Company lists · Data refreshed September 2026

Top 25 Financial advisory platforms based in Portland, United States

Name: Financial advisory platforms 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 57 companies tracked

RevenueBase identified 57 financial advisory platforms headquartered in Portland, United States as of September 2026 and tracks 289 professional contacts across them, including 148 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Portland has 57.

This list covers financial advisory platforms 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

57Companies

289Contacts tracked

148Verified emails

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The 25 largest financial advisory platforms based in Portland, United States

Ranked by team size

Top 25 of 57 financial advisory platforms 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 platforms: 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	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
2	The H Group, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
3	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
4	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
5	Headinvest LLC	Indirect evidence	Portland, ME, United StatesHQ checked Sep 28, 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 28, 2026
6	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
7	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
8	CFG Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
9	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
10	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
11	Sloy Dahl & Holst INC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	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
13	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
14	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
15	Rsma Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
16	Mill Street Financial, LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “At Mill Street Financial, we get it.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	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
19	Daybreak Financial Partners	Partial evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Daybreak Financial Partners-partnering with one another to best partner with you.” Source: RevenueBase Database · checked Sep 28, 2026
20	Summit Advisors NW	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 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 28, 2026
21	Continuity Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Source: RevenueBase Database · checked Sep 28, 2026
22	Alqymi	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Source: RevenueBase Database · checked Sep 28, 2026
23	Garganese Financial Group	Indirect evidence	Portland, ME, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Pattern	Strong evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “A modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform.” Source: RevenueBase Database · checked Sep 28, 2026
25	Frazier Wealth Management LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Financial freedom requires a game plan, execution, and implementation of that game plan.” 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory platforms. 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 57 financial advisory platforms based in Portland, United States

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Financial advisory platforms based in Portland, United States at a glance

As of Sep 28, 2026

51.2%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

Sep 28, 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 57 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 148 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 platforms 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 platforms, 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 platforms are there based in Portland, United States?

RevenueBase identified 57 financial advisory platforms 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?

M Benefit Solutions, headquartered in Portland, tops this list with the largest team on record.

Which city in the United States has the most financial advisory platforms?

New York leads the United States with 482 headquartered companies, followed by Atlanta (160) and San Francisco (159). Portland has 57.

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 148 verified decision-maker contacts tracked across these 57 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.