Company lists · Data refreshed September 2026

Top 23 Low-cost investment advisors based in Portland, United States

Name: Low-cost investment 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 20, 2026 40 companies tracked

RevenueBase identified 40 company matches for low-cost investment advisors associated with Portland, United States as of September 2026 and tracks 227 professional contacts across them, including 140 with verified work emails. Across the United States, New York is the largest hub for this category (93 companies); Portland has 40.

This list covers company matches for low-cost investment advisors 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 20, 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 20, 2026 How this list was built

40Companies

227Contacts tracked

140Verified emails

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The 23 largest low-cost investment advisors based in Portland, United States

Ranked by team size

Top 23 of 40 company matches for low-cost investment advisors based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Vista Capital Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	45 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	11-50	38 contacts →
	Exact match “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Cornerstone Financial Planning, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Cascadia Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Thimbleberry Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
11	Modernist Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We use evidence-based financial insights to empower our clients & communities to enjoy today while investing in our common future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	VIS Wealth Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Thompson Advisory Services	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
14	Daybreak Financial Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	U.S. Investors International	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “U.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Frazier Wealth Management LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
18	Pathlight Financial Planning	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
19	Aluman	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “aLuman delivers comprehensive fee-only financial planning and investment management to integrate your core values and your resources so you can prosper in all areas of your life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Arcadia Investment Advisors, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	August Wealth Management, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Gabriel Capital, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Customized investment management and financial planning services Gabriel Capital, LLC is a fee only registered investment adviser.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Emery Foley Investment Management Of LPL Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 20, 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 20, 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 “low-cost investment advisors”. 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 23 of 40 low-cost investment advisors based in Portland, United States

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Low-cost investment advisors based in Portland, United States at a glance

As of Sep 20, 2026

61.7%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 “low-cost investment advisors” 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 140 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 20, 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.

Low-cost investment advisors 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 “low-cost investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many low-cost investment advisors are there based in Portland, United States?

RevenueBase identified 40 company matches for low-cost investment advisors 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?

Vista Capital Partners 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 low-cost investment advisors?

New York leads the United States with 93 company records, followed by Houston (72) and San Diego (65). 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 140 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 20, 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.