Company lists · Data refreshed September 2026

Top 24 Financial services consultants based in Portland, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 56 companies tracked

RevenueBase identified 56 company matches for financial services consultants associated with Portland, United States as of September 2026 and tracks 854 professional contacts across them, including 570 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Portland has 56.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

56Companies

854Contacts tracked

570Verified emails

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The 24 largest financial services consultants based in Portland, United States

Ranked by team size

Top 24 of 56 company matches for financial services consultants based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Aldrich	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	201-500	410 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	The Partners Group	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	201-500	266 contacts →
	Exact match “At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
4	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
5	Hyas Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	11-50	12 contacts →
	Exact match “The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Preisz Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
7	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
8	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
9	VON Borstel & Associates, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Financial Success Means More Than Just Great Investments!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Tenbridge Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	VIS Wealth Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
12	Carollo & Associates, PC	Exact match	Portland, CT, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
13	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
14	Tradewinds Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Inman Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
16	Diane Newman State Farm	Exact match	Portland, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Chartered Financial Consultant, Certified Advisor for Senior Living” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Kimsa Group LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “At Kimsa, we are about truly understanding the journey, the vision and potential of a person and their business, bringing strategies and resources around them to solve problems…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	U.S. Investors International	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Wiley Consulting INC	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Wiley Consulting Inc,(WCI), was established in 2010 to provide support to financial institutions who need special project support in the areas of Asset Management and Credit…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Frazier Wealth Management LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
22	Pathlight Financial Planning	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Comprehensive financial planning and investment management for individuals, couples and young families.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Higley Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
24	Emery Foley Investment Management Of LPL Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Recorded in the RevenueBase company graph · Sep 16, 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 services consultants”. 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 56 financial services consultants based in Portland, United States

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Financial services consultants based in Portland, United States at a glance

As of Sep 16, 2026

66.7%Verified-email coverage

15.2Average contacts per company

1-10Median size (employees)

Sep 16, 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 56 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 services consultants” 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 570 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 16, 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 services consultants 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Portland, United States?

RevenueBase identified 56 company matches for financial services consultants 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?

Aldrich 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Portland has 56.

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 570 professional contacts with verified work emails tracked across these 56 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 16, 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.