Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Portland, United States

Name: Insurance planning advisors 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 56 companies tracked

RevenueBase identified 56 insurance planning advisors headquartered in Portland, United States as of September 2026 and tracks 692 professional contacts across them, including 403 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors 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 17, 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 17, 2026 86% judged on-target in blind review

56Companies

692Contacts tracked

403Verified emails

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The 25 largest insurance planning advisors based in Portland, United States

Ranked by team size

Top 25 of 56 insurance planning advisors based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: 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	The Partners Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	201-500	266 contacts →
	Partial evidence “At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Source: RevenueBase Database · checked Sep 17, 2026
2	Northrup Corporation	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	n/a	67 contacts →
	Indirect evidence “Northrup Corporation was formed in August 1993 by Peter Northrup, the current President.” Source: RevenueBase Database · checked Sep 17, 2026
3	M Benefit Solutions	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 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 17, 2026
4	Elliott, Powell, Baden & Baker INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	11-50	48 contacts →
	Indirect evidence “Vision for the future - service for life.” Source: RevenueBase Database · checked Sep 17, 2026
5	Finity Group, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	11-50	28 contacts →
	Indirect 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 17, 2026
6	Alera Group Csnw Benefits	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	11-50	16 contacts →
	Indirect evidence “CSNW Benefits helps employers attract, retain, and reward employees through custom benefits and retirement plans.” Source: RevenueBase Database · checked Sep 17, 2026
7	Lotfey Dennett Insurance Brokers	Partial evidence	Portland, ME, United StatesHQ checked Sep 17, 2026	1-10	15 contacts →
	Partial evidence “Lotfey Dennett Insurance Brokers was founded in 2015 by Nicholas Lotfey and Matthew Dennett.” Source: RevenueBase Database · checked Sep 17, 2026
8	Cornerstone Financial Planning, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 17, 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 17, 2026
9	OLD Port Advisors Est. 1994	Partial evidence	Portland, ME, United StatesHQ checked Sep 17, 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 17, 2026
10	Preisz Financial	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect 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 17, 2026
11	Columbia Associates Wealth Management Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 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 17, 2026
12	Cordant Wealth Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 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 17, 2026
13	Financial Investment Team	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Indirect evidence “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Source: RevenueBase Database · checked Sep 17, 2026
14	Cascadia Wealth Management	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	11-50	8 contacts →
	Partial 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 17, 2026
15	VON Borstel & Associates, INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “Financial Success Means More Than Just Great Investments!” Source: RevenueBase Database · checked Sep 17, 2026
16	Tenbridge Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect 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 17, 2026
17	ITI Financial Services	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 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 17, 2026
18	VIS Wealth Partners	Partial evidence	Portland, ME, United StatesHQ checked Sep 17, 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 17, 2026
19	Thompson Advisory Services	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial 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 17, 2026
20	Insurance Consulting Services, INC	Strong evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
21	Daybreak Financial Partners	Indirect evidence	Portland, ME, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Daybreak Financial Partners-partnering with one another to best partner with you.” Source: RevenueBase Database · checked Sep 17, 2026
22	Summit Advisors NW	Indirect evidence	Portland, OR, United StatesHQ checked Sep 17, 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 17, 2026
23	Tradewinds Wealth Management	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “TradeWinds Wealth Management is the premier resource for financial advice and retirement planning in the Portland area.” Source: RevenueBase Database · checked Sep 17, 2026
24	Inman Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Planning your financial strategy involves many important decisions that may feel overwhelming.” Source: RevenueBase Database · checked Sep 17, 2026
25	Bridge City Insurance	Partial evidence	Portland, OR, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 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: insurance planning advisors. 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 insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. 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 56 insurance planning advisors based in Portland, United States

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Insurance planning advisors based in Portland, United States at a glance

As of Sep 17, 2026

58.2%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

344.6%Largest-city concentration · New York

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 56 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 insurance planning advisors, 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 “insurance planning advisors”. 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 insurance planning advisors), 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 insurance planning advisors, 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, 403 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 17, 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.

Insurance planning advisors 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 insurance planning advisors, 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 insurance planning advisors are there based in Portland, United States?

RevenueBase identified 56 insurance planning advisors 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?

The Partners Group, headquartered in Portland, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

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 403 verified decision-maker contacts tracked across these 56 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 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 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.