Company lists · Data refreshed September 2026

Top 25 Nonprofit financial advisory companies based in Portland, United States

Name: Nonprofit financial advisory companies 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 36 companies tracked

RevenueBase identified 36 nonprofit financial advisory companies headquartered in Portland, United States as of September 2026 and tracks 225 professional contacts across them, including 158 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisory companies 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 20, 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 20, 2026 86% judged on-target in blind review

36Companies

225Contacts tracked

158Verified emails

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The 25 largest nonprofit financial advisory companies based in Portland, United States

Ranked by team size

Top 25 of 36 nonprofit financial advisory companies based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisory companies: 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	Vista Capital Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	45 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 20, 2026
2	Becker Capital Management, INC	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	38 contacts →
	Partial evidence “Becker Capital Management provides a range of investment management solutions for high net worth individuals, families, nonprofit organizations and institutions.” Source: RevenueBase Database · checked Sep 20, 2026
3	Cornerstone Financial Planning, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 20, 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 20, 2026
4	Tyee Carr Advisory	Strong evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	14 contacts →
	Strong evidence “CFO Advisory and Outsourced Accounting for Growth Oriented Businesses and Nonprofits.” Source: RevenueBase Database · checked Sep 20, 2026
5	OLD Port Advisors Est. 1994	Partial evidence	Portland, ME, United StatesHQ checked Sep 20, 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 20, 2026
6	Hyas Group, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Source: RevenueBase Database · checked Sep 20, 2026
7	Sellwood Investment Partners LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Source: RevenueBase Database · checked Sep 20, 2026
8	Gary Mcgee & Co. LLP	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Indirect evidence “Gary McGee & Co.” Source: RevenueBase Database · checked Sep 20, 2026
9	Susan Matlack Jones And Associates	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “NON-PROFIT BOOKKEEPING SINCE 1986 Susan Matlack Jones & Associates provides quality accounting, bookkeeping, and consulting services to not-for-profit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
10	Tenbridge Partners	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial 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 20, 2026
11	Dickinson Consultants	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “With decades of experience in the nonprofit management and millions of dollars gifted and granted to organizations like yours, Dickinson Consultants can help you build a better…” Source: RevenueBase Database · checked Sep 20, 2026
12	VIS Wealth Partners	Partial evidence	Portland, ME, United StatesHQ checked Sep 20, 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 20, 2026
13	Thompson Advisory Services	Strong evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong 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 20, 2026
14	Brandt Associates	Partial evidence	Portland, ME, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Brandt Associates is a collaborative team of nonprofit experts, specializing in all aspects of fundraising, as well as in complementary services such as strategic planning…” Source: RevenueBase Database · checked Sep 20, 2026
15	Harmonix	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “As numbers experts, we do the detailed work that, frankly, you'd probably rather not do.(We happen to love it.) But our services go well beyond the spreadsheet.” Source: RevenueBase Database · checked Sep 20, 2026
16	Inman Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “Planning your financial strategy involves many important decisions that may feel overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026
17	Diane Newman State Farm	Strong evidence	Portland, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Chartered Financial Consultant, Certified Advisor for Senior Living” Source: RevenueBase Database · checked Sep 20, 2026
18	Grow Financial Planning & Investment Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Investing isn't just about numbers and the bottom line.” Source: RevenueBase Database · checked Sep 20, 2026
19	Uplevel Wealth LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We help professionals who are at the top of their game level up.” Source: RevenueBase Database · checked Sep 20, 2026
20	Crisp Development LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “The goal at Crisp Development LLC is to provide a unique perspective to the shifting nonprofit landscape by offering customized plans to support your organization’s needs.” Source: RevenueBase Database · checked Sep 20, 2026
21	Sunnybranch Wealth	Indirect evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Indirect evidence “Sunnybranch is an independent, fee-only firm that works with clients who want to deepen their impact in the world through every aspect of their finances.” Source: RevenueBase Database · checked Sep 20, 2026
22	Frazier Wealth Management LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Financial freedom requires a game plan, execution, and implementation of that game plan.” Source: RevenueBase Database · checked Sep 20, 2026
23	Aluman	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
24	Higley Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Source: RevenueBase Database · checked Sep 20, 2026
25	Nonprofit Bookkeeping Guide, LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Nonprofit Bookkeeping Guide, LLC offers bookkeeping services for nonprofit organizations and publishes free resources on bookkeeping, accounting, and financial management.” Source: RevenueBase Database · checked Sep 20, 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: nonprofit financial advisory companies. 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 nonprofit financial advisory companies.
Partial evidence: Its own public description names part of nonprofit financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name nonprofit financial advisory companies. 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 36 nonprofit financial advisory companies based in Portland, United States

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Nonprofit financial advisory companies based in Portland, United States at a glance

As of Sep 20, 2026

70.2%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

344.4%Largest-city concentration · New York

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 36 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 nonprofit financial advisory companies, 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 “nonprofit financial advisory companies”. 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 nonprofit financial advisory companies), 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 nonprofit financial advisory companies, 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, 158 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 20, 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.

Nonprofit financial advisory companies 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 nonprofit financial advisory companies, 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 nonprofit financial advisory companies are there based in Portland, United States?

RevenueBase identified 36 nonprofit financial advisory companies 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 nonprofit financial advisory companies?

New York leads with 124 headquartered companies, followed by Chicago (83) and Atlanta (72).

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 158 verified decision-maker contacts tracked across these 36 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 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 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.