Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Portland, United States

Name: Personal financial accounting 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 29, 2026 108 companies tracked

RevenueBase identified 108 personal financial accounting firms headquartered in Portland, United States as of September 2026 and tracks 990 professional contacts across them, including 593 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Portland has 108.

This list covers personal financial accounting 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 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 29, 2026 86% judged on-target in blind review

108Companies

990Contacts tracked

593Verified emails

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The 25 largest personal financial accounting firms based in Portland, United States

Ranked by team size

Top 25 of 108 personal financial accounting firms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting firms: 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	Aldrich	Strong evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	201-500	410 contacts →
	Strong evidence “For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals.” Source: RevenueBase Database · checked Sep 29, 2026
2	Albin Randall & Bennett	Partial evidence	Portland, ME, United StatesHQ checked Sep 29, 2026	51-200	90 contacts →
	Partial evidence “ARB guides organizations in the automotive, construction, manufacturing, and nonprofit sectors; closely held businesses; and family groups to make intelligent, sensible financial…” Source: RevenueBase Database · checked Sep 29, 2026
3	Vista Capital Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 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 29, 2026
4	Alten Sakai & Company LLP	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	25 contacts →
	Partial evidence “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Source: RevenueBase Database · checked Sep 29, 2026
5	Pittman & Brooks, P.C	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “We started Pittman & Brooks because we believe that businesses need more than accountants, they need business consultants who are CPA-certified.” Source: RevenueBase Database · checked Sep 29, 2026
6	Dougall Conradie LLC	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Partial evidence “Portland Certified Public Accountants Dougall Conradie LLC - Our practice is built on the success of more than 30 years of certified public accounting and tax experience of John…” Source: RevenueBase Database · checked Sep 29, 2026
7	Cornerstone Financial Planning, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 29, 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 29, 2026
8	OLD Port Advisors Est. 1994	Indirect evidence	Portland, ME, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect 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 29, 2026
9	Deschutes Investment Consulting	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Deschutes Investment Consulting was founded in 1997 as an independently owned, SEC-registered, investment advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026
10	Fellner & Kuhn	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	13 contacts →
	Indirect evidence “Fellner & Kuhn has been serving clients since 1975.” Source: RevenueBase Database · checked Sep 29, 2026
11	Preisz Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	12 contacts →
	Partial 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 29, 2026
12	TOP Kohlbush Hoem LLP	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	11 contacts →
	Partial evidence “Located in the beautiful City of Roses, Portland, OR, Top Kohlbush & Hoem has been successfully serving the tax and accounting needs of clients for over 35 years.” Source: RevenueBase Database · checked Sep 29, 2026
13	Columbia Associates Wealth Management Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 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 29, 2026
14	Cordant Wealth Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 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 29, 2026
15	Silver OAK Advisory Group	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Our mission is to guide clients to make informed financial decisions that will help give them the best possible chance at reaching their life goals.” Source: RevenueBase Database · checked Sep 29, 2026
16	Wealth Advisors Northwest LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Source: RevenueBase Database · checked Sep 29, 2026
17	Sloy Dahl & Holst INC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 29, 2026
18	Quest Investment Management, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Indirect evidence “Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Source: RevenueBase Database · checked Sep 29, 2026
19	Bollenbacher & Associates LLC	Indirect evidence	Portland, IN, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
20	Tenbridge Partners	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 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 29, 2026
21	Portland Trust Company	Indirect evidence	Portland, ME, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Your interests.” Source: RevenueBase Database · checked Sep 29, 2026
22	Neumann Curtis Cpas	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “A passion for business and entrepreneurialism has led the founding partner, Robert Curtis CPA, to pursue a career in public accounting.” Source: RevenueBase Database · checked Sep 29, 2026
23	ITI Financial Services	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 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 29, 2026
24	Ford Black & Co., PC	Strong evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “Helping you, down your path, for your tax and financial accounting needs.” Source: RevenueBase Database · checked Sep 29, 2026
25	Thimbleberry Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Thimbleberry Financial is a boutique firm focused on providing clients with the advice and tools needed to reach their financial goals.” Source: RevenueBase Database · checked Sep 29, 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: personal financial accounting firms. 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 personal financial accounting firms.
Partial evidence: Its own public description names part of personal financial accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal financial accounting firms. 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 108 personal financial accounting firms based in Portland, United States

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Personal financial accounting firms based in Portland, United States at a glance

As of Sep 29, 2026

59.9%Verified-email coverage

9.2Average contacts per company

1-10Median size (employees)

Sep 29, 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 108 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 personal financial accounting firms, 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 “personal financial accounting firms”. 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 personal financial accounting firms), 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 personal financial accounting 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 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, 593 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 29, 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.

Personal financial accounting firms 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 personal financial accounting firms, 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 personal financial accounting firms are there based in Portland, United States?

RevenueBase identified 108 personal financial accounting 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?

Aldrich, headquartered in Portland, tops this list with the largest team on record.

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). Portland has 108.

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 593 verified decision-maker contacts tracked across these 108 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 29, 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.