Company lists · Data refreshed September 2026

Top 23 Private equity advisors based in Portland, United States

Name: Private equity 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 5, 2026 43 companies tracked

RevenueBase identified 43 company matches for private equity advisors associated with Portland, United States as of September 2026 and tracks 310 professional contacts across them, including 119 with verified work emails. Across the United States, New York is the largest hub for this category (1,032 companies); Portland has 43.

This list covers company matches for private equity 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 5, 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 5, 2026 How this list was built

43Companies

310Contacts tracked

119Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 23 largest private equity advisors based in Portland, United States

Ranked by team size

Top 23 of 43 company matches for private equity advisors based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 5, 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	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
2	Alkali Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	11-50	25 contacts →
	Exact match “Great companies are bought.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
3	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
4	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
5	Sellwood Investment Partners LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	11-50	12 contacts →
	Exact match “Sellwood Investment Partners LLC helps clients achieve their unique goals with thoughtful investment advice, delivered with integrity.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
6	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
7	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
8	CFG Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	8 contacts →
	Exact match “We specialize in meeting the unique wealth management needs of established business owners in the greater Portland, Oregon region.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
9	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
10	Thimbleberry Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
11	Daybreak Financial Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
12	Summit Advisors NW	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
13	Naviquant Capital Management	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Boutique wealth management, and asset management firm located in Portland Oregon.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
14	Bracken Lane Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	3 contacts →
	Exact match “Bracken Lane Partners is a premier M&A advisory firm co-founded by Chad Riddle and Brad Stricklin to serve the specialized needs of business owners.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
15	Tounge Associates	Exact match	Portland, ME, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “TOUNGE ASSOCIATES is a Family Owners M&A Advisory Firm.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
16	Continuity Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
17	Portland Global Advisors LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
18	Newell Craig, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “Newell Craig is a Portland, Oregon-based corporate development advisory firm offering the sophistication of a boutique investment bank with the personalized, bespoke service that…” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
19	Veber Partners LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match “VEBER PARTNERS LLC was founded in 1989.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
20	Garganese Financial Group	Exact match	Portland, ME, United StatesHQ recorded Sep 5, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
21	Higley Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 2026	1-10	1 contacts →
	Exact match “HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Recorded in the RevenueBase company graph · Sep 5, 2026 · View company records in RevenueBase
22	Emery Foley Investment Management Of LPL Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 2026 · View company records in RevenueBase
23	Frazier Wealth Management LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 5, 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 5, 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 “private equity 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 43 private equity advisors based in Portland, United States

See the full list, filter by size, metro and specialty, and access 119 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Private equity advisors based in Portland, United States at a glance

As of Sep 5, 2026

38.4%Verified-email coverage

7.2Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 43 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 “private equity 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 119 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 5, 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.

Private equity 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 “private equity advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many private equity advisors are there based in Portland, United States?

RevenueBase identified 43 company matches for private equity 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?

Becker Capital Management, INC 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 private equity advisors?

New York leads the United States with 1,032 company records, followed by Chicago (263) and Miami (202). Portland has 43.

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 119 professional contacts with verified work emails tracked across these 43 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 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 43 private equity advisors based in Portland, United States. Start with a free account, no credit card.

Download this list →

Related lists

Private equity advisors by geography

Browse the directory

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.