Company lists · Data refreshed September 2026

Top 25 Esop advisors based in Portland, United States

Name: Esop advisors 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 55 companies tracked

RevenueBase identified 55 esop advisors headquartered in Portland, United States as of September 2026 and tracks 622 professional contacts across them, including 287 with verified work emails. New York is the largest hub.

This list covers esop advisors 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

55Companies

622Contacts tracked

287Verified emails

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The 25 largest esop advisors based in Portland, United States

Ranked by team size

Top 25 of 55 esop advisors 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 esop advisors: 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	Rvk, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	51-200	139 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 19, 2026
2	M Benefit Solutions	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	51-200	61 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
3	HM Payson & CO	Partial evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	45 contacts →
	Partial evidence “HM Payson is a Maine Trust Company and SEC Registered Investment Advisor specializing in preserving and growing our clients' wealth.” Source: RevenueBase Database · checked Sep 19, 2026
4	Spinnaker Trust	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “At Spinnaker Trust, our mission is to help our clients build wealth, and protect it, while preserving peace of mind.” Source: RevenueBase Database · checked Sep 19, 2026
5	Succession Resource Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	25 contacts →
	Partial evidence “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Source: RevenueBase Database · checked Sep 19, 2026
6	Multnomah Group, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Multnomah Group is an independent retirement plan consulting firm headquartered in Portland, OR.” Source: RevenueBase Database · checked Sep 19, 2026
7	Phillips And Company Wealth Strategies	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Source: RevenueBase Database · checked Sep 19, 2026
8	Alera Group Csnw Benefits	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “CSNW Benefits helps employers attract, retain, and reward employees through custom benefits and retirement plans.” Source: RevenueBase Database · checked Sep 19, 2026
9	OLD Port Advisors Est. 1994	Partial evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial 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
10	Hyas Group, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Source: RevenueBase Database · checked Sep 19, 2026
11	Sellwood Investment Partners LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	12 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 19, 2026
12	401 K Specialist	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “401(k) Specialist is a trusted source of news, analysis, and insights for retirement plan advisors.” Source: RevenueBase Database · checked Sep 19, 2026
13	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
14	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
15	Encompass Wealth Advisors, LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Encompass Wealth Advisors is an independent Registered Investment Advisor full service financial advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
16	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
17	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
18	Cedar Mountain Advisors, LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest…” Source: RevenueBase Database · checked Sep 19, 2026
19	Robinson Smith Wealth Advisors, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial 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
20	Guidance Point Retirement Services, LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Guidance Point Retirement Services is an independent retirement plan consulting firm headquartered in Portland, ME.” Source: RevenueBase Database · checked Sep 19, 2026
21	Cogence Group PC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Cogence Group is a Portland‐based business valuation and litigation services firm made up of a team of highly qualified professionals providing uncompromising service to business…” Source: RevenueBase Database · checked Sep 19, 2026
22	Insurance Consulting Services, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Based in Portland, Oregon, Insurance Consulting Services, Inc.(ICS) is a recognized leader in life insurance, wealth transfer and estate planning, and business continuation for…” Source: RevenueBase Database · checked Sep 19, 2026
23	Defined Wealth Management	Partial evidence	Portland, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
24	Summit Advisors NW	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
25	Steinberg Investment Group	Indirect evidence	Portland, OR, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “At Steinberg Investment Group, we believe in serving those in our community regardless of gender identity, religion, or family status.” 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: esop advisors. 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 esop advisors.
Partial evidence: Its own public description names part of esop advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name esop advisors. 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 55 esop advisors based in Portland, United States

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Esop advisors based in Portland, United States at a glance

As of Sep 19, 2026

46.1%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

752.7%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 55 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 esop advisors, 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 “esop advisors”. 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 esop advisors), 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 esop advisors, 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, 287 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.

Esop advisors 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 esop advisors, 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 esop advisors are there based in Portland, United States?

RevenueBase identified 55 esop advisors 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 esop advisors?

New York leads with 414 headquartered companies, followed by Chicago (158) and Atlanta (154).

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 287 verified decision-maker contacts tracked across these 55 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.