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 company matches for financial advisory platforms associated with 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 (509 companies); Portland has 57.

This list covers company matches for financial advisory platforms 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 28, 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 28, 2026 How this list was built

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 company matches for financial advisory platforms based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	M Benefit Solutions	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	51-200	61 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	The H Group, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Cornerstone Financial Planning, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
5	Headinvest LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
7	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	CFG Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
9	Cascadia Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Silver OAK Advisory Group	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
13	VON Borstel & Associates, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Financial Success Means More Than Just Great Investments!” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Thimbleberry Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Rsma Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	Mill Street Financial, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “At Mill Street Financial, we get it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	VIS Wealth Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
18	Thompson Advisory Services	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Daybreak Financial Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Daybreak Financial Partners-partnering with one another to best partner with you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Continuity Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Alqymi	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Pattern	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “A modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Frazier Wealth Management LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Financial freedom requires a game plan, execution, and implementation of that game plan.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial advisory platforms”. 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 25 of 57 financial advisory platforms based in Portland, United States

See the full list, filter by size, metro and specialty, and access 148 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “financial advisory platforms” 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 148 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 28, 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.

Financial advisory platforms 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 “financial advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory platforms are there based in Portland, United States?

RevenueBase identified 57 company matches for financial advisory platforms 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?

M Benefit Solutions 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 financial advisory platforms?

New York leads the United States with 509 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 148 professional contacts with verified work emails tracked across these 57 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 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 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.