase Database · checked Sep 19, 2026
4	Becker Capital Management, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	38 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 19, 2026
5	Finity Group, LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the…” Source: RevenueBase Database · checked Sep 19, 2026
6	JGP Wealth Management	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Source: RevenueBase Database · checked Sep 19, 2026
7	The H Group, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
8	Financial Reserve	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Financial Reserve Companies Financial Reserve, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
9	Cornerstone Financial Planning, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Since 2004, Cornerstone Financial Planning has been helping our clients make wise financial decisions and plan for life's events so they can move forward with confidence and…” Source: RevenueBase Database · checked Sep 19, 2026
10	Great Diamond Partners	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: RevenueBase Database · checked Sep 19, 2026
11	OLD Port Advisors Est. 1994	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	13 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 19, 2026
12	Deschutes Investment Consulting	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
13	Headinvest LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	12 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 19, 2026
14	Preisz Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Source: RevenueBase Database · checked Sep 19, 2026
15	Columbia Associates Wealth Management Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
16	Cordant Wealth Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Source: RevenueBase Database · checked Sep 19, 2026
17	Bigelow Investment Advisors, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Source: RevenueBase Database · checked Sep 19, 2026
18	Financial Investment Team	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Source: RevenueBase Database · checked Sep 19, 2026
19	CFG Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Source: RevenueBase Database · checked Sep 19, 2026
20	Cascadia Wealth Management	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Source: RevenueBase Database · checked Sep 19, 2026
21	Silver OAK Advisory Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Our mission is to guide clients to make informed financial decisions that will help give them the best possible chance at reaching their life goals.” Source: RevenueBase Database · checked Sep 19, 2026
22	Wealth Advisors Northwest LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Source: RevenueBase Database · checked Sep 19, 2026
23	Sloy Dahl & Holst INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	Robinson Smith Wealth Advisors, LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Source: RevenueBase Database · checked Sep 19, 2026
25	VON Borstel & Associates, INC	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Financial Success Means More Than Just Great Investments!” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 112 chartered financial planners based in Portland, United States

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Chartered financial planners based in Portland, United States at a glance

As of Sep 19, 2026

60.9%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

331.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 112 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 chartered financial planners, 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 “chartered financial planners”. 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 chartered financial planners), 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 chartered financial planners, 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, 684 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 19, 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.

Chartered financial planners by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names chartered financial planners, 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 chartered financial planners are there based in Portland, United States?

RevenueBase identified 112 chartered financial planners 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?

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

Which city has the most chartered financial planners?

New York leads with 371 headquartered companies, followed by Atlanta (248) and Houston (244).

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 684 verified decision-maker contacts tracked across these 112 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 19, 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.