Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Portland, United States

Name: Senior financial planning 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 22, 2026 120 companies tracked

RevenueBase identified 120 company matches for senior financial planning firms associated with Portland, United States as of September 2026 and tracks 1,456 professional contacts across them, including 896 with verified work emails. Across the United States, New York is the largest hub for this category (374 companies); Portland has 120.

This list covers company matches for senior financial planning firms 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 22, 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 22, 2026 How this list was built

120Companies

1,456Contacts tracked

896Verified emails

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The 25 largest senior financial planning firms based in Portland, United States

Ranked by team size

Top 25 of 120 company matches for senior financial planning firms based in Portland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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 22, 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 22, 2026 · View company records in RevenueBase
2	The Partners Group	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	201-500	266 contacts →
	Exact match “At The Partners Group, we offer insurance, consulting, and financial services all in one place.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	R.M. Davis	Exact match	Portland, ME, United StatesHQ recorded Sep 22, 2026	51-200	70 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Vista Capital Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
5	Becker Capital Management, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
6	Finity Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	11-50	28 contacts →
	Exact match “Finity Group, LLC is a privately owned and truly independent financial services firm, providing objective, situation specific recommendations to individuals, businesses and the…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Alten Sakai & Company LLP	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	11-50	25 contacts →
	Exact match “Alten Sakai & Company LLP is one of the leading local accounting firms in the Portland, Oregon metro area.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	JGP Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	11-50	24 contacts →
	Exact match “We coordinate and manage your financial affairs so you can focus on what’s most important to you.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	The H Group, INC	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	11-50	22 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Financial Reserve	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	11-50	19 contacts →
	Exact match “Financial Reserve Companies Financial Reserve, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Cornerstone Financial Planning, LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
12	Great Diamond Partners	Exact match	Portland, ME, United StatesHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “Great Diamond Partners is an independent, locally owned wealth management firm serving individuals, families, and organizations in the Maine area and beyond.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	OLD Port Advisors Est. 1994	Exact match	Portland, ME, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
14	Deschutes Investment Consulting	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
15	Headinvest LLC	Exact match	Portland, ME, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
16	Hyas Group, LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
17	Preisz Financial	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
18	Columbia Associates Wealth Management Group	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
19	Cordant Wealth Partners	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
20	Financial Investment Team	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
21	CFG Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
22	Cascadia Wealth Management	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
23	Silver OAK Advisory Group	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
24	Wealth Advisors Northwest LLC	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
25	Sloy Dahl & Holst INC	Exact match	Portland, OR, United StatesHQ recorded Sep 22, 2026	1-10	7 contacts →
	Exact match “We are a full-service registered investment advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 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 “senior financial planning firms”. 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 120 senior financial planning firms based in Portland, United States

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Senior financial planning firms based in Portland, United States at a glance

As of Sep 22, 2026

61.5%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

Sep 22, 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 120 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 “senior financial planning firms” 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 896 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 22, 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.

Senior financial planning firms 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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in Portland, United States?

RevenueBase identified 120 company matches for senior financial planning firms 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 senior financial planning firms?

New York leads the United States with 374 company records, followed by Houston (258) and Atlanta (256). Portland has 120.

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 896 professional contacts with verified work emails tracked across these 120 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 22, 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.