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 fiduciary services companies headquartered in Portland, United States as of September 2026 and tracks 387 professional contacts across them, including 262 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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 20, 2026 86% judged on-target in blind review

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 fiduciary services companies based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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	R.M. Davis	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 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 20, 2026
2	Columbia Trust Company	Strong evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	42 contacts →
	Strong evidence “Columbia Trust Company provides personal trust and investment management services, serving as an independent fiduciary that preserves the legacies of our clients.” Source: RevenueBase Database · checked Sep 20, 2026
3	Becker Capital Management, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 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 20, 2026
4	Spinnaker Trust	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 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 20, 2026
5	Finity Group, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect 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 20, 2026
6	American Fiduciary Services LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	17 contacts →
	Strong evidence “Headquartered in Portland, Oregon and founded in 2020, American Fiduciary Services provides fiduciary, forensic accounting, insolvency, litigation, and anti-fraud business support…” Source: RevenueBase Database · checked Sep 20, 2026
7	OLD Port Advisors Est. 1994	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 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 20, 2026
8	Deschutes Investment Consulting	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 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 20, 2026
9	Preisz Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect 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 20, 2026
10	Clearstead Trust LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
11	Columbia Associates Wealth Management Group	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Indirect 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 20, 2026
12	Financial Investment Team	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Source: RevenueBase Database · checked Sep 20, 2026
13	CFG Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 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 20, 2026
14	Robinson Smith Wealth Advisors, LLC	Strong evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong 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 20, 2026
15	Rsma Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Source: RevenueBase Database · checked Sep 20, 2026
16	Modernist Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We use evidence-based financial insights to empower our clients & communities to enjoy today while investing in our common future.” Source: RevenueBase Database · checked Sep 20, 2026
17	VIS Wealth Partners	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Empowering Financial Futures: Discover Vis Wealth Partners, we specialize in fee-based financial planning, investments, customized wealth planning, and a comprehensive range of…” Source: RevenueBase Database · checked Sep 20, 2026
18	Carollo & Associates, PC	Indirect evidence	Portland, CT, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Our financial firm, led by Joseph Carollo, CPA, offers a broad range of services for business owners, executives and independent professionals.” Source: RevenueBase Database · checked Sep 20, 2026
19	Inman Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Planning your financial strategy involves many important decisions that may feel overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026
20	U.S. Investors International	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “U.S.” Source: RevenueBase Database · checked Sep 20, 2026
21	Mccandless LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
22	Garganese Financial Group	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
23	Higley Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 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 20, 2026
24	August Wealth Management, LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Source: RevenueBase Database · checked Sep 20, 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: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 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)

292.9%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 262 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 20, 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.

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

RevenueBase identified 42 fiduciary services companies 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?

R.M. Davis, headquartered in Portland, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

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 262 verified decision-maker contacts tracked across these 42 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 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 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.