Company lists · Data refreshed September 2026

Top 24 Fiduciary services companies based in Portland, United States

Name: Fiduciary services companies based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 42 companies tracked

RevenueBase identified 42 company matches for fiduciary services companies associated with Portland, United States as of September 2026 and tracks 387 professional contacts across them, including 262 with verified work emails. Across the United States, New York is the largest hub for this category (123 companies); Portland has 42.

This list covers company matches for fiduciary services companies 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 20, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

42Companies

387Contacts tracked

262Verified emails

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The 24 largest fiduciary services companies based in Portland, United States

Ranked by team size

Top 24 of 42 company matches for fiduciary services companies based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	R.M. Davis	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	51-200	70 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Columbia Trust Company	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	42 contacts →
	Exact match “Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Spinnaker Trust	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “At Spinnaker Trust, our mission is to help our clients build wealth, and protect it, while preserving peace of mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Finity Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	American Fiduciary Services LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	17 contacts →
	Exact match “Headquartered in Portland, Oregon and founded in 2020, American Fiduciary Services provides fiduciary, forensic accounting, insolvency, litigation, and anti-fraud business support…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Preisz Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Clearstead Trust LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Founded in 2021, Clearstead Trust is a state of Maine-chartered trust company, which is wholly owned by Clearstead Advisors, a financial advisory firm headquartered in Cleveland…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “At Columbia Associates Wealth Management, we understand that financial planning is not merely about numbers; it's about dreams, aspirations, and securing a future for you and your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Financial Investment Team	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	CFG Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Rsma Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Modernist Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We use evidence-based financial insights to empower our clients & communities to enjoy today while investing in our common future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	VIS Wealth Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Empowering Financial Futures: Discover Vis Wealth Partners, we specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Carollo & Associates, PC	Exact match	Portland, CT, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Inman Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Planning your financial strategy involves many important decisions that may feel overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	U.S. Investors International	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Mccandless LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Higley Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	August Wealth Management, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 20, 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 “fiduciary services companies”. 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 24 of 42 fiduciary services companies based in Portland, United States

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Fiduciary services companies based in Portland, United States at a glance

As of Sep 20, 2026

67.7%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 42 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 “fiduciary services companies” 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 262 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 20, 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.

Fiduciary services companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary services companies are there based in Portland, United States?

RevenueBase identified 42 company matches for fiduciary services companies 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?

R.M. Davis 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 fiduciary services companies?

New York leads the United States with 123 company records, followed by Houston (95) and San Diego (83). Portland has 42.

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 262 professional contacts with verified work emails tracked across these 42 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 20, 2026.

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About this data

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