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 private equity advisors headquartered in Portland, United States as of September 2026 and tracks 310 professional contacts across them, including 119 with verified work emails. New York is the largest hub.

This list covers private equity advisors 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 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

43Companies

310Contacts tracked

119Verified emails

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

Ranked by team size

Top 23 of 43 private equity advisors based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: 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	Becker Capital Management, INCIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
2	Alkali PartnersIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	11-50	25
	“Great companies are bought.” Source: company website · checked Sep 5, 2026
3	OLD Port Advisors Est. 1994Partial evidence	Portland, ME, United StatesHQ checked Sep 5, 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 5, 2026
4	Deschutes Investment ConsultingPartial evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
5	Sellwood Investment Partners LLCIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
6	Columbia Associates Wealth Management GroupIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
7	Cordant Wealth PartnersIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	8
	“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: company website · checked Sep 5, 2026
8	CFG Wealth ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
9	Robinson Smith Wealth Advisors, LLCPartial evidence	Portland, ME, United StatesHQ checked Sep 5, 2026	1-10	7
	“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…” Source: company website · checked Sep 5, 2026
10	Thimbleberry FinancialIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
11	Daybreak Financial PartnersIndirect evidence	Portland, ME, United StatesHQ checked Sep 5, 2026	1-10	4
	“Daybreak Financial Partners-partnering with one another to best partner with you.” Source: company website · checked Sep 5, 2026
12	Summit Advisors NWIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 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 5, 2026
13	Naviquant Capital ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	3
	“Boutique wealth management, and asset management firm located in Portland Oregon.” Source: company website · checked Sep 5, 2026
14	Bracken Lane PartnersPartial evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	3
	“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.” Source: company website · checked Sep 5, 2026
15	Tounge AssociatesPartial evidence	Portland, ME, United StatesHQ checked Sep 5, 2026	1-10	2
	“TOUNGE ASSOCIATES is a Family Owners M&A Advisory Firm.” Source: company website · checked Sep 5, 2026
16	Continuity Wealth ManagementIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	2
	“Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Source: company website · checked Sep 5, 2026
17	Portland Global Advisors LLCIndirect evidence	Portland, ME, United StatesHQ checked Sep 5, 2026	1-10	2
	Source: company website · checked Sep 5, 2026
18	Newell Craig, LLCPartial evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	2
	“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…” Source: company website · checked Sep 5, 2026
19	Veber Partners LLCIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	2
	“VEBER PARTNERS LLC was founded in 1989.” Source: company website · checked Sep 5, 2026
20	Garganese Financial GroupIndirect evidence	Portland, ME, United StatesHQ checked Sep 5, 2026	1-10	2
	Source: company website · checked Sep 5, 2026
21	Higley FinancialIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	1
	“HIGLEY FINANCIAL has a core focus to assess, plan and implement financial strategies for successful individuals, families and businesses to be financially healthy.” Source: company website · checked Sep 5, 2026
22	Emery Foley Investment Management Of LPL FinancialIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	1
	“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.” Source: company website · checked Sep 5, 2026
23	Frazier Wealth Management LLCIndirect evidence	Portland, OR, United StatesHQ checked Sep 5, 2026	1-10	1
	“Financial freedom requires a game plan, execution, and implementation of that game plan.” Source: company website · checked Sep 5, 2026

Showing 23 of 43 private equity advisors based in Portland, United States

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

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 988 HQs

Contacts with mobile numbers

Sep 5, 2026Data 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 this city, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private equity advisors, 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 “private equity advisors”. 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 private equity advisors, 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, 119 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 5, 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.

Private equity advisors by metro in the United States

Frequently asked

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

RevenueBase identified 43 private equity advisors 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?

Becker Capital Management, INC, headquartered in Portland, tops this list with the largest team on record.

Which city has the most private equity advisors?

New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).

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 119 verified decision-maker contacts tracked across these 43 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 5, 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.