Company lists · Data refreshed September 2026

Top 25 Retirement planning consultants based in Portland, United States

Name: Retirement planning consultants based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 92 companies tracked

RevenueBase identified 92 company matches for retirement planning consultants associated with Portland, United States as of September 2026 and tracks 981 professional contacts across them, including 622 with verified work emails. Across the United States, New York is the largest hub for this category (220 companies); Portland has 92.

This list covers company matches for retirement planning consultants 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 21, 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 21, 2026 How this list was built

92Companies

981Contacts tracked

622Verified emails

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

The 25 largest retirement planning consultants based in Portland, United States

Ranked by team size

Top 25 of 92 company matches for retirement planning consultants based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Aldrich	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	201-500	410 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Rvk, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	51-200	139 contacts →
	Exact match “RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Vista Capital Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
4	Succession Resource Group	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	11-50	25 contacts →
	Exact match “Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Multnomah Group, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	11-50	22 contacts →
	Exact match “Multnomah Group is an independent retirement plan consulting firm headquartered in Portland, OR.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Cornerstone Financial Planning, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
7	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
8	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
9	Headinvest LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Hyas Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “The Hyas Group, an investment consulting practice, focuses exclusively on the needs of institutional clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Preisz Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
13	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
14	Financial Investment Team	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “FINANCIAL INVESTMENT TEAM is a financial services business specializing in direct asset management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Cascadia Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
16	Silver OAK Advisory Group	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Wealth Advisors Northwest LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Wealth Advisors Northwest LLC provides comprehensive Wealth Management services in the Portland, OR metro area.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Corvus Pension Actuaries, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “At Corvus Pension Actuaries, we specialize in retirement plan design and actuarial consulting for small businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Robinson Smith Wealth Advisors, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
21	Quest Investment Management, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	11-50	7 contacts →
	Exact match “Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Guidance Point Retirement Services, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Guidance Point Retirement Services is an independent retirement plan consulting firm headquartered in Portland, ME.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	VON Borstel & Associates, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Financial Success Means More Than Just Great Investments!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Tenbridge Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Guiding with curiosity and trusted expertise, we empower people to live their unique story with financial clarity and confidence.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Portland Trust Company	Exact match	Portland, ME, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Your interests.” Recorded in the RevenueBase company graph · Sep 21, 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 “retirement planning consultants”. 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 25 of 92 retirement planning consultants based in Portland, United States

See the full list, filter by size, metro and specialty, and access 622 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Retirement planning consultants based in Portland, United States at a glance

As of Sep 21, 2026

63.4%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 92 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 “retirement planning consultants” 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 622 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 21, 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.

Retirement planning consultants 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 “retirement planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning consultants are there based in Portland, United States?

RevenueBase identified 92 company matches for retirement planning consultants 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?

Aldrich 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 retirement planning consultants?

New York leads the United States with 220 company records, followed by Houston (164) and Atlanta (147). Portland has 92.

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 622 professional contacts with verified work emails tracked across these 92 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 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 92 retirement planning consultants based in Portland, United States. Start with a free account, no credit card.

Download this list →

Related lists

Retirement planning consultants 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.