Company lists · Data refreshed September 2026

Top 20 Insurance brokers for wealth planning based in Portland, United States

Name: Insurance brokers for wealth planning based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 40 companies tracked

RevenueBase identified 40 company matches for insurance brokers for wealth planning associated with Portland, United States as of September 2026 and tracks 638 professional contacts across them, including 364 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Portland has 40.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

40Companies

638Contacts tracked

364Verified emails

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The 20 largest insurance brokers for wealth planning based in Portland, United States

Ranked by team size

Top 20 of 40 company matches for insurance brokers for wealth planning based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	The Partners Group	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
2	Clark Insurance, A Marsh & Mclennan Agency LLC Company	Exact match	Portland, ME, United StatesHQ recorded Sep 17, 2026	51-200	134 contacts →
	Exact match “Clark Insurance, a Marsh & McLennan Agency LLC company, provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Elliott, Powell, Baden & Baker INC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	11-50	48 contacts →
	Exact match “Vision for the future - service for life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Alera Group Csnw Benefits	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	11-50	16 contacts →
	Exact match “CSNW Benefits helps employers attract, retain, and reward employees through custom benefits and retirement plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Lotfey Dennett Insurance Brokers	Exact match	Portland, ME, United StatesHQ recorded Sep 17, 2026	1-10	15 contacts →
	Exact match “Lotfey Dennett Insurance Brokers was founded in 2015 by Nicholas Lotfey and Matthew Dennett.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Lenz Financial Group	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Lenz Financial Group is a full-service brokerage agency for the financial services professional.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
8	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
9	CFG Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
10	Wealth Advisors Northwest LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	VON Borstel & Associates, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Financial Success Means More Than Just Great Investments!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Portland Trust Company	Exact match	Portland, ME, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Your interests.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Rsma Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
14	IMS Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “IMS Capital Management is an independent, fee only, Pacific Northwest-based wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	VIS Wealth Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
16	Insurance Consulting Services, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Based in Portland, Oregon, Insurance Consulting Services, Inc.(ICS) is a recognized leader in life insurance, wealth transfer and estate planning, and business continuation for…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Retirement Consulting Group, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Since 1997, Retirement Consulting Group has been devoted to high-caliber retirement plan consulting and personal wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Bridge City Insurance	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “We’re a locally owned insurance brokerage agency with a team of professionals ready to help you find the right coverage and protection that will respond to you in a time of need…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Uplevel Wealth LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We help professionals who are at the top of their game level up.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 20 of 40 insurance brokers for wealth planning based in Portland, United States

See the full list, filter by size, metro and specialty, and access 364 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in Portland, United States at a glance

As of Sep 17, 2026

57.1%Verified-email coverage

15.9Average contacts per company

1-10Median size (employees)

Sep 17, 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 40 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 “insurance brokers for wealth planning” 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 364 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Portland, United States?

RevenueBase identified 40 company matches for insurance brokers for wealth planning 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?

The Partners Group 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Portland has 40.

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 364 professional contacts with verified work emails tracked across these 40 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 17, 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.