Company lists · Data refreshed September 2026

Top 25 Investment firms based in Portland, United States

Name: Investment firms based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 92 companies tracked

RevenueBase identified 92 investment firms headquartered in Portland, United States as of September 2026 and tracks 769 professional contacts across them, including 446 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

92Companies

769Contacts tracked

446Verified emails

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The 25 largest investment firms based in Portland, United States

Ranked by team size

Top 25 of 92 investment firms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Vista Capital PartnersStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	44
	“Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Source: company website · checked Sep 4, 2026
2	Becker Capital Management, INCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	38
	“Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: company website · checked Sep 4, 2026
3	JGP Wealth ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	24
	“We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Source: company website · checked Sep 4, 2026
4	Anania & Associates Investment Company LLCStrong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	201-500	20
	“Anania & Associates Investment Company LLC is an investment firm that invests in small well managed businesses.” Source: company website · checked Sep 4, 2026
5	Phillips And Company Wealth StrategiesStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	18
	“Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Source: company website · checked Sep 4, 2026
6	Matisse CapitalStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	17
	“Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds.” Source: company website · checked Sep 4, 2026
7	Cornerstone Financial Planning, LLCIndirect evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	13
	“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: company website · checked Sep 4, 2026
8	Great Diamond PartnersIndirect evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	13
	“Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Source: company website · checked Sep 4, 2026
9	OLD Port Advisors Est. 1994Strong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	13
	“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: company website · checked Sep 4, 2026
10	Headinvest LLCStrong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	13
	“HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: company website · checked Sep 4, 2026
11	Deschutes Investment ConsultingStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	13
	“Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: company website · checked Sep 4, 2026
12	Hyas Group, LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	12
	“The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Source: company website · checked Sep 4, 2026
13	Preisz FinancialIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	12
	“PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Source: company website · checked Sep 4, 2026
14	Sellwood Investment Partners LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	12
	“Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Source: company website · checked Sep 4, 2026
15	Cordant Wealth PartnersIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	8
	“At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus on Intel employees.” Source: company website · checked Sep 4, 2026
16	Bigelow Investment Advisors, LLCStrong evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	11-50	8
	“Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Source: company website · checked Sep 4, 2026
17	Financial Investment TeamStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	8
	“FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Source: company website · checked Sep 4, 2026
18	Columbia Associates Wealth Management GroupIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	8
	“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: company website · checked Sep 4, 2026
19	CFG Wealth ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	8
	“We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Source: company website · checked Sep 4, 2026
20	Sloy Dahl & Holst INCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	7
	“We are a full-service registered investment advisory firm.” Source: company website · checked Sep 4, 2026
21	Quest Investment Management, LLCStrong evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	7
	“Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Source: company website · checked Sep 4, 2026
22	Thimbleberry FinancialIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	5
	“Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals.” Source: company website · checked Sep 4, 2026
23	Rsma Wealth ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	11-50	4
	“RSMA Wealth Management provides comprehensive, high-touch wealth management services to our clients.” Source: company website · checked Sep 4, 2026
24	Daybreak Financial PartnersIndirect evidence	Portland, ME, United StatesHQ checked Sep 4, 2026	1-10	4
	“Daybreak Financial Partners-partnering with one another to best partner with you.” Source: company website · checked Sep 4, 2026
25	Summit Advisors NWIndirect evidence	Portland, OR, United StatesHQ checked Sep 4, 2026	1-10	4
	“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: company website · checked Sep 4, 2026

Showing 25 of 92 investment firms based in Portland, United States

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Investment firms based in Portland, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 92 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 446 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Portland, United States?

RevenueBase identified 92 investment firms 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?

Vista Capital Partners, headquartered in Portland, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 446 verified decision-maker contacts tracked across these 92 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 4, 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.