Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Portland, United States

Name: Financial advisory outsourcing 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 28, 2026 76 companies tracked

RevenueBase identified 76 financial advisory outsourcing companies headquartered in Portland, United States as of September 2026 and tracks 896 professional contacts across them, including 550 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); Portland has 76.

This list covers financial advisory outsourcing 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 28, 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 28, 2026 86% judged on-target in blind review

76Companies

896Contacts tracked

550Verified emails

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The 25 largest financial advisory outsourcing companies based in Portland, United States

Ranked by team size

Top 25 of 76 financial advisory outsourcing companies based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory outsourcing 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	Aldrich	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
2	M Benefit Solutions	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
3	Vista Capital Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
4	Becker Capital Management, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
5	Finity Group, LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
6	Focuspoint Solutions	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “For over 20 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services.” Source: RevenueBase Database · checked Sep 28, 2026
7	Cornerstone Financial Planning, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 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 28, 2026
8	Tyee Carr Advisory	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	14 contacts →
	Partial evidence “CFO Advisory and Outsourced Accounting for Growth Oriented Businesses and Nonprofits.” Source: RevenueBase Database · checked Sep 28, 2026
9	OLD Port Advisors Est. 1994	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 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 28, 2026
10	Deschutes Investment Consulting	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
11	Preisz Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
12	Estmere Accounting	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “We install financial control for construction & home service companies doing $2–25M+.” Source: RevenueBase Database · checked Sep 28, 2026
13	Columbia Associates Wealth Management Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
14	Cordant Wealth Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
15	Cascadia Wealth Management	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong 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 28, 2026
16	Silver OAK Advisory Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
17	Robinson Smith Wealth Advisors, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 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 28, 2026
18	VON Borstel & Associates, INC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Financial Success Means More Than Just Great Investments!” Source: RevenueBase Database · checked Sep 28, 2026
19	Tenbridge Partners	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.” Source: RevenueBase Database · checked Sep 28, 2026
20	Portland Trust Company	Indirect evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Your interests.” Source: RevenueBase Database · checked Sep 28, 2026
21	ITI Financial Services	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Welcome to iTi Financial Services LLC, a comprehensive source for Taxes, Insurance and Financial Services.” Source: RevenueBase Database · checked Sep 28, 2026
22	Thimbleberry Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
23	VIS Wealth Partners	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 2026
24	Thompson Advisory Services	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Thompson Advisory Services offers holistic financial advice, we carefully examine how you want to lead your life and create a financial plan that supports your goals.” Source: RevenueBase Database · checked Sep 28, 2026
25	Carollo & Associates, PC	Partial evidence	Portland, CT, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 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: financial advisory outsourcing 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 financial advisory outsourcing companies.
Partial evidence: Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory outsourcing 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 25 of 76 financial advisory outsourcing companies based in Portland, United States

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Financial advisory outsourcing companies based in Portland, United States at a glance

As of Sep 28, 2026

61.4%Verified-email coverage

11.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 76 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 financial advisory outsourcing 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 “financial advisory outsourcing 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 financial advisory outsourcing 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 financial advisory outsourcing 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, 550 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 28, 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.

Financial advisory outsourcing 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 financial advisory outsourcing 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 financial advisory outsourcing companies are there based in Portland, United States?

RevenueBase identified 76 financial advisory outsourcing 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?

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

Which city in the United States has the most financial advisory outsourcing companies?

New York leads the United States with 393 headquartered companies, followed by Atlanta (189) and Houston (185). Portland has 76.

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 550 verified decision-maker contacts tracked across these 76 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 28, 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.